| Page Properties | ||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
🏠 Feature Overview
The advertiser Advertiser is the client accepting the leads. The advertiser will be able Advertisers are associated with Agencies. An agency may be associated with multiple advertisers. Campaigns can be created on the platform for Advertisers by agency users belonging to the agency associated with the advertiser, and by admin users.
It is possible to set up multiple campaigns per advertiser and assign publishers to fulfil the campaigns to provide leads to these campaigns. The platform also provides admins, agency users, advertiser user and report users, access to ‘Advertiser Performance Report’ to see the performance of advertisers across campaigns over a period of time.
Setting up an Advertiser
...
The Advertisers listing table shows details of Advertisers such as advertiser id, company name etc. The table allows users to perform search on the various columns and to add/remove columns from the listing using the ‘Custom Table Views’ option. There is also an option for pagination.
...
From this interface you the user can Add, Import, Delete, View Advertisers and Create New Campaign.
Add Advertiser
When adding a an entry to the advertiser, you the user will be able to enter the following fields:.
...
Name | Required | Notes |
Advertiser Name |
| Advertiser Name has to be unique |
Account Manager |
| This is the clientsclient's contact |
Campaign Manager |
| Internal Team managing the campaign |
First Name |
| |
Last Name |
| |
| ||
Telephone |
| |
Postcode |
| |
Address |
| |
City/Town |
| |
Country |
| |
IO Management: Enable IO Management |
| Toggle Default is set as disabled. |
Contracts: Autosign Contracts |
| Toggle Default is set as disabled. This determines if the contracts are auto-signed |
Default Publisher Terms |
| If specific campaign terms need to be made default, they can be placed here. |
Notes |
| Notes will apply to all publishers. |
Once all the mandatory fields have been entered and saved, the newly created advertiser will be available in the listing.
Import Advertiser
Import Advertiser will let the user import a CSV file in the format shown below.
...
Once successfully imported, the advertiser will be available in the listing table.
View Advertiser
View Advertiser will let the user:
Create a campaign
View the campaigns associated to the advertiser
View/Update account details
Add/Edit/Delete Value Transformations
View/Edit Default Value Settings
Add/Edit/Delete Validation Lists
Clicking on the ‘Company Name’ hyperlink or the ‘View’ button under ‘Actions’ columns will redirect the user to the various other settings available for Advertisers, shown below. Detailed documentation on these functionalities is available under ‘Related Content’ in the table above. The user will be able to go back to the Advertiser listing screen by clicking on the ‘Advertisers’ hyperlink above the breadcrumb banner.
...
Delete Advertiser(s)
Advertiser(s) may be deleted by selecting their corresponding checkbox(es) and clicking on Delete button. A confirmation dialog box is shown to the user. Upon confirmation, the advertiser(s) and associated campaign(s) will be deleted.
...
\uD83D\uDDD2 User Permissions
The users should have access to the advertisers to be able to view the advertisersAdmin users and agency users belonging to agencies associated with the advertiser, can access advertiser details and create/update/view/delete campaigns of associated advertisers.
...