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Before they can submit lead data into the Convertr platform, the Publisher user must agree to the Ts&Cs which are defined by the Admin and Agency users and is distributed by email.
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In some cases, it is possible to have the publisher contract auto signed at the time of assignment (See Campaign Admin setup for details)
>>>screenshot of publisher contract
>>screenshot of auto sign option in campaign > admin > setup>>>
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Create and Manage Publisher ‘organisation(s)’ Accounts
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Admin users and Agency users can also assign publishers to a Campaign (See Campaign Publisher Management page).>>>screenshot of campaign > publisher assignment page>>>
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When adding a publisher they should be able to choose to send a welcome email to the contact email address, which will allow the user to sign up and be linked to the new organisation (See Campaign Admin Setup page).
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Some columns also have search filters and sorting options.>>screenshot of widget, graph, Publisher Campaigns listing table showing campaigns, pagination, download, custom table options
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The Actions column shows the actions that the publisher can perform on each of the campaigns. These are:
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If the campaign setting ‘Allow publisher users to import and export their data' is enabled on a campaign, the publisher user will be able to see the 'Import Leads’ option against the campaign.>>screenshot of setting in campaign > setup
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Publisher users can import data into a campaign using the ‘Import Leads’ option available against a campaign on the Publisher Campaigns listing page.
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This will open a ‘Import Leads’ modal which allows the user to upload a CSV file containing lead data. A sample file is available for download in the link in the blue banner in the modal.>>>screenshot of CSV file format>>>
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The user must select the appropriate form and upload the CSV file. Different delimiters are supported in the CSV file- comma, semicolon, tab, pipe. The appropriate delimiter may be selected and the user can proceed to the next step.>>>screenshot of import leads modal step 1 >>>
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On the next step, the publisher’s name is automatically populated in the ‘Publisher’ field. They can also provide a tracking link. Select a tracking link helps to identify the channel the imported leads will be applied to. If left unset, the channel for each imported lead will be empty.
There is also an option ‘Replacement’ which may be set if the leads being imported are replacement leads. By enabling this, within reporting it will be noted that the imported leads are replacing previously returned lead(s) as 'make good'. This has no impact on processing and is used for reporting purposes only.>>>screenshot of import leads modal step 2 >>>
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On the next step, they can manage previously saved mapping templates. They can select a template from the dropdown to load or delete a chosen template, or reset the field mapping to the original state. Once they map their data to the campaign form, they can save the mapping setup as a new template for future imports. >>>screenshot of import leads modal step 3>>>
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On the final step, the user can preview their import (10 rows of data) and opt-in that the data was captured lawfully. They can always go back to a previous step to e/dit any information. Once verified, the leads will be imported into the campaign on clicking Save.>>>screenshot of import leads modal step 4>>>
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2. Exporting Leads from a Campaign
If the campaign setting ‘Allow publisher users to import and export their data' is enabled on a campaign, the publisher user will be able to see the 'Export Leads’ option against the campaign. Publisher users can export all publisher data that the specific publisher has submitted to a campaign using the ‘Export Leads’ Lead’ option available against a campaign on the Publisher Campaigns listing page.>>>screenshot of lead export option for publisher>>>
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This will open a page where the user can filter by status, timeframe (max 1 year), and by QA flags, the data they want to export. They can set the order of the export- ASC or DSC. They can also choose to export the data as CSV file.
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After configuring their options they can then rename the selected columns for export as well as reorder and/or delete their selections.>>>screenshot of Export Filter page>>>
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When exporting they will need to confirm that they understand the terms and conditions before export of the data can start.
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