Product

17/03/23

• Terminology change for ‘Connect’ sidebar item

  • This should show even if credential manager hasn’t been configured

  • If users navigate to ‘connect’ in sidebar without credential setup, the listing will be empty

• Campaign processr < visibility for publishers

  • For v1 this should be asingle toggle to apply to all publishers

  • V2 may have ‘per publisher selection’ if required

• Tab terminology

  • Changed from ‘Active Configurations’ and ‘Inactive Configurations'

  • Arunima suggested changing ‘Inactive’ to ‘Completed’ or ‘Pending Changes’ or ‘Action Required’?

• Potentially merge management screen with ‘dashboard’ somehow, maybe new tab?

• Handling of updates (rokas needed)

• In mappings, can only reference fields in processr once a lead is in because the fields come from the lead data (rokas needed)

  • Change behaviour so fields come from associated form on the campaign (value transforms is an issue)

  • Dropdown of fields in integrations should come from forms

• ‘Connect’ sidebar item to show even if credential manager hasn’t been configured

• ‘Configure’ step 2, for ‘validation lists’ values will not be shown in column because there could be too many to show

  • But if we have ‘view details’ then it could have table with pagniation of values

• New step to include ‘integration’ configuration?

• Listing needs ‘domain’ column and ‘advertiser’ column

• Dashboard to have new column to show if campaign is ‘connected’

• Audit details will be on system level

• Step 1 select ‘existing campaign’ should have advertiser first

• Step 1 setup, step 2 form mapping

  • Mapping is required on ‘form’ not on ‘job’

  • If select from linked enterprise then mapping is ‘done’ because sending enterprise has done this

  • If select own form, then mapping is required

• Step 1 - ‘select existing campaign' interface should only be a 1 to 1 relationship, so cannot add more than 1 campaign to assign a configuration to

  • Then on processr we could have a feature to ‘import’ all processr jobs from another campaign

  • So ‘associated campaigns’ no longer required

• Visibility for publishers, for v1, change to single toggle so no need to ‘per publisher’ selection for now

• Mocks for configuration updates, e.g. on jobs step, have column for ‘type of update’ then highlight the jobs that have been added, changed, removed (tracked based on campaign ID)

  • ‘Pending Configurations’ and ‘Complete Configurations'

• Campaign selection (setup step)

  • Select ‘existing campaign’ should have advertiser filter first

  • Configration applying should be a 1 to 1 relationship, therefore the interface needs to change because you should only be able to select 1 campaign to apply the configuration to so no need for the ‘associated campaigns’ column on the listing. Users can then duplicate the campaign if they want to separate their lead delivery into multiple campaigns.

• Dashboard

  • New column to show if campaign is ‘connected’

• ‘Connect’ listing

  • Needs ‘domain’ column and ‘advertiser’ column

  • This means that users can add credentials for multiple enterprises and have campaigns from multiple sources come in (intentsify do this)

• ‘Job details’ for validation lists

  • Too many values to show if included on ‘jobs’ table, so dedicated table in ‘job details’ with pagniation will show values

• Step order changes

  • Mapping should be 2nd step as this dictates the mapping for jobs in step 3 because the form chosen from the linked enterprise would have all the mapping already setup, so this can be imported and then mapping is done without the need for any manual user input

• Audit of changes

  • Details will be on system level

• Campaign level connect integration

  • The ‘connect’ integration will be added, but without bits like API key and domain and this is done via credential manager

• Configuration pending updates

  • On jobs step, have column for ‘type of update’ then highlight the jobs that are new, updated, removed

• Form field mapping

  • Option to select ‘Unmapped’ if mapping is to be done later in the scenario where a different ‘mapping’ form is chosen and the field required for mapping is not available, so the field needs to be added after configuration is applied, therefore the ‘unmapped’ field allows the configure process to be completed and the field can be mapped later

• Configuration listing

  • Have 3 tabs instead of 2 tabs (previously ‘active’ and ‘inactive’)

    • ‘New configurations'

    • ‘Updated configurations' (this will need a column to show ‘linked campaigns’)

    • ‘Complete configurations' (this will need a column to show ‘linked campaigns’)

• Multiple ‘connect’ campaigns scenario

  • Intentsify use case have multiple campaigns sending to 1 linked enterprise campaign

    • If a campaign with a configuration applied is duplicated, will it also be ‘linked’ to the recieving leads enterprise and receive leads?

      • It will not be possible to apply configurations to multiple campaigns, but the ‘connect’ integration will still persist if duplicated, and leads can still be sent from multiple campaigns on sending leads enterprise to the receiving enterprise

• Potentially merge management screen with ‘dashboard’ somehow, maybe new tab?

  • Instead, have column on dashboard to show campaigns that have ‘connect’ integration on

Product

22/03/23

• Handing of updates

  • If a configuration change is made on recieving leads enterprise (i.e. a job is updated, job is added, job is removed) how do we track and send this across enterprises? Via job id?

    • Rokas: yes job id, map on the backend so we know which job corresponds to which job between enterprises

• Configure dialog > mapping step

  • Mapping fields only required if they choose their own form. If they choose the form as the form chosen on the linked enterprise then mapping not required

• Configure dialog > jobs step

  • Validation list values change from table of values to ‘download’ values button (private validation list will not allow downloading of values)

• Job names

  • Include actual jobs for examples

• Audit

  • How detailed will the ‘notes’ be here? E.g. this connect configuration was applied to this campaign. Or this connect configuration with these jobs with these settings was applied to this campaign?

    • It will be granular

    • Campaign level audit as well

• Campaign > processr

  • Have an indicator that it’s from ‘connect’

• Changing the linked campaign

  • What happens if a customer accidentally chooses the wrong campaign to apply it to? Because the campaign link is permanent, they can’t change the campaign? Have a way to ‘unlink’ the campaign and then the configuration can be applied again.

• Import all jobs from another campaign

  • Need to scope this? Will it import and replace any existing jobs? Can you select which jobs to import?

    • Will be discussed as a separate feature

Product

29/03/23

• Unlink dialog

  • Add some text to explain that once unlinked, the configuration will move to the ‘new configurations’ tab

• Dashboard

  • ‘Connect’ column to show which campaign has a linked job (previously it showed which campaigns had ‘connect’ integration job)

• Campaign > processr > connect job configuration

  • Add in domain and api key (prepopulated from credential manager)

Product

10/05/23

• Sidebar ‘connect’ item should always show, if no credentials are setup then table is empty.

• Recieving leads enterprise

  • Have an indicator (maybe on publisher assign) to say this campaign has no jobs or form

• Campaign status to be ‘connect’ unique, where if ‘not ready' (no form or jobs) then it cannot be setup

• Campaign details on configuration step, pre-populate (not advertiser and currency)

Product

05/07/23

Supplier

• Remove asterix from toggle

• Change wording for ‘select form used for job mapping’ to be specific about QA jobs

Demander

• Signed publisher contract is prerequisite for being allowed to apply config in connect management screen

  • Therefore, show a disabled ‘apply configuration button’ and add tooltip to explain that publisher contract needs to be signed

• Form convert to text fields

  • Multiselect fields (e.g. select/checkbox/radio) will be received as normal

  • Misc fields (e.g. html, hidden, whitepaper id, etc) will not be sent

Product & Dev

19/07/23

Supplier

• Changed terminology from ‘demander’ to ‘advertiser’ (yellow tooltips still say ‘demander’)

Demander

• Changed terminology from ‘supplier’ to ‘publisher’ (yellow tooltips still say ‘supplier’)

• ‘Apply configuration’ dialog

  • If ‘campaign to receive configuration’ is uncapped, then ‘leads required’ field will not be shown

  • ‘Leads required' and ‘per-action payout’ amount will no longer be prefilled (there are too many scenarios to show/hide/prefill/not prefill based on capped/uncapped/fix cost contracts, etc. for mvp)

  • ‘Currency’ will no longer be pre-filled as the naming convension between demander and supplier enterprises may not be set up consistenly

Product & Dev

26/07/23

Demander

• ‘Connect management’ page

  • Add filters to table columns to allow searching for campaigns, advertisers and enterprises