Platform URL | https://[enterprise].cvtr.io/v2/leads | ||||||||
|---|---|---|---|---|---|---|---|---|---|
API Endpoints | Fetching lead info
Viewing Associated Campaigns tab
Job Details tab
Processr Logs tab
Provider logs Logs tab
Edit Data tab
Notes tab
| ||||||||
Epic |
| ||||||||
Document status |
| ||||||||
Document owner | |||||||||
Technical writers | |||||||||
Related Content | https://convertr.atlassian.net/wiki/spaces/PF/pages/edit-v2/1131544585 |
...
The name of the campaign that the lead is captured on (especially helpful if viewing the lead in the global leads page where the campaign it was captured in is not immediately obvious). This is a link to the Campaign > overview page.
Generator
The name of the publisher that provided the lead (this item will not show if there is no lead generator)
...
The form used to capture the lead. This is a link to the form.
Entry Point
The source of the lead capture. It could show API information, or the landing page that the form was embeded embedded on.
...
‘Profile’ Tab
The profile tab shows all the values captured with the lead, plus any enrichment data or value transform data:
...
Additional fields and their corresponding label, fieldname field name and value are included if they are captured on the data capture form, e.g. the ‘email domain’ item is shown if the ‘email’ is captured. If the email is not captured, the ‘email domain’ table item will not be shown.
If whitepapers are available on the campaign, related information, such as whitepaper id, category, subcategory etc. will be shown in this section, as shown below.
...
Additional Panels
Panels are automatically shown for enrichment where the data is generated depending on jobs added to the campaign, e.g:
...
If the job fails, the ‘message’ column provides information as to why the failure occuredoccurred, e.g.
...
‘Processr Logs’ Tab
This tab provides a breakdown of processr job tasks in time chronological order, e.g:
...
‘Provider Logs’ Tab
This tab provides a breakdown of enrichment job tasks in time chronological order, with the exact API message shown in the ‘Message’ column, e.g:
...
The user has the option to copy the message on to their clipboard using the ‘Copy’ button available against each entry.
‘Edit Data’ Tab
This tab allows the user to add new values to the lead, or edit existing values already captured with the lead.
...
To edit an existing value, click the ‘pen’ icon on the input in the ‘value’ column, then enter the new value and click the ‘save’ icon.
...
Field Name | Required | Notes |
New Fieldname |
| The fieldname that should be added as part of the lead capture information. |
New Value |
| The value of the field to be added. |
‘Add’ button |
| Once ‘New Fieldname’ and ‘New Value’ have been completed, the ‘Add’ button adds the value to the lead. |
...
\uD83D\uDDD2 User Permissions
Admin users can access all the tabs. Agency users and advertiser users can view some tabs. PLease see user matrix for user permissions.
...