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🎯 Objective

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Page Properties

Platform URL

https://[enterprise].cvtr.io/v2/dashboard

API Endpoints

Retrieving campaign totals and Lead totals widgets statistics:

Code Block
GET https://{enterprise}.cvtr.io/api/v4/statistics

Retrieving a list of campaigns:

Code Block
GET https://{enterprise}.cvtr.io/api/v4/campaigns

Retrieving user settings for dashboard table:

Code Block
GET https://{enterprise}.cvtr.io/api/v4/user-settings

Retrieving links of campaigns:

Code Block
GET https://{enterprise}.cvtr.io/api/v4/campaign-links

Retrieving information of the current user:

Code Block
GET https://{enterprise}.cvtr.io/api/v3/user/current

Retrieving campaign totals and Lead totals widgets statistics:

Code Block
GET https://{enterprise}.cvtr.io/api/v4/statistics

Retrieving a result container of the global search bar:

Code Block
GET https://{enterprise}.cvtr.io/api/v4/search

Retrieving global notifications:

Code Block
GET https://{enterprise}.cvtr.io/api/v4/notification

Retrieving the global export requests:

Code Block
GET https://{enterprise}.cvtr.io/api/v4/export-requests

Retrieving all the features on the page:

Code Block
GET https://{enterprise}.cvtr.io/api/v4/features

Epic

Jira Legacy
serverSystem JIRA
serverId47839f05-61cf-355f-8da7-a069f30ee70e
keyDAS-16

Jira Legacy
serverSystem JIRA
serverId47839f05-61cf-355f-8da7-a069f30ee70e
keyDAS-17

Document status

Status
titleDRAFT

Document owner

Muge Budak

Technical writers

@ writers

🏠 Feature Overview

After the login process, the user navigated to the Dashboard section which shows campaign totals and the lead totals widgets, also all active and inactive campaigns can be seen from here.

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  • Help Centre: Search through the Help Centre to find articles and guides relevant to questions.

  • Contact Support: Find the best solution to the technical or platform issues, the team reaches the user with the solution after filling out the requested details.

  • WalkMe: Learn more about the product; what each feature does, how it works, and how to use it.

  • Feedback: Hotjar feedback for customer experience.

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Feedback

Contact Us

Walkme

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Image RemovedImage Added

Global - Header - Notification Centre

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  • Start and End date has past or Start and End date is set in the future date range

  • The campaign cap has been reached

  • The campaign is paused

  • The advertiser contract has not been signed

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uDDD2 Summary

Requirement

Feature

User Story

Importance

Jira Issue

Notes

Campaign Totals Widget

This widget gives a visual representation of all campaign data in the running monthly totals.

The widget shows:

  • Total Revenue (CPL x Billable Leads)

  • Impressions

  • Clicks

  • Conversions

  • Billable (Leads)

The user also can see the top 5 campaigns which generated the most revenue in the bar chart.

StatuscolourRedtitleHIGh

Lead Totals Widget

This widget gives a visual representation of all lead data in the running monthly totals.

The widget shows:

  • Billable Leads

  • Total Leads

  • Invalid Leads

  • Valid Leads

  • Delivered Leads

The user also can see valid and invalid leads proportion in the pie chart.

StatuscolourRedtitle

HIGH

Active Campaigns Tab

Campaigns on the dashboard are grouped by Active and Inactive. The user can view all active campaigns in the Active Campaigns tab.

StatuscolourRedtitleHIGH

Inactive Campaigns Tab

Campaigns on the dashboard are grouped by Active and Inactive. The Inactive Campaigns tab contains all campaigns that are not active, which includes Paused, Ended, Inactive campaigns, as well as those with Setup Required.

StatuscolourRedtitle

HIGH

Status

Campaigns on the platform can have different campaign statuses. The Campaign status is used to quickly show what state the campaign is in. This allows Campaign Managers and other users to quickly see if a campaign is in an unexpected state and therefore needs to be actioned.

Active: The status given to all campaigns that are running. Active campaigns will have allocation, be within their start and end dates, and have the Advertiser contract signed.

Inactive: The status given to all campaigns which are not running. This status is given when the current date is earlier than the campaign's start date.

Ended: A campaign that has met its lead allocation will be given this. This status will also be given to any campaigns whose end date has been reached.

Paused: A campaign that has been manually paused. Publishers cannot upload to these campaigns.

Setup Required: A campaign with an unsigned Advertiser contract will have this status.

StatuscolourRedtitleHIGH

Campaign ID (Cid)

The 'CID' (Campaign ID) is the unique campaign reference.

 

Status
colourRed
titleHIGH

 

 

Campaign Name

This is the campaign name reference. By clicking the name, the user can reach the campaign overview page.

StatuscolourRedtitle

HIGH

Advertiser

This is the advertiser reference that has the campaign. By clicking the advertiser, the user can reach the advertiser page and can see the advertiser's all campaigns.

StatuscolourRedtitleHIGH

Actions

The Actions menu allows the user to reach the campaign’s Overview, Setup, Publisher, Processr, and Leads pages. Also, the user can export leads easily.

Overview: By clicking the icon the user can reach the Overview page of the selected campaign. The page contain four widgets: Leads Total, Fulfilment Breakdown, Publisher Breakdown, and Tracking Breakdown.

Setup: By clicking the icon the user can reach the Setup/admin page of the selected campaign. All campaign settings which includes owner, delivery, and financials. Also, the user can delete, pause, and resume the campaign.

Publisher: By clicking the icon the user can reach the Publishers page of the selected campaign. The page contain Publisher Breakdown widget and Publisher list table which assigned to the campaign. The user can assign new publishers to the campaign and can send a email to publishers.

Processr: By clicking the icon the user can reach the Processr page of the selected campaign. The page contain Processr Breakdown widget and Jobs table. The user can add a new job to the campaign: Quality Assurance, Enrichment, Integration and Misc. Connected apps lists in the Pre-Processing tab.

Lead: By clicking the icon the user can reach the Leads page of the selected campaign. The page contain Leads Breakdown widget and Leads list table. The user can flag/manage leads and can import/export leads.

Export Leads: By clicking the icon the user can reach the Export Leads page. After completes the page requirements, the user can export selected leads.

status

colourRed
titleHIGH

Custom Tables

The user can alter columns visibility on the page. Once clicking the cog icon, the user will be able to customise the columns and drag and drop the columns that want to appear on the table, then click Save to update the table. By clicking the toggle on to a field in the active columns, this column will be highlighted in green on the table. 

StatuscolourRedtitleHIGH

Column Filter(s)

The user has to option to filter certain table columns with selected options to filter on.

Custom filters:

  • Current Status: The user can filter by Status on the Inactive Campaigns tab to easily see all Inactive, Ended, Paused and Setup Required campaigns.

  • Cid: filter by campaigns id

  • Country: filter by campaigns country

  • Campaign Name: filter by campaigns name

  • Advertiser: filter by advertiser

  • Scheduled Delivery: filter by if Scheduled Delivery in on or not

  • Integrations: filter by if integrations are on or not

StatuscolourRedtitleHIGH

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Global - Header - Search: https://www.figma.com/proto/QYjm7eAuyXkKFKPEIudZBG/GLOBAL---Header---Search?node-id=12%3A85&scaling=min-zoom&page-id=0%3A1&starting-point-node-id=12%3A85

Global - Header - Notification Centre: https://www.figma.com/proto/vRu58Ydb3kgZcVOqiWIDkX/GLOBAL---Header---Notification-Centre?node-id=1%3A4&scaling=scale-down&page-id=0%3A1&starting-point-node-id=1%3A4

Global - Header - Platform Support Dropdown: https://www.figma.com/proto/W12UMctNAXPHk0zZUsCqmO/GLOBAL---Header---Support-Dropdown?node-id=1%3A8&scaling=min-zoom&page-id=0%3A1&starting-point-node-id=1%3A8

Global - Widgets: https://www.figma.com/proto/l3lmmVU6x782SZxq0Dz4pr/GLOBAL---Various---Widgets?node-id=2%3A14&scaling=scale-down-width&page-id=0%3A1&starting-point-node-id=2%3A14

(question) Open Questions

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Question

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Answer

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Date Answered

(warning) Out of Scope

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uD83D\uDDD2 User Permissions

Admin and agency users have access to all widgets and campaign listing table.

Advertiser users, Call Centre users, Report users and Advertiser Report users have access to limited features.

Publisher users do not have access to the Dashboard.

https://docs.google.com/spreadsheets/d/1i4qTTKkC3rF3EyEOh2585ktDDGge0L0IMVDNCwriFR0/edit#gid=0