...
Release Timeline:
...
Ticket
...
Stage
...
Description
...
Approval
...
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
...
Stage 1
...
Various punctuation changes and slight wording improvements.
...
Not required
...
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
...
Stage 1
...
Various punctuation changes and slight wording improvements.
...
Not required
...
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
...
Stage 2
...
Changes include processr, advertisers, publishers help text.
...
CS Team - 09/06/21
Product - 22/06/21
...
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
...
Stage 2
...
Changes include leads table, global form dialogs, widgets.
...
Not required
...
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
...
Stage 3
...
Changes include campaign creation, global forms thank you page.
...
CS Team - 20/07/21
Product - 04/08/21
...
...
Stage 1
...
Change include forms, campaign publisher contract dialog.
...
Not required
...
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
...
Stage 2
...
Changes include tracking links, tracking events.
...
CS Team - 30/11/21
Product - 08/12/21
...
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
...
Stage 5
...
Changes include advertisers campaigns, lead export, lead flag/manage, leads table filters.
...
Not required
...
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
...
Stage 3
...
Changes for publisher bands, report builder, publisher contract dialog.
...
CS Team - 04/05/22
Product Team - 06/05/22
...
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
...
Stage 4
...
Changes for campaign admin setup, campaign publisher tracking, campaign processr, system supression.
...
Not required
...
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
...
Stage 4
...
Changes for campaign assets, landing pages, lead import, forms.
...
Not required
Help Text Log:
...
Location
...
Type
...
Status
...
Content
...
Changes
...
Sidebar
...
‘Profile’ Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Profile & Password
...
'Logout' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Logout
...
'Switch Profile' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Switch Profile
...
Header
...
‘Preview’ Toggle
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Preview upcoming features, improved user experience and new user interface changes.
...
‘Client Preview’ Toggle
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Preview upcoming features, improved user experience and new user interface changes.
...
'Exports' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Exports
...
‘Support’ Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Platform Support
...
‘Notification’ Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Notifications
...
Campaign > Breadcrumb Bar
...
‘Integrations Disabled’ Indicator
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Integrations are disabled for this campaign.
...
Tables
...
‘First Page’ Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
First page
...
Needs capitalization
...
‘Previous Page’ Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Previous page
...
Needs capitalization
...
'Next Page' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Next page
...
Needs capitalization
...
‘Last Page’ Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Last page
...
Needs capitalization
...
'Refresh' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Refresh Table (Ctrl + Alt + Enter / Control + Option + Enter)
...
‘Download’ Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Download Table Contents
...
‘Settings’ Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Custom Table Columns
...
‘Keyboard’ Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Keyboard Shortcuts
...
Tables > Custom Table Columns Dialog
...
‘Table Columns’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Search and select your desired table column below, then click 'add' to include the column in the table.
...
‘Highlight Column’ Table Header Title
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Toggling a highlight will visually highlight the column in your table.
...
Dashboard > Widgets
...
‘Campaign Totals’ Widget > ‘Clicks’ Candybar Block
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
% of Conversions to Clicks
...
‘Campaign Totals’ Widget > ‘Conv’s’ Candybar Block
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
% of Conversions to Clicks
...
‘Campaign Totals’ Widget > ‘Billable’ Candybar Block
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
% of Billable to Conversions
...
Dashboard > Listing
...
'Status' Column > Chip
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
| Code Block |
|---|
Advertiser Contract Signed / Advertiser Contract Not Signed
Allocation Fulfilled / Allocation Not Fulfilled
Campaign Is Active / Campaign Is Not Active |
...
‘Action’ Column > ‘Overview' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Overview
...
‘Action’ Column > ‘Setup' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Setup
...
‘Action’ Column > ‘isher bandsPublishers' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Publishers
...
‘Action’ Column > ‘Processr' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Processr
...
‘Action’ Column > ‘Leads' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Leads
...
‘Action’ Column > ‘Export Leads' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Export Leads
...
Enterprise > Processr
...
‘Instances’ Column > Header
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
How many times a job has been applied to a campaign.
...
Enterprise > Configuration > Data Retention Whitelist
...
Panel Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
How many times a job has been applied to a campaign.
...
Advertisers > ‘Add’ Dialog/'Account' Tab
...
‘Autosign Contract’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
If toggled on, Advertiser contracts will be automatically signed. This does not effect Publisher contracts. Publisher contract autosigning can be managed within campaign settings.
...
Advertisers > Listing
...
‘Import’ Dialog > ‘Import’ Step > Dropzone Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Select the fields that should be whitelisted when lead data is due to be removed using either the 'Delete Lead Post Integration' job, 'Subject Access Request deletion' or when the 'Lead Retention Period' process has run (which can be set here under 'privacy Settings > data retention period').
...
Advertisers > View > ‘Campaigns' Tab > 'Import Campaign’ Dialog
...
Dialog > Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Select an ‘Advertiser’ and ‘Campaign to Import’ to choose which existing campaign you would like to use as a basis for your new campaign for the current advertiser, then complete the remaining required fields to make any adjustments to your new campaign. The originally selected campaign will not be affected.
...
'Advertiser' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Advertisers with IO Management enabled cannot be imported.
...
Advertisers > View > ‘Campaigns' Tab > 'Quick Campaign’ Dialog
...
‘Quick Campaign’ > Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Quick campaigns can only be generated if 'Performance Model', 'Sector' and 'Default Publisher Rate' are applied in Default Value Settings.
...
‘Quick Campaign' Dialog > Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Quick campaigns will use Default Value Settings to create your campaign.
...
Advertisers > View > 'Campaigns' Tab > 'Create Campaign' Dialog
...
‘Metrics’ Step > Panel Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Complete all steps to create your CPL (cost per lead) campaign.
...
‘Metrics’ Step > ‘CPL’ Option
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Cost Per Lead (CPL) campaigns typically feature a hosted landing page and lead capture form, embedded tracking and customisable QA scoring and routing of leads.
...
‘Metrics’ Step > ‘CPA’ Option
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Cost Per Action (CPA) campaigns typically track conversions using tracking pixels for monitoring and reporting.
...
‘Metrics’ Step > ‘Sector’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Set a Business to Business (B2B) and/or Business to Consumer (B2C) campaign focus.
...
‘Metrics’ Step > ‘Category’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Important for campaigns with whitepapers to allow categorisation of your assets on distributor websites. Select the option that most closely fits your requirements.
...
‘Metrics’ Step > ‘End Date Extension’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Ensure 'Unavailable Campaign Logic' on the 'Delivery' tab is configured to work in conjunction with extending end dates.
...
‘Metrics’ Step > ‘Unavailable Campaign Logic’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Set how to manage additional leads visiting the data capture form after the campaign end date has passed.
...
‘Metrics’ Step > ‘Unavailable Campaign Logic’ > ‘Allow Leads to Campaign’ Option
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Allow users who visit the data capture form to complete it and accept the lead within the campaign.
...
‘Metrics’ Step > ‘Unavailable Campaign Logic’ > ‘Show Campaign Ended’ Option
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Once the campaign end date has passed, visitors to the data capture form page will display a 'Campaign has ended' message without the option to complete the form.
...
‘Metrics’ Step > ‘Unavailable Campaign Logic’ > ‘Redirect to URL’ Option
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Automatically redirect to a specified URL if users visit the data capture form page.
...
‘Metrics’ Step > ‘Publisher Delivery’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
If toggled on, publisher can deliver leads up to the point of their defined capped amount. If toggled off, publishers can deliver leads beyond the capped amount.
...
‘Metrics’ Step > ‘Publisher Imports and Exports'’ > Toggle Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
This setting does not apply to imports made via API.
...
‘Owner’ Step > 'Account Owner' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
The owner for the overall account.
...
‘Owner’ Step > 'Campaign Manager' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
The team member managing this campaign.
...
‘Owner’ Step > 'Internal Campaign' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Set as an internal campaign if required for testing.
...
‘Owner’ Step > 'Access Permissions' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Define permissions as to which users can manage the campaign. Users who are already associated with this advertiser/campaign creator have been automatically selected.
...
‘Financials’ Step > 'Currency' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
If an additional currency type is required, please contact your CSM.
...
‘Financials’ Step > 'Uncapped Campaign' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Allow the campaign to capture an unlimited amount of leads. This setting cannot be changed once the campaign has been created.
...
Waiting on merge to staging.
...
‘Financials’ Step > ‘Payout Metric' > 'CPL’ Option
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Cost Per Lead (CPL) information can be as simple as an email address. The advertiser typically pays for a lead which is deemed billable by the criteria specified in the campaign.
...
‘Financials’ Step > ‘Payout Metric' > 'CPA’ Option
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Cost Per Action (CPA) advertisers typically pay for a completed conversion involving a transaction from a lead.
...
‘Financials’ Step > ‘Publisher Payout Metric' > 'CPL’ Option
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Cost Per Lead (CPL) information can be as simple as an email address. The advertiser typically pays for a lead which is deemed billable by the criteria specified in the campaign.
...
‘Financials’ Step > ‘Publisher Payout Metric' > 'CPA’ Option
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Cost Per Action (CPA) advertisers typically pay for a completed conversion involving a transaction from a lead.
...
‘Tracking’ Step > ‘Compliance Optin Method' > ‘Single Optin’ Option
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Single optin requires a one-time agreement between the user and the data capture method to confirm users are happy with their information being captured, achieved using the data capture form 'optin' type.
...
‘Tracking’ Step > ‘Compliance Optin Method' > ‘Single Optin’ Option
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Double optin requires a followup confirmation by the user after the initial optin, achieved via an email send to trigger the secondary optin after the initial data capture form has been completed.
...
‘Tracking’ Step > ‘Landing Page Provider' > ‘Hosted With Enterprise’ Option
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Use the platform landing page feature to embed your data capture form.
...
‘Tracking’ Step > ‘Landing Page Provider' > ‘Hosted With Advertiser’ Option
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Use an external website to embed the data capture form.
...
Advertisers > View > 'IO Management' Tab
...
Table > ‘Manage' Column > 'Edit’ Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Edit
...
Table > ‘Manage' Column > 'Download’ Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Download
...
Table > ‘Manage' Column > 'History’ Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
History
...
Advertisers > View > 'Value Transforms' Tab
...
‘Import Value Transforms’ Dialog > Dropzone Helper
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Download an import template here. Complete the list in CSV format and drag the file into this dialog.
...
‘Import Value Transforms’ Dialog > Dropzone Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
To allow importing of value transforms in campaigns, ensure your field names are assigned to groups within your CSV file, or add field names to groups via the 'Groups' tab after importing your CSV file.
...
‘Add Fieldname’ Dialog > Dialog Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Ensure your field names are added to groups via the 'Groups' tab to allow importing of value transforms in campaigns.
...
Advertisers > View > 'Validation List' Tab
...
‘Private’ Column
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Private validation lists restrict agency users from viewing and editing values of the list.
...
‘Add' Dialog > 'Private' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Restrict agency users from viewing and editing values of the validation list.
...
‘Add'/’Edit' Dialog > ‘Import’ Tab > Dropzone Helper
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Download an import template here. Complete the list in CSV format and drag the file into this dialog.
...
Agencies > Listing
...
‘Action’ Column > ‘Edit' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Edit
...
‘Action’ Column > ‘Associate' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Associate Advertisers
...
‘Action’ Column > ‘Data Masking' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Data Masking
...
‘Associate Advertisers’ Dialog > ‘Advertisers’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Search and select your desired advertiser, then click 'add' to associate the advertiser to your agency.
...
‘Data Masking’ Dialog > ‘Data Masking’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Mask personally identifiable lead information such as email and telephone number.
...
‘Data Masking’ Dialog > ‘Data Fields’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Search and select a field below, then click ‘Add’ to whitelist the field for your agency.
...
Publishers > Listing
...
‘Import Advertisers’ Dialog > Dropzone Helper
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Download an import template here. Complete the list in CSV format and drag the file into this dialog.
...
Publishers > View > Widget
...
‘Lead Breakdown’ Widget > ‘Valid’ Candybar Block
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
% of Valid to Total Leads
...
‘Lead Breakdown’ Widget > ‘Invalid’ Candybar Block
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
% of Invalid to Total Leads
...
Publishers > ‘Active/Ended Campaigns’ Tab > Listing
...
‘Campaign Status’ Column > Chip
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Campaign is live.
Campaign end date has passed or billable lead cap has been fulfilled.
Campaign is inactive.
Campaign has been paused.
Advertiser contract has not been signed.
...
'On Hold' Table Header > Title
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
The status of the lead is awaiting a batch to be completed. This status will update once the lead is delivered.
...
‘Actions’ Column > 'Import' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Import Leads
...
‘Actions’ Column > 'Export' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Export Leads
...
‘Actions’ Column > 'Resend' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Resend Assets
...
‘Actions’ Column > 'Tracking' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Tracking
...
‘Actions’ Column > 'Contract' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Contract History
...
‘Actions’ Column > 'Report' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Campaign Performance Report
...
‘Actions’ Column > 'Info' Icon
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Campaign Information
...
Publishers > ‘Active/Ended Campaigns’ Tab > 'Import' Dialog (also in Campaign > Publisher)
...
‘Upload’ Step > Dropzone Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
Add your populated .csv file and select form for the data to be imported into. Download CSV template here.
...
‘Upload’ Step > ‘CSV Delimiter’ Label
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
Specify the CSV delimiter used within your upload file. For example, a comma-delimited file will contain field values separated with a comma.
...
‘Setup' Step > 'Publisher’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
You can only import leads for active publishers.
...
‘Setup' Step > 'Link’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
If required, select a tracking link to identify the channel your imported leads will be applied to. If left unset, the channel for each imported lead will be empty.
...
‘Setup' Step > 'Replacement Leads’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Replacement leads will note within reporting that these leads are replacing a previously returned leads as 'make good'. This has no impact on processing and is for reporting purposes only.
...
‘Mapping' Step > ‘Mapping Template’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Manage your previously saved mapping templa
tes. Select a template from the dropdown to load or delete the chosen template, or reset the field mapping to the original state.
...
‘Mapping' Step > ‘Field Mapping’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Map the imported .csv values to the desired campaign form fields.
...
‘Mapping' Step > ‘New Template' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Save your mapping setup as a new template for future imports. If checked, enter the new mapping template name and click the 'Save' button to simultaneously import your leads and save your new template.
...
‘Preview' Step > Preview Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
A total of 0 leads will be imported. Leads will be imported in the background and an email will be sent to confirm completion.
...
‘Preview' Step > 'Import Preview’ Title
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
The below preview will show a maximum of 5 rows from your import.
...
Publishers > ‘Active/Ended Campaigns’ Tab > 'Bulk Edit' Dialog (also in Campaign > Publisher)
...
‘Upload’ Step > Dropzone Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
Add your populated .csv and select form for the data to be imported into. For best practices on how and where to source your .csv file, click here. Leads will only be processed if they have status of Invalid and have been generated by you/your organisation.
...
‘Mapping’ Step > Dropzone Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
Ensure the column names from your CSV upload are mapped to the correct names. Set mappings as 'Do not change' for any columns that remain unchanged within the uploaded file.
...
‘Preview’ Step > Dropzone Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
A total of X lead(s) will be edited. Leads will be processed in the background and an email will be sent to confirm completion.
...
Publishers > ‘Active/Ended Campaigns’ Tab > ‘Tracking' Dialog
...
‘Tracking’ Tab > Link Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
Tracking Links allow visibility on performance across data providers. They can be used on outbound links and buttons within an email creative or within publisher websites to track various statistics such as impressions, clicks, conversions, etc.
Copy and paste the URLs into your email creative/publisher site buttons or links.
...
‘Impressions’ Tab > Link Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
The Impression Tracking Tag allows reporting on the number of times this link has been displayed for the Advertiser. It can be implemented within an email creative or within a publishers website on every page that includes the related Convertr Tracking URL.
Copy and paste this code into your email creative/publisher site:er site:
...
Publishers > ‘Active/Ended Campaigns’ Tab > ‘Performance Report' Dialog
...
Download Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
You will be notified via email when your report is ready for download.
...
Publishers > ‘Active/Ended Campaigns’ Tab > ‘Campaign Information' Dialog
...
‘Job Breakdown' Tab > Tab Helper
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
View information on processr jobs applied to your selected campaign.
...
‘Publisher Notes' Tab > Tab Helper
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
View shared information about campaign Validation Lists, Suppression Lists, Simple Conditional Validation and any other information.
...
‘Job Breakdown' Tab > ‘Job Description Column’ > 'Simple Conditional Validation’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Simple Conditional Validation Check to find if the lead data the passes the configuration set.
...
‘Job Breakdown' Tab > ‘Job Description Column’ > 'Validation List Check’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Check to find if the value submitted on the lead passes the list of values accepted on the acceptance/suppression List Check
...
Remove capitalisation on ‘List Check’ and add full stop (needs to be done via BE)
...
Forms > Listing
...
'Active Forms' Tab > ‘Associate Campaigns’ Column > Table Header
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Associate forms to multiple campaigns. Any changes made to forms will be reflected on all associations.
...
'Archived Forms' Tab > ‘Associate Campaigns’ Column > Table Header
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Associate forms to multiple campaigns. Any changes made to forms will be reflected on all associations.
...
‘Archived Forms' Tab > Panel Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Archived forms with campaigns will continue to work with linked email assets, landing pages and connected apps. However, archived forms cannot be associated to a campaign until re-activated. Also, archived forms will not be shown when creating landing pages, creating email assets, creating connected apps and importing leads.
...
Forms > ‘Active Forms’ Tab > 'Associate’ Dialog
...
‘Campaigns’ Select > Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Search by campaign name or campaign ID then select and add the campaign to associate to this form.
...
Table > Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
This form is associated to X campaigns. You will see only campaigns you have permission to access.
...
Forms > 'Active Forms' Tab > 'Save As New’ Dialog
...
'Associate Step' > ‘Campaigns’ Select > Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Search by campaign name or campaign ID then select and add the campaign to associate to this form.
...
'Associate Step' > Table > Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
This form is associated to X campaigns. You will see only campaigns you have permission to access.
...
Forms > 'Active Forms' Tab > 'Import Via CSV' Dialog
...
Panel Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Add your populated .csv file and provide a form name and slug. Download a CSV template here.
...
Forms > ‘Archived Forms’ Tab > 'Associate’ Dialog
...
Table > Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
This form is associated to X campaigns. You will see only campaigns you have permission to access.
...
Forms > ‘Add’ Form
...
Page Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
The Convertr platform uses cookies on forms and landing pages to improve the customer experience and to allocate publisher data to form conversions. Please ensure that these cookies are clearly referenced in your cookie policy under "third party cookies" and embed the following opt-out link for users to manage these cookies: https://ENTERPRISE.cvtr.io/cookies/optout
Please refer to our Privacy Policy for more information about how we use data.
...
Forms > 'Add/Edit' Form
...
‘Setup’ Tab > Panel Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
This form is associated to X campaign(s). Any changes you make to this form will reflect on associated campaigns.
...
‘Setup’ Tab > ‘Slug’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Provide a friendly name for your form URL.
...
‘Setup’ Tab > ‘Language’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Assign a custom language to allow usage of the 'locale' URL parameter when embedding your form.
...
‘Setup’ Tab > ‘Embed Type’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Choose the method for embedding your form. Once set and the form has been saved, the embed method cannot be changed.
...
‘Setup’ Tab > ‘Auto iframe resizing’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
If disabled, iframe form dimensions will require manual sizing through custom CSS declarations.
...
‘Fields’ Tab > Field Block > ‘Settings’ Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Settings
...
‘Fields’ Tab > Field Block > ‘Move’ Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Move
...
‘Fields’ Tab > Field Block > ‘Delete’ Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Delete
...
‘Fields’ Tab > Field Block > ‘Required' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Make the field compulsory for form submission with a custom validation message.
...
‘Fields’ Tab > Field Block > ‘Label' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Caption for your field type which by default will show above your input field.
...
‘Fields’ Tab > Field Block > ‘Placeholder' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Specifies a short hint to describe the expected value of an input field.
...
‘Fields’ Tab > Field Block > ‘CSS Class' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Add a custom CSS class name on the field HTML container.
...
‘Fields’ Tab > Field Block > ‘Enable' Toggle
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Enable or disable this field from appearing on the form.
...
‘Thanks Page’ Tab > ‘Show Recommended Whitepapers’ Label
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Once the form has been completed, dependant on the configuration, recommended whitepapers can be displayed for users to navigate to.
...
‘Thanks Page’ Tab > ‘Default Content’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Default content will appear in any situations not defined within below custom content rules.
...
‘Thanks Page’ Tab > ‘Custom Content Rules’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Custom content rules allow unique content to show depending on the defined setup.
...
‘Thanks Page’ Tab > ‘Custom Content Rules’ Block > ‘Remove’ Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Remove
...
Forms > ‘Add/Edit' Form > 'Settings’ Dialog
...
‘Choices’ Tab > ‘Import JSON’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Import your field values and labels via JSON. Accepted Format: [{"value":"value1","label":"label1"},{"value":"value2","label":"label2"}] or {"value":"value1","label":"label1"}
...
‘Choices’ Tab > ‘Value’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
The collected value for each option when a lead is submitted.
...
‘Choices’ Tab > ‘Label’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
The visible label displayed on the form for each option.
...
‘Options’ Tab > ‘Expand/Collapse’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Expand/Collapse Item
...
‘Options’ Tab > ‘Move’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
More Item
...
‘Options’ Tab > ‘Remove’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Remove Item
...
‘Options’ Tab > ‘Add’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Add Item
...
‘Options’ Tab > Panel Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Options allow advanced manipulation of input fields.
To add a new option click the 'Add Item' button, where a row of 2 inputs will appear. Populate the 'Key' with a unique value (passed as a lead value property name) then populate the 'Value' input (will be the visible label on the form for that particular option). Remove an item by clicking the 'Remove Item' button.
Change the order of each item by pressing and holding the 'Move Item' button and dragging the row up or down, or place a row within an existing row to nest the item. Once items are nested, collapse or expand each item tree by pressing the 'Expand/Collapse Item' button, or add an individual item to a parent row using the 'Add Item' button.
For detailed information and guides on Forms, visit the help center or contact support.
...
Forms > Add/Edit > 'Associate’ Dialog
...
‘Campaigns’ Select > Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Search by campaign name or campaign ID then select and add the campaign to associate to this form.
...
Forms > Add/Edit > 'Save As New’ Dialog
...
'Associate Step' > ‘Campaigns’ Select > Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Search by campaign name or campaign ID then select and add the campaign to associate to this form.
...
'Associate Step' > Table > Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
This form is associated to X campaigns. You will see only campaigns you have permission to access.
...
Forms > Add/Edit > 'Translate’ Dialog
...
Panel Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Translated language forms allow usage of the 'locale' URL parameter when embedding your form.
...
Forms > Add/Edit > 'Archive’ Dialog
...
Panel Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Archive forms with campaign association will continue to work with linked email assets, landing pages and connected apps.
...
Leads > Widgets (also in Campaign > Leads)
...
‘Settings’ Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Date Range
...
‘Leads Breakdown’ Widget > ‘Invalid’ Candybar Block
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
% of Invalid Leads to Total Leads
...
‘Leads Breakdown’ Widget > ‘Valid’ Candybar Block
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
% of Valid Leads to Total Leads
...
‘Leads Breakdown’ Widget > ‘Delivered’ Candybar Block
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
% of Delivered Leads to Total Leads
...
Leads > ‘Flag/Manage’ Dialog
...
‘Leads’ Step > Leads Input Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
You have selected 0 leads. Include lead IDs by:
Selecting leads via the lead listing table/editing your existing selection.Copying and pasting comma separated lead IDs (a maximum of 5000).Importing lead IDs via CSV.
...
‘Leads’ Step > ‘Import CSV’ Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Import via CSV
...
Leads > ‘Export’ Dialog / Leads > ‘Export’ Dialog
...
‘Columns’ Step > Step Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Add, organise and manage your columns for your report. Utilise column templates to reuse previously defined setups.
...
‘Columns’ Step > ‘Column Template’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Load and delete your previously created column templates.
...
‘Columns’ Step > ‘Output Columns’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Rearrange column orders and rename the columns if required.
...
‘Columns’ Step > ‘Save Column Template’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Save your current selections as a new template for future reports. Your template will be saved when you export this report.
...
Leads > Listing
...
‘Current Status’ Column > Invalid / Caution Leads
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
#[Job ID] - [HARDFAIL TAG IF ENABLED] [Job Description and error message]
...
‘QA Status’ Column > Invalid / Caution Leads
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
#[Job ID] - [HARDFAIL TAG IF ENABLED] [Job Description and error message]
...
‘Job Status’ Column > Failed Leads
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
#[Job ID] - [HARDFAIL TAG IF ENABLED] [Job Description and error message]
...
‘2nd Check’ Column > Failed Leads
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Status HistoryDate: [Date]Result: [Result]User: [User]Comment: [Comment]
...
‘Delivery’ Column > Delivered Leads
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
#[Job ID] - [Job Name] : Delivered [Date] [Time]
...
‘Billable For Advertiser’ Column > ‘Yes’ Leads
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Advertiser Payout Amount: [Payout]
...
‘Billable For Publisher’ Column > ‘Yes’ Leads
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Publisher Payout Amount: [Payout]
...
‘Billable For Advertiser’ Column > Heading
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
A lead is deemed as billible if it has been processed as valid and delivered to an endpoint.
...
‘Billable For Advertiser’ Column > Heading
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
A lead is deemed as billible if it has been processed as valid and delivered to an endpoint.
...
'ID' Column > Filter
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Copy and paste values separated by a space or comma, or manually type values separated by a comma.
...
'Email' Column > Filter
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Copy and paste values separated by a space or comma, or manually type values separated by a comma.
...
Leads > ‘View’ Dialog
...
‘Provider Logs’ Tab > ‘Step’ Column
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
'Request' types are the submission from Convertr to the endpoint. 'Response' types are the reply from the endpoint to Convertr.
...
‘Provider Logs’ Tab > ‘Message’ Column
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Messages are the exact API information sent within the request or received within the response.
...
Connected Apps > On24 > Listing
...
‘Actions’ Column > ‘Import all Data’ Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Import all data from the chosen connection to date.
...
Connected Apps > On24 > ‘Add/Edit’ Dialog
...
‘Type’ Field > ‘Attendee' Option Selected > 'Append To Registration Records’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
If enabled we will search for a lead in the same campaign with a matching event user id and append the data to the existing record. If we cannot find a match we will create a new record with the available data.
...
Reports > Report Builder > ‘Add/Edit’ Dialog
...
‘Type’ Step > Tab Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Lead type reports can query data sets such as collected form fields and platform attributed lead data. Campaign type reports can query higher level data sets such as campaign statistics.
...
‘Type’ Step > ‘Template' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Select a starting point for your report or create a report from scratch.
...
‘Type’ Step > ‘Type' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
You cannot change the type of an already existing report, please create a new report to select a different type.
...
‘Type’ Step > ‘Output Preview' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
See a example output of the selected report template.
...
‘Setup’ Step > Tab Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Choose your date range and how to secure your report. Reports are limited to 12 month periods.
...
‘Setup’ Step > ‘Date' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Choose either a fixed date period for your report, or choose a rolling period if you want data that regularly changes (e.g. past 7 days). Rolling period reports are useful when scheduling reports.
...
‘Setup’ Step > ‘Permission' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
If private then other users will not be able to import this report as a template.
...
‘Setup’ Step > ‘Password' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
If added, a password will apply to the XLSX file. If "Send as ZIP" has been enabled, the password will be applied to the ZIP file.
...
‘Setup’ Step > ‘Send As Zip' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
If enabled, the XLSX report file will be zipped.
...
‘Delivery’ Step > Tab Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Reports can be scheduled and sent to different end points. If you choose not to schedule your report, you’ll need to manually generate it from the listing page.
...
‘Delivery’ Step > ‘Schedule' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
When do you want to send the report? You can choose monthly on a certain day of the month, weekly on a certain day of the week, or every day. If you choose 'None' then the report will only send when you request it to be generated.
...
‘Fields’ Step > Tab Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Reports can be scheduled and sent to different end points. If you choose not to schedule your report, you’ll need to manually generate it from the listing page.
...
‘Fields’ Step > Output Columns > ‘Operator' Column Title
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Combine modifiers with numeric fields (such as id or advertiserPayout) and grouping to sum the contents, count the number of fields or take the highest number (max).
...
‘Conditions’ Step > Tab Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Set criteria to determine which leads should be included in your report. You can set an AND/OR condition on most fields. Groups can be utilised to apply a condition across multiple statements. At least 1 condition must be set with a maximum of 15 allowed for each report. For more information on report builder conditions, click here.
...
‘Grouping’ Step > Tab Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Grouping allows operators set on the 'Fields' step to aggregate sets of rows into giving one result per set. For example, I can choose 'publisherName' and 'id' in the 'Fields' step with an operator of COUNT set on the 'id' column. I can then add a group of 'publisherName' on the 'Grouping' step. Each row within the report will then output a publisher and how many leads they have sent to the platform. For more information on report builder grouping, click here.
...
‘Custom Fields’ Step > Tab Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Custom Fields allow additional static columns with static values. They can be useful if you always need to append a code to all your reports for example.
...
System > Batch Management > ‘Pending Batches’ Page
...
Page Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Leads can take up to 5 minutes to be compiled and appear in the list below. There are X leads waiting to be compiled.
...
System > Suppression
...
Page Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
For detailed information and guides on Suppression, visit the help center or contact support.
...
Email > Add Dialog
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Email suppression is used to detect peoples emails that are submitted that appear to be fake and/or offensive.
Email Address CheckingMatches are checked case-insensitivity. If a match is made against the email then there is a problem.
Email Address CheckingIf the email address in this list begins with an '@' symbol, we classify any email address within this domain as a problem.
Dictionary ContentsThe Name Suppression Dictionary has a list of email addresses including:
480+ Disposable Email DomainsA few ‘test’ terms
...
Name > Add Dialog
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Name suppression is used to detect peoples names that are submitted that appear to be fake and/or offensive.
Full Name CheckingWhere there is a pair of names that together look fake such as ‘Mickey Mouse’ we first concatenate the names to make a 'full name', this is then compared against the same concatenation of first and last name in the database. If a match is made against the pair then there is a problem. But ‘Mickey’ in itself is not a bad name so this is why we match the two first.
Single Name CheckingFollowing the 'Full Name' checking we will proceed to compare the first and last names against the first name (fname) in the database where no last name is in the database. In the database we only store a single name (fname) if we KNOW the name on its own must be a fake, such as ‘MOUSE’.
Dictionary ContentsThe Name Suppression Dictionary has a list of first and last names including:
500+ Disney Names/Animals400+ Swear Words + Variations400+ Fake Names (Robin Banks)100+ Famous Names100+ Animal NamesA few ‘test’ terms
...
Telephone > Add Dialog
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Telephone number suppression is used to detect peoples Telephone numbers that are submitted that should not be contacted.
Telephone Number CheckingMatches are checked case-insensitivity. Only numbers are checked, symbols and other characters are stripped out. If a match is made against the Telephone number then there is a problem.
...
Users > ‘Users’/'Internal Users' Tabs > Listing
...
‘Add’ Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
You’ve reached the maximum number of allowed users. Please speak to your CSM to add more users.
...
‘Add’ Dialog
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
For detailed information and guides on User setup, visit the help center or contact support.
...
Campaign > Overview
...
‘Lead Totals’ Widget > ‘Invalid’ Candybar Block
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
% of Invalid Leads to Total Leads
...
‘Lead Totals’ Widget > ‘Valid’ Candybar Block
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
% of Valid Leads to Total Leads
...
‘Lead Totals’ Widget > ‘Delivered’ Candybar Block
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
% of Delivered Leads to Total Leads
...
‘Fulfilment Breakdown’ Widget > ‘Remaining’ Candybar Block
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
% of Invalid Leads to Total Leads
...
‘Fulfilment Breakdown’ Widget > ‘Remaining’ Candybar Block
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
% of Remaining Leads to Leads Required
...
‘Publisher Breakdown’ Widget > ‘Active’ Candybar Block
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
% of Active Publishers to Total Publishers
...
‘Publisher Breakdown’ Widget > ‘Unsigned’ Candybar Block
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
% of Unsigned Publishers to Total Publishers
...
‘Publisher Breakdown’ Widget > ‘Inactive’ Candybar Block
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
% of Inactive Publishers to Total Publishers
...
‘Tracking Breakdown’ Widget > ‘Active’ Candybar Block
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
% of Active Links to Total Links
...
‘Tracking Breakdown’ Widget > ‘Inactive’ Candybar Block
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
% of Inactive Links to Total Links
...
Campaign > Publishers > Listing
...
‘On Hold’ Column > Table Header Title
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
The status of the lead is awaiting a batch to be completed. This status will update once the lead is delivered.
...
‘Actions’ Column > 'Import Leads' Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Import Leads
...
‘Actions’ Column > 'Tracking Information' Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Tracking Information
...
‘Actions’ Column > 'Contract Status' Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Contract History
...
‘Actions’ Column > 'Contract Terms' Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Contract Terms
...
‘Actions’ Column > 'Contract Terms' Dialog
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Publisher bands settings have changed. Ensure the allocation has been updated.
...
Campaign > Publishers > ‘Assign Publisher’ Dialog
...
‘Cap’ Column > ‘Caps on Bands’ Radio > Input
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
You cannot overallocate by more than 120%.
...
Campaign > Publishers > ‘Import’ Dialog
...
‘Import’ Dialog > ‘Upload’ Step > Dropzone Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
Add your populated .csv file and select form for the data to be imported into. Download CSV template here.
...
‘Import’ Dialog > ‘Setup’ Step > ‘Publisher’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
You can only import leads for active publishers.
...
‘Import’ Dialog > ‘Preview’ Step > Step Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
A total of X leads will be imported. Leads will be imported in the background and an email will be sent to confirm completion.
...
‘Import’ Dialog > ‘Preview’ Step > ‘Import Preview’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
The below preview will show a maxiumum of 5 rows from your import.
...
Campaign > Publishers > ‘Tracking’ Dialog
...
‘Tracking’ Dialog > ‘Tracking’ Tab > Card Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
Tracking Links allow visibility on performance across data providers. They can be used on outbound links and buttons within an email creative or within publisher websites to track various statistics such as impressions, clicks, conversions, etc.
Copy and paste the URLs into your email creative/publisher site buttons or links.
For further assistance, visit the Help Center or contact support@convertr.io.
...
‘Tracking’ Dialog > ‘Impression Tags’ Tab > Card Helper
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
The Impression Tracking Tag allows reporting on the number of times this link has been displayed for the Advertiser. It can be implemented within an email creative or within a publishers website on every page that includes the related Convertr Tracking URL.
Copy and paste this code into your email creative/publisher site.
For further assistance, visit the Help Center or contact support@convertr.io.
...
Campaign > Publishers > ‘Contract Terms’ Dialog
...
‘Uncapped’ Tooltip and Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Uncapped publisher contracts allow delivery of an indefinite amount of leads without having to update campaign caps.
...
Campaign > Leads > ‘Custom Table Columns’ Dialog
...
‘Save as default’ Toggle
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
If enabled, all campaign tables will use the chosen columns by default. Columns can still be customised on a campaign level. Saving as default will override existing default settings.
...
‘Apply to all’ Toggle
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Customisations already exist on campaign tables. Enabling this toggle would remove the previously set defaults and use the newly set defaults instead.
...
‘Table Items Per Page’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Set the default number for displaying table row items.
...
'Table Column' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Search and select a table column below, then click 'add' to include the column in the table.
...
Campaign > Processr > Widget
...
‘Settings’ Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Processr Jobs
...
Campaign > Processr > All Tabs (apart from 'Pre-processing)
...
Card Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
The total score of all applied Processr jobs is XXX. Leads scoring less than XXX are invalid and will not be submitted for Integration. For more information on job scoring, visit the Help Center or contact support@convertr.io.
...
Links will be added via
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
...
Job Group > ‘Job Conditions’ Column > ‘Value’ Prefix
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Separate multiple values with a semi-colon.
...
Job Group > ‘Job Conditions’ Column > ‘Catch-all’ Toggle
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
A catch all processr job will run on any leads that do not meet the conditions set for any other processr job in the group.
...
‘Configure’ Button > ‘Import from JSON’ Dialog > Card Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
Warning! Importing settings from a JSON string will remove all previous settings for this job. This action cannot be undone.
...
‘Configure’ Button > ‘Import from JSON’ Dialog > Card Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
Importing settings from another campaign will replace all job settings with the settings from another campaign configuration. This action cannot be undone.
...
‘Hardfail’ Column > ‘Hardfail’ Table Title
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Leads which fail Hardfail enabled jobs will ignore scoring and will automatically be deemed invalid.
...
‘Score’ Column > ‘Score’ Table Title
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Adding scores to processr jobs provides control over the pass, caution and fail status of leads. The total score is calculated and shown above.
...
‘Label’ Column > ‘Label’ Table Title
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Labels can be helpful in providing unique identifiers within Campaign Processr and other areas of the platform, especially for situations where multiples of the same jobs are applied within a single campaign.
...
‘Always Deliver’ Column > ‘Label’ Table Title
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
If enabled, the lead will be integrated regardless of lead status.
...
‘Field Mapping’ Column > ‘Field Mapping’ Table Title
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Field mapping can be managed by clicking the Configure button and navigating to the Mapping tab.
...
‘Manage Jobs' Dialog
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
Processr job groups allow specific conditions on when processr jobs should run. For example, if you have certain validation lists for different countries, you can set conditions to only run a validation list if a lead comes from a specific country.
...
‘Automap' Dialog
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
Automapping processr jobs will map configuration values to form fields. Manual setup may be required in certain scenarios for certain fields if automapping isn’t successful. Field mapping can be accessed by clicking the Configure button then navigating to the Mapping tab.
Are you sure you wish to auto map the selected jobs?
...
‘Configure’ Dialog
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
For detailed information and guides on Processr jobs, visit the help center or contact support.
...
‘Convertr Connect’ Job > ‘Configure’ Dialog > 'Sync Tag' Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
After configuration is complete, placing Sync Tags will enable two-way communication between the sending and recieving enterprises.
...
Waiting on this to be built in FE.
...
Campaign > Creatives > Landing Pages
...
‘Host Landing Page’ Dialog > Dialog Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
Add a landing page to market, advertise or inform your users before data capture forms are completed.
File Format
The root folder must be named 'lp' with no spaces and lower case. The single 'index.html' file (all lowercase, no spacing) must contain a '##iframe##' placeholder to allow embedding of your chosen form. Include an optional folder within the 'lp' folder called 'images' which can include images, css/js files, font files, pdf files, etc.
Upload Guidelines
Compress the 'lp' folder into a single 'lp.zip' file with no password. The folder should contain your 'index.html' file and 'images' folder. A form must be selected in the dropdown below. The friendly name must be unique, must be at least 3 characters long and can only contain alphanumeric characters and hyphens.
For detailed information and guides on Landing Pages, visit the help center or contact support.
...
‘Replace’ Dialog > Dialog Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
Add a landing page to market, advertise or inform your users before data capture forms are completed.
File Format
The root folder must be named 'lp' with no spaces and lower case. The single 'index.html' file (all lowercase, no spacing) must contain a '##iframe##' placeholder to allow embedding of your chosen form. Include an optional folder within the 'lp' folder called 'images' which can include images, css/js files, font files, pdf files, etc.
Upload Guidelines
Compress the 'lp' folder into a single 'lp.zip' file with no password. The folder should contain your 'index.html' file and 'images' folder.
For detailed information and guides on Landing Pages, visit the help center or contact support.
...
Campaign > Creatives > Forms
...
‘Associate’ Dialog > Dialog
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Search by form name or form ID and select a form to associate to this campaign. The results will show the 100 most recent forms created. To create a new form, click 'Forms' in the sidebar.
...
BM
...
Campaign > Creatives > Assets
...
‘Actions’ Column > ‘Simulate Send’ Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Simulate Send
...
‘Actions’ Column > ‘Preview’ Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Preview
...
‘Actions’ Column > ‘Edit’ Button
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Edit
...
‘Add’ Dialog > Dialog Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
Add creative assets to this campaign for distribution to publishers.
HTML Files
You can directly upload files with a .html or .htm extension.
Image And PDF Files
You can upload images or pdf files directly.
ZIP Files
Upload a .zip file containing at least one .html or .htm file. Each HTML file will be uploaded as a separate asset. If the .zip file contains local images, they will be uploaded to the server and the image paths within the .html/.htm file will be automatically updated with the image address from the asset server. Only relative paths are supported for images to be uploaded. Absolute paths and non-existent images will be unchanged and not uploaded.
For detailed information and guides on Assets, visit the help center or contact support.
...
‘Resend Assets' > Dialog Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
Send an email containing your chosen assets by selecting your recipient publishers and provide a comment if required.
...
‘Resend Assets’ > ‘Comment’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Include a comment as part of the email that contains the resent assets.
...
Campaign > Tracking > Links
...
‘Add’ Dialog > Dialog Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
Create tracking links to gain insights on last-click attribution performance of your campaign creatives.
...
‘Add’ Dialog > ‘Name’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Include a unique identifier for your link.
...
‘Add’ Dialog > ‘Placeholder’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
The placeholder can enable link distribution and tracking for publishers within email assets, or allow tracking of whitepaper assets within your campaign. For detailed information on implementation, please see documentation or contact your CSM.
...
‘Add’ Dialog > ‘Channel’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
The channel field can be used to group links and view performance by medium, such as social, website, display, etc. Contact your enterprise admin to create custom channels.
...
‘Add’ Dialog > ‘Destination URL’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Include a destination URL for your tracking link to redirect to. Clicking the chips below allows you to optionally include platform parameter placeholders.
...
‘Add’ Dialog > ‘Notes’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Internal field to note any miscellaneous information about the tracking link.
...
‘Add’ Dialog > ‘Link Status’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Activating your link makes it available for publisher tracking.
...
‘Add’ Dialog > ‘Website Status’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
For whitepaper functionality, control which whitepapers are active and displayed on external websites using the Convertr whitepaper tags.
...
Campaign > Tracking > Events
...
‘Sales Tag’ Dialog > Dialog Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
The Sale tag is used to attribute sales data to the original lead within Convertr. It should be placed within the Advertisers CRM/Ecommerce system at the point of registered sale.
...
‘Add’ Dialog > Dialog Helper
...
Helper Card
...
| Status | ||||
|---|---|---|---|---|
|
...
Event tags can be used to track performance outside of the Convertr platform.
...
‘Add’ Dialog > ‘Label’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Include a unique identifier for your event.
...
‘Add’ Dialog > ‘Type’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
'Server' events can only run after a lead has entered the platform. 'Client' events can only run at the point of submission into the platform.
...
‘Add’ Dialog > ‘Trigger’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Determine the stage at which the event should be initiated.
...
‘Add’ Dialog > ‘Requests’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Clicking the chips below allows you to optionally include platform parameter placeholders.
...
‘Add’ Dialog > ‘Headers’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Separate any header values with a semi-colon. Clicking the chips below allows you to optionally include platform parameter placeholders.
...
Campaign > Admin > Setup
...
‘Duplicate’ Dialog > Panel Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Select an 'Advertiser' to receive a duplicate of this campaign, then complete the remaining required fields to make any adjustments to your new campaign. This campaign will not be affected once duplicated.
...
‘Duplicate Dialog' > 'Advertiser Receiving New Campaign’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Advertisers that have 'IO Management' enabled cannot be duplicated and therefore will not show in search results.
...
'Duplicate' Dialog > Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Select an ‘Advertiser’ to recieve a duplicate of this campaign, then complete the remaining required fields to make any adjustments to your new campaign. This campaign will not be affected once duplicated.
...
'Duplicate' Dialog > 'Advertiser' Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Advertisers with IO Management enabled cannot be imported.
...
‘Metrics’ Tab > ‘Category’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Important for campaigns with whitepapers to allow categorisation of your assets on distributor websites. Select the option that most closely fits your requirements.
...
‘Metrics’ Tab > ‘Publisher Imports and Exports’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
This setting does not apply to imports made via API.
...
‘Owner’ Tab > ‘Account Manager’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
The owner for the overall account.
...
‘Owner’ Tab > ‘Campaign Manager’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
The team member managing this campaign.
...
‘Financials’ Tab > ‘Currency’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
If an additional currency type is required, please contact your CSM.
...
‘Financials’ Tab > ‘Uncapped’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Allow the campaign to capture an unlimited amount of leads.
...
‘Financials’ Tab > ‘Default Sale Value’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Set a default sale value that will overwrite any value passed within a Sales event tracking tag.
...
‘Delivery' Tab > 'Call Center Services’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Enabling call center services allows a new 'Contact Status' table column to be added via 'Custom Table Views' configuration on the campaign leads table.
...
‘Advanced’ Tab > ‘Test Mode’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Test mode will always integrate leads to the configured integrations regardless of their QA result. It will immediately mark them as a test after the integration, removing their billable status. Value based and score based routing will not be applied during test mode.
...
‘Advanced’ Tab > ‘Shown Validation List Check Job(s)’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Selecting any 'Validation List Check' job(s) will allow publishers to see the job criteria and download requirements within the publisher 'campaign information' dialog.
...
‘Advanced’ Tab > ‘Shown Simple Conditional Validation Job(s)’ Label
...
Tooltip
...
| Status | ||||
|---|---|---|---|---|
|
...
Selecting any 'Simple Conditional Validation' job(s) will allow publishers to see the job criteria and download requirements within the publisher 'campaign information' dialog.
...
Campaign > Admin > Value Transforms
...
‘Add’ Dialog > Panel Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Ensure your field names are added to groups via the 'Groups' tab to allow importing of value transforms in campaigns.
...
‘Import’ Dialog > Panel Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
Select the value transform groups you want to import into your campaign.
...
Campaign > Admin > Publisher Bands
...
Page Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
For detailed information and guides on Publisher bands, visit the help center or contact support.
...
‘Add’/'Edit' Dialog > Panel Helper
...
Helper
...
| Status | ||||
|---|---|---|---|---|
|
...
| Info |
|---|
This page documents all tooltips and help text for new front-end. A multistage approach for implementing new tooltips and help text is detailed below: |
Help Text Log:
Location | Description | Link |
|---|---|---|
Platform Wide | Tooltips and helptext across entire platform. | https://docs.google.com/spreadsheets/d/1HRnoE8j0ETCyZp6w8TDYp_kxDpLrflCslXYiHBxYEY4/edit?usp=sharing |
Processr > ‘Configure’ Dialog | Tooltips and help text for processr jobs. | https://docs.google.com/spreadsheets/d/1j4fvUO-C077DE7n-6ptTX4qqGZhyZmQWA4btDKQS8KM/edit?usp=sharing |
Release Timeline:
Ticket | Stage | Description | Approval | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stage 1 | Various punctuation changes and slight wording improvements. | Not required | ||||||||
| Stage 1 | Various punctuation changes and slight wording improvements. | Not required | ||||||||
| Stage 2 | Processr, advertisers, publishers help text. | CS Team - 09/06/21 | ||||||||
| Stage 2 | Leads table, global form dialogs, widgets. | Not required | ||||||||
| Stage 3 | Campaign creation, global forms thank you page. | CS Team - 20/07/21 | ||||||||
Stage 1 | Forms, campaign publisher contract dialog. | Not required | |||||||||
| Stage 2 | Tracking links, tracking events. | CS Team - 30/11/21 | ||||||||
| Stage 5 | Advertisers campaigns, lead export, lead flag/manage, leads table filters. | Not required | ||||||||
| Stage 3 | Publisher bands, report builder, publisher contract dialog. | CS Team - 04/05/22 | ||||||||
| Stage 4 | Campaign admin setup, campaign publisher tracking, campaign processr, system supression. | Not required | ||||||||
| Stage 4 | Campaign assets, landing pages, lead import, forms. | Not required | ||||||||
| Stage 4 | First 5 processr job tooltips and help text. | CS Team - 16/08/22 | ||||||||
| Stage 2 | Get started document header, duplicate, import campaign. | Not required | ||||||||
| Stage 4 | Integration jobs | Not required | ||||||||
| Stage 5 | Bulk edit, job breakdown. | Not required |