Agency
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What does it do?
This is a user type that allows Agencies to view campaigns for advertisers that have been assigned to them
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Advertisers
. It also enables Read / Write
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Read/Write Advertiser Value Transforms
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Read/Write Advertiser Validation Lists
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Read/Write Advertiser Default Value Settings
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Read/Write Account Details
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Read/Write Advertisers
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Publisher
Read/Write Publishers
Read/Write Publisher Users
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Live Leads
Can View
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Users
Read/Write Publisher Users
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Reports
Advertiser Performance
ROI Breakdown
Publisher Report
Publisher Performance
Global Lead Export (filtered by agency advertisers)
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Connected Apps
Read/Write Depending on enterprise
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System
View Batch Management
Can Read/Write Global Validation lists
Batch Management
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Campaign
Create/Duplicate Campaigns
Leads Edit Whitelisted Data
Full Campaign Functionality except logs
Agency Masked
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View campaigns from advertisers that have been assigned to them
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Advertisers
Read/Write Advertiser IO(s)
Read/Write Advertiser Value Transforms
Read/Write Advertiser Validation Lists
Read/Write Advertiser Default Value Settings
Read/Write Account Details
Read/Write Advertisers
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Publisher
Read/Write Publishers
Read/Write Publisher Users
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Live Leads
Can View
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Users
Read/Write Publisher Users
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ability in relation to Insertion Orders, Value Transforms, Validation Lists, Default Value Settings, Account details , Ability to view live leads, Ability to view selected Reports, Ability to create and duplicate campaigns, Batch management and Lead Export. Agency users can also manage their Advertiser and Publisher uses.
Agency users can also utilise Masking for the above mentioned areas of the platform. This enables users to obscure data from other users if this is required for data privacy.
What use case(s) does this apply to?
| Status | ||||
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Why would clients find this useful?
Clients would find this useful as it enables them to validate data being provided by multiple Advertisers.
Clients would find this useful as it enables them to set Default values for data being provided by multiple Advertisers.
Clients would find this useful as it enables them to manage the accounts of multiple Advertisers.
Clients would find this useful as it enables them to export lead data being provided by multiple Advertisers.
Clients would find this useful as it enables them to view Live leads being provided by multiple Advertisers.
Clients would find this useful as it enables them to view / create a selection of reports from the data being provided by multiple Advertisers. These reports include: Advertiser Performance, ROI Breakdown, Publisher Report, Publisher Performance, Global Lead Export.
Key Talking Points
Feature | Description | Acceptance Criteria |
|---|---|---|
Add / Edit Advertiser Insertion Order | User type can create and edit Advertiser Insertion order within their Enterprise | |
Add / Edit Advertiser Value Transforms | User type can create and edit Advertiser Value Transforms within their enterprise | |
Add / Edit Advertiser Validation Lists | User type can create and edit Advertiser Validation Lists within their enterprise | |
Add / Edit Advertiser Default Value Settings | User type can create and edit Default Value Settings within their enterprise | |
Add / Edit Account Details | User type can create and edit Account Details within their enterprise | |
Add / Edit Publisher Users | User type can create and edit Publisher users for their enterprise | |
| User type can connect and Read/Write | Given I have permission for my enterprise to create a connection to a ‘Connected App’ When I connect an app (Marketo, LinkedIn, Facebook, ON24, Bombara, Eloqua, Twillo) Then I should be able to setup a new connection AND all field data should be collected as expected via the API’s. |
View Live leads | User should be able to view Leads in the platform. The status of the leads should be visible in real time. | Given I have a campaign with Live leads. When I view the Campaign Leads section Then I should be able view leads in the Leads table. |
Access and run reports:
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System
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Connected Apps
Read/Write Depending on enterprise
User will be able to access all the reports in the Reports section. | Given I am logged in When I view the Reports section Then I should be able to access all the reports and generate new reports based on date, advertiser, campaign selections. | |
Batch Management | User will be able to access the Batch Management area of the platform. In Batch Management area user can View ‘Pending’ and ‘Sent’ batch files.(Batch Integration ) | Given I am logged in When I view the System section of the platform Then I should be able to access the ‘Batch Management’ area. |
Can Read/Write Global Validation lists |
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Batch Management
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Users can create and edit Validation lists for their enterprise | ||
Campaign: Full Campaign Functionality except logs
| User can Create and Duplicate Campaigns for their enterprise. | |
Campaign Leads Edit Whitelisted Data | User can view and edit | |
With Masking all above functionality is available except: | ||
Reports: Can’t View Report Builder | Report Builder should not be visible is Masking is enabled | Given: Masking is enable for the enterprise When I view the Reports section Then: I should not be able to access the Report Builder. |
Reports: Global Lead Export (filtered by agency advertisers) | ||
Campaign: Can only export whitelisted data | ||
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User can only export data that has been selected from the ‘Whitelist data’ table/ area | ||