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🏠 Feature Overview
Within the Convertr platform, Publishers are the lead data providers.
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Before they can submit lead data into the Convertr platform, the Publisher user must agree to the Ts&Cs which are defined by the Admin and Agency users and is distributed by email.
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In some cases, it is possible to have the publisher contract auto signed at the time of assignment (See Campaign Admin setup for details)
>>>screenshot of publisher contract
>>screenshot of auto sign option in campaign > admin > setup>>>
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Create and Manage Publisher ‘organisation(s)’ Accounts
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Admin users and Agency users can also assign publishers to a Campaign (See Campaign Publisher Management page).>>>screenshot of campaign > publisher assignment page>>>
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When adding a publisher they should be able to choose to send a welcome email to the contact email address, which will allow the user to sign up and be linked to the new organisation (See Campaign Admin Setup page).
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Some columns also have search filters and sorting options.>>screenshot of widget, graph, Publisher Campaigns listing table showing campaigns, pagination, download, custom table options
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The Actions column shows the actions that the publisher can perform on each of the campaigns. These are:
Import Leads
Export Leads
Bulk Edit
Resend Assets
Tracking
Contract History
Campaign Performance Report
Campaign InformationImporting Lead Data into a Campaign
1. Importing leads to a campaign
If the campaign setting ‘Allow publisher users Publishers to import and export their data' is enabled on a campaign, the publisher user will be able to see the 'Import Leads’ option against the campaign.>>screenshot of setting in campaign > setup
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Publisher users can import data into a campaign using the ‘Import Leads’ option available against a campaign on the Publisher Campaigns listing page.
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This will open a ‘Import Leads’ modal which allows the user to upload a CSV file containing lead data. A sample file is available for download in the link in the blue banner in the modal.
>>>screenshot of CSV file format>>>
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All forms associated with the campaign are available in the ‘Select a form’ dropdown. The user must select the appropriate form and upload the CSV file. Different delimiters are supported in the CSV file- comma, semicolon, tab, pipe. The appropriate delimiter may be selected and the user can proceed to the next step.
>>>screenshot of import leads modal step 1 >>>The user will be able to proceed to the next step only if they have selected the form and uploaded a CSV file.
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On the next step, the publisher’s name is automatically populated in the ‘Publisher’ field. They can also provide a tracking link. Select a tracking link helps to identify the channel the imported leads will be applied to. If left unset, the channel for each imported lead will be empty.
There is also an option ‘Replacement’ which may be set if the leads being imported are replacement leads. By enabling this, within reporting it will be noted that the imported leads are replacing previously returned lead(s) as 'make good'. This has no impact on processing and is used for reporting purposes only.>>>screenshot of import leads modal step 2 >>>
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On the next step, they can manage previously saved mapping templates. They can select a template from the dropdown to load or delete a chosen template, or reset the field mapping to the original state. Once they map their data to the campaign form, they can save the mapping setup as a new template for future imports. >>>screenshot of import leads modal step 3>>>
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On the final step, the user can preview their import (10 rows of data) and opt-in that the data was captured lawfully. They can always go back to a previous step to e/dit any information. Once verified, the leads will be imported into the campaign on clicking Save.>>>screenshot of import leads modal step 4>>>
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2. Exporting Leads from a Campaign
If the campaign setting ‘Allow publisher users to import and export their data' is enabled on a campaign, the publisher user will be able to see the 'Export Leads’ option against the campaign. Publisher users can export all publisher data that the specific publisher has submitted to a campaign using the ‘Export Leads’ Lead’ option available against a campaign on the Publisher Campaigns listing page.>>>screenshot of lead export option for publisher>>>
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This will open a page where the user can filter by status, timeframe (max 1 year), and by QA flags, the data they want to export. They can set the order of the export- ASC or DSC. They can also choose to export the data as CSV file.
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After configuring their options they can then rename the selected columns for export as well as reorder and/or delete their selections.
>>>screenshot of Export Filter page>>>
When exporting they will need to confirm that they understand the terms and conditions before export of the data can start.
>>>screenshot Export Agreement>>>
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Once exported, the report will then go to the Exports sections for the user to download. Here again, they will have to confirm that they understand the terms and conditions before exporting the data.
>>>screenshot Exports modal showing new reports
>>screenshot of confirmation dialog >>>
, the user can click on Download to export the report to their environment.
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3. Bulk Edit
If the campaign setting ‘Allow Bulk Edit Editing of data' is enabled on a campaign, the publisher user will be able to see the 'Bulk Edit’ option against the campaign.
>>screenshot of bulk edit option in campaign > setup
>>working of bulk edit>> arunima
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Using the ‘Bulk Edit’ feature, a publisher can edit data on multiple leads without having to action each lead individually. To use bulk edit, the publisher must first ‘Export’ the leads on the campaign using ‘Lead Export’ option.
Next, in the CSV file, they should make the necessary changes to the lead data, e.g., update the company_size, job_title etc.
The next step is to select the ‘Bulk Edit’ option available against the campaign to upload the updated CSV file.
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On step 1: Upload, the user must select the form and upload the updated CSV file.
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On step 2: Mapping, the form fields must be mapped to the CSV file. All CSV fields will be defaulted to ‘Do Not Change’.
‘Lead Id’ is a mandatory field and must be mapped to the lead Id field in the CSV file. The changes will be made only if the lead Ids on the campaign match those in the CSV file.
For the fields that need to be updated, the user must select the appropriate field name from the CSV file to map them correctly.
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On Step 3: Preview, the user will be shown 5 rows previewing the changes to the selected fields. A banner will be displayed showing the number of leads that will be affected by the change. The user has to accept the confirmation checkbox to enable the Save button.
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When the user clicks on Save, the below confirmation box is shown where the user has to enter the number of leads that will be affected by the change.
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If the user enters the correct value and clicks on Yes, the changes will be made to the leads and an email will be sent to the user confirming the changes.
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4. Resend Creative Assets
The user will be able to re-send any creative assets on the selected campaign. When resending the assets, they will have to confirm that they wish to resend.>>>screenshot of confirmation message>>>
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Once this is confirmed, they will receive an email (which is linked to the publisher) with a link where they can download a zipped file with all of the assets on the campaign.>>>screenshot of mail>>>
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5. View Tracking for the Campaign
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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.>>screenshot of tracking links tab
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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.>>>screenshot of impression tags and API creds>>>
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6. View and Download Signed Contracts for the Campaign
Publisher users can sign any unsigned contracts using the ‘Contract History’ option.>>>screenshot of Contract History modal>>>
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Users can see and download all signed contracts on the selected campaign. >>>screenshot of downloaded signed contract>>>
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7. Download Campaign Performance Report(s)
Publisher users can download a breakdown of the campaign performance using the option available against the campaign. They need to agree to the terms and conditions before downloading the report.>>screenshot of agreement
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The report includes all key campaign performance metrics including Impression, clicks, etc. along with the line item breakdown of all the records.>>>screenshot of report>>>
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8. View Campaign Information
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When downloading a validation list job this will generate a download which will be accessible via the export section.
To show the Job Breakdown details to the Publisher, Admin / Agency user has to enable it in Campaign > Admin > Setup.
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The Publisher user can see the logic that they need to submit the lead data for it to pass the check, e.g.
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The Publisher user will be able to see the Publisher notes on the campaign that have been populated by the Admin or Agency User on the campaign (See campaign admin setup page).>>>screenshot of publisher notes tab showing notes and campaign setup confign for publisher notes>>>
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Reports
The publisher user can access and download Publisher performance report.>>screenshot of performance report criteria page
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The report shows Publisher Performance overview, performance graph, and campaign breakdown details.
There is an option for the user to download the campaign breakdown as a CSV file. There is also a search bar where the user can search for campaign details from the campaign breakdown table.>>screenshot of results of ‘view’ including csv button
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Clicking on ‘Show All’ against a campaign shows allocation details of the campaign.
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The user can also download the publisher performance report by clicking the ‘Download’ button. By accepting the terms and conditions, the report will be available for download in Exports.>>screenshot of terms n conditions
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The report can then be downloaded from the Exports folder by agreeing to the export conditions.
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The CSV download of the notifications can be got using the CSV button.
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\uD83D\uDDD2 Summary
Functionality | User Story | |
|---|---|---|
| 1 | Value Transformation Listing | Users can see the value transforms listing and edit the ‘Label’, ‘Original Name’ and ‘New Name’ fields |
| 2 | Value Transformation > Add | Users can add value transform values using the Add button |
| 3 | Value Transformation > Add/Edit | Users can add and edit value transforms using the Add/Edit button |
| 4 | Value Transformation > Delete | Users can select and delete multiple value transform lists at a time |
| 5 | Value Transformation > Import | Users can import CSV file for 'transform' type of value transforms |
| 6 | Value Transformation > Group Listing | Users can see the value transforms groups listing and edit the ‘Id’ and ‘Group Name’ fields |
| 7 | Value Transformation > Group > Add | User can create value transform groups in which value transforms can be grouped |
| 8 | Value Transformation > Group > Add/Edit | User can add/edit value transform groups |
| 9 | Value Transformation > Group > Delete | User can delete value transform groups |
| 10 | Value Transformation > Table Filtering | Allows the user to filter the table values using Id, Original Name and New Name fields |
| 11 | Value Transformation > Group > Table Filtering | Allows the user to filter the table values using Id and Group Name fields |
\uD83D\uDDD2 User Permissions
Publisher ‘organisation(s)’ are created on the platform by an Admin or Agency user, as a listing and a publisher (publisher user role) user is created and associated to the Publisher ‘organisation(s)’ to manage that account.
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