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Feature | Description | Acceptance Criteria |
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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 | |
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Agency
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View campaigns for advertisers that have been assigned to them
Advertisers
User type can connect and 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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System
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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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Connected Apps
Read/Write Depending on enterprise
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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
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 |
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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
Reports
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Advertiser Performance
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ROI Breakdown
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Publisher Report
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Publisher Performance
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Can’t View Report Builder (technical restrictions for masked 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) | ||
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Connected Apps
Read/Write Depending on enterprise
System
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Can Read/Write Global Validation lists
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Batch Management
Campaign
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Create/Duplicate Campaigns
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Leads Edit Whitelisted Data
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 | ||