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🏠 Feature Overview
Actions on a campaign are logged in the ‘Audit’ section available in Campaign > Admin > Audit.
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The data in this section is divided into 3 tabs:
User Events
Conversion Data
Events
User Events
This is a table showing all the events at the campaign level.
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Some of the events that are captured in this table are:
Creation/Removal of processr jobs
Change in processr job score
Publisher Assignment
Contract Signing by publishers
Change in publisher contracts
Import of leads
Flagging of leads
Change to campaign start/end dates
Addition/Update/Removal of whitepaper assets
Addition of campaign links
Duplication of campaign etc.
Addition/Update/Removal of value transforms
Convertr Connect sync tags placement etc.
The table has the following columns:
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Field
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Notes
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Event Time
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Shows the date and time at which the user event is triggered
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User
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Shows the name of the user that performed the action
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Log Content
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A brief description of the user event such as: '40 leads were imported'
Search option is available for all columns
Sort option is available for ‘Event Time’ column
Pagination is available on the table
It is possible to download the table contents using the ‘Download Table Contents’ option in the table.
Conversion Data
If a lead came into the platform via a publisher tracking link, then the details of these conversions are logged in the 'Conversion Data' tab.
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The following columns are available in the ‘Conversion Data’ table:
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Field
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Notes
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Link ID
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This is the ID of the tracking link created in Campaign > Tracking > Links, using which the lead was created
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Click ID
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This is a system generated unique number that refers to the user click on the tracking link
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Referring URL
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This is the URL of the domain that the tracking link is associated with and lead will be associated with
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Click Time
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The date and time at which the tracking link was clicked by the user
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Conversion ID
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This is a system generated unique number that refers to the conversion of click to lead
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Lead ID
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This is the ID of the lead created via the tracking link conversion
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Sub ID
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Conversion Time
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The date and time at which the tracking link was converted to a lead
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Amount
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The amount associated with the conversion to lead
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Currency
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The campaign currency based on which the conversion will be billed
Search option is available for ‘Link ID', ‘Click ID’, ‘Lead ID’, ‘Conversion Time’ and 'Click Time’
Sort option is available for 'Link ID', ‘Click ID’ and ‘Lead ID’
Pagination is available on the table
It is possible to download the table contents using the ‘Download Table Contents’ option in the table
Events
Details of events triggered based on tracking events configured on the campaign, if any, are logged in this table.
Tracking Events may be created and enabled to be triggered when certain set conditions are met. These are configured in Campaign > Tracking > Events.
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Events that are triggered on the campaign are logged in Campaign > Admin > Audit > Events table.
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The following columns are available in the ‘Events’ table:
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Field
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Notes
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ID
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This is a system generated unique number that identifies the event
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Lead ID
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This is the ID of the lead that triggered the event
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Publisher ID
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This is the ID of the publisher associated with the lead that triggered the event
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Sub ID
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Update Time
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The date and time at which the event was triggered
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Request
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Response
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IP Address
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Order ID
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Search and sort options are available for ‘ID', ‘Lead ID’, ‘Publisher ID’ and 'Order ID’
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Pagination is available on the table
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Any changes to the campaign configuration after it is created, can be done by the Admin/Agency users on the ‘Campaign Settings’ section. This is available in Setup under the Campaign > Admin menu.
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The workflow is similar to the Create Campaign workflow and is composed of 7 steps.
i. Metrics
Some of the fields are similar to the 'Metrics' tab in the Create campaign flow.
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Field Name | Editable | Notes |
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Performance Model |
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Sector |
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Category |
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Start Date and End Date |
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Publisher Imports & Exports |
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Allow Bulk Editing of Data |
| This is not available in the create campaign flow. This setting determines whether bulk editing option should be enabled on the campaign. |
ii. Owner
This tab is the same as the ‘Owner’ tab in the Create campaign flow except for the ‘Permissions’ details. In the campaign settings, the permission details are available as a separate tab. The Owner tab displays the ownership details such as account manager, campaign manager, etc. of the campaign.
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Field Name | Editable | Notes |
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Advertiser |
| Shows the name of the Advertiser against which the campaign is created |
Campaign Name |
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Account Manager |
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Campaign Manager |
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Country |
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Purchase/Insertion order No. |
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Additional Reference Numbers |
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iii. Financials
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This tab displays the financial details of the campaign, as configured in the create campaign flow. The Financials tab also has 2 additional non mandatory fields- ‘Default Sale Value’ and 'Default Sale Currency'.
Field Name | Editable | Notes |
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Currency |
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Conversion Rate |
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Volume Required |
| Available only for capped campaign |
Payout metric |
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Publisher Payout metric |
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Per action payout amount |
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Default Publisher Rate |
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Default Sale Value |
| Overwrites any value passed within a Sales event tracking tag |
Default Sale Currency |
| Overwrites any value passed within a Sales event tracking tag |
iv. Permissions
This tab contains the permission details configured under the ‘Permissions’ section in the ‘Owner’ tab in the create campaign flow.
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The table lists all users that can have access to the campaign. Individual users can be granted/revoked access to/from the campaign using the toggle option under ‘Access’ column.
The ‘Grant All’ button may be clicked if all the users on the given page, need to be granted access to the campaign.
v. Delivery:
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The Delivery tab provides settings to configure leads delivery . The following fields are available in this tab.
Field Name | Editable | Notes |
|---|---|---|
Enable Realtime Delivery |
| Same as in create campaign flow |
Score Based Routing |
| Whether leads should be delivered to different integrations based on lead score |
Value Based Routing |
| Whether leads should be delivered to different integrations based on a value on the lead |
Call Centre Services |
| Same as in create campaign flow |
Welcome Email |
| Whether a welcome email should be sent to publisher when assigned |
Double Optin |
| Same as in create campaign flow > Tracking tab |
Send Media Kit |
| Whether media kit should be sent to publisher when assigned |
Hold Publisher Over delivery |
| Whether leads from a publisher should be held without integrating, if they exceed the publisher cap configured |
Lead Process Delay |
| Whether a delay (in minutes) should be set for processing leads |
Unavailable Campaign Logic |
| Same as the field in ‘Metrics’ tab in create campaign flow |
Redirect URL |
| Same as in create campaign flow > Metrics tab |
End Date Extension |
| Same as the field in ‘Metrics’ tab in create campaign flow |
Stale Leads Threshold |
| The minimum number of days after which a lead will be marked as stale/invalid, if undelivered |
vi. Advanced
The Advanced tab provides additional configurations for the campaign which are not available in the create campaign workflow.
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The configurations and their description are given below:
Field Name | Notes |
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Publisher Notes | Any notes that the publisher must see when they are in the campaign can be configured here |
Campaign API Key | Non editable API key which functions as an access token for the duration of the campaign. Publishers deliver leads to the platform using a Campaign webhook, which allows them to post data to the campaign using the Campaign API key. |
Publisher Names | |
Test Mode | If this is enabled, leads in the campaign will be delivered to integrations regardless of their QA status but they will not be billable. This will not work if routing is enabled on the campaign. |
Publisher Contract Auto Signing | If this is enabled, publisher contracts will be automatically signed and publisher media kits will not be sent to the publishers. |
Manual Score | If this is selected, we can manually set score for leads to pass in the 'Minimum Lead Quality Score'.  Any leads that have a score above this value will be marked a valid. |
Set ‘Returned’ Flag Reason | If enabled, for Convertr Connect integrations, if leads marked as invalid, this will set 'Returned' as the default reason at the receiving enterprise. |
Exclude from Business Insights | If enabled, this campaign will not be included in Enterprise > Business Insights |
vii. Metadata
The final tab in campaign settings is the Metadata tab which will be available only if metadata is configured in Enterprise > Metadata.
On this tab, user can configure the values for ‘Metadata’ fields configured in Enterprise > Metadata.
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If values are configured, these will be available in campaign level and will be available for reporting in Report Builder and Campaign Lead Export.
\uD83D\uDDD2 Summary
Summarise the functionalities in a table
Functionality | User Story | |
|---|---|---|
| 1 | User EventsCampaign Setup | Admin and Agency users can see the campaign details, make changes to some of changes on the fields and configure additional campaign , such as processr jobs added/removed, job score changes, campaign date changes, publisher associations etc. |
| 2 | Conversions | Admin and Agency users can see details of leads created via tracking links |
| 3 | Events | Admin and Agency users can see details of events triggered via tracking eventssettings related to delivery, metadata etc. |
\uD83D\uDDD2 User Permissions
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