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🏠 Feature Overview
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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Field Name | Editable | Notes |
|---|---|---|
Enable Realtime Delivery |
| Same as in create campaign flow |
Score Based Routing |
| Whether leads should be delivered to different endpoints integrations based on lead score |
Value Based Routing |
| Whether leads should be delivered to different endpoints 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 |
|---|---|
Publisher Notes |
vii. Metadata
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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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