Objective
Within the Convertr platform, Publishers are data providers.
Publisher ‘organisations’ get created on the platform by an agency or admin user and a publisher (publisher user role) user is created and associated to the Publisher to manage that account.
Publisher Users will log into the platform and have a limited view whereby they can see basic reporting on campaigns that the Publisher organisation has been assigned to deliver leads into. When assigned to a campaign the publisher is given a number of valid leads that they are able to fulfil and an amount that they will be paid for each lead. They must agree to this before being leads they send into the platform are attributed to them.
Success metrics
Goal | Metric |
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Assumptions
Requirements
Requirement | User Story | Importance | Jira Issue | Notes | |
|---|---|---|---|---|---|
| 1 | Create and mange publisher accounts | As an Agency, Admin or Super Admin user, I would expect to be able to add, edit and delete publisher accounts on the platform. I should also be able to assign these publishers to a Campaign (See Campaign Publisher Management page). The core information I would like to be able to store is a company name and basic contact information for the main stakeholder. I should also be able to assign users to this company so that they can log in to the system and perform the tasks detailed below. When adding a publisher I 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. | HIGH | ||
| 2 | Be able to import leads into a campaign | As an Agency, Admin or Super Admin & Publisher user, I should be able to sign in to the platform and be able to import data into a campaign. When importing data into a campaign they should be able to:
| HIGH |
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| 3 | Be able to export leads into a campaign | As an Agency, Admin or Super Admin & Publisher user,, I should be able to sign in to the platform and be able to export all publisher data for that specific publisher has submitted to a campaign. When exporting the data they will be able to filter by status, timeframe (max 1 year) and by QA flags. If the publisher user has multiple publishers assigned to the user account they can also filter by publisher. They can set the order of the export asc or dsc They will also be able to export all rows of publisher data or by selecting the columns I want to export. When selecting this can be done by dragging and dropping my options or by selecting the whole section. After configuring their options they can then rename the selected columns for export as well as reordering and deleting their selections. When exporting they will need to confirm that they understand the terms and conditions before exporting of the data can start once confirmed the export 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 of the data | HIGH | ||
| 4 | Be able to resend creative assets | As an Agency, Admin or Super Admin & Publisher user, I am 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, 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. | HIGH | ||
| 5 | View tracking for the specific campaign | As an Agency, Admin or Super Admin & Publisher user, I am able to view the tracking links & Impression tag and API credentials (the API credentials will only be available if they have created a user) in a modal for that specific publisher on the selected campaign. | HIGH | ||
| 6 | View and download signed contracts for the campaign | As an Agency, Admin or Super Admin & Publisher user, I am able to see and download all signed contracts on the selected campaign. | HIGH | ||
| 7 | Download the performance report | As an Agency, Admin or Super Admin & Publisher users will be able to download a breakdown of the campaign performance. this will include all key campaign performance metrics including Impression, clicks etc along with the line item breakdown of all the records. | HIGH | ||
| 8 | View campaign information | HIGH | |||
| 9 | Download Simple Conditional Jobs and Validation Lists | HIGH | |||
| 10 | View publisher notes | HIGH |
User interaction and design
Open Questions
Question | Answer | Date Answered |
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