Advertisers

Platform URL	https://[enterprise].cvtr.io/v2/advertisers
Epic	Type /Jira to add Jira epics and issues
Document status	DRAFT
Document owner	Anu Kalangi
Designer	@ designer
Tech lead	@ lead
Technical writers	@ writers
QA
Related Content	/wiki/spaces/PROD/pages/2678095965

🏠 Feature Overview

Setting up an Advertiser

From this interface you can Add, Import, Delete, Create New Campaign and View Advertiser.

Add Advertiser

When adding a entry to the advertiser, you will be able to enter the following fields:

Name	Required	Notes
Advertiser Name		Advertiser Name has to be unique
Account Manager		This is the clients' contact
Campaign Manager		Internal Team managing the campaign
First Name
Last Name
Email
Telephone
Postcode
Address
City/Town
Country
IO Management		Toggle Default is set as disabled.
Contracts		Toggle Default is set as disabled. This determines if the contracts are auto-signed
Default Publisher Terms		If specific campaign terms need to be made default, they can be placed here.
Notes		Notes will apply to all publishers.

Import Advertiser

Import Advertiser will let the user import a CSV file.

View Advertiser

View Advertiser will let the user

Create a campaign
View the campaigns associated to the advertiser
View account details
Add Value Transformation
View Default Value Settings
Add Validation Lists.

Create Campaign

Account

Account tab displays the account details entered when the advertiser was created.

Value Transformation

Value Transform lets the user take the data that already exists in platform, and create new data based off of them that can be used to report, integrate and categorise your leads.

There are two types of Value Transforms: Transforms and Manipulation

Transforms: This allows the user to take known data values which are expecting to receive, and transform them into a new value in a new field.
Manipulation : This allows the user to reformat unknown data values - combines different fields together (concatenation), or change a telephone number's format (Regex Find and Replace).

User can create value transform by importing or creating the new.

Importing Value Transforms

Click import and download the csv file

Once downloaded, fill in each row with the value transform you want to add - values with the same original field name, new fieldname and group name will be grouped together.

Add Value Transforms

Click Add on the Field Names tab.

When adding a entry to the value transform, user enter the following fields and clicks Save

Name	Required	Notes
Label		Enter a label name
Original Field Name		Select from the dropdown
New Field Name		Enter new field name
Type		Specify the type of value transform
Original Value
New Value

Transform

Manipulate

Value Transform Groups

User can create groups into which user can add previously-created Value Transform Fieldnames.

Validation Lists

Validation lists allows users to check the leads against the list of values to target or supress and pass/reject a lead based on the condition selected.

Validation Lists can be set up in two areas:

System Level

a. Lists applied at this level will be accessible across all campaigns in your enterprise

2. Advertiser Level

a. Lists applied at this level will only be available to campaigns set up under this advertiser.

Setting Up Validation Lists At An Advertiser Level

Click Add

When adding a entry to the validation list, user enter the following fields and clicks Save

Name	Required	Notes
Name		Enter the validation list name
Private		Private toggle affects the view of the list for any Agency type users on your platform. If set to Private, Agency users will not be able to see the values that are added to the list, or make any changes to it.

Clicking Save will open a Add Validation List modal where the user can add values or Import values.

🎯 Objective

The advertiser is the client accepting the leads. The advertiser will be able to set up multiple campaigns per advertiser and assign publishers to campaigns to provide leads to these campaigns.