🏠 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 |
| |
| ||
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.
\uD83E\uDD14 Assumptions
Provide any assumptions/pre requisites that are needed for the feature to work.
\uD83D\uDDD2 Requirements
User Permissions
The users should have access to the advertisers to be able to view the advertisers
Advertiser user.
As an advertiser user, I should be able to view the campaign(s) the advertiser is associated, Account and Value Transform.
Agency user
As an agency user, I should be able to add advertiser, create campaigns and view campaigns.
Advertiser Report user
As an advertiser report user, I should be able to view the campaign(s) the advertiser is associated, Account and Value Transform.
Requirement | User Story | Importance | Jira Issue | Notes |
|---|---|---|---|---|
HIGH | ||||
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\uD83C\uDFA8 User interaction and design
Advertiser-Create Campaign -https://www.figma.com/proto/XSFJYyCCNM0Z41Lh961pMm/ADVERTISERS---Create-Campaign-V3?scaling=min-zoom&page-id=0%3A1&starting-point-node-id=9%3A2&node-id=9%3A2
Advertiser- Import-https://www.figma.com/proto/AsU5TdoA31PwSqZsuTRKY4/ADVERTISER---Import?node-id=2%3A7&scaling=min-zoom&page-id=0%3A1&starting-point-node-id=2%3A7
Advertiser- Validation Lists-https://invis.io/WQ10SOR1P56B
Advertiser-Value Transform-https://invis.io/MEUGRPETYWK
Open Questions
Question | Answer | Date Answered |
|---|---|---|
Out of Scope
Provide any details of additional feature requirements that haven't been scoped.