🏠 Feature Overview
Within the Convertr platform, Publishers are the lead data providers.
Publisher ‘organisation(s)’ are created on the platform by an Admin or Agency user as a listing and a publisher (publisher user role) user is created and associated to the Publisher ‘organisation(s)’ to manage that account.
Admin and Agency users will assign publishers to a campaign. When assigned to a campaign the publisher is given a number of billable (valid & delivered) leads that they are able to fulfil and an amount that they will be paid for each lead.
Publisher users will log into the platform and have a limited view whereby they can see basic reporting, lead data delivery, tracking information and information rules on campaigns that the Publisher ‘organisation(s)’ has been assigned to deliver lead data.
Before they can submit lead data into the Convertr platform, they must agree to the Ts&Cs which are defined by the Admin and Agency users and is distributed by email.
Create and Manage Publisher ‘organisation(s)’ Accounts
As an Admin or Agency user, they will be able to add, edit and delete publisher accounts on the platform.
They should also be able to assign these publishers to a Campaign (See Campaign Publisher Management page).
The core information they would like to be able to store is a company name and basic contact information for the main stakeholder.
They 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 they 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.
import Lead Data into a Campaign
As an Admin, Agency or Publisher user, they will be able to log into the platform and be able to import data into a campaign.
When importing data into a campaign they should be able to:
Select a publisher
Select a tracking link
Map their data to the campaign form
Load, Reset and delete a saved template
Preview their import (10 rows of data) then opt-in that the data was captured lawfully
Export Leads from a Campaign
As an Admin, Agency or Publisher user, they will be able to log into 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 they 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
Resend Creative Assets
hey will be 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.
View Tracking for the Campaign
As an Admin, Agency or Publisher user, they will be 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.
View and Download Signed Contracts for the Campaign
As an Admin, Agency or Publisher user, they will be able to sign any unsigned contracts
As an Admin, Agency or Publisher user, they will be able to see and download all signed contracts on the selected campaign.
Download Performance Report(s)
As an Admin, Agency or Publisher user, they 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.
View Campaign Information
they will be able to view selected:
Simple Conditional Validation Jobs
Validation Lists Jobs
Which has been specified by an Admin or Agency User, for both the Simple Conditional Validation and Validation List Jobs the Publisher User will have the option to download the list of values associated with them.
When downloading a simple conditional validation job this will generate a local browser download.
When downloading a validation list job this will generate a download which will be accessible via the export section.
The Publisher user will be able to see the logic that they need to submit the lead data for it to pass the check eg
Criteria
Equal
Contains
Endswith
etc
Condition
Pass
Fail
The Publisher user will be able to see the Publisher notes on the campaign that have been populated by the Admin or Agency User on the campaign
Custom Tables & Pagination option to customise the table with selected options to choose from
Column Filter(s) option to filter certain table columns with selected options to filter on.
Active and Ended campaigns
widgets
Exports
Reports
\uD83D\uDDD2 User Permissions
The users should have access to Publishers, to be able to view the publishers