Setup

Platform URL	https://[enterprise].cvtr.io/v2/campaigns/{campaignId}/admin/setup
API Endpoints
Epic
Document status	IN PROGRESS
Document owner	Danny Hannah Adam Carter
Technical writers	Arunima Kurup Prasad
Related Content

🏠 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.

The workflow is similar to the Create Campaign workflow and is composed of 7 steps.

i. Metrics

Some of the fields are similar to the 'Metrics' tab in the Create campaign flow.

Field Name	Editable	Notes
Performance Model
Sector
Category
Start Date and End Date
Publisher Imports & Exports
Allow Bulk Editing of Data		This is not available in the create campaign flow. This setting determines whether bulk editing option should be enabled on the campaign.

ii. Owner

This tab is the same as the ‘Owner’ tab in the Create campaign flow except for the ‘Permissions’ details. In the campaign settings, the permission details are available as a separate tab. The Owner tab displays the ownership details such as account manager, campaign manager, etc. of the campaign.

Field Name	Editable	Notes
Advertiser		Shows the name of the Advertiser against which the campaign is created
Campaign Name
Account Manager
Campaign Manager
Country
Purchase/Insertion order No.
Additional Reference Numbers

iii. Financials

This tab displays the financial details of the campaign, as configured in the create campaign flow. The Financials tab also has 2 additional non mandatory fields- ‘Default Sale Value’ and 'Default Sale Currency'.

Field Name	Editable	Notes
Currency
Conversion Rate
Volume Required		Available only for capped campaign
Payout metric
Publisher Payout metric
Per action payout amount
Default Publisher Rate
Default Sale Value		Overwrites any value passed within a Sales event tracking tag
Default Sale Currency		Overwrites any value passed within a Sales event tracking tag

iv. Permissions

This tab contains the permission details configured under the ‘Permissions’ section in the ‘Owner’ tab in the create campaign flow.

The table lists all users that can have access to the campaign. Individual users can be granted/revoked access to/from the campaign using the toggle option under ‘Access’ column.

The ‘Grant All’ button may be clicked if all the users on the given page, need to be granted access to the campaign.

v. Delivery:

The Delivery tab provides settings to configure leads delivery . The following fields are available in this tab.

Field Name	Editable	Notes
Enable Realtime Delivery		Same as in create campaign flow
Score Based Routing		Whether leads should be delivered to different endpoints based on lead score
Value Based Routing		Whether leads should be delivered to different endpoints 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
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		To be filled in if ‘Unavailable Campaign Logic’ is set to ‘Redirect to URL’
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

vii. Metadata

\uD83D\uDDD2 Summary

Summarise the functionalities in a table

	Functionality	User Story
1	User Events	Admin and Agency users can see the details of changes on the 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 events

\uD83D\uDDD2 User Permissions

Only Admin and Agency users have access to this section of the platform.

https://docs.google.com/spreadsheets/d/1i4qTTKkC3rF3EyEOh2585ktDDGge0L0IMVDNCwriFR0/edit#gid=1693497632