Advertisers
- Adam Carter
- Arunima Kurup Prasad
- Anu Kalangi
Platform URL | |
|---|---|
API Endpoints | Retrieving advertisers GET- Adding advertisers POST- Deleting advertisers DELETE- Importing advertisers POST |
Epic | |
Document status | REVIEWED |
Document owner | @Danny Hannah @Adam Carter |
Technical writers | @Anu Kalangi @Arunima Kurup Prasad |
Related Content | https://convertr.atlassian.net/wiki/spaces/PROD/pages/2678095965 Account Campaign Listing Default Value Settings Advertisers Validation Lists Agencies |
Feature Overview
The Advertiser is the client accepting the leads. Advertisers are associated with Agencies. An agency may be associated with multiple advertisers. Campaigns can be created on the platform for Advertisers by agency users belonging to the agency associated with the advertiser, and by admin users.
It is possible to set up multiple campaigns per advertiser and assign publishers to fulfil the campaigns. The platform also provides admins, agency users, advertiser user and report users, access to ‘Advertiser Performance Report’ to see the performance of advertisers across campaigns over a period of time.
Setting up an Advertiser
The Advertisers listing table shows details of Advertisers such as advertiser id, company name etc. The table allows users to perform search on the various columns and to add/remove columns from the listing using the ‘Custom Table Views’ option. There is also an option for pagination.
From this interface the user can Add, Import, Delete, View Advertisers and Create New Campaign.
Add Advertiser
When adding an entry to the advertiser, the user will be able to enter the following fields.
Name | Required | Notes |
Advertiser Name | Advertiser Name has to be unique | |
Account Manager | This is the client's contact | |
Campaign Manager | Internal Team managing the campaign | |
First Name |
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Last Name |
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Telephone |
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Postcode |
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Address |
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City/Town |
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Country |
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IO Management: Enable IO Management | Toggle Default is set as disabled | |
Contracts: Autosign 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. |
Once all the mandatory fields have been entered and saved, the newly created advertiser will be available in the listing.
Import Advertiser
Import Advertiser will let the user import a CSV file in the format shown below.
Once successfully imported, the advertiser will be available in the listing table.
View Advertiser
Clicking on the ‘Company Name’ hyperlink or the ‘View’ button under ‘Actions’ columns will redirect the user to the various other settings available for Advertisers, shown below. Detailed documentation on these functionalities is available under ‘Related Content’ in the table above. The user will be able to go back to the Advertiser listing screen by clicking on the ‘Advertisers’ hyperlink above the breadcrumb banner.
Delete Advertiser(s)
Advertiser(s) may be deleted by selecting their corresponding checkbox(es) and clicking on Delete button. A confirmation dialog box is shown to the user. Upon confirmation, the advertiser(s) and associated campaign(s) will be deleted.
Summary
Functionality | User Story | |
|---|---|---|
| 1 | Advertisers | Users can see the table listing all the advertisers and can click on ‘Company Name’ to see the listing of all campaigns of the advertiser |
| 2 | Advertisers > Add | Users can add advertisers using the Add Advertiser modal |
| 3 | Advertisers > Import | Users can import advertisers via CSV file |
| 4 | Advertisers > Delete | Users can select and delete multiple advertisers at a time |
| 5 | Advertisers > View | Users can see the listing of all campaigns of the advertiser |
| 6 | Advertisers > Create Campaign | Allows users to create campaigns for the advertiser |
| 7 | Table Download | Allows user to download the advertiser list shown on the table |
| 8 | Table Filtering | Allows the user to filter the table values using Id, Company Name, First Name, Last Name and Notes |
| 9 | Custom Tables | A user can add, remove and reset columns for custom table |
User Permissions
Admin users can access Advertiser tab.
Agency users who belong with agencies associated with the advertiser can access all advertiser details and create/update/view/delete campaigns of associated advertisers.
Advertiser users and Advertiser report users associated with the advertiser can also access the Advertisers tab.