Email Publisher
Platform URL | https://[enterprise].cvtr.io/v2/campaigns/[campaignid]/publishers |
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API Endpoints | Get list of publishers on campaign
Send mail to publisher(s)
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Epic |
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Document status | APPROVED |
Document owner | @Danny Hannah @Adam Carter |
Technical writers | @Amish Ladhu @Arunima Kurup Prasad |
Related Content |
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Feature Overview
The ‘Email’ dialog allows users to send a message to publishers currently assigned to the campaign.
Email Dialog
The dialog can be accessed via Campaign > Publishers > ‘Email’ button:
Publisher Selection
The table allows users to select the publishers to send the message to:
Checkbox column
Allows selection of all publishers in the table or individual publishers that will receive the message to be sent
‘Publisher’ column
See the publishers assigned to the campaign (filterable via the ‘filter’ button in the column header)
‘Contract status’ column
See the current contract status of each publisher
‘Emails’ column
Pre-populated with the emails that have been configured for each publisher on the Sidebar > ‘Publishers’ listing table > ‘Edit’ dialog
The pre-populated emails can be removed entirely if required, and any email (regardless of publisher or company - there are no restrictions) can be added to any of the ‘Email’ column fields
There is no restriction on the amount of emails that can be added in each field.
Field Name | Required | Notes |
‘Checkbox’ column | Select all or individual publishers to receive the message. | |
‘Contract Status’ column | View the publisher contract status of each publisher assigned to the campaign. | |
‘Emails’ column | Add/Edit the email ids that will receive the message. | |
‘Message’ box | The content that the chosen publisher emails will receive. |
Message Box
The text area allows users to create the message that will be sent to selected publishers:
‘Message’ box
The contents of this box will be sent to the selected publisher email addresses defined the in table
Basic formatting can be used
Once completed, the ‘Save’ button can be clicked to send the message.
Message Received
When the above message box is completed, the selected publishers will receive the message via email. The email will contain automatically generated information such as:
Enterprise name
Title of ‘Campaign Update’
Campaign ID - Campaign Name - Date of Sending
The custom message will show below the auto-generated information:
Summary
Functionality | User Story | |
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1 | Select publisher emails | Select/edit the publisher emails to send the message to. |
2 | Create custom message to send to publishers | Create the message to be sent to selected publisher emails. |
3 | Message sent via email to publishers | Custom message is received via email. |
User Permissions
Only Admin and Agency users can see this button. Please see user matrix for user permissions.