Product Features
The following page is to document the Full Feature List of the Convertr product. (WIP from https://docs.google.com/presentation/d/1Uh3YfrkjcdIrL6s5BcHCEshvSfYq-222R6pbplCSV74/edit?ts=5ffd9df7#slide=id.g4950789f5c_0_59)
Connected App (Facebook, Instagram)
Feature Name | Packages | Summary | Link to Feature page | Benefits | Use Case |
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Connected App (Facebook, Instagram) | Light, Pro, Enterprise |
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Connected App (LinkedIn) | Light, Pro, Enterprise |
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Connected App (Google Search and YouTube) | Qualify and deliver leads to the right marketing and sales programs in real-time | ||||
Email Sending Platforms | |||||
Integration - (Marketo) | For Data Providers: If someone in your database opt-ins to a customer campaign, the data can instantly be processed in Convertr to validate and format to the client’s requirements and deliver directly to the client’s CRM | ||||
Integration - Eloqua | For Data Providers:
For Data Owners:
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Connected Apps - Automated Messaging | |||||
Connected App - Twillio | For Twillio we now give the user the option from the platform to automate SMS messages to customers who submit data to the platform. | Twillio | |||
Connected Apps - Data Enrichment | |||||
Connected App - Bombora Intent Data | Add-On -- Requires a direct agreement with Bombora | Bombora is a B2B Intent platform. They collect data around companies and topics (categories) and score them based on their buying intent. |
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Connected App - ON24 | Allow our customers to automate the retrieval of registration and attendee data from the on24 platform in an automated fashion. | On24 | |||
Whitepapers | |||||
Hosted Landing Page | A centralized hub to manage white paper assets, streamline lead capture and asset delivery. Uses Convertr | Creative freedom to fully customise your own landing page, instead of using a Convertr template | |||
"With Hosting" Embeded Content on Client Websites / Whitepapers+ | Promote content on your web sites from the Convertr platform |
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Hosting of the White paper library | This enables the user to place a Convertr tag(s) onto their website to display a gated content library. | Whitepaper Library: Hosting of the White paper library | |||
Asset Serving | This gives the user the ability to serve content via the form. From our platform the user can upload a PDF which can be prompted to download on form submit (A prompt download cannot be done on iPhone mobile devices) | Whitepaper Delivery (Asset Serving - automated sending of whitepapers) | |||
Content Blocks | This creates a block of 5 featured white papers, which can be place on a website or an ad-server. | Content Blocks | |||
White Papers Video & Audio Content | Convertr allows users now to upload video and audio files into the system via our white paper solution. | White Papers Video & Audio Content | |||
Form Builder | |||||
Email Automation Form Population | Provides a better user experience for leads so they don’t have to re-enter their information multiple times | ||||
Remember Me | Provides a better user experience for leads so they don’t have to re-enter their information on every form | ||||
Address Lookup (UK Only) | The UK address lookup is an optional form type within the form builder. | Address Lookup (UK Only) | |||
Logic Based Routing | |||||
Value Based Routing | This functionality enables the user to specify which integration runs depending on a specific value if other words if the lead data has a value appended to it the platform will know where to send it. | Value Based Routing | High value leads can be identified, prioritised and fast tracked to points of sale. Works really well with Value Transforms: as CTO and ‘Chief Technical Officer’ can be recognised as the same job title and fast-tracked in the same way if needed Invaluable tool for businesses with high-value ‘target lists’ and running ABM campaigns | Content Syndication | |
Score Based Routing | This functionality enables the user to specify which integration runs depending on a specific score, if other words if the lead data has a score appended to it the platform will know where to send it. | Score Based Routing |
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Data Standardization | |||||
Value Manipulations |
| Content Syndication | |||
Campaign Management | |||||
Campaign Lead Import |
| Content Syndication | |||
Second Welcome Email |
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Campaign Management + | |||||
Uncapped Campaigns |
| Content Syndication | |||
Payout Bands | Publisher Bands |
| Content Syndication | ||
Caps On Variable Payout Bands | This enables the user to set variable cap limits on a specific value. | Publisher Bands - Caps | Content Syndication | ||
Scheduled Delivery | Scheduled Delivery |
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Send Voucher code |
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IO Management |
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Call Center Campaigns | The call centre functionality allows leads to be put on hold in the platform for a call centre to manually verify the data before being sent to the end client | Call Centre | Valuable tool for any business who don’t have access to their own call centre tech | ||
Validation Lists | Validation Lists |
| Content Syndication | ||
Bulk Imports | Standardize data sets with a large variety of potential submissions | ||||
Assets |
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Tracking Links | This allows the user to track Opens/Impressions, Conversions and Clicks across publisher and a variety of different channels | Tracking |
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Tracking > Click Data | Gives the user the option to pass through additional parameters on the publisher tracking link or by using the landing page parameters (lpp_value) lead which they can report on | Click Data | |||
Tracking > Call Centre | The call centre functionality allows leads to be put on hold in the platform for a call centre to manually verify the data before being sent to the end client | Call Centre | |||
Event Tags |
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Publisher Management |
| Content Syndication | |||
Insights | This is an insights tool that helps the user analysis the lead data entering the platform, the user can apply filters using the form filed names on a campaign. | Insights |
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Private Label Add-on |
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Reports | |||||
Reporting |
| Content Syndication | |||
Lead Export |
| Content Syndication | |||
Report Builder | Report Builder is designed to allow clients to build and configure their own automated reports from the Convertr platform. |
| Content Syndication | ||
Enterprise to Enterprise |
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Agency Access |
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Custom tables | Customise the interface to fit the metrics and KPIs that are most important to you | ||||
Templated Landing Pages |
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Channels |
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Currencies |
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Global Asset Feed | Especially helpful for customers who host their own landing pages but are managing multiple campaigns for different brands (Publishers) | ||||
Processr Jobs > Duplication | |||||
De-Duplication |
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Count Limit Duplication | This duplication flags on a count limit and can be used on advertiser, campaign or enterprise level | Count Limit Duplication | |||
Duplicate Email Check | This duplication flags on a email on a first come, first serve basis. | Duplicate Email Check | |||
Enterprise Duplication | This duplication flags on a timeframe basis, with the additional options to flag this on an advertiser or publisher level. | Enterprise Duplication | |||
Multi-Field Duplication | This duplication flags on a multi field basis. The user is able to reference multiple fields that can be group together to act as a filter. | Multi-Field Duplication | |||
Publisher Duplication | This duplication flags on a email on a first come, first serve basis on a publisher level. This is a predominately used in B2B environment, because agencies and clients still pay for the leads even thought they have been delivered by different publishers. | Publisher Duplication | |||
Conditional Data Append | Enable data to be appended to a lead data record based on the result of the job This job runs to find if a lead has one or more fields that is a duplicate within a certain time period to another lead eg does another lead have the same first and last name but a different email. Based on the result, the job will then append additional data to the record. | Conditional Data Append | |||
Processr Jobs > Enrichment | |||||
International Company Lookup | This is a check to do a company lookup on a global scale, this service can be used to do a company lookup on the form or it can be used solely as a enrichment job. For this service to work the user will have to input the company name to do the search. | International Company Lookup | |||
Social Enrichment | This is a check to find if an individual has any social profiles linked to them via there email | Social Enrichment (deprecated) | |||
Full Contact - Social Enrichment | The social enrichment job can Query the Enrich API from full contact with multiple identifiers. | Full Contact - Social Enrichment v3 | |||
Format Validation | |||||
Validation Lists | Validation lists gives the users the ability to add customs pick lists to the platform and in turn use these lists as validation against their lead data. | Validation Lists | Content Syndication | ||
Value Transforms | Values transforms enables a user to automate the process of manipulating and appending data, In Lehman’s terms its takes one bit of information and creates another. | Value Transforms |
| Content Syndication | |
Processr Job Groups | This allows a user the ability to run processr jobs based off a lead parameter, in other words you can run different jobs based off a bit of information on the lead. | Processr Job Groups | Content Syndication | ||
Salesforce Integration > Creating a callback in Salesforce (ROI Tag) | The general flow is that a Salesforce Lead comes in via Convertr with the custom fields Convertr_Lead_ID. Once that lead then converts to an Opportunity the related custom fields need to be mapped to the Opportunity with the same values. | Creating a callback in Salesforce (ROI Tag) |
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ROI Feedback: Last Touch Attribution | Understand and optimise your campaigns based off sales data | ||||
GDPR Tools: Includes: Subject Access Request, Double Opt-In, Data Masking |
| Content Syndication | |||
3rd Party Validation Jobs > Live Email | We use a 3rd Party API to conduct our Email Validation Check, the provider does a live ping of the email address to ensure that it is real. | Live Email | Content Syndication | ||
3rd Party Validation Jobs > Live Telephone | Our service is a fast and efficient method to validate which UK landline numbers are live. By using the telephone network in real-time, we can tell if a number is available to dial, without making it ring! | Live Telephone | Content Syndication | ||
JavaScript Live Field Validation | Implementing Convertr's live email and telephone validation via javascript tags. | JS Live Field Validation | |||
Quality Assurance | Consists of multiple jobs that run Convertr checks followed by API Checks | Quality Assurance | Content Syndication | ||
Enterprise | |||||
Credential Manager | The Credential Manager is a way to abstract client secrets required for API access in Processr Jobs and Connected Apps. | Credential Manager | |||
Currencies | The enterprise currency section, allows users to add multiple currencies to the platform. | Currencies | |||
Campaign | |||||
Campaign Processr | The processr section on a campaign allows users to define the criteria (rules) in which a lead data record would be deemed as valid. Once the platform has decided if the lead data is valid it will then try and send the data to an external system such as a CRM. | Campaign Processr | Content Syndication | ||
Landing pages | As a user, you have the option to create a templated or a hosted landing page. | Landing Pages | |||
Campaign Leads | The lead view is here to enable the user to understand the lead data to be able to perform an action on a lead. | Campaign > Leads Listing | Content Syndication | ||
Leads | The lead section on the platform is here to enable the user to see lead data on a global view. Here they can perform a multitude of different actions on the lead data. | Global Leads > Listing | Content Syndication | ||
Users | |||||
Single Sign On | SSO is a way to login to a third party platform using an identity provider managed by your internal IT team. | Single Sign On | |||