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
Connected App (Facebook, Instagram)	Light, Pro, Enterprise			Qualify and deliver leads to the right marketing and sales programs in real-time Improve data security and reduce compliance risk
Connected App (LinkedIn)	Light, Pro, Enterprise			Take LinkedIn’s high-quality leads, update data formatting and mapping to meet your requirements, and deliver them to the right marketing and sales programs in real-time Improve data security and reduce compliance risk For Agencies - Convertr acts as a secure campaign hub, removing the need to give clients access to their entire LinkedIn Campaign Manager
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)			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 For Data Owners: Push your Marketo data into Convertr to: Standardize and re-route data back to Marketo Programs Standardize and route data to other internal platforms
Integration - Eloqua			Eloqua	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 For Data Owners: Push your Eloqua data into Convertr to: Standardize and re-route data back to Eloqua Programs Standardize and route data to other internal platforms
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.	Bombora	Gain insight into whether a prospect is currently in market Arm sales and marketing programs with data on topics a prospect company is
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		More control over content Better content services/ better subscriber experience No need to rely on 3rd party sites and softwares
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	Adds a layer of quality control Lowers the risk of bounce-back from the client
Data Standardization
Value Manipulations				Meet more complex data requests beyond simple Value Transforms Effective way to keep data consistent at scale Allows other automated tools (e.g. segmentation) to work better with clear, consistent data sets Publishers and Agencies can automatically create new values at scale to fit client briefs	Content Syndication
Campaign Management
Campaign Lead Import				Process data from any 3rd party source This tool can be used securely by your agencies or publishers if you enable agency or user access as part of your package	Content Syndication
Second Welcome Email				Send welcome emails straight from the platform Compliments Convertr’s ‘Asset’ hub - creating an easy, central process to store media and build emails between teams
Campaign Management +
Uncapped Campaigns				Deliver as many leads as you want, without having to update the campaign caps Also set publisher caps to be uncapped, so they can continue generating leads indefinitely	Content Syndication
Payout Bands			Publisher Bands	More flexibility & control over publisher payment Enables clients to allocate global budgets in a manageable way Easily manage different CPLs in a single campaign	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	Set the amount of leads that you want to be processed and sent to the client within a certain timeframe Automates a routine account management task for Agencies and Publishers Useful in high volume campaigns when the client only wishes to receive a certain amount of leads per day/week.
Send Voucher code				A transparent, secure framework to execute your a voucher code strategy Creates a more personal and traceable voucher code
IO Management				Ensures campaign spend stays within allocated budget Automatic protection from campaign over-delivery
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	Easy way check leads against key accounts lists at scale Can be used on incoming leads or your current database Helps with standardisation of data	Content Syndication
Bulk Imports				Standardize data sets with a large variety of potential submissions
Assets				Dedicated campaign hub to store and assign all your key creative and media assets Build & distribute media your own kits directly to publishers within platform Very useful for routine marketing comms such as display creatives, logos, opt-in or welcome emails
Tracking Links		This allows the user to track Opens/Impressions, Conversions and Clicks across publisher and a variety of different channels	Tracking	Quickly compare performance by impressions, clicks, conversions & channel More consistent process for managing links across multiple channels
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				Creates a live system of active feedback between you and 3rd party systems Publishers can receive valuable feedback into their own tracking technology Helps customers update and improve their strategies in-campaign
Publisher Management				Central hub to manage all publisher activity Easily compare publisher performance by campaign	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	Helps the user spot trends on lead data entering the platform Real time insights mean users can optimise ABM campaigns as they unfold Quick and digestible way to produce a retrospective report of the leads generated
Private Label Add-on				Personalised branding across portal External users see this as your platform, ‘powered by Convertr’
Reports
Reporting				Personalised branding across portal External users see this as your platform, ‘powered by Convertr’	Content Syndication
Lead Export				See live campaign feedback Agencies can automate routine reporting	Content Syndication
Report Builder		Report Builder is designed to allow clients to build and configure their own automated reports from the Convertr platform.	Report Builder	See live campaign feedback Agencies can automate routine reporting	Content Syndication
Enterprise to Enterprise				Improves standards of data integrity between two or more Customs No need to spend time manually updating contact records Strengthens relationships between businesses
Agency Access				Include agency users on your platform license Easy to assign and manage your agencies’ activity in Convertr (e.g. grouping content to a specific set of advertisers) Works with the Data Masking tool to help maintain compliance when 3rd parties work with PII data
Custom tables				Customise the interface to fit the metrics and KPIs that are most important to you
Templated Landing Pages				Easy to use Good for entry level design teams who don’t want to code HTML
Channels				Clearly identify the lead source Improve campaign transparency from a global scale to a lead-by-lead basis
Currencies				Effectively manage lead gen activity on a global scale Change the default currency for your Custom Option to use various global currencies per campaign
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				Stops duplicate lead data from entering proprietary systems for a more actionable and accurate database Allows sales to focus on net-new leads
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	Effective way to keep data consistent at scale Allows other automated tools (e.g. segmentation) to work better with clear, consistent data sets Publishers and Agencies can automatically create new values at scale to fit client briefs	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)	Secure data transfer Full logging of data sent from the Convertr platform Can either update or create net new records
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				Protect data without hindering workflows Fast, easy methods to locate + erase data Keep Personally Identifiable Information secure from agency users	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

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