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Product Features

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

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 DataAdd-On -- Requires a direct agreement with BomboraBombora 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 clientCall CentreValuable 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 channelsTracking
  • 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 onClick 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 clientCall 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 levelCount 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 emailSocial 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 ChecksQuality 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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