Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 3 Next »

Platform URL

https://[enterprise].cvtr.io/v2/campaigns/[campaignid]/publishers

API Endpoints

Epic

Document status

DRAFT

Document owner

Danny Hannah Adam Carter

Technical writers

Amish Ladhu

Related Content

🏠 Feature Overview

The ‘Email’ dialog allows users to send an message to publishers currently assigned to the campaign.

Email Dialog

The dialog can be access 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 fieldle

Field Name

Required

Notes

‘Checkbox’ column

(tick)

Select all or individual publishers to receive the message.

‘Contract Status’ column

(tick)

View the publisher contract status of each publisher assigned to the campaign.

‘Emails’ column

(tick)

Edit the emails that will recieve the message.

‘Message’ box

(tick)

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:


\uD83D\uDDD2 Summary

Functionality

User Story

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.


\uD83D\uDDD2 User Permissions

Only Admin and Agency users can see this button. Please see user matrix for user permissions.

https://docs.google.com/spreadsheets/d/1i4qTTKkC3rF3EyEOh2585ktDDGge0L0IMVDNCwriFR0/edit#gid=687611748

  • No labels