Push campaign configuration from one enterprise to another.

https://www.figma.com/proto/yOJOddCozfN5PtKzGyobYQ/CONNECT---Listing?node-id=24-2&scaling=scale-down-width&page-id=0%3A1&starting-point-node-id=24%3A2

00/00/2021
to
00/00/2021
(0 Days)

Metric name

• Metric Value

HYPOTHESES

• Lorum ipsum

REASONING

• Lorum ipsum

EMBRACE

REJECT

TO DISCUSS

Product

17/03/23

DONE

• ‘Connect’ sidebar item

  • This should show even if credential manager hasn’t been configured

  • If users navigate to ‘connect’ in sidebar without credential setup, the listing will be empty

• Audit of chnages

  • Details will be on system level

• Campaign processr < visibility for publishers

  • For v1 this should be asingle toggle to apply to all publishers

  • V2 may have ‘per publisher selection’ if required

REJECTED

• Potentially merge management screen with ‘dashboard’ somehow, maybe new tab?

  • Instead, have indicator on dashboard that campaign is ‘connected’

NEED MORE INFO

TO DISCUSS

• Terminology change for ‘Active Configurations’ and ‘Inactive Configurations'

  • Arunima suggested changing ‘Inactive’ to ‘Completed’ or ‘Pending Changes’ or ‘Action Required’?

• Development things to talk to rokas about

  • Handing of updates

    • if a configuration change is made (like a job is updated, job is added, job is removed) how do we track and send this across enterprises? Via job id?

  • In mappings, can only reference fields in processr once a lead is in because the fields come from the lead data

    • Can we change behaviour so fields come from associated form on the campaign? Dropdown of fields in integrations should come from forms (value transforms is an issue?)

TO DO

• ‘Configure’ step 2, for ‘validation lists’ values will not be shown in column because there could be too many to show

  • But if we have ‘view details’ then it could have table with pagniation of values

• New step to include ‘integration’ configuration?

• Listing needs ‘domain’ column and ‘advertiser’ column

• Dashboard to have new column to show if campaign is ‘connected’

• Step 1 select ‘existing campaign’ should have advertiser first

• Step 1 setup, step 2 form mapping

  • Mapping is required on ‘form’ not on ‘job’

  • If select from linked enterprise then mapping is ‘done’ because sending enterprise has done this

  • If select own form, then mapping is required

• Step 1 - ‘select existing campaign' interface should only be a 1 to 1 relationship, so cannot add more than 1 campaign to assign a configuration to

  • Then on processr we could have a feature to ‘import’ all processr jobs from another campaign

  • So ‘associated campaigns’ no longer required

• Mocks for configuration updates, e.g. on jobs step, have column for ‘type of update’ then highlight the jobs that have been added, changed, removed (tracked based on campaign ID)

00/00/2021
to
00/00/2021
(0 Days)

Metric name

• Metric Value

HYPOTHESES

• Lorum ipsum

REASONING

• Lorum ipsum