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Implementing Custom Views Follow

Introduction

Custom Views allows you to edit the various tables and widgets that appear around the platform. This lets you choose the data you want to see when using the platform.

Custom Views are available in the following places:

  • Dashboard (Table)
  • Campaign Overview (Widgets)
  • Campaign Leads Tab (Table)

Dashboard

On the dashboard, you can apply custom views to the dashboard table.

Dashboard Table

On the dashboard table, you can alter which columns you want visible on the page.

screenshot-demo.cvtr.io-2022.09.19-08_27_50.png

 

Once you click the cog icon, you will be able to use the Table Column dropdown to select columns you want to appear on the table. You can also use the Highlight Column toggle to highlight that column. The table will update once your settings have been saved.

Screen_Shot_2022-09-19_at_8.30.19_AM.png

Please note: Use the Reset button to reset the table to the default columns.

Available filters include:

Table Column Description
Impr's (Impressions)

The number of times an asset has been viewed

Clicks

The number of times an asset has been interacted with
Conv's (Conversions)

 The number of users that have converted to leads (if applicable)

 

Fulfillment The total number of delivered leads in a campaign
Overall Cap Total number of leads required on a campaign
Valid Leads Total number of leads that have passed all Processr jobs
Invalid Leads Total number of leads that have failed a high priority job(s)
Account Manager Name of the Account Manager for the campaign
Campaign Manager Name of the Campaign Manager on the campaign
Start Date Start date of the campaign
End Date

End date of the campaign

(Please note: Once this date is reached the campaign will become inactive)

Revenue Remaining Amount of campaign budget remaining
Sales Total number of sales within the campaign
Unsigned Contracts Number of publishers who have not signed their contract
Caution Leads Number of leads which have flagged one or more of the low priority Processr job(s)
Pubs (Publishers) Number of publishers on a campaign
Revenue Amount of ROI generated from the CPL and number of leads delivered
CTB (Click to Billable) Number of leads that have converted from a click to a billable lead
Additional Reference Numbers Any additional reference numbers attached to the campaign
Purchase/Insertion Order No Additional purchase/insertion order numbers added to the campaign
Scheduled Delivery Identifies if Scheduled Delivery is enabled on a campaign
Integrations Integrations can be enabled or disabled within the campaign's summary dropdown. Please contact your platform administrator if you are unable to change this status

 

Campaigns

Leads Table

Similarly to the Dashboard table, the leads table can be customised to display any fields from the lead details by clicking the cog in the top right corner of the table.

screenshot-demo.cvtr.io-2022.09.19-09_03_08.png

Available filters include:

Table Column Description
ID (Lead ID) This is the unique number assigned to the Lead 
Date This is the date the lead entered the platform
Lead Generator The name of the publisher/source who delivered the lead
Channel The source of the lead
First Name First name on the lead details
Last Name Last name on the lead details
Email Email address on the lead details
Processr Status Current process status of the lead through the Processr
Current Status Current lead status: valid, invalid, or caution
Delivery Status of the lead being sent to the endpoint: either delivered or undelivered
Billable to Publisher A valid lead that has been accepted and that a publisher can invoice for
Billable to Advertiser A valid and delivered lead that has been accepted by the endpoint and that the Advertiser can invoice for
Sales A value that can be added to a lead to track sales in the end client system
Custom Form Fields All your other form fields will be available to add to your table

 

You can also copy the QA flags to your clipboard, by clicking the Copy icon when hovering over an invalid or caution lead:

This allows you to paste the QA flags into a separate file for ease of troubleshooting when there are multiple failed jobs.

Articles in this section

  • Convertr AI Policy
  • Web Accessibility
  • Processr Updates
  • Lead Delivery: Begin here
  • Set Table Pagination Default
  • Global Search Bar
  • Status on Apache Log4j Vulnerability
  • Different Campaign Statuses
  • Uncapped Campaigns
  • Deleting a Campaign
See more

Related articles

  • Release Notes - November 2024
  • Set Table Pagination Default
  • Campaign Admin Overview
  • Integrating With Marketo - Custom Data Objects and Activities
  • Integrating to Marketo Program
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Related articles

  • Release Notes - November 2024
  • Set Table Pagination Default
  • Campaign Admin Overview
  • Integrating With Marketo - Custom Data Objects and Activities
  • Integrating to Marketo Program
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