If you have accessed this article it is probably right to assume you need some help in getting your campaign up and running. Whether you are a complete newbie or a seasoned Convertr user, the information in this article is a great reference point for any campaign.
All Convertr campaigns are built up of the same fundamental components; as long as these components are within your campaign you are well on your way to success within the platform.
The recommended steps below highlight these components, as long as you ensure you have each of the below, you will have a working Convertr campaign in no time. Then you can add on and build more advanced campaigns as you wish! Each step below contains links to step-by-step documentation for each process. If you are unsure or get stuck please ask your CSM or our Support Team.
You may not need to do every step below for every single campaign, but we do recommend checking they are complete to ensure smooth end-to-end campaign setup.
The advertiser can be the client or endpoint accepting the leads. Adding your advertiser is the first step in campaign creation, and you may already have your advertiser created. Multiple advertisers can be added where campaigns will run under each advertiser.
The form will capture your lead data. Whether you are importing, sending in leads via API, or using our live forms, you will always need a form. Add or edit a form that you need to use for your campaign.
⚙️ Create your Campaign
Use the Duplicate Campaign functionality to create your new campaign. You can duplicate from a Master campaign, a previous campaign, or from a similar campaign for another advertiser/client.
Please note: Duplicating a campaign will create brand new campaign, you will not edit the original campaign that you duplicated from.
🔗 Associate your Form
Link your form to your newly created campaign to allow lead delivery to funnel into the correct location.
Please note: When duplicating a campaign, you may have already selected to include a form during the duplication process. We recommend confirming the form is correct and updating as needed.
🤖 Update the Rules and Filters of Your Campaign
The Processr is the brain of the campaign, and a job is the term we use for the rules and filters in your campaign. In getting your campaign started ensure that the Processr is updated and has all the required jobs for your campaign to process your leads in the desired output.
Please note: When duplicating a campaign, QA jobs from the original campaign will be automatically pulled across. We recommend confirming these jobs are correct and update as needed.
🪧 Update The Integration
An integration is the method of sending your leads to an endpoint. You may have duplicated this across from another campaign, or you may be creating a new one. Either way, navigate to the Processr>Integrations tab to update or add your required integration.
Please note: When duplicating a campaign, integration jobs from the original campaign will be automatically carried over. We recommend confirming these jobs are correct and updating as needed.
👥 Assign Publishers
Publishers perform the delivery of leads into your campaign. This can include multiple sources such as LinkedIn or a Publisher delivering you leads. You will need to ensure you have a Publisher assigned to your campaign, even if you are uploading your own leads ensure you add yourself as the Publisher or Lead Generator.
Please note: You may have selected to duplicate this across from your previous campaign, if so, update the key campaign details as needed
✅ Send Test leads
Finally, submit your test leads through your campaign. This ensures that you have set up the campaign exactly as expected.
Please note: If you wish to test leads without sending tests to your endpoint, integrations can be temporarily disabled.