Campaign Templates - Lock Jobs Follow

Overview

When using the Convertr platform, we always recommend using Template Campaigns. Template Campaigns allow for a streamlined and efficient campaign creation process and help ensure consistent rules and filters (jobs). In many cases, these standard settings remain the same for most campaigns and should not be altered. To safeguard this consistency, our Lock Jobs feature allows you to lock specific jobs, preventing any unintended changes. This functionality ensures that your campaigns run smoothly with the correct configurations in place.

The Lock Jobs feature provides the following benefits:

• Reduction in the risk of errors from job edits or deletions
• Maintaining compliance by ensuring all required jobs are present and correct

Important Considerations:

• Only the user types Admin and Super Users can lock jobs for the Agency user type.
• Jobs can only be ‘locked’ within campaigns marked as Template
• Once a job is locked, Agency users are restricted from editing or removing it within any campaign created from the template.
• Agency users can view the job details but cannot make any changes.
• Admin or Super Users retain full control over locked jobs. They can unlock, edit, or remove jobs as needed. 
• Job groups as a whole can not be locked, however individual jobs within a group can be locked. (More detail can be found at the end of this article)
• When duplicating a Template campaign, the specific job States (Normal or locked) will be duplicated as standard
• Once the locked job status is duplicated, it can not be changed in the new campaign. However, Admin and Super Users are able to update the job configurations.

How to Apply Lock Jobs

Please Note: You can only lock jobs within a campaign that has been marked as Template. To find out how to mark a campaign as Template please refer to the Campaign Templates article.

1. Navigate to the Processr tab within your campaign.

2. In the Processr you will see a column called ’State’, where you can lock a job by selecting the 'Locked' option. Continue to do this for all jobs which you would like locked.

3. The screenshots below display the views that an Agency user will see when looking in the Processr.

• The first screenshot shows the jobs that have been locked
• The second shows how the Agency user can still look at the job configuration, however they cannot make any edits.

Locked Jobs in Job Groups

If a job is locked and added to a Job Group by an Admin or Super User, Agency users will not be able to edit the individual job. However, they can define the Job Group conditions and, if necessary, ungroup the job from the Job Group.

Steps to add a locked job to a Job Group for Admin/Super Users:

1. Add and configure the job as normal.
2. Lock the configured job while it is still in the 'Independent Jobs' table.
3. Move the 'Locked' job to a Job Group by selecting the job via the checkbox, then using the 'Manage Jobs' dialog to create or move it to a group.

For Agency users viewing a locked job within this group, the 'Enabled', 'Label', and 'Stage' fields will be locked, and the 'Configure' dialog will be read-only. However, settings within the Job Conditions column will remain editable, as these settings are specific to Job Groups and not available in the 'Independent Jobs' table.