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  3. Campaign - Rules and Filters - Advanced

Processr Job Descriptions Follow

Overview

This document lists out all the jobs that are available on the Convertr Platform.

Please note: Not all jobs may be available in your platform. If you require an additional job, please contact your CSM.

Standard Quality Checks

Check for common errors, such as empty fields, incorrect formatting, and common text issues like profanity or test data.

Job NameDescription
Test Data CheckChecks to find the word test within the lead data
First and Last Name CheckCheck to find if the first and last name match
Non Standard Character CheckCheck to find non-standard characters within the configured fields.
Repeated Character CheckCheck to find if a character has been repeated 3 or more times in a row on a specified field
Multiple Empty Fields CheckCheck to find 3 or more empty fields within the lead data
Vowel CheckCheck to find vowels within the configured fields.
Repeated Value CheckCheck to find duplicate field content on the lead data within the fields configured (max of 3 times)
Telephone Format CheckCheck to find if the telephone number has any repeated or sequential numbers, along with a check on minimum length
Multiple Short Values CheckCheck to find multiple fields (3 or more) with less than 4 characters in the lead data.
Rapid Post CheckCheck to find if the lead has the same IP address as a previously submitted lead within 30 seconds
Profanity CheckCheck to find if the lead data contains any profanities
Unique IP Address CheckCheck to find if the lead has the same IP address as a previously submitted lead within the past 1 hour
First and Last Name Length CheckChecks the combined length of the first and last name are not below a certain limit
Length check of given fieldAllows you to set a minimum and maximum character limit on selected fields.
Name is comprised of likely charactersCheck to ensure the first and last name are comprised of likely characters rather than random keyboard typing
Date Format CheckCheck to find if that the date submitted is in the correct format.

 

Suppression and Acceptance Lists

Check leads against global suppression lists, or manage a custom acceptance or suppression list for a specific campaign. 

Job NameDescription
Suppressed Name CheckChecks for a combined first and last name on the suppression list
Validation List CheckCheck to find if the value submitted on the lead passes the list of values accepted on the validation/suppression list

 

Configurable Campaign Rules

Set custom campaign requirements to support ABM, target personas, acceptance rules and more. 

Job NameDescription
Required Value CheckCheck to see if fields contain a specified value
Conditional Mapping CheckCheck to see if the lead passes all conditions configured on the job
Lead within time periodCheck to find if a lead is created outside the specified time period
Conditional ValidationCheck the lead matches the job configuration after lead enrichment
Constraints CheckCheck lead field against pre-defined syntax constraints
Value TransformsCheck to confirm that all fields created from Value Transforms have been applied successfully.
Lead Field Not EmptyCheck to ensure a field contains a value/field is not empty
Simple Conditional ValidationCheck to find if the lead data the passes the configuration set.
Convertr Connect - Simple Conditional ValidationCheck to find if the lead data passes a Simple Conditional campaign rule configured in a receiving Convertr platform.
Convertr Connect - Validation ListCheck to find if the lead data passes an acceptance or suppression Validation List campaign rule configured in a receiving Convertr platform.

 

Duplicate Checks

Identify duplicate leads within your Convertr platform

Job NameDescription
Duplicate Telephone Number CheckCheck for duplicate telephone numbers on a campaign level. Leads will need to be billable or pending batch.
Duplicate Email CheckChecks for duplicate emails on a campaign level.
Duplicate Field CheckCheck to find duplicates based on a count limit.
Multiple Field DuplicationChecks to find duplicates based off of two or more fields.
Multi Field Condition CheckChecks to ensure that leads do not have duplicate values across specified fields, such as asset titles
Duplicate Email For Same PublisherChecks for duplicate emails on a publisher level
Enterprise Duplicate Email CheckChecks to find if the email address is a duplicate over a certain time period across multiple campaigns, or at an advertiser or platform level.

 

Identify duplicate leads within your existing database. Requires additional fee. 

Job NameDescription
Marketo Duplicate EmailCheck to find if an email address is a duplicate in Marketo
Eloqua Duplicate EmailCheck to find if a email address is a duplicate in Eloqua

 

Third-Party Contact Validation Jobs

Live email and phone checks with third-party providers. Requires additional fee. 

Job NameDescription
Live Email Validation CheckA live check to test the validity of the email address
Live Email Validation Check 2A live check to test the validity of the email address
Live International Telephone CheckA live check against a database of live numbers to test the validity of the telephone number
Global Telephone testA live check against a database of live numbers to test the validity of the telephone number.
Global Telephone test 2A live check against a database of correct number formats
Post Code Validation CheckCheck to find if the postcode exists (UK ONLY)

 

Integrations

Easily deliver leads to other platforms, via email, or secure spreadsheets.

Job NameDescription
Standard Email IntegrationThe lead details are formatted with some elements removed and emailed to one or more email addresses
Conditional Email IntegrationThe lead details are formatted with elements removed and emailed to one or more email addresses based on a specific condition from the lead. Additional fields should be specified as field_name => field values and email recipients. Field names are case-sensitive, email format is name: email_address.
Multiple Campaign IntegrationSend leads to multiple campaigns
HTTP Integration
Post leads to a remote server, generally submitting leads to a secure form on another platform.
Batch CSV Integration
Non-integrated leads are added to a CSV or XLSX file and transmitted to a remote location at periodic intervals. Default file format is CSV. 
Send Lead SMS MessageSend SMS message
Convertr Connect IntegrationDeliver leads into a campaign on another Convertr platform
Delete Lead Post-IntegrationDelete lead post-integration
Salesforce Integration Via APIIntegrate with Salesforce. Lead data formatted and delivered directly into the Leads tab.
Hubspot IntegrationSecurely deliver leads into Hubpost via API.
Sugar CRM IntegrationSecurely deliver leads via API.
Integrate with MarketoDeliver leads into Marketo or a specific Marketo list. API integration compatible with Custom Data Objects.
Integrate to Marketo Program
Deliver and enroll leads into a specific Marketo program.API integration compatible with Custom Data Objects.
Integrate with EloquaSecurely deliver leads into Eloqua via API. API integration compatible with Custom Data Objects.
Create/Update Eloqua IntegrationCreate or update leads in Eloqua via API. API integration compatible with Custom Data Objects.
Microsoft DynamicsSecurely deliver leads via API.
Microsoft Dynamics On PremisesSecurely deliver leads via API.
Campaign Monitor IntegrationSecurely deliver leads via API.
Maropost IntegrationSecurely deliver leads via API.
Selligent IntegrationSecurely deliver leads via API.
Silverpop IntegrationSecurely deliver leads via API.

Articles in this section

  • Processr Job Descriptions (Publishers)
  • Advanced Value Transform/Manipulation: Casing
  • Email Verification
  • Lead Within Time Period
  • Advanced Value Transform/Manipulation: Hashing
  • Multi Field Condition Check
  • Invalid Lead Reasons - What they Mean and What to Do
  • Value Transforms: Regex Find and Replace
  • Convertr Connect: Validation Lists
  • Convertr Connect: Simple Conditional Validation
See more

Related articles

  • Universal Enrichment
  • Duplicate Field Check
  • Integrating with Marketo (including Static Lists)
  • Email Verification
  • Multi Field Condition Check
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Related articles

  • Universal Enrichment
  • Duplicate Field Check
  • Integrating with Marketo (including Static Lists)
  • Email Verification
  • Multi Field Condition Check
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