Advertiser Default Value Settings Overview Follow

Overview

In this article we will be reviewing how to add default value settings to an advertiser. We will define the different settings available to assign as default settings to the advertiser, all of which are optional.

Setting up these default values will expedite any future campaign setup under the Advertiser. This will identify the standard rules set for every campaign going forward.

 

Configuration

1. Navigate to the Advertisers tab in the left sidebar.

 Advertiser_Bar.png

2. Click View beside your chosen Advertiser.

View_Advertiser.png 

3. Navigate to the Default Value Settings tab.

Default_Value_Settings.png

4. Populate the required information in the modal that appears. Select the different tabs (Metrics, Owner, Financials, Tracking, Jobs and Delivery) to set default settings.

Dialogue_Box.png

Note: There are five tabs that you can set defaults for: Metrics, Owner, Financials, Tracking, Jobs and Delivery. The options for each tab are identified and defined below.

1. Metrics

a. Performance Model:

  • None – Select this if you do not wish to set a default. 
  • Lead Gen (CPL) - The standard setup for campaigns, including all purchased Convertr functionality.
  • Tracking – This will specifically track impressions, clicks, and conversions, but will not process leads through the platform.

b. Sector:

  • Both – Does your campaign apply to both B2B and B2C users?
  • B2B – (default) Is your campaign focused on Business to Business?
  • B2C – Is your campaign focused on Business to Consumer?

c. Category – Select the category that best fits this Advertiser’s campaign types


d. Campaign Duration – Allows you to determine the amount of days for this campaign to run.


e. End Date Extension – This will allow extra days for publisher to deliver leads past the campaign end date.


f. Unavailable Campaign Logic – Once the campaign is complete, how would you like additional leads coming to the online form to be handled?

  • Allow Leads to Campaign – still allow those filling out the form to continue to be delivered to the campaign
  • Show Campaign Ended Screen – Once the campaign's end date has been reached, the user attempting to fill out the form would see a screen saying the “Campaign has ended”
  • Redirect to URL – the option to redirect the form user to a URL once the campaign has reached its end date

g. Publisher Delivery – Hold Publisher Over Delivery Toggle

  • If set to On – the publisher will be allowed to deliver leads beyond their cap set in the campaign setup.
  • If set to Off – the publisher will only be allowed to deliver at established lead cap.

h. Campaign Test Mode

  • This will allow the Campaign Manager to test the campaign without the leads delivering to an endpoint.


2. Owner

Owner.png

a. Account Owner

  • Who is the contact that you are working with for the delivery of these leads on this campaign?

b. Campaign Manager

  • Who from your team will be managing this campaign?

c. Publisher Contract – Autosign Publisher Contracts Toggle

  • Would the default option for this Advertiser allow the autosigning of Publisher contracts?

d. Internal Campaign – Enable Internal Campaign Toggle

  • This would be a campaign that may be used for testing, or process building purposes.

3. Financials

Financials.png

a. Fixed Amount Per Conversion - The Cost Per Lead or CPL

b. Default Publisher Rate (%) - The default is 100, unless you are tracking Publisher costs through the platform

c. Currency - The currency the campaign should be reported in, such as GBP or USD.

Note: The currency must already be set up within your Enterprise settings. If an additional currency is needed, please reach out to your CSM.

d. Enable Uncapped Campaign Toggle

  • This allows the Advertiser's campaigns to have an unlimited number of leads flow through the platform.

4. Tracking

Tracking.png

a. Compliance Opt In

  • Single – Standard opt-in within the platform.
  • Double – If the client requires double opt-in for the lead to process, this functionality will allow it.

b. Landing Page Provider

  • None – no landing page is associated with this Advertiser’s campaign
  • Hosted with Enterprise – will you be using a Convertr landing page feature for this Advertiser?
  • Hosted with Advertiser – Is the landing page is hosted outside of the platform?

c. Form

  • None – no form is associated for this Advertiser’s campaign
  • Import Existing Form – Would a previously used form be imported through the platform? (Typically used in Master Campaigns)
  • Create Form Later – Would the default for this Advertiser be to manually import/create the form later in the campaign setup?

5. Jobs

Jobs.png

a. Select the jobs you would like to be loaded by default into the Advertiser’s campaign. Click the cog icon in the bottom right corner to customise:

Jobs_Settings.png

  • This allows you to determine which fields will show when selecting Processr jobs.
  • Configure your view then click Save.

6. Delivery

Delivery.png

a. Endpoint

  • Select the endpoint that would be the default endpoint for this Advertiser

b. Call Centre Services Toggle

  • This will enable Call Centre Services for this campaign. (If further details are needed on this feature, please reach out to your CSM to discuss.)

7. Click Save to save all of your settings.

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