Product Documentation
This section contains content to help you learn the basics of using Convertr.
Release Notes
Connected apps
Creating a Campaign
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★How to Duplicate a Campaign
- Adding a Country to a Campaign
- Advertiser Default Value Settings
- Auto Mapping Processr Jobs
- Campaign Rules
- Creating a Campaign
Creative Assets
Enterprise Setup
- Convertr Time Zones Explained
- Metadata
- Campaign Admin Overview
- Enterprise Alerts - Admin Users
- Ability to Save Pagination
- Fair Usage Policy
Forms
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★Global Forms
- Dynamic Thank You Page Content - Global Forms
- Dynamic Content Form Field Type - Global Forms
- Form Lookups - Facebook Sign In - Global Forms
- LinkedIn Sign In on Forms - Global Forms
- Importing a Form - Global Forms
GDPR and Compliance
- Convertr Security FAQ
- How to prepare your platform for GDPR
- Can I Track Lead Data Changes?
- What happens if a lead wants their details deleted?
- Does Convertr Have Any Other Lines of Business or Brokers/Exchanges Leads?
- How Does Convertr Use My Data?
Integration
- Scheduled Delivery
- Integration Requirements
- Multiple Campaign Integration
- List of Convertr Supported Integrations and Their Versions
- Additional Integration Fields
- HTTP Integration Example: Salesforce Web-to-Lead
Integration - Eloqua
Integration - Hubspot
Integration - Marketo
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★Integrating to Marketo - Troubleshooting and FAQ
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★Integrating With Marketo - Custom Data Objects and Activities
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★Integrating to Marketo Program
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★Integrating with Marketo (including Static Lists)
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★Introduction to Marketo, Prerequisites and Where to Find The Key Integration Details
- Integrating with Marketo (including Static Lists)
Landing Pages
Lead Management
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★Returned Leads in The Convertr Platform
- Replacement Leads In The Convertr Platform
- Lead Export
- Selecting Delimiters when Importing
- Introduction to Bulk Editing
- Bulk Lead Editing - Call Centre Users
Other
Processr: Quality Assurance
- Live Email Validation Check
- Lead Within Time Period
- Advanced Value Transform/Manipulation: Hashing
- Multi Field Condition Check
- Invalid Lead Reasons - What they Mean and What to Do
- Convertr Connect: Validation List
Publishers
- Assigning a Publisher to a Campaign - Fixed Costs and CPL
- Campaign Information - Publisher Access
- Convertr Connect: Retrieving Your API Key
- Publisher Certification: Study Guide
- Updating Publisher Default Terms and Conditions
- Implementing SubIDs for Publishers
Reporting
- Report Builder: Creating and Generating Reports
- Report Builder - What is Grouping?
- Report Builder - Sending Your Report As A Password Protected XLSX
- Adding Custom Fields to the Report Builder
- Report Builder: Editing a Report
- Using Convertr Insights
System Setup
Tracking
User Management
- Convertr SSO Guide
- The Advertiser Report User
- Creating a User
- Setting Up a User Account for Advertisers
- Setting up an Agency User
- Setting Up a User Account For Publishers
Validation and Verification
- Advanced Value Transform/Manipulation: Casing
- Value Transforms: Regex Find and Replace
- Value Transforms - Ordering the Transformations/Manipulations
- Value Transforms - Campaign Level
- Advanced Value Transform/Manipulation: Concatenation
- Advanced Value Transform/Manipulation: Trimming
Whitepapers
New & Updated Features
- Full Contact - Social Enrichment v3
- Call Centre Contact Status
- Batch Management
- The New Dashboard!
- Advertiser Default Value Settings Overview
- Setting up An Advertiser