Product

Get Started

• Getting Your Campaign Started
• New to Convertr?
• Not a Convertr Client, but Deliver to a Convertr Platform? Start Here!

Campaign - Configuration

• ★
  How to Duplicate a Campaign
• Creating a Campaign
• Creating a Quick Campaign
• Duplicating a Campaign
• How to Share Scheduled Delivery Information With Publishers
• Improved Publisher Notes Experience: Auto-generating of Processr Jobs Information

See all 8 articles

Campaign - Admin

• Campaign Templates - Lock Jobs
• Campaign Templates
• Campaign Admin Overview
• Hold Publisher Over Delivery
• Advertiser Default Value Settings Overview
• Adding a Country to a Campaign

See all 8 articles

Campaign - Landing Pages

• Creating a B2B Template Landing Page
• Landing Page Overlay
• Creating a Hosted Landing Page
• Creating a Template Landing Page

Campaign - Assets

• Assets and Tracking Links
• Welcome Email

Campaign - Tracking

• Creating Tracking Links
• Tracking ROI within Convertr
• Placing Default Sub IDs and Server to Server Tags
• Tracking Events

Campaign - Rules and Filters - Overview

• What Does the Score Mean in the Processr Tab?

Campaign - Rules and Filters - Advanced

• Processr Job Descriptions - Publisher View
• Advanced Value Transform/Manipulation: Casing
• Live Email Validation Check
• Lead Within Time Period
• Advanced Value Transform/Manipulation: Hashing
• Multi Field Condition Check

See all 66 articles

Forms - Overview

• ★
  Global Forms
• Generating a CSV Form
• Global Forms FAQ
• Importing a Form
• Importing a Form - Global Forms
• Importing a Form From CSV

Forms - Advanced

• Adding a reCAPTCHA Box to Your Form
• Adding Multi-Language Forms
• Adding Multi-Language Forms - Global Forms
• Country List - JSON Text
• Dynamic Content Form Field Type - Global Forms
• Dynamic Thank You Page Content - Global Forms

See all 17 articles

Leads - Management

• ★
  Returned Leads in The Convertr Platform
• Custom Returned Lead Flags
• Replacement Leads In The Convertr Platform
• Lead Export
• Selecting Delimiters when Importing
• Introduction to Bulk Editing

See all 24 articles

Leads - Delivery - Overview

• Using JSON to Add Jobs to a Campaign
• Setting Up An Integration
• Integration Filters

Leads - Delivery - Generic Integrations

• ★
  HTTP Integration Examples: Hubspot Forms
• HTTP Integration Example - Pardot Form Handlers
• Scheduled Delivery
• Integration Requirements
• Multiple Campaign Integration
• List of Convertr Supported Integrations and Their Versions

See all 28 articles

Leads - Delivery - Direct Integrations

• ★
  Integrating to Marketo Program
• ★
  Integrating with Hubspot
• ★
  Integrating with Marketo (including Static Lists)
• ★
  Integrating With Marketo - Custom Data Objects and Activities
• ★
  Introduction to Marketo, Prerequisites and Where to Find The Key Integration Details
• Convertr Connect: Integration

See all 14 articles

Publisher - Resources

• Convertr Connect: Retrieving Your API Key
• Destination URLs for Publishers
• Introduction to the Convertr Platform - Publishers
• Publisher Campaign Information (Job Breakdown)
• Publisher Certification: Study Guide
• Publisher Notifications - Observing Campaign Changes In Platform (Publisher Access)

See all 8 articles

Publisher - Management

• Adding a Publisher User Account - Agency User
• Approving Publisher Test Emails – Manual Process
• Approving Publisher Test Emails – Using Auto-assessment and Attachment
• Assigning a Publisher to a Campaign - Fixed Costs and CPL
• Implementing Publisher Payout Bands
• Implementing SubIDs for Publishers

See all 11 articles

Enterprise

• Convertr Time Zones Explained
• Metadata
• Enterprise Alerts - Admin Users
• Ability to Save Pagination
• Fair Usage Policy
• Data Retention Period

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Business Insights

• Business Insights - Engagement
• Business Insights - Lead Flagging
• Business Insights - Processing Overview
• Business Insights - Publisher Performance
• Business Insights - Publisher Allocation
• Business Insights - Multi Campaign Report

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Connected Apps

• Connected Apps: Twilio
• Connected Apps: LinkedIn
• Connected Apps: Marketo
• Completing the Facebook App Review
• Connected Apps: Facebook

Reports

• 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

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Whitepapers

• Adding a Video to a White Paper's 'Thank you' Page
• Assigning a Whitepaper to a Campaign
• Uploading a White Paper
• Implementing Recommended White Papers
• Implementing White Paper Tags

Users

• User Permissions - Feature Toggles
• Setting up a Super User
• Convertr SSO Guide
• The Advertiser Report User
• User Types
• Creating a User

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Other

• Web Accessibility
• Processr Updates
• Lead Delivery: Begin here
• Global Search Bar
• Status on Apache Log4j Vulnerability
• Different Campaign Statuses

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API Support

• Append/Edit Data to Lead
• Convertr API Rate Limits
• GET Leads v4
• How to Send Leads Via API
• POST Delivery Validation with Web-hooks
• POST leads to the Convertr Platform (Campaign Webhook) - V1

See all 11 articles

Data Dictionary

• Data Dictionary

Privacy and Compliance

• Convertr Security FAQ
• Convertr and CCPA
• How to prepare your platform for GDPR
• Single Opt-In for Your Campaign
• Can I Track Lead Data Changes?
• What happens if a lead wants their details deleted?

See all 16 articles

Release Notes

• Release Notes - September 2024
• Release Notes - August 2024
• Release Notes - July 2024
• Release Notes - June 2024
• Release Notes - May 2024
• Release Notes - April 2024

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