This work is designed to ensure that when you make changes to your campaign requirements mid-campaign, your lead suppliers are automatically notified. This has the benefits of:

Publisher Notifications of Campaign Changes

This is a new integration that makes it possible to connect Convertr to your other systems to retrieve data that can be appended to your leads (and also used for making 'decisions' based on that data e.g. whether to validate or invalidate a lead). Common use cases include:

Universal Connector BETA

We’re exploring ways to surface ‘insight signals’ in your data that could be useful in identifying higher value, more actionable leads.

 that provides an enterprise-level holistic view of companies engaged across multiple advertisers, campaigns, countries and assets. 

 We'd love to hear customer feedback, and this will help inform any potential future developments.

Engagement Dashboard for Business Insights

It builds upon the introduction of campaign templates and allows Admins to lock Jobs on templates. This prevents non-Admins from editing or removing them on campaigns created from this template.

Lock Jobs (on Campaign Templates)

 work, we've implemented a number of improvements based on your feedback. These are:

Additionally we now also trigger the sharing process when Jobs are enabled or disabled too.

Publisher Notification Enhancements (for Campaign Changes)

Our goal with this update was to guide newer, inexperienced, less confident users to setup a campaign end-to-end. We want to ensure they are able to understand what to do, how to do it and in which order to setup a complete campaign.

Updates have been made to the knowledgebase with the addition of a dedicated Getting Started guide that is easily accessed from with the platform. Additionally we have:

Campaign Creation Helper

Sometimes your clients want leads delivered as soon as they come in, but also want to limit the volume of leads supplied in a given time period. This feature is designed to address that need through automation to save manual management of this process.

Realtime Lead Delivery with Caps (AKA Pacing)

It builds on the campaign template functionality (to add guidance notes and lock Jobs). This update enables Admins to identify and nudge users to check and acknowledge that critical Jobs have been reviewed (also providing an audit trail).

We know that when users clone campaigns it can be easy to forget to update certain configurations. With these Review Job nudges, the user will now be able to easily see everything they should check (and which checks are outstanding). This helps achieve correct campaign setup, avoiding the need for future rework.

Review Jobs (on Campaign Templates)

Defining master campaigns as templates is a foundational piece of work, upon which we will build additional functionality to help with:

Campaign Templates

This update comprises a series of enhancements designed to ensure your lead suppliers have all of the necessary information available at the start of a campaign so that they can provide valid leads from the start. This includes:

Publisher Notes and Tools

Up until now, it was only possible to have LinkedIn Sponsored Account (paid ads) leads come into Convertr.

LinkedIn Connected App Enhancements

The new Processr has an improved user interface to make the configuration of Jobs more robust. There's more guidance, more validation and an improved step-by-step process which helps ensure jobs have essential configuration options correct from the outset. Watch the 

New Updated Processr

. This is similar to an Admin but with no access to the Enterprise or System Categories sections. We’ve also 

 with the ability to optionally limit access to key aspects of the platform (making this role more configurable). 

With both the Super User and Configurable Agency User roles, there are 

. For example you can control access to Form Management, Users, the Processr and Delete actions.

The Super User role and the granular controls over specific areas of the platform (as described above) are now live. This includes even more control for Agency Users so that you can allow them to Delete Leads but nothing else. 

Read more 

New Permission Sets

We know that New Release Announcement popups can be annoying and get in the way of the task you were trying to complete - and then once dismissed there’s no way to get back to them to find the information. With this update there is a persistent New button in the header where you can click anytime that is convenient to see a history of what has been announced. Additionally there will be an ‘unread indicator’ so that you are alerted when there is something new to read.

From time to time, for any important alerts, we will still use popups, but expect to see fewer of these interruptions.

The platform > header > ‘new’ indicator will be clickable and will open the new ‘changelog’ (see image).

The changelog itself will let users know:

Improved Release Announcements

In-platform communications is already available between you and your Publishers within 

We're planning to roll this out to other areas of the platform to enable you to have convenient, secure and easily auditable conversations with your suppliers at a Campaign and Lead level.

In-Platform Communications

We’ve enhanced the Processr Add job search experience to make it more intuitive and user-friendly. The updated interface now features a sorted dropdown with clear Job descriptions, helping users better understand each job’s purpose. A new keyword-based search functionality allows for partial matches and supports custom keywords that could be configured in the Processr section in Enterprise Config (Admin access only), enabling quicker discovery of relevant jobs. We’ve streamlined description content by replacing the outdated long description field with a unified description used across dropdowns, info icons, and admin setup. Additionally, minor job name updates have been made for easier understanding. 

Improved Job Search

We know that Target Account Lists and Suppression Lists are often updated in master systems (e.g. your CRM) throughout a campaign and to update these in Convertr is an additional manual overhead.

Our goal is to improve the efficiency of creating and updating these lists, as far as possible removing the need for duplication of effort and therefore improving operational efficiency.

Improved Management of Validation Lists (TAL, Suppression, etc)

Both you and your client use the Convertr platform which gives you the benefit of being easily able to deliver leads and see the status of those syncing back.

However, it is still necessary for you to manually replicate your clients' campaign configuration in your Convertr platform. This update will enable you to copy that configuration across automatically, saving you time and effort in campaign setup.

Convertr Connect (Campaign Cloning)

To improve email validation accuracy we've added an additional provider to the email check.

When initial email checks return an Unknown status, if you have these set to 'fail', we'll first check against the second provider to determine whether they can be safely and confidently be treated as valid.

This will generally result in fewer leads rejected, which should help you fulfil campaigns more quickly and from more organisations on your Target Account List.

 that we'll contact you with an updated DPA before activating this new provider on your platform.

Enhanced Email Validation Service

, we made important changes to application logs (Processing logs, System Audit, Campaign Audit & User Audit) that will be accessible through the Convertr user interface. We will be reducing the duration of the log period from 36 months to 12 months. 

, they will just not be available via the Convertr user interface and must be requested via the Support team.

Changes to Application Log Retention Period

We've made a number of updates to Agency User permissions to help them perform more actions in the platform without compromising compliance or PII data. These are:

Agency User Updates

To help you deliver successful campaigns on time and on budget, we're leveraging the power of AI (trained on your own data only) to provide preemptive actionable insights.

Not only will these help you to achieve your campaign goals, but they also serve to assist in planning your day by highlighting opportunities and risks that you might want to prioritise. 

, where Publishers might not deliver their quota on time.

AI Insights - Publisher Fulfilment Risk

We know that often you have already set up a campaign in one of your own internal systems - so having to replicate this within the Convertr platform is a duplication of effort.

With this initiative, we aim to make the process more efficient by automating campaign creation in Convertr based on the campaign in your own system.

We'll enhance functionality in stages, starting with basic campaign details syncing from your system (

Create (Duplicate) Campaigns via API

We're enhancing our enrichment functionality with two new features...

 enables you to connect to your enrichment provider of choice and turn an incomplete lead record into a complete one by adding missing data through enrichment.

is the ability to enrich the lead before it is processed, validated and formatted, which ensures that it meets your campaign criteria before being delivered.

Enrichment - 'Fill in the Gaps' and 'Sequencing'

If your partners are required to submit campaign assets for QA and approval, this functionality can help you streamline the process and manage it within the Convertr platform.

Partners will submit assets (e.g. landing page URLs) via the Publisher Portal and you can review these, communicating in-platform regarding any changes needed as well as the sign-off status.

Asset QA

We're working on building a Campaign Creation Assistant that leverages AI to help solve the time-consuming process of translating campaign requirements into executable campaigns. Our goal is to make this into a process that is largely automated, takes just a few minutes and avoids the need to duplicate information that already exists in your own internal systems.

AI Copilot - Campaign Creation Assistant

We've introduced the ability to set a time period, after which inactive users (i.e. those that have not logged in within the defined period) will automatically have their accounts disabled.

User Security Management

, we aim to make it easy for users to identify and resolve failing integration jobs — before delivery is impacted. 

This first release will assist with the more common 

, with other integrations being supported shortly after

AI Insights - Integration Troubleshooting (Marketo)

We're building an Integrations Library to make it easier for you to 

 integrations between Convertr and other third-party platforms. This covers:

Integrations Library

AI Insights - Integration Troubleshooting (Batch)

AI Insights - Integration Troubleshooting (HTTP)

Cvent is one of the most widely used event platforms used for in-person, hybrid, virtual and webinar style events.

We're building a dedicated integration to make working with attendee lead data from Cvent a seamless experience.

Integrations Library - CVENT

ZoomInfo is one of the most widely used enrichment providers.

We're building a dedicated integration to make enriching your lead data in Convertr a seamless, automated experience.

Integrations Library - ZoomInfo

WebEx is one of the most widely used webinar platforms.

We're building a dedicated integration to make working with attendee lead data from WebEx a seamless experience.

Integrations Library - WebEx Webinars

Click the tabs below to see what we're working on now and next. Full release notes can be found by clicking the link in the top-left corner of the page.

Convertr Roadmap