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

The goal of this work is to help you reuse the same data fields going forwards so that the same data isn’t stored in multiple different fields e.g. jobTitle and job_title. This is important for reliable reporting and avoids the need to query multiple fields and spend time consolidating the data.

There are many places where data fields can be created. The most used method with the highest cause of duplications is Form fields. Therefore this is where we’ve started and the first feature will be the introduction of an 

. These suggestions don’t force an existing field to be used, but do will help users reuse existing fields instead of creating new variations by highlighting the existence of a field or showing which is most commonly used if there are many.

 (but please note this feature isn't currently live).

Data Field Consistency (Form Fields)

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)

The ability to automatically create a campaign in Convertr from your Salesforce data (and subsequently update that campaign when your Salesforce configuration changes).

We anticipate the first version of this will use a trigger in Salesforce to create a campaign in Convertr cloned from a Convertr campaign template (which will be updated with values from Salesforce).

Create and Update Campaigns from Salesforce

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

Campaign Templates

Integrations into your own enrichment provider(s) of choice - note that this requires you to have your own subscription.

Connect to your preferred provider to validate, complete and append enrichment data. 

If you want to do this today (whilst we build a dedicated integration to your provider of choice), try using our 

Lead Validation and Enrichment

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

. 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

The ability to add notes and chat with colleagues at an entity level (e.g. campaigns). This means that you can make notes and have conversations about specific items. These will then be preserved for easy actioning and review.

We also plan to add the ability to communicate with Publishers regarding campaign change notifications.

In-Platform Communications

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

By making the full lead invalidation reasons readily available to your lead supplier, it has the dual benefits of:

Partner Visibility of Lead Invalidation Reasons

We frequently receive requests for more fields to be made available via the API (for the purpose of automating data transfer). 

As things stand, continuing to add more and more fields could eventually start to negatively impact performance. So, the goal of this work is to make available the fields you want whilst maintaining optimal performance.

More Fields Available via the API

Non-expert users can find configuring some Jobs difficult due to the technical nature and number of available options. This results in multiple problems including:

Campaign Rules Config - Ease of Use

Tools to help you test and check your campaign setup ahead of go-live to ensure the configuration has the intended outcome

Campaign Setup Troubleshooting

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 facilitate the auto-update of these lists when you update your master list, removing the need for duplication of effort and therefore improving automation and operational efficiency.

Auto-Update Validation Lists (TAL, Suppression, etc)

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

 provides the same API access as Admins but with no access to log into the platform (to help with user management and compliance).

New Dedicated API Permissions

, 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. Alongside the insight, we'll explain how we arrived at that conclusion and offer suggested actions.

The first of these insights we're working on now relate to campaign risk, where Publishers might not deliver their quota on time or specific Jobs are 'failing' outside of normal parameters.

Context-Specific AI-Powered Insights

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. Then more advanced campaign configuration. 

Auto-Create Campaigns from External Platforms

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.