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

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)

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

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

 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)

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

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

. 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

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

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

Automate Checking of your Leads against your Client's Requirements

Drastically reduce invalidation rates by pre-checking every lead against your client's requirements before delivery.

We believe that when both you and your client have invested in a Convertr platform, providing and delivering valid leads should be a largely automated process with minimal setup overhead. These new updates almost completely eliminate manual setup and reduce invalidation rates.

By simply adding just one 'soft check' Job to your campaign, you're able to check your lead against your client's requirements (as configured in Convertr) 

 you deliver them. This gives you the opportunity to address any potential problems prior to delivery.

 Invalidation rates reduced massively (comparing you favourably to other suppliers)
✅ 

 Save time, hassle and avoid manual errors with a largely automated setup
✅ 

 Process leads against 'blind suppression' and 'duplication' Jobs that other suppliers don't have access to.

To further reduce setup time and overhead, we plan to move Convertr Connect credentials to the Enterprise level. This means you will no longer need to set them up on every Job on every campaign. Simply configure them once and use them everywhere.

Convertr Connect: Pre-Delivery Validation

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

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 pleased to announce that Convertr have passed the SOC 2 Type II audit with a clean audit report (and no noted exceptions).

SOC 2 Type II Compliance

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)

Whether you want to ingest, enrich, validate or deliver leads, the Connections Hub makes it easy to integrate with all external systems.

The Convertr platform offers over 60 powerful integration capabilities (including generic connectors that work where there is no dedicated integration available). However, finding them can be difficult. The new Connections Hub provides a clear view of every connection you can use today, making them easier to find and simpler to set up.

The Connections Hub brings together all available integrations into a simple, easy-to-navigate, unified view. This makes it easier to discover, adopt and manage integrations that could help automate Convertr with other systems in your tech stack.

 Discover what is available with just one click
✅ 

 Whether you know the type of system you want or have a specific system in mind, find it easily
✅ 

 Utilise a variety of generic connectors to connect to systems without a dedicated integration
✅ 

 If there's a connection you want that isn't available, let us know

In future, not only do we plan to add many more integrations to the Hub covering more use cases, but we'll also make existing integrations easier to get started with and use, as well as add more 'integration management' functionality.

Connections Hub

Batch integrations are critical for moving large volumes of leads, but when errors occur, they can stall delivery, create rework, and delay campaigns. Most issues come down to preventable configuration and validation errors that frustrate teams and slow delivery.

We’ve identified the most common causes of

 to help stop issues before they disrupt lead delivery. With these updates, we expect to resolve 

 Resolve >90% of the most common Batch integration failures.
✅ 

: Reduce rework and troubleshooting caused by Batches not going to their desired location.



Live Email Check for Batch CSV Integrations

With Integration Insights, 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 HTTP failures, with other integrations being supported shortly after

AI Insights: Integration Troubleshooting (HTTP)

Transform offline interactions and webinar sign-ups into revenue-ready opportunities in real-time.

Event follow-up is often paralysed by 'data lag' - the days or weeks spent manually collating, validating and formatting CSVs, not to mention deciphering business cards after a trade show or webinar. This integration eliminates that delay, ensuring your sales team can engage prospects immediately while the event experience is still fresh.

This dedicated integration connects your Cvent account directly to Convertr, creating an automated pipeline for both in-person and digital event data. It ingests registrants and attendees as they are captured, automatically cleansing, standardising, and validating the raw data before delivering it to your downstream systems. You can optionally enrich it too, filling in missing data fields from external sources.

: Slash lead processing time from days to minutes, enabling immediate sales outreach
✅ 

: Eliminate manual spreadsheet formatting by fixing typos, standardising fields automatically and adding missing data
✅ 

: Send leads to different destinations based on specific session attendance or registration type

Connections Hub: CVENT

ZoomInfo is one of the most widely used enrichment providers.

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

ZoomInfo Enrichment

Capitalise on Webinar Engagement Instantly with Zoom Webinars

Transform webinar attendance and registration data into revenue-ready opportunities in real-time.

Post-webinar follow-up is often stalled by the manual process of downloading attendance reports, merging spreadsheets and formatting CSVs. This integration removes that bottleneck, ensuring you can follow up with highly engaged attendees minutes (not days) after registration or when the session ends.

This dedicated integration connects Zoom Webinars directly to Convertr, creating an automated pipeline for your digital event data. It captures registrant and attendee details automatically, cleansing, standardising and validating the raw data before delivering it to your downstream systems. You can optionally enrich it too (via integrations to external systems), adding firmographic details to personal email sign-ups.

: Eliminate manual data exports and start follow-up sequences while the content is still fresh in the prospect's mind
✅ 

: Turn messy registration lists into clean, compliant data without ever opening a spreadsheet
✅ 

: Segment and route leads differently based on whether they attended live or if they were a no-show

Integrations Hub: Zoom Webinars

Capitalise on Webinar Engagement Instantly with Webex Webinars

This dedicated integration connects Webex Webinars directly to Convertr, creating an automated pipeline for your digital event data. It captures registrant and attendee details automatically, cleansing, standardising and validating the raw data before delivering it to your downstream systems. You can optionally enrich it too (via integrations to external systems), adding firmographic details to personal email sign-ups.

Connections Hub: Webex Webinars

Translate your plain English requirements into fully configured campaign rules instantly.

Translating complex campaign rules into a correct Processr setup can be challenging for non‑experts and often requires deep platform knowledge. The AI Assistant removes that barrier by letting users ask configuration questions in natural language and receive clear, accurate guidance. This turns previously complex tasks into simple, time‑saving steps that anyone can follow. It reduces the learning curve and helps every user work faster, regardless of experience level or technical background.

Powered by Convertr AI Intelligence, the Job Configuration assistant guides users through Processr Job setup by explaining what each job does, what is required, and how to complete the configuration accurately, validating inputs along the way.

It applies context‑aware intelligence by understanding each job’s purpose and rules, recommending the most relevant options and applying job‑specific validations to ensure the setup aligns with best practices. With your approval, the Assistant can also implement recommended configurations automatically, streamlining setup and reducing manual effort from start to finish.

 No prior experience with the Convertr platform is needed  
✅ 

 Chat with your Convertr AI assistant until you have your requirements perfectly stated
✅ 

 Once happy, auto-implement the recommendations (with your explicit permission)

For the initial release the Job Configuration agent will be able to make recommendations from the full suite of available Jobs, together with configuration instructions. However, the ability to auto-apply those configurations is initially limited to the top 5 most commonly used Jobs. We will continue to expand these capabilities as quickly as possible post-launch. Beyond that, we'll also add the ability to deal with more complex requests (e.g. Job Groups) and then other aspects of campaign configuration.

AI Assistant: Job Configurations

Modern buyers expect seamless, low-friction online experiences. Businesses are asking for less data upfront to improve conversions, but this often leaves lead records incomplete. Without accurate, enriched profiles, it’s harder to understand intent, segment effectively, and meet campaign criteria.

Our enhanced enrichment functionality introduces two powerful features that give you more control over lead quality and completeness:

 Improve accuracy and fill missing data automatically.
✅ 

: Enrich pre- or post-validation, depending on your priorities.
✅ 

 Only enrich leads that matter, lowering spend.
✅ 

 Combine providers to cover industries and regions more effectively.
✅ 

 No technical expertise required; Convertr handles the integration.

This functionality is currently available in 

. To get early access, reach out to your Customer Success Manager.

Improved Enrichment Management

When integrations fail in the background, leads stop flowing, campaigns underperform, and teams waste time troubleshooting. Traditionally, fixing these issues meant waiting on support and digging into complex platform details.

 that alert you when integration jobs fail or behave abnormally to fix issues before they impact performance.

: Guided actions let you fix problems independently.
✅ 

 Empower teams to manage integrations.
✅ 

 Keep campaigns running smoothly and maximise ROI.

AI Insights: Integration Troubleshooting (Eloqua, Hubspot, Salesforce)

From Static Reports to Conversational Insights

Ask questions about your campaign data in plain English and receive instant answers.

The AI Assistant makes reporting accessible to everyone by allowing users to ask questions of their Convertr data in plain English. This puts meaningful insights into the hands of all users, not just those with data expertise, and makes information quick and easy to access. It reduces the learning curve and enables teams to work faster, regardless of experience level or technical knowledge, ensuring that reporting becomes an everyday capability rather than a specialised skill.

By simply asking your question in the AI chat, the reporting assistant will provide you with the information you want without having to use the highly configurable Report Builder or explore the powerful visualisations in Business Insights. It is a more accessible way to find ad-hoc answers hidden in your data on a day-to-day basis.

 Understand your data at a glance, no additional effort required
✅ 

 Common queries at the click of a button to get you started

In future we plan to expand the capabilities to include...

AI Assistant: Reporting

Capitalise on Webinar Engagement Instantly with Microsoft Teams

This dedicated integration connects Microsoft Teams Webinars directly to Convertr, creating an automated pipeline for your digital event data. It captures registrant and attendee details automatically, cleansing, standardising and validating the raw data before delivering it to your downstream systems. You can optionally enrich it too (via integrations to external systems), adding firmographic details to personal email sign-ups.

Connections Hub: Microsoft Teams Webinars

Slash Setup Overhead for Maximum Time-to-Value

Reuse Convertr Connect integration credentials across all your campaigns for faster, error-free setup.

Setting up new campaigns often involves the repetitive task of re-entering the same API credentials for every Convertr Connect Job on every campaign. To help make the setup of new campaigns quicker and easier, we're moving Convertr Connect integration credentials to the Enterprise level - meaning you only need to configure them once (per client) to use them everywhere.

This update enables you to store and manage Convertr Connect integration credentials at the global Enterprise level. Once added, these credentials appear as a simple selection within the campaign setup, allowing users to connect to their clients' Convertr platform instantly without needing enter to sensitive API keys.

 Configure once and reuse the connection on any campaign, slashing repetitive admin work 
✅ 

 Launch campaigns faster with one easy-to-set-up Convertr Connect Job 
✅ 

 Update credentials in one central location to instantly apply changes across all campaigns

Convertr Connect: Enterprise-Level Credentials

Unlock More Platform Insights with Conversational AI

Ask questions about Publishers, payout bands and assets in plain English to get instant operational intelligence.

Managing a marketing ecosystem requires more than just looking at lead counts. You need to track Publisher bands and optimise the assets (forms and whitepapers) that drive conversion. Traditionally, these insights were siloed in specific screens or required comprehensive custom reports to uncover. This update unifies them, making operational intelligence as easy as asking a question.

Convertr AI now understands the broader context of your Convertr setup. Beyond simple lead data, it can answer complex queries about Payout Bands (e.g. spend by tier, where most leads are generated, etc), Forms (e.g. which campaigns they are utilised on) and Whitepapers (content engagement). It connects configuration data with performance data to give you the complete picture instantly.

 Instantly identify which partners need cap increases or are underperforming against specific payout bands 
✅ 

 Effortless tracking of spend across complex tiered pricing structures (Bands) without exporting data 
✅ 

 Quickly determine which forms and content pieces are driving the most value across your campaigns

AI Assistant: More Reporting Types

Convertr AI - Your Intelligent, Ease-of-Use Assistant

Feel like a platform expert instantly with an always-on intelligent assistant that turns conversation into action.

Convertr is powerful and highly configurable. Whilst this provides near infinite possibilities, knowing how to achieve what you want can be challenging, especially for less experienced users. Our new unified AI assistant solves this by allowing the user to explain their requirements in plain English and taking care of the execution for you.

The Convertr AI assistant can be utilised from any screen within the platform. It feels familiar to other AI assistants that you probably use daily, where you can chat with it. The real power comes from the ability for it to also execute your instructions, saving you from the configuration work.

 Access the AI assistant from every screen
✅ 

 Tell it what you want, it will do the hard work for you (no matter your level of experience)
✅ 

 There's always a 'human in the loop', it won't do anything without your explicit permission

After the initial launch of our unified AI assistant, we'll be working hard to quickly add more and more capabilities (AI agents) to assist with all aspects of using the Convertr platform and campaign management.

AI Assistant: Unified AI across the Platform

Master Complex Campaign Logic with Simple Conversation

Build sophisticated, conditional workflows and enforce template governance without needing deep technical expertise.

While Convertr's advanced features such as conditional Job Groups and Job Locking on templates offer immense power, setting them up correctly often requires 'advanced user' knowledge. This complexity creates a barrier, forcing teams to rely on a few experts for every sophisticated campaign. This update democratises that power, making complex logic and strict governance accessible to anyone through plain English you provide to Convertr AI.

We are expanding the AI Job Agent’s capabilities beyond standard tasks to handle the platform’s most advanced configuration concepts. The AI can now intelligently structure Job Groups (to run specific rules based on logic like "if Country is UK..."), and preserve campaign template governance by automatically identifying which Jobs should be Locked (uneditable) or marked for Review (requiring user input), so that these business rules cannot be bypassed when configuring campaigns via AI.

 Enable any user to build sophisticated, conditional workflows (Job Groups) without understanding the underlying architecture 
✅ 

 Effortlessly secure adherence to your campaign templates and business rules even when users configure campaigns via Convertr AI 
✅ 

 Eliminate the risk of misconfiguring nested logic branches by letting the AI handle the structural setup for you

AI Assistant: Advanced Job Configurations

Instant, Actionable Diagnosis of Lead Rejections helping Maximize Revenue

Stop guessing why leads failed - get instant, actionable insights to fix data and secure your budget.

When leads are rejected by a client, suppliers often waste hours trawling through hundreds of rows of data to decipher the reasons for invalidation. This feature eliminates that manual investigation. By providing an instant, aggregated view of 

 leads are failing, you can fix issues immediately, reduce waste and ensure you deliver the volume required to hit your revenue targets.

Powered by Convertr AI, this feature generates two intelligent summaries. The 

 translates your client’s complex rules into plain English so you know exactly what they need. Crucially, the 

 analyses your rejected leads and groups them by error category and frequency, giving you a clear 'diagnosis of your data quality issues in seconds, enabling you to immediately fix the main causes of invalidation.

 Recover lost value by identifying and fixing invalid leads faster, ensuring you fulfill your delivery quotas 
✅ 

 Eliminate manual debugging - instantly understand why batches of leads failed without trawling through 100s of individual records 
✅ 

 Some leads will never be accepted due to duplication rules or suppression lists, spend precious time only on the leads that can be accepted
✅ 

 Convert complex invalidation reasons and campaign rules into simple, actionable intelligences 

Convertr Roadmap