Bringing you the latest product releases, leading insights, and the latest news and company updates about everything Convertr.
Convertr + Universal Connector = Endless Lead Processing Possibilities
Access even more lead processing options by connecting your Convertr platform to in-house and other third party systems with the Universal Connector With over 80 Processr Jobs to choose from, Convertr has you covered for pretty much every lead pro
Identify Jobs for Review on Campaign Templates
Avoid mistakes and get the leads you want first time with integrated Job reviews and audit trails As you're probably aware, in an effort to help you set up campaigns quickly and accurately we've been rolling out a number of updates including: Ca
Automate Lead Data Retrieval from LinkedIn
Automatically bringing LinkedIn leads into Convertr just got easier with our improved LinkedIn Connected App If you're using Convertr, you may already know about our ability to automate lead data retrieval from LinkedIn. But for those who don't, let
Lock Jobs on Campaign Templates
Protect critical processes to avoid errors and compliance risk We recently introduced Campaign Templates and Guidance Notes to make it quicker and easier for your users to create a new campaign that is in accordance with your standard operating proc
Engagement Dashboard for Business Insights
Identify high-value actionable leads As part of our Business Insights suite, we're developing tools to highlight important 'signals' in your data that can identify high-value and actionable leads. Our initial release provides users with an easy i
Campaign Templates and Guidance Notes
Genuine templates help ensure campaigns are built correctly When users create a new campaign by simply copying from another, they have free reign to make as many changes as they want. It is common to have compiled detailed instruction manuals to tel
Super Users and Configurable Permissions
Precisely control user actions and access to data We know that if you're responsible for the data in your system, users being able to access configurations that they shouldn't touch or having the ability to delete data they shouldn't, can keep you a
Publisher Notifications of Campaign Changes
Continue to receive valid leads as you update your campaign requirements after your campaign has started We know that up to 80% of campaigns have their requirements updated at least once after the campaign starts. This can cause all sorts of probl
Launching Bulk Edit: what it means for users
We're excited to announce the release of our new Bulk Edit feature. This feature will enable Admin, Agency, Call Centre and Publisher users to manage and correct data at mass, giving them greater control of the data uploaded. Prior to this rele
A streamlined user experience and enhanced features are what you can expect from our updated Campaign Publisher section. The Campaign Publisher area in the platform is one of our most powerful tools for managing your campaign lead sources. It’s
New Fixed Cost Publisher Payment
Our new fixed-cost publisher payment setting makes it easy to manage more contract options. Many early Convertr customers were looking for a platform to simplify the demands of their CPL-based payments. As our customer base has grown, we've evolve
We've improved the header search functionality allowing more specificity when searching Campaigns, Advertisers, Publishers and Leads. Previously under the platform header section, the search bar was able to search across multiple areas of the plat
A big driver from the Convertr Product team is pinpointing the main bottlenecks for customers when navigating the platform, and how best to resolve any issues. After listening to customer feedback and looking at the data, we’re able to better un
Introduction of Dynamic Form Behaviour
As part of the Global Forms release, customers using Convertr web forms will see exciting new features to improve usability and provide new dynamic form content. The following release will impact customers using Convertr forms to capture web leads
Global Forms Management: Centralised forms, Simplified processes.
Our new Global Forms solution will help users regain control of their demand gen forms and fields. Previously, Convertr forms were created and managed on a campaign level. While this worked well for a time, customers voiced their struggles with th
Convertr Connect: Strengthening Platform Connections Between Data Providers and Receivers
With increased adoption and customer feedback, we have added some great new features to complement this existing functionality under the new Convertr Connect feature set. When Convertr began, one of our core goals was to improve data processes and
Report Builder: Putting the Power of Reporting at Your Fingertips.
The Convertr Report Builder is a highly used tool that was built to support our customer's ad-hoc and recurring reporting needs. While it solved many reporting needs, customer feedback has been growing in two areas: Access to More Data - The
Batch Delivery Status Improvements
We're making important changes to how the 'Batch Integration' job works and we're improving its representation throughout the platform. Batch integrations are one of the most used Convertr integrations for lead delivery. It allows publishers and a
Publisher User Dashboard Updates
Introducing our revamped dashboard for Publisher users. Pages and Menu Item Changes The majority of our streamlining efforts reside with the top navigation items. 'Data Sectors', 'Available Campaigns' and 'Top Referring Sites' have been completel
We released the new 'Campaign Leads' section in September last year, and now we're unveiling a host of new features and improvements based on great feedback from our customer base. Table Hotkey Shortcuts Introducing 'Hotkey Shortcuts', a new way
For those not familiar with this section of the Convertr platform, the Agency area is a way to assign advertisers into management groups. Think of them as teams within your organisation who are responsible for managing certain clients or channels.
Building on the Global Leads page release in April, now we're bringing you the new Campaign Leads page. For us at Convertr, this is a massive step in terms of our ongoing migrations project, with the Campaign Leads page being one of the most frequen
Goodbye ‘Live Leads’, hello ‘Leads’
The 'Live Leads' page started life as a quick way to view inbound data on a global level, essentially a small dashboard for admins and campaign managers to see campaign activity at a glance. This area has seen small enhancements as the platform has
New Advertiser Report User Type
Convertr now offers a new ‘Advertiser Report’ user type, designed to provide a simple view for your advertiser users. This user role will see a more streamlined view of their associated campaigns, which includes an option to export lead data f
Recommended White Paper Improvements
Our ‘recommended white papers’ feature has been updated within our white paper suite. The improved offering now provides your users with additional content pieces to engage with once an initial white paper asset has been downloaded. To utilise
Report Builder Scheduled Sending
Convertr’s report builder allows users to create customised reports, allowing in depth analysis of data entering and exiting the platform. Our new feature allows users to automatically scheduled reports which can be sent externally to either SFTP,
Connected Apps > Google Form Ads in YouTube
Our Connected App solution enables the Convertr platform to connect to 3rd party systems to receive or retrieve data. Platform users have utilised this functionality to retrieve data from leads ads and forms captured in LinkedIn, Facebook, Instagram
If you’ve logged into Convertr recently, you would have seen some pretty exciting changes to the Campaign section of the platform, with plenty more on the horizon. At the start of October we rolled out new widgets for the Campaign > Overview se
QA & Integration Drop-Down Improvements
QA and Integration job settings now have even more options to choose from when referencing a field. You can now send information within your integration as to when you initially processed the data, alongside the date, the status, and the correspondin
Our new ‘Value Transform’ addition now lets you trigger a transformation from a blank value, meaning empty values can now have data assigned to it. An example use case may occur if you have a non-mandatory field. However, you still need to app
Batch Integration Improvements
Our ‘Batch CSV Integration’ feature now allows you to send a cumulative file. On the integration, you will see a new setting called file_type with two options; default or cumulative. Selecting cumulative will generate a report that contains a
Working in conjunction with our recent Marketo Partnership, we have launched our ‘Marketo Connected App’ feature, enabling you to create an integration to retrieve data from this 3rd party system. Find this feature under the ‘Connected Apps’
It is important to us at Convertr to offer the best service. With the mentality in mind, to improve the user experience and interaction of the platform, we have recently partnered with WalkMe to power in-platform walkthroughs and tutorials. As you m
In our v1 rollout of our value transforms functionality, we enabled the user to automate the process of appending additional data to a lead. For example, if you were to capture the value for company size of '1 to 10' but the client only accepted '1
A couple of years ago we announced our first release of Enterprise to Enterprise functionality - a new way for our clients to deliver leads to other Convertr client systems. As many Publishers use Convertr to capture, format and manage their leads,
Back in November last year, you may have noticed a new menu item in the main navigation of the Convertr platform. Our Connected Apps section received a promotion (previously being tucked away within a Campaign) after the Product team finalised an ex
As we continue to build out a unified end-to-end solution, enhancing our deduplication functionality through offerings like our Eloqua deduplication job, we have now deployed our Marketo counterpart. This new job enables the user to check if the lea
Cleanse, validate and verify data from your own internal system or ESP before sending to a CRM system or directly to a client. Here at Convertr we have a few ways of getting data into the Convertr system in a secure and automated fashion, with our P
Give your users complete customisation in white paper grouping by adding tags your white paper asset. Previously, our out-the-box white paper solution gave users the option to group their white papers by advertiser name and by parent & subcatego
‘Always Deliver’ Integration Jobs
With our ever growing list of integrations into ESP’s, we know the importance of keeping your data up to date in correlation with Convertr. Based on great feedback from our partners, we have created an option to ‘always deliver’ integration jo
We’ve improved our form experience by reducing the amount of interaction required for our users. Introducing our ‘Remember Me’ form type. The example below shows the usual form fields for a white paper landing page, however, there is an additi
Lead Caps on Variable Payout Bands
One of our most popular releases from our 2017 roadmap introduced Variable Payout Bands, allowing users to set different payout rates for the different call-to-actions found on our forms. Following a successful and well adopted initial release, weâ€
Here at Convertr we take a lot of pride in our White Paper offering. We are always looking at ways to refine and improve it. With this in mind we’ve recently released an enhancement, allowing users to display white paper assets using a carousel ga
Having the ability to add conditions to jobs that run on incoming lead data had been on the wishlist of many for some time. The first step towards this is our recent Processr Job Groups roadmap feature, giving users the option to conditionally run a
Evolution of Convertr Tracking
Convertr's tracking system has always been core to our platform, and traditionally an out the box feature. As such, it's been heavily tied to the campaign creation and publisher management sections since day one. It gives campaign managers insight i
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