Convertr Product

Bringing you the latest product releases, leading insights, and the latest news and company updates about everything Convertr.

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 for

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

Exciting Changes to Campaigns

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

Value Transforms Update

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

Marketo Connected App

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’

Platform Walkthroughs

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

Value Transformations v2

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

Enterprise to Enterprise v2

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,

LinkedIn Connected App

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

Marketo Deduplication

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

Campaign API Endpoint

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

Whitepaper Groups Tag

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

‘Remember Me’ Form Type

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, we

White Paper Carousel

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

Processr Job Groups

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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