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changes.mady.by.user Martin Heymann

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Overview

The Conversion Notes feature, also known as "Conversion Comments" or "Cancellation Reason," is a robust mechanism designed to streamline communication between partners on our platform. It allows for a detailed, organized, and searchable listing of reasons for conversion status changes, such as cancellations or rejections.

Feature Description

Conversion Notes provide a structured way to communicate specific reasons for the status changes of conversions. Each note consists of a unique code, a title, and an optional description, which can be made available in multiple languages.

Components of a Conversion Note

  • Code: A unique identifier transmitted during tracking or validation processes.

  • Title: The name of the conversion note, summarizing the reason.

  • Description: An optional field providing additional details or clarifications.

Benefits

  • Clarity: Clearly communicates the reason for conversion status changes to partners.

  • Searchability: Enables filtering and searching through conversion reasons.

  • Multilingual Support: Can be set up to support multiple languages, enhancing understanding across diverse partners.

User Interface (UI) Enhancements

The UI now includes options to filter by specific conversion notes, improving navigation and review of conversion data.

Filtering Options

  • Users can select from a predefined list of filters to sort through conversions.

  • Partners have access to the same filter options, ensuring consistent communication.

List Presentation

A sample list view is provided, illustrating how conversion notes can be laid out:

Code

Title

Description

INVALID_PHONENUMBER

Invalid Phone Number

...

INFO_REQUEST

Information Request

...

...

OTHER_REASON

Other

Implementation Steps

  1. Providing Conversion Notes List:
    Partners are requested to send their list of conversion notes through Slack or a support ticket.

  2. Integration:
    The provided list will be integrated into the backend of the partner's platform.

Parameter Transmission Improvements

  • The existing parameter cre will be replaced by the new parameter conversionnote.

  • When a conversion note is used, the corresponding code should be transmitted using this parameter.

Example: conversionnote=NO_INTEREST

Comments for Conversions

In addition to the notes, partners can leave comments for each conversion, especially useful for rejections. These comments are:

  • Displayed alongside the conversion status.

  • Translated into the platform languages.

  • Filterable, both on the user and partner side.

How to Use Comments

  • Status Changes: Clearly state the intention behind the status change by using a pre-defined comment or writing a custom one.

  • Rejections: When rejecting a conversion, provide a comment to offer the partner context for the decision.

Conclusion

The Conversion Notes feature enhances communication by providing a standardized method to state reasons for conversion status changes. It encourages transparency and facilitates a more efficient workflow between partners on the platform. For any updates or changes to conversion notes, partners are encouraged to communicate through designated channels promptly.