Overview
The Conversion Notes feature, also known as "Conversion Comments" or "Cancellation Reason," is a robust mechanism designed to streamline communication between partners and advertisers on our your platform. It allows for a detailed, organized, and searchable listing of reasons for conversion status changes, such as cancellations or rejections.
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Conversion Notes provide a structured way to communicate specific reasons for the status changes of conversions. |
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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.
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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.
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Implementation of a list of comments
Just provide your list of conversion notes (or cancellation reasons) to Ingenious via support ticket or slack. We will do the implementation to your platform.
A sample list view is provided, illustrating how conversion notes can be laid out:
Code | Title | Description | |||
|---|---|---|---|---|---|
INVALID_PHONENUMBER ORDER | Invalid Phone Number | ... | INFO_REQUEST | Information Request Order | Order was invalid and could not be fulfilled |
RETURNED | Order returned by customer | Customer sent back order | |||
... | ... | ||||
OTHER_REASON | Other |
Implementation Steps
Providing Conversion Notes List:
Partners are requested to send their list of conversion notes through Slack or a support ticket.Integration:
The provided list will be integrated into the backend of the partner's platform.
Parameter Transmission Improvements
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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. When using the pre defined comment, use the Code during the validation process.
Rejections: When rejecting a conversion, provide a comment to offer the partner context for the decision.
Conclusion
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. When using the pre defined comment, use the Code during the validation process.
parameter transmission: You may also transmit conversion notes with your conversion tracking tag (e.g. serverside). The name of the parameter is
conversionnote. Value should be the Code.
Example:conversionnote=RETURNED