Lead Portal User Guide
Contents
1. 1 A client may add additional users to the portal by going to the M anage Users tab comcast Welcome back Wie Wither sign out SPESTLIGHT Lead Dashboard View Leads User Guide My Settings Contact Us Manage Users ies taos settibe Edit Delete 1231231234 Notify Yes Status Active es sm reenes i Edit Delete 1112223333 Notify Yes Status Active 2 2009 Comcast Spotlight Comcast Spotlight is a trademark of Comcast Cable Figure 11 3 Any delegate users will be displayed in a list below the Add a User button For each user in the list the user s name email address phone number email notification settings and status are displayed 4 To delete a delegate user click the Delete link at the right of the user s information Page 12 of 13 Add a user by clicking the Add a User button or edit an existing user using the Edit link at the right of the user s information This will invoke the interface for modifying that user s information The interface is shown below First Name Last Name Email also is User Id Phone Number Notify Yes No Status Active Inactive Choose Campaigns save changes canel o ooo o o Figure 12 5 6 When adding a new user enter the First Name Last Name Email Address and Phone Number set the Notify whether or not that user would like to receive a daily email regarding the number of leads available status a2. comcast SPZSTLIGHT RFI Lead Portal User M anual Page lof 13 Contents PEOC UON ieeeeeereenere eer renee ences ec rece ne eee ee ce eee ee eee eee 3 GIO CAT sor ciorectocincovioetonincoriertochschpiaesthvinrtertoebcosiscterin i 3 POr U a e EE eet csc A E 4 PUDOSO eee 4 CTY NN Ae eect ith cece T 4 Account Executives amp Sales Support Staff cecccsssssseceseeseesssseeeeeeesseeesseseeeeesesesessssseneeeeessseegs 4 Oo ROLO eea eee ee 4 ONS ieee eater eee ee ee ee 4 Account Executives amp Sales Support Staff ccccssssssecceceessesssseeeeeeeesceesseseeeeseeseseesestteseseeseeegs 4 Accessing RFI Lead POrtal cccccccscsssssssesecescesssessseeeeeeessseeeeeeeeeeeeseeseeeeeeeeeeeeesseeeeeeeeeeeseuseseeneanentesengs 5 C E e tracer care eee ee ee E E 5 LOQGIING BINITIN 5 New User Registration M odify Settings ccccccccsssssssssssceeceececseeeeeeeeeeesessessuueeeeeeeeeseeseeseseeeeesenaaas 7 Using the Lead Dashboard iT KRD 8 NING CaS E naira aad aniaaerananteadtanete 9 Changing Leads from Not Retrieved to Retrieved cccccssssssssssseeeeesseesseeseeeeeesseseeeaaeeeeneesseeeseeeeggs 10 Changing Leads back to Unretrieved vo cccceccessssstsceesceseesssereeeeeesecceeeseseeeessesecessssntteseensesengas 10 4916 90 01g Leads O EX G ermine ee eee 11 M anaging Delegate USES cccccsssssseccessceseesseeeeeeeeeeeeeseeeeeesseseneeeeeeeeesesceseeeeeneeseessessensnaneesegygs 12 Page 2 of 13 Introd
3. this button will mark any leads Pressing this button will export all leads checked below as retrieved and remove them generated by this report from the report lt lt prev page 1 lof 10 next gt gt Interaction Retrieved Date Batch Date First Name Last Name Address 1 Address 2 City ST Zip CO 03 30 2010 03 30 2010 O 03 30 2010 03 30 2010 03 30 2010 03 30 2010 CO 03 30 2010 03 30 2010 C 03 30 2010 03 30 2010 O 03 30 2010 03 30 2010 C 03 30 2010 03 30 2010 CO 03 30 2010 03 30 2010 C 03 30 2010 03 30 2010 C 03 30 2010 03 30 2010 J3 Figure 7 To modify or change the data set for the leads displayed use the Type of Leads radio buttons and Date Range date controls After changing the criteria click Show Leads Below to refresh the list The report will display campaign related information such as the Campaign ID the Interactive Ad ID Campaign Start and End Dates and Ad Type mail or phone in the header section just under the drop down box The last section of the page displays the detailed lead information Depending on whether the RFI warrants a mailer or a phone call the lead s contact information will be displayed with either a mailing address or phone number Page 9 of 13 6 Fifty leads per page are displayed and additional pages if present can be navigated to using the previous next links along the top right portion of the report You can also enter the exact page number you want dis
4. top right portion of the page view Leads Not Retrieved view Retrieved Leads or view All Leads change what is displayed on the Lead Dashboard View Leads Not Retrieved is the default display Those links will allow you to easily view New Leads view Retrieved Leads or view All Leads with the click of your mouse Page 8 of 13 Viewing Leads 1 2 3 4 5 From the Lead Dashboard clicking any active link within the dashboard AD ID or a lead count will redirect you to the View Leads report You can also navigate to this page by clicking the tab View Leads in the menu bar This page will display AD IDs in a dropdown box Once the AD ID is selected from the drop down select the button show leads below to display all leads not retrieved for the AD ID in the drop down A sample of the page display is shown below comcast Welcome back E mm sign out SP 3TLIGHT Lead Dashboard User Guide My Settings Contact Us Manage Users Choose a Campaign Advertisement er T f v Campaign ID 666 Interactive Ad ID ET00001357 Campaign Start Date 2010 03 30 Campaign End Date 2010 04 11 Account Executive ComcastAE cable comcast com Ad Type Mail Type of Leads Date Range Interaction Start Date Interaction End Date Unretrieved E3 20 2L 10 04 11 O Retrieved Leads cate show leads below 1 460 Leads not retrieved 0 Leads retrieved Pressing
5. ampaign starts on 04 13 2010 and ends on 04 25 2010 1447 0 0 0 404 Interactive Ad ID 0 0 0 451 Subtotal 0 0 0 855 750 HOBOMAYRFI1 This Campaign starts on 04 27 2010 and ends on 05 08 2010 1536 0 0 0 488 Subtotal 0 0 0 488 Total New Leads 1 343 0 0 0 1 343 Retrieved Leads n E 712 HOBAPRRFI2 This Campaign starts on 04 13 2010 and ends on 04 25 2010 1445 0 0 0 239 Subtotal 0 0 0 239 750 HOBOMAYRFI1 This Campaign starts on 04 27 2010 and ends on 05 08 2010 1535 0 0 0 470 1536 0 0 0 2 Subtotal 0 0 0 472 Total Retrieved Leads 711 0 0 0 711 All Leads zerznours 537 days Total Leads 2 054 0 0 0 2 054 Figure 6 2 Looking at the Lead Dashboard you will see your client name as recorded in our billing records the total leads not retrieved count a detailed breakdown by Ad Id grouping lead counts by aging Age is broken down as Today last 24 hours 24 72 hours 3 7 days and 8 days or greater see Figure 6 above i Each value listed in those columns is a link to just those leads For example if you only wanted to see the leads that are 24 72 hours old you would simply click on that number You will be redirected to the Lead Report page and see the details for only those leads automatically ii The combined total of all categories equals the total number of leads not retrieved that are currently in the portal b The Ad ID also doubles as a link that will show you all leads not retrieved for that Ad ID Three links along the
6. d in the View Leads window see Figure 8 At the top of the View Leads report click the export leads button You will see a File Download box pop up You can choose to Open Save or Cancel the download File Download x Do you want to open or save this file Name 2010 06 01 12 58 15 712 1445 0ds Type Microsoft Office Excel 97 2003 Worksheet From www espotlightleadportal com While files from the Intemet can be useful some files can potentially ham your computer f you do not trust the source do not open or save this file What s the isk Figure 9 Once you select Open or Save you will receive a second prompt This is an Excel safeguard Simply click on Yes to allow the file to be opened or saved Microsoft Office Excel g x The file you are trying to open 2010 06 01 12_12_18_750 1535 1 xls is in a different format than specified by the file extension Verify that the file is not corrupted and is from a trusted source before opening the file Do you want to open the file now No Help Figure 10 Once leads are exported via the export leads button they are automatically changed from an unretrieved to retrieved state Note If you do not save the exported Excel file the leads will still be marked as retrieved This process will be updated in the next release to only mark leads retrieved if the download was completed Page 11 of 13 Managing Delegate Users
7. et it 5 Once authenticated the Lead Portal will send you to the Lead Dashboard See the section Using the Lead Dashboard Page 6 of 13 New User Registration Modify Settings 1 If this is your first time accessing RFI Lead Portal you will need to register and setup your account using the link you received via email This link will forward you to the Lead Portal s M y Settings Page comcast Welcome back mmu sign out SPESTLIGHT Lead Dashboard View Leads User Guide WIMA ke Contact Us Manage Users Please update your user settings Password Requirements First Name Last Name Cannot be changed more than once in 24 hours Email Cannot be the same as any of the previous 24 passwords you ve used Must be at least 7 characters Secret Question l What is your mother s maiden name Y Must contain three of the following types of characters oe Upper case letters A through Z Answer Lower case letters a through z Mom Numbers 0 through 9 Special characters suchas amp f Phone Number ae 493 123 M234 Cannot contain significant portions of your User ID or full name Create a new password Re enter your new password would like to receive a daily email with the number of my new leads No sensitive data will be sent via email sample email save changes 2009 Comcast Spotlight Comcast Spotlight is a trademark of Comcast Cable E Figure 5 2 T
8. h ygmill Into gt A customers a alk E remember me submit Forgot your password t i Ez 4 Figure 1 Page 5 of 13 3 You may receive two security warnings which can be safely ignored a Click Continue to this website not recommended There is a problem with this website s security certificate The security certificate presented by this website was issued for a diferent website s address Security certificate problems may Indicate an attempt to fool you or intercept any data you send to the server We recommend that you close this webpage and do not continue to this website Click here to close this webpage More information Figure 2 b Click No to continue if you are presented with this dialog box Security Warning X is Do you want to view only the webpage content that was delivered securely This webpage contains content that will not be delivered using a secure HTTPS connection which could compromise the secunty of the entire webpage More Into Yes Figure 3 Security Information x This page contains both secure and nonsecure tems Do you want to display the nonsecure items No More Into Figure 4 4 Enter your user id your email address and password then click Submit If you have forgotten your password you may click the Forgot your password link and follow the process to res
9. he My Settings page will be visible and you will need to complete the following tasks to register your account a Enter your first and last name b Your email address also your user ID will already be completed c Select your Secret Question from the choices provided d Type an answer to the secret question e Type anew password Type it a second time to confirm it Please be sure to follow the password requirements as specified on the right side of the registration page Otherwise the system will reject your password f Decide whether you want daily email notifications by checking or un checking the box labeled I would like to receive a daily email with the number of my leads not retrieved g Click Save Changes 3 Ifyou wish to change your account settings in the future login to the Portal and click the My Settings tab near the top of the page Next make any desired changes and click Save Changes Page 7 of 13 Using the Lead Dashboard 1 The Lead Dashboard functions as the home page for the Lead Portal and is always accessible by clicking the Lead Dashboard tab near the top of the page comcast Welcome back Matt Miller sign out SPESTLIGHT ELUPEGI OELE View Leads User Guide My Settings Contact Us Manage Users Name of client has 4 343 unretrieved leads View Unretrieved Leads View Retrieved Leads View All Leads Unretrieved Leads campaign same Campaign ID HOBAPRRFI2 This C
10. ing contact information password and email notification preferences Account Executives amp Sales Support Staff Account Executives AEs are Comcast Spotlight employees engaged in direct business relationships with advertising clients AEs are the point of contact when clients have questions about the RFI Lead Portal Lead Portal offers AEs a summarized activity view of the Clients assigned to them including Lead retrieval activity The complete set of actions permitted by an Account Executive includes e Reviewing a Client s Leads in a summarized form but no access to PII data e Answering client questions regarding the functionality of the tool e Ability to add or modify client users on behalf of their client Page 4of 13 Accessing RFI Lead Portal RFI Lead Portal is deployed as a web application supporting Firefox 3 or later and Internet Explorer 7 or later browsers To access the application point your web browser to this URL https spotlightleadportal com User Tasks Logging In 1 Ifyou are a Client or an Account Executive and this is your first login wait for the arrival of your email invitation from system spotlightleadportal com and follow the link Specific instructions for new users are provided in the New User Registrations of this document Otherwise continue with step 2 2 RFI Lead Portal s login page will look as follows comcast SPESTLIGHT AN leda moais bb Riversid Turn leads ee Murp
11. lso a user role in the RFI Lead Portal security realm Lead a subscriber who has indicated interest in a Client s product or service by responding to an interactive ad Leads include personal subscriber information such as a name mailing address or phone number Interactive Ad an advertisement which displays an overlay offering the viewer an opportunity to request further information from the advertiser directly via the user s set top box Interactive Date the date on which a user initiated a request for information from an Interactive Ad Retrieved Lead a Lead which has been exported from the RFI Lead Portal or manually marked as retrieved Request For Information RFI an interactive overlay on a TV spot that allows viewers to request additional information using their remote control If a subscriber agrees a lead is generated and the lead is made available to the client to fulfill the request Subscriber a Comcast cable services customer Leads Not Retrieved a Lead which has not yet been exported from RFI Lead Portal Page 3 of 13 Portal Usage Purpose The RFI Lead Portal streamlines the distribution of Spotlight advertisers business leads via a web application and has additional features such as an optional email notification A summary of major application features follows below Clients e To provide a secure web portal for clients to view and export their leads To provide clients with the ability to c
12. nd set the user s Active or Inactive status When modifying an existing user you may change the Notify Status or Choose Campaigns options If a user if marked as Inactive that user will neither receive email notifications nor be able to login However you can have as many active users as necessary a Note A client may only assign two active users to a given campaign at any time 7 The Campaigns selected in the Choose Campaigns list box determine which leads are visible to the user Since a Lead is tied to a specific AD ID which is then tied to a Campaign the Leads visible to a user are all Leads rolling up to that campaign a To allow a user to see one or more Campaigns select the Campaigns in the list box Use the control key to select multiple campaigns b To deny a delegate the ability to view any Leads select None in the Choose Campaigns list box None Is selected by default 8 Click Save Changes to commit the changes to the delegate user or Cancel to prevent the changes from being made Page 13 of 13
13. played in the text box Changing Leads from Not Retrieved to Retrieved 7 Leads are changed from Unretrieved to Retrieved by either exporting them or explicitly changing their state to Retrieved a To export leads to Excel please follow the directions outlined in the Exporting Leads to Excel task b To explicitly change an Unretrieved lead to a Retrieved Lead from the Leads Report mark one or more leads by clicking the checkbox and then clicking M ark Checked Leads as Retrieved as shown in the figure below mark checked leads as retrieved Pressing this button will mark any leads checked below as retrieved and remove them from the report Batch Date F 03 30 2010 CI 03 30 2010 03 30 2010 C 03 30 2010 03 30 2010 Figure 8 8 Changing Leads back to Unretrieved a Leads that have been retrieved can also be changed back to a Not Retrieved status To do this create the Retrieved Lead report by following the steps outlined in the Viewing Leads section of this document However change the option from Unretrieved Leads to Retrieved Leads From there follow the steps illustrated above in step 7b to highlight which leads you would like to mark as Unretrieved Once you finished marking those leads press the mark checked leads as not retrieved button Page 10 of 13 Exporting Leads to Excel 1 Select your AD ID s and other criteria to display the leads to be exporte
14. reate and manage delegate accounts for one or more user These accounts should be set up only for people responsible for managing lead fulfillment Account Executives amp Sales Support Staff e Comcast Spotlight Account Executives can monitor their state of their clients leads at a summary level The purpose is to provide AEs with the ability to see if their clients are retrieving their leads Note Comcast Account Executives do not have access to view subscribers personal information mail phone data They can only view total counts of leads and if they ve been marked as retrieved User Roles Clients Client users have engaged Comcast Spotlight to run RFI campaigns The primary Client user is added to the Lead Portal during the order submission process in Volos Once their email address is added to Volos the new client user is permitted access to the RFI Lead Portal via the Internet The user will receive a welcome email notification to initiate the portal use Typically a client and or a client s chosen delegates will login to the portal in response to an email notification and export new leads generated from a specific campaign The complete set of actions permitted by a client includes e View the Lead Dashboard which is a convenient summary of all recent campaigns e Export leads for the client s campaign s e Create delegate users who may also export leads within their own organization e Change client user information includ
15. uction Comcast Spotlight s RFI Lead Portal provides a web based solution for Spotlight s clients looking to manage their business leads generated during the course of their interactive advertising campaigns This User Guide is intended to help RFI Lead Portal users learn all application features related to the Lead Portal including their role in lead retrieval familiarization with RFI Lead Portal vocabulary and concepts Glossary Account Executive AE A Comcast Spotlight employee who oversees one or more Clients and manages business relationships with them AE is also a user role in the RFI Lead Portal security realm allowing anyone with this access level to view summarized lead activity of associate clients for the purposes of ensuring their clients are retrieving their leads Advertisement a spot run as part of a Client s Campaign with an optional RFI overlay Age of Lead the length of time between the current date and time and the creation of an Unretrieved Lead A lead s age is Summarized into four groups at the report level less than 24 hours 24 72 hours 3 7 days and 8 or more days Batch Date the date on which a Lead was loaded into RFI Lead Portal Campaign a set of one or more Interactive Ads included in a Volos order Client an advertiser engaged in a business relationship with Comcast Spotlight for the purpose of placing advertising spots Each Client has an Account Executive as a point of contact Client is a
Download Pdf Manuals
Related Search