This article explains how to set up sales users in Relevant Yield and assign them specific sales portfolios. It covers how to create the user, manage portfolios and edit access rights.
Sales User Role
A Sales user is an external user role, similar to a Publisher user. Sales users can filter advertisers assigned to them, allowing them to track how well those advertisers are performing within their area of responsibility.
This can be particularly useful for reporting on revenue channels such as deals, OpenRTB, or direct campaigns, broken down by website, for example. Sales users can also combine advertiser reporting with trend reporting to analyse advertiser performance and identify potential new leads based on OpenRTB spend across different websites.
Setting Up Sales Users Across Multiple Publisher Accounts
A Sales user is a special type of external user with access to one or more Publisher accounts.
1. Create a Publisher account called Sales, which includes users but no websites.
2. Once created, add Sales users in the same way as Publisher users. When setting up the user, you can choose to grant them access to all the relevant Publisher accounts.
3. Remember to define under the Sales Publisher account which dimensions and metrics the Sales users should be able to access in their reports.
Build Sales Users' Portfolios
Once a Sales user has been created, you can build their portfolio by going to Global Settings → Users and Portfolios.
To add advertisers for Sales users, click the pencil icon next to the user. A new window will open. In the left-hand side, you can search for advertisers by name. Click Add to include them in the list on the right-hand side.
When adding an advertiser to the portfolio, you can choose whether the advertiser should be assigned to the Sales user for a specific time period or remain permanently linked. On the right-hand side, you can view the Sales user’s previous, current, and future advertisers, and you also have the option to move or remove advertisers from their portfolio.
Reporting on a Sales Portfolio
To see how a specific Sales user is performing, you can add the Sales rep. dimension to your report. By ticking the box Filter by my advertisers at the top of the report settings, you can filter the data based on your own sales portfolio.
