The document outlines a framework for assembling a help file for the Drive-By platform. It recommends beginning with an overview of the major platform uses, then exploring general categories and finally detailing advanced options. The framework sections include page creation and management, statistical tracking, and offer optimization. It provides summaries of the primary Drive-By sections including dashboard, publishers, networks, accounts, domains, landers, pages, categories, tags, snippets, and statistics.
1. Objective
The goal of this document is to lay out a
framework by which we can assemble a
comprehensive help file for Drive-By. The
framework should have a functional approach,
which focus on getting the user working with
the system on general tasks, then exploring
the minutia of the platform.
2. Framework
We should begin the Help File with a brief overview of
each of the major uses of the platform.
Following that should be an exploration of each of the
general categories that are featured in Drive-By.
Finally there should be a section outlining the details of
the platform and more advanced options for users
once they are comfortable with the platform as a
whole.
4. *****Drive-By Core Functions*****
• Drive-By is a Page creation and management
platform.
• Drive-By is a Statistical tracking platform.
• Drive-By is a Offer optimization platform.
5. Page Creation and Management
• Drive-By is used to create a variety of different
pages for offers.
• Drive-By focuses on giving the user direct
control over their pages.
• Drive-By provides the tools needed to manage
multiple pages for multiple unique offers.
6. Statistical Tracking
• Drive-By allows for in-depth tracking of visitor
activity on your pages. Impressions, Clicks,
Partials, Leads, Sales and Conversion Rates are
all tracked internally.
• Drive-By allows tracking to be filtered by a
wide array of variables, allowing a user to pin-
point successful strategies.
• Live statistical tracking of offers allows for
real-time assessment and management.
7. Offer Optimization
• Drive-By allows for the statistical tracking
needed to identify trends in data and allowing
the user to capitalize on them in real-time.
• Drive-By makes page rotation easy with its
fully integrated Landers and Aliases.
• Drive-By features Tags and Snippets to allow
for “hot” swapping of content on live pages
without the need for temporary redirects.
9. *****Primary Drive-By Sections*****
This section is intended to act as a road map
for Drive-By. The user can use this as reference
for what each section of Drive-By actually
does. It allows them to identify specific tasks
they wish to accomplish and how to map out a
road to accomplish them.
10. Dashboard
Welcome to the Dashboard! From here you
can set-up both internal and third party
widgets to track a variety of information. You
can tailor this page to meet your specific
needs from Drive-By. The upper left corner
has drop down menus for navigating Drive By,
along with a search bar. In the upper right
corner you can see your log-in ID, and have
the option to log out of Drive By.
11. Publishers
From here you can a list of all the Traffic
Sources in Drive-By. Publishers are your
specific sources of traffic to your website or
offer. You can create a different Publisher
category to help create specific pages for each
publisher to use and test.
12. Networks
Drive-By sees a Network as any organization
or individual from which you are receiving
offers to track using Drive-By. Traditionally
these are Affiliate Networks. You can set up
new Networks as needed to provide tracking
for multiple Networks.
13. Accounts
Accounts are individual accounts of clients or
users of each Network. If you are an Affiliate
Network, this function allows you to set up
accounts for each client so that you can
provide targeted optimization and tracking.
14. Domains
Domains are the basis of any offer testing and
optimization. Domains can be set-up to be
used between multiple campaigns. Domains
are often are targeted towards a specific type
of offer, or vertical.
15. Landers
Landers are a collection of pages and a free-
form way of naming your URL structure. They
are essentially Virtual Placeholders. You use
landers to organize your Pages into series of
rotating tests to optimize the offer being
tested. You can hover over the icon in the
Pages column to quickly check the frequency
of any pages rotation in the selected Lander.
16. Pages
Pages are the specific web pages that will be
tweaked and tested in order to optimize a
Advertisers offer. These pages will be set in
Landers in order to be used. The Pages are
where you change content and implement any
marketing strategies that will be tested.
17. Categories
Categories are modular labels which are used
to sort domains, landers, and pages. Global
Categories are set by product verticals.
Domain Categories are set per domain, and
can often be used to set specific landers for
individual Publishers. You can always create
your own personal categories to label for any
reason.
18. Tags
Tags are tokens used in page HTML in order to
easily swap out individual portions of a page.
Tags are commonly used in place of videos,
headers, or banners that may require
tweaking or rotation on a page. This allows for
quickly updating a dead video, or changing out
banners and headers for example.
19. Snippets
Snippets are the modular content itself, which
is placed within Tags. You can create multiple
Snippets for each tag, and can rotate them in
and out of Tags easily. This allows you to
quickly swap content on pages without having
to redirect the page, and potentially becoming
mired in the HTML.
20. Snippets
Snippets are the modular content itself, which
is placed within Tags. You can create multiple
Snippets for each tag, and can rotate them in
and out of Tags easily. This allows you to
quickly swap content on pages without having
to redirect the page, and potentially becoming
mired in the HTML.
21. Statistics
This is the main Statistics Tracking page. You
can track the performance of offers by a
variety of methods in order to oversee the
progress of each offer. You can see real-time
data on offers, allowing you to test, adjust,
and oversee offers with minimal delay.
22. To Come….
• General Tasks, and Guides for Accomplishing
Them:
– Bringing a New Offer Into Drive-By
– Creation of a Set of Pages for an Offer
– Using Statistics Page to Identify Trends
– How to Adjust Page Content Using Tags
– ???
• Sub-Sections (Could just be handled by internal
help tooltips?)
• Minutia Tips and Tricks (Advanced User Options)