This document will help you understand how to enable Publishers in the system, Master Data reference sheet which needs to be shared with the publisher (individual), features of Lead Flow and its quality Control & how to disable the Publisher.
Steps to follow:
1- From the left side menu Panel, Click on the Settings and then Extension
2- Dropdown on the Extensions and then click on Publisher API Integration tab
3- Search the publisher name in the search bar, and click on the Enable button. Once enabled you will get a success message and green tick on top right concern of enabled publisher.
4- Once enabled, click on MANAGE to fetch publisher settings and API details (snip attached below). Fill these details in the Reference Master Data. (Sample Reference Master Data is attached to this article for your reference)
REFERENCE DATA MASTER SHEET
- API Details : - Get the Publisher specific API details from snip above and create an individual reference data master sheet for every publisher.
- There is a tab on the State/City List in the reference data master sheet which also needs to be shared with the Publisher.
- Country dialer code added in the Reference Data Master sheet which has to be shared with the Publisher
- Course List is also shared in the same Reference Data Master Sheet to be shared with the Publisher
- Another document Publisher API Integration has to be shared with the Publisher. (The same is present as an attachment in this article)
LEAD FLOW AND QUALITY CONTROL
This feature allows you to have an overview of your lead inflow, quality and quantity of your leads. By doing a few configurations at your end, you can have a holistic view of the leads provided by the Publishers.
There are three types of flow:
Unlimited Flow : This allows a Publisher or Agency to push as many leads as possible in a day. This may cause Lead dumping, hence it is advisable to set dynamic lead flow algorithm or static lead flow.
Static Lead Flow : It allows maximum number of leads that can be provided by a publisher or an agency in a day
Dynamic Lead Flow : It helps you maintain the quality of leads. Good quality leads are rewarded whereas bad quality leads are penalized by increasing or decreasing the maximum number of leads allowed to enter the system.
FEATURES OF LEAD FLOW
Lead Flow Logs : This feature gives you an insight of your lead flow by selecting the specific date range.
SETTING CAMPAIGN DURATION : This feature allows to set the time duration during which leads can be accepted in the system.
Setting Mandatory Lead Parameters: This field gives you the ability to keep any of the fields mandatory for the Publisher/Lead agency to send values. If these values will not be passed, then the leads will not be captured. By default, mobile number and email are mandatory.
VALIDATING TEST LEAD
You can check the test lead sent by Publisher/Agency by following few easy steps:
1- Navigate to the Lead Manager from the left hand side of the Menu
2- Search test lead either by email or mobile number.
In case you are unable to find the lead after searching it with the email id or the mobile number, you can also access Mono data Logs by using below steps :
1- Navigate to Reports and Analytics > API / Integration Logs
2- Select the publisher.
3- Search Test Lead either by Email or Mobile Number.
4- Click on Eye Button to View Data.
Preview of Data
To disable any of the Publishers, from the left side menu Panel, Click on the Settings < Extension and then click on Disable button the green tick will also be removed from the publisher.