About Lead Flow Algorithm

Institutes integrate with multiple publishers over time. However, having multiple publishers also invites huge amounts of leads that are pushed by publishers on a daily basis. NoPaperforms allows you to restrict the total number of leads that can be pushed by a publisher, based on either a static or a dynamic algorithm

The lead flow can be set using two methods

1. Static Lead Flow
2. Dynamic Lead Flow Algorithm

This article explains each type of lead flow and the steps you can take to set it.

Static Lead Flow 

It is a fixed amount of the total number of leads that can be pushed by a publisher in a day. Once this amount is exhausted, publishers will not be able to send any more leads during that day. 

It is important to note that Static Lead Flow is only applicable on the new leads created via API. If a lead is sent via Widget, Online, Chat, Telephony or Offline then it will not be validated against the lead flow setting. 

Here is an example:

Let’s assume you have set a Static Lead flow of 100 Leads per day for PublisherABC on 1st January 2020. 

Now on 2nd January 2020, PublisherABC starts pushing new leads. As soon as 100 new leads have been successfully created, PublisherABC will not be able to enter any more new leads on that day. 

However, from 3rd January 12:00 AM onwards, PublishersABC will again be able to send leads up to 100.

Here is an example that explains how the Static lead flow works:

Steps to enable Static Lead Flow

1. Contact your account manager and request the enablement of a publisher

2. Go to Extensions 

3. Go to the 'Manage' tab 

4. Go to 'Lead Flow' tab

5. Select 'Static Lead Flow' 

6. Enter the number of leads allowed per day

7. Click on 'Save' button 

Dynamic Lead Flow Algorithm 

In this case, the number of leads that a publisher can send changes depending upon the dynamic algorithm set. It is up to you how you want to set the algorithm. 

It is important to note that the Dynamic Lead Flow Algorithm is only applicable to the new leads created which were pushed via API. If a lead is sent via Widget, Online, Offline, Chat or Telephony then it will not be validated against the total leads allowed per day rule. 

The algorithm varies depending upon the verification percentage of leads. If the % of verified leads increases the number of leads allowed per day also increases, and vice-versa.  The percentage can be easily defined by you and can be changed anytime as per your business needs. 

Here is an example:

Let’s assume you have set a Dynamic Lead Flow Algorithm allowing100 Leads per day for PublisherABC on 1st January 2020. Along with this, you have set the below condition 

Minimum Threshold: 10 Leads Per day         
Maximum Threshold: 200 Leads per Day                      
If (%) of verified leads is greater than 10% then increase leads allowed per day by 15% 
If (%) of verified leads is less than 5% then decrease leads allowed per day by 20%
Use verification(%) data from the last 7 days

Now, at the end of each day, the algorithm will check how many leads sent from PublisherABC in the last 7 days have got verified. 

Let's assume the algorithm checked that total of 50 leads were sent by PublisherABC in the last 7 days. In those 50, 25 leads were verified. Therefore, 25/50 is 50% verification. Now this 50% will get checked from the verification rule set above. Since 50% is greater than 10%, the leads allowed per day will get increased by 15% i.e. 115. Similarly, every day at end of the day the same check will take place. 

The threshold set above will help control the increase or decrease of leads allowed per day. Even if the Publisher is consistently performing very well or not performing well, the leads allowed per day can only reach a specific maximum and minimum value as set by you.

Here is an example that explains how the Dynamic lead flow algorithm works:

Steps to enable Dynamic Lead Flow Algorithm 

1. Contact your account manager and request the enablement of a publisher

2. Go to Extensions 

3. Go to the 'Manage' tab 

4. Go to 'Lead Flow' tab

5. Select 'Dynamic Lead Flow Algorithm' 

6. Enter the leads allowed per day

7. Set the threshold for leads allowed per day

8. Create the dynamic algorithm 

9. Set the time duration of which the verification(%) data will be checked 

10. Click on 'Save' button

Lead Flow Logs

You can always view logs of leads allowed per day for a specific publisher by clicking the 'Lead flow logs' button. 

Total API Hits: It is the total number of API attempts that the publisher has executed on that day

Lead Created: It is the total number of new leads that were created on that day 

Type: Manual is displayed when a lead flow algorithm is modified by a user manually and Auto is displayed when the leads allowed per day is modified as per the dynamic algorithm

Understanding 'Using Verification (%) Data From' in Dynamic Lead Flow Algorithm 

The dynamic algorithm can be set for the below options of 'Date Range' 

1. Yesterday: The algorithm will check the verification % of leads that were sent by the publisher yesterday 

2. Last 7 Days: The algorithm will check the verification % of leads that were sent by the publisher in the last 7 days 

3. Last 14 Days: The algorithm will check the verification % of leads that were sent by the publisher in the last 14 days 

4. This week: The algorithm will check the verification % of leads that were sent by the publisher in the same week
5. Last week: The algorithm will check the verification % of leads that were sent by the publisher in the last week  
6. All days: The algorithm will check the verification % of leads that were sent by the publisher to date 

Please refer to the below illustration for reference. 

What is Campaign Duration?

You have the option to set a specific time duration between which the leads should only be accepted from a specific publisher. Once the duration is completed, no more leads can enter from that publisher.

What are Lead Parameters?

It is a list of fields that are mandatory for the Publisher/Digital Agency to send values for. If these values are not passed, then the lead will not be captured. By default, 'Email' and 'Mobile Number' fields are mandatory. 

What is IP Whitelisting?

To keep the medium of lead insertion more secure, you can restrict IPs that should only be allowed to send leads from a publisher. This will allow restricting any other IPs to send the leads.