Publisher API Integration Settings and Process

Publisher API Integration Settings and Process

Overview

Publisher API Integration in Meritto allows you to enable publishers, manage lead inflow, control lead quality, and validate test leads. This feature ensures that leads pushed by publishers follow defined quality standards and parameters, improving overall lead management and optimizing campaign outcomes.

This guide covers the process of enabling/disabling publishers, managing lead flow, configuring lead parameters, and validating test leads. Additionally, it explains how to manage the Master Data  Reference Sheet required for publisher integration.

Core Functionalities

Enabling a Publisher

To enable a publisher and obtain API details:

  1. Navigate to Settings:

    • From the left menu, go to Settings > Extension.

    • Click on Publisher API Integration.

  1. Search and Enable Publisher:

    • Use the search bar to locate the publisher.

    • Click on Enable to activate the publisher.

    • A success message and green tick on the top right corner of enabled publisher will confirm that the publisher is enabled.

  1. Manage API Details:

    • Click on Manage to access the publisher settings and API details.

    • Copy these details and fill them into the Reference Master Data sheet. (Sample Reference Master Data is attached to this article for your reference)

Reference Data Master Sheet

Once a publisher is enabled, the Reference Master Data sheet needs to be shared with the publisher. This sheet contains:

  • API Details: Extract publisher-specific API details from snip above and create a reference data master sheet for each publisher.

  • State/City List: List of states and cities.

  • Country Dialer Code: Dialing codes relevant to the target audience.

  • Course List: List of available courses.

Lead Flow and Quality Control

Lead flow management ensures that publishers adhere to quality and quantity parameters. There are three types of lead flow:


  1. Unlimited Flow:

    • Allows the publisher to push unlimited leads daily.

    • May lead to lead dumping, so it's advisable to set static or dynamic lead flow limits.

  2. Static Lead Flow:

    • Defines the maximum number of leads a publisher can push daily.

    • Useful for maintaining control over lead volume.

  3. Dynamic Lead Flow:

    • Dynamically adjusts the maximum number of leads based on lead quality.

    • High-quality leads increase the limit, while poor-quality leads reduce it.

InfoLead Flow Logs: You can monitor lead inflow and quality by selecting a specific date range to analyze lead flow logs.

Setting Campaign Duration: Campaign Duration determines the period during which leads are accepted into the system.


Configuring Lead Parameters

Mandatory Lead Parameters ensure that critical information is passed by the publisher.

To configure mandatory fields:

  • Define required parameters such as mobile number and email.

  • If these values are not passed, the leads will not be captured.

Validating Test Leads

Test leads help ensure that the publisher's API is correctly configured.

Steps to Validate Test Leads:

  1. Search Test Leads:

    • Go to Lead Manager from the left menu.

    • Search the lead using an email ID or mobile number.

  1. Check API Logs:

    • If the lead is not found, go to:

      • Reports and Analytics > API / Integration Logs

  • Select the publisher.

  • Search for the test lead either by an email ID or mobile number.

  • Click on the Eye icon to preview the lead data.

Notes Note: Test lead data preview ensures that lead parameters and data mapping are correct.

Disabling a Publisher

To disable a publisher:

  1. Navigate to Settings:

    • Go to Settings > Extension.

  2. Click on Disable:

    • Locate the publisher and click on Disable.

    • The green tick will be removed, confirming that the publisher has been disabled.

Conclusion

Publisher API Integration in Meritto empowers you to maintain control over lead flow, quality, and data consistency by enabling, managing, and validating publishers. With features like campaign duration, mandatory lead parameters, and test lead validation, you can ensure seamless integration and superior lead quality. By leveraging publisher management,you can optimize outreach efforts while maintaining data integrity.




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