An Overview for Educational Institutes

The Publisher Panel in Meritto is a feature designed to give third-party lead partners (i.e. publishers/referrers) visibility into the leads they generate for an educational institute. However, this access is not automatically granted; it depends on how the Publisher Panel is configured and enabled by the institute.

Let’s break down how this works and what you should be careful about.

It Starts With the Package

Educational institutes must opt in to include the Publisher Panel as part of their Meritto subscription.  When educational institutes onboard with Meritto, they can choose to include the Publisher Panel in their package:

If the Publisher Panel is NOT included

The institute still has full visibility and control, they can group traffic sources, map campaigns, manage referrers, but the publisher doesn’t get jack visibility on the individual lead level.

If the Publisher Panel IS included

The publisher gets a lean view of leads, but wait, not all leads- only the ones they’re “authorized” to see.

How Visibility Actually Works

Publisher visibility is NOT a blanket access. It's determined by a few crucial settings that are 100% in the control of the educational institute via two key configurations:

User Creation via “Manage Users”

Institutes must create users for each publisher through the Meritto dashboard and assign the correct publisher profile. If the publisher is incorrectly tagged during user creation, the user will not see the correct lead data,  or worse, may see no leads at all.

Lead Source Mapping in Campaign Grouping

Each publisher must be associated with the correct lead sources in the Campaign Grouping configuration. If a publisher sends leads using a source that isn’t mapped to them, those leads will not be visible to them, even if the panel is active.

Correct Publisher Panel URL

The URL shared with the publisher must match the institute’s infra configuration. If the wrong URL is used, the publisher won’t see any data regardless of the setup.

Below are common infra-to-URL mappings:

How to find your infra?

Look at your Meritto dashboard URL. For example, if your dashboard URL is: 

https://in1.nopaperforms.io/analytics/admin-dashboard
Then, your infra is in1 and your publisher panel URL is: https://publisher.nopaperforms.com

Let’s Understand this by an Example

Let’s say a publisher user logs into their panel and reports that they cannot see the leads they submitted.

Let’s say a publisher reports they can’t see the leads they submitted. On checking, the institute discovers:

• The publisher used the wrong URL (e.g., using https://publisher.in6... instead of https://publisher.nopaperforms.com)
• Or, the lead source wasn’t mapped in Campaign Grouping
• Or, the user was assigned to the wrong publisher

In all of these cases, the system works as designed, but misconfiguration leads to a broken experience for the publisher. Essentially, the system behaves exactly as intended by restricting access, but from the user’s point of view, it appears like “leads are missing.”

Best Practices for Educational Institutes

To avoid such scenarios, follow these steps:

• Confirm that the Publisher Panel is part of your Meritto package.
• Create publisher users carefully, and assign them to the correct publisher.
• Map all intended lead sources in Campaign Grouping.
• Share the correct Publisher Panel URL based on your infra.
• Do periodic audits to verify that everything is still correctly set up.

Conclusion

By configuring these settings correctly, you ensure that your publishing partners have accurate, secure, and useful access to their leads, building both efficiency and trust.