Integrate to Integrate

Buyers source- The vendor

Sellers source- The source between us and the affiliate

With Integrate, we need to wait to receive the vendor’s source. They create it on their side with all their required fields and campaign details.

Required Information from the customer:

The client will send through the SID (Short ID) for us (Peerspot) to accept. Once this has been sent through via Integrate, we:

1. Accept clients source

2. Generate a linked campaign

3. Add new source to the generated campaign, with relevant affiliate

4. Send a new source to the affiliate for them to accept

How to accept a source from the customer:

1. Click on the new source from the “Sources” page:

2. Click “ACCEPT SOURCE”. 

3. Rename the source.
Naming convention- (company name) PeerIntent Leads (lead code)

4. In the Source tab of the customer’s source, scroll down to view their fields. Check them and ensure they provide all required fields and request changes from the customer if necessary.

Once this is done, a source must be created on the PeerSpot side.

5. Click on “GENERATE LINKED CAMPAIGN”.

The client’s campaign will now be linked to a PeerSpot campaign. The campaign will appear on the “Campaigns” main page, with the same naming convention given to the customer’s source. 

6. Make sure that all of the campaign information is filled in per the campaign creation instructions. Ensure that the fields are set up correctly as well. If the customer has provided a TAL, suppression list, and/or specific other values they require (company sizes that differ from the PeerSpot standard sizes) and are not included in their source fields, add them to the PeerSpot source fields for the affiliate to see.

7. Once the PeerSpot campaign has been created, there will be a PeerSpot campaign that connects to the customers.

8. Create a source from within the campaign. 

9. Select the “Add Media Partner Source” option.