Embedded Files
After the campaign has been created and published, create a source.
Navigate to Campaigns. Under My Campaigns, select the relevant campaign.
Another way to locate the desired campaign is to search for it in the search box.
2. Click the Add New Source button and select Add Media Partner Source.
3. This opens the Add Media Partner Source modal.
Fill out the following information:
Field
Recommendation
Media Partner
Select the associated Media Partner from the dropdown list.
If you don't see your Media Partner listed here, they are not yet associated with your account. See the process of adding new ones in Partners.
Start Date
Select the start date based on what it says in the Salesforce case.
Total Allocation
Review the total number of leads a Source can generate - edit if required.
Payout
Cost per unit which can be found in the Salesforce case.
Currency
Ignore.
4. Save as draft.
5. Name the source:
Naming convention- (vendor name) PeerIntent Leads (quarter, year)- (lead code)
Example: Ionix PeerIntent Leads Q4 2023- INT-FFA-ESF-4395
General Settings
Campaign Name- The name given to the campaign.
Campaign Description- Add a description of the campaign if necessary. It can include any meaningful information about the campaign—for example, a specific geo split, company size split, etc.
Timezone- Leave as is.
Date Range- Add the start date, enable the end date, and add the end date.
Campaign Total Goal- Select None.
Campaign Domain Cap- If the customer specifies the amount of leads they are willing to accept who work at the same company, the box of "Set Campaign-level Lead Cap" should be ticked and the cap amount should be entered to the "Enter Cap Amount" field. E.g. If a customer does not want more than 5 leads who work at the same company, the cap amount should be 5.
Disqualifiers- Leave blank.
Terms
Default Total Allocation Per Source- Total amount of leads required.
Default Payout Amount- Cost per lead. This information should be taken from the case in Salesforce.
Leads Return Timeframe (in Days)- Defaulted to 45 unless there was a request from the customer for it to be different.
Over Delivery- Default to disallowed.
Pacing- Most clients don’t require it, so “None” should be selected. If the customer has specified a pacing, select the “Per Time Period” box and fill out the information.
Sales Order ID- Add the Salesforce Case ID. Found in the Salesforce case URL.
PO Number- The PeerSpot campaign ID (4 digits). Enter the PeerSpot campaign ID found in the URL:
Seller Proofs- Ignore.
Source Agreement- Ignore
De-Duplication Rules- The default settings should be just “Email”. If a customer requires something else, select the relevant options.
Assets
Not usually needed.
This stores any files from the customer for record purposes.
Fields
Below is a list of required fields that must remain the same for every campaign and source:
Field Question: Lead Code
Field Name: (lead_code)
This field must be added to every single PeerSpot/Affiliate source
NOTE: If the program is completed but this field was added incorrectly/wasn't added- do not update/add it.
Field Question: Category Name
Field Name: (product_category_id)
This field must be added to every single PeerSpot/Affiliate source
NOTE: If the program is completed but this field was added incorrectly/wasn't added- do not update/add it.
Field Question: First Name
Field Name: (first_name)
Field Question:Last Name
Field Name: (last_name)
Field Question: Email
Field Name: (company_email)
Field Question: Phone
Field Name: (phone_3rd_party)
(optional) Field Question: Secondary Phone Number
Field Name: MobilePhone
Field Question: State
Field Name: (state)
Field Question: City
Field Name: (city)
Field Question: Country
Field Name: (country)
Field Question: Zip
Field Name: (zip_code)
Field Question: Company Size
Field Name: (company_size)
Field Question: Job Title
Field Name: (job_title)
Field Question: Industry
Field Name: (industry)
Field Question: GDPR Optin
Field Name: (gdpr_optin)
Field Question: Questions 1,2,3,4
(sometimes we provide this in the notes field, i.e. if the vendor doesn't have a separate field for this)
Field Name: (question_1) etc.
Field Question: Answer 1,2,3,4
(sometimes we provide this in the notes field, i.e. if the vendor doesn't have a separate field for this)
Field Name: (answer_1) etc.
For Integrate to Integrate campaigns, ensure the required leads are listed in the seller's source (TA/INF -> PeerSpot). For example, if the source is missing a lead code, category, or question, please add them!
Once the customer win comes in, the following should be sent to the customers by the CSMs regarding how to set up the integration on their end:
The customer is instructed to provide us with a list of fields and values we require to deliver each lead.
Video on how to set up fields in an Integrate campaign.
Important: Be sure to finalize the form fields here before moving on; this is especially important before setting up your integration.
Campaign fields are the fields that PeerSpot will be providing the customer with.
They are also the settings we create so that our affiliates deliver the leads correctly.
For example, if the email address field is required, the affiliate cannot deliver a lead without an email address.
Field Question- This is the naming convention for the field that the customer needs on their end. They will provide us with this before we create the campaign.
Field Name- The PeerSpot name for this field.
Field Type- for this example, the type of information we will receive in this field is an email address, which is why the field type is set as the email address. The other field type options are as follows:
Number
List
Email
Phone
Text
Date
Field Requirement- Check the box if the field is required. If not- leave unchecked.
Validations- Leave it as is if there is no suppression or TAL list.
If the customer provides a suppression list/TAL- Create the list (see below under "List Creation").
List of fields and their general settings:
Campaign Fields:
Field Name
Type
Additional Info
Lead Code
Text
Add the lead code as a list to the field:
For Technology Advice- INT-AFF-AT-(Campaign ID) E.g. INT-FFA-AT-1234
For Infuse- INT-FFA-ESF-(Campaign ID) E.g. INT-FFA-ESF-1234
Category Name
List
Create and assign a list of all campaign categories.
First Name
Text
Last name
Text
Email address
Add domain suppression list/TAL to this field if necessary.
Phone Number
Phone
Select a validation if necessary (US/Canada, International).
Asset Title
List
If the customer provides a list of assets, create a list and assign it to the field. Be sure to download the exact list and copy its values.
Company Name
Text
Industry
List
Either assign the PeerSpot industry list or a list that the customer will provide.
Job Title
List
Create the list and assign it to the field. Validation should be Single-select.
Employee Size
List
If the customer’s employee size ranges/requirements match an already existing list, assign the existing list to this field.
If the customer provides us with ranges we don’t have an existing list for, we must create one from within the field (do not upload a list).
Opt-In
List
Create a list from the field settings with Yes/No options.
Address Block:
Street 1
Text
If the customer requires this information, it can be requested from the affiliate.
Street 2
Text
This field should only exist if the customer requires it; otherwise, delete it. The field should always be optional as we are not able to provide this information.
City
Text
State
Text/List
Try to choose from a master list (name in Integrate- “0- Master States List”. If the needed list doesn’t exist, create a new one with the required states and in the format needed (e.g., 2-digit code or full name).
Country
Text/List
Try to choose from a master list (name in Integrate- “0- Master Country List”. If the needed list doesn’t exist, create a new one with the required countries and in the format needed (e.g., 2-digit code or full name).
Question 1
List
If the customer has custom questions, create a list with the answers.
Label it as (customer name) Question 1 Answers.
Only offer single select answers to the customers as our affiliates don’t have a different option than this.
Answer 1
Not Needed
Question 2
List
If the customer has custom questions, create a list with the answers.
Label it as (customer name). Question 2 Answers:
There is an option to single-select or multi-select.
Choose whichever option is relevant to the customer.
Answer 2
Not Needed
Question 3 and Answer 3, Question 4 and Answer 4, continue - exact instructions as for 1 and 2.
Notes
Text/List
We provide information about each lead in the notes field, such as which categories and/or products the lead has been researching.
If field type=List:
From the field itself- create a list that houses each category's notes. For example, for the ASM category, “This lead is from PeerSpot and comes from a company that has been researching Attack Surface Management (ASM) solutions.”
For more in-depth instructions regarding lists and different types of lists, click here.
Adding/Creating a New Field
All fields listed in the cloning campaign are the fields we can provide the customer. If we know that there is certain information that the customer would like us to send to them, but we don’t have the field in the default list of fields, we can add the field as long as it exists in Integrate and it’s information that we can provide.
Concatenating Multiple Fields
If the customer requests to have a field that holds information from a few different fields (e.g., they want the value from the “Question” field along with the value of “Notes” to be combined into 1 field):
In the Source→ click on Integrations→ Click on the settings cog wheel of the integration.
Toggle the Field Mapping so all fields are visible.
Create a custom field and map it to whichever field name the customer wants it to be mapped to. For example, if they want it mapped to a field called “Description,” then “Description” should show up as one of the field names we can map it to.
In the example above, the customer wanted a description, questions, and answers.
4. Type in the text that should be static in this field. For example- “These leads are hot leads from PeerSpot”.
5. On the right-hand side, under “Available Tokens”, there are “Friendly Names”. The field should be turned off. The fields should be held between a few squiggly brackets.
Copy the field that should be added to the static text in the custom field, and paste it to wherever it should go into the text in the custom field.
It looks something like this:
List Creation
NOTE: Multiple lists can be used for 1 field. E.g. a TAL domain list and suppression domain list.
Additionally, the "Exclude" option for the domain list is used to exclude the domains in a selected list, such as integrate.com.
A suppression list is used for email addresses, not domains, like info@integrate.com.
Uploading a List to the List Hub
All the way on top near the browser, select “Lists”:
Create a list and select the list type:
Choose “Suppression List” if it’s a suppression list
Choose “Domain List” if it’s a TAL
Name the list (naming convention- campaign ID-vendor ID-list name. E.g. 1234-IBM- Suppression List), upload the CSV and click CREATE LIST.
Once completed, return to the campaign fields page.
Select “Suppression List” and click on the clipboard icon under “Suppression List”
Search and select the new list that was just created.
If the list already exists and there is no need to create the new one, search and select the relevant one.
Doing this ensures that no leads with the domains on that list will be delivered to the customer.
Suppose the “Use Domain List” option is selected, and a list of domains is uploaded. In that case, it will ensure that only leads with those domains are accepted into our system from the affiliate and delivered to the customer.
Click "SAVE"
Creating a List from Within a Field in a Source (Without Uploading to Lists)
An example we will use is creating a list for the Employee Size field:
Click on the Employee Size field.
2. Field Type- Set as List.
3. Make sure that the field is required.
Under “Lists”, click “CREATE LIST”.
5. Name the list (naming convention- campaign ID-vendor ID-list name. E.g., 1234-IBM-Company Sizes), start typing values according to the customer’s requirements:
6. Click “CREATE LIST”
7. On the bottom, select “Allow”
Selecting "Allow" means that once the list has been added to the field, if later on an additional value is added to the list, it will automatically be added to the "Allowed Values" section. Selecting "Disallow" means that when adding a new value to the list after it was added to a field, it will automatically appear in the "Disallowed Values" list.
8. Click “SAVE”.
Done! It should look like this:
Once all the steps to set up the campaign are complete, click “SAVE".
Set up a new AWS Integration for this source
Doing this will enable leads from the source to be sent to the PeerSpot website campaign of this program in real time.
Steps:
Add HTTP Integration in Integrate:
In the affiliate source on the "Integration" tab, add a new HTTP integration.
Enter Integration Settings:
In the Integration settings, provide the following information:
Name: (Choose a descriptive name)
Method: PUT
URL: https://0b7kxye0n1.execute-api.us-east-1.amazonaws.com/prod/integrate-data/gitb-integrate-testing/{{source.ShortId}}/{{lead.Id}}.txt
Key: x-api-key
Value: K0Xubq1F8r4bNTbkpzqtG9zSZcEtECTF9eT2tlPF
Modify the Body Section:
The body section is auto-generated. At the beginning of the body section, add the following:
created_at={{lead.Created}}&updated_at={{lead.Updated}}&first_accepted_at={{lead.FirstAccepted}}&
✅Once all of these steps have been followed, the source creation is complete.
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