Notifying the Affiliate of the Start of Program
Once the customer confirms that the test lead was received successfully, the affiliate must be notified so that they know to deliver the leads.
Go to the source → “Integrations” → Settings cog wheel on the integration form.
2. Click on “SEND SOURCE”.
3. The source status will be “PENDING”.
4. Email the affiliate and notify them that we sent them a source. Include the short ID, source name, and lead code.
Example of the email that should be sent to them:
Subject: Apiiro (INT-FFA-AT-4065) - Integrate Source 101C52
Hi Miranda,
Hope all is well,
We have the following campaign due to start and have sent through the Integrate source for acceptance.
Short ID - 101C52.
4065 - Apiiro Q3 Smarter Intent Leads
Please let me know if you need anything else or have any questions.
5. Place the order on the affiliate order form and let the CSM know that the program is set up and the leads will begin to come in within the next week or so.