Overview
If both you and your client are users of the Convertr platform, and you are sending leads directly into your client's instance, we have an integration that will simplify the delivery of your leads into their platform.
The Enterprise to Enterprise integration allows you to input your publisher API details as well as the details of the campaign your client has set up, and it will automatically pull through all of their form fields for you to then map onto your own.
In addition, your client's instance will be able to communicate with your own - if any leads are marked as invalid or valid on their side, it will automatically update your own record of that lead, making this the easiest way to easily manage leads between yourself and the client.
Prerequisites
- You must be set up as a publisher on your client's side, with user access to view and upload to the required campaign
- You must have the subdomain of your client's instance (e.g if the client's Convertr url is {enterprise}.cvtr.io, then their subdomain is {enterprise})
Setting up your Integration
1. On your enterprise, select your campaign and navigate to the Processr tab and click through to the Integration section. Add the job Enterprise to Enterprise Integration 2.
2. You will then be re-directed into the configuration.
3. Fill in all fields to establish the connection between your enterprise and the clients' enterprise.
a. Enter the name of your clients domain into the Subdomain box.
b. Next you must retrieve your API key from your publisher account in the clients enterprise.
Access your client's enterprise and locate the campaign you wish to integrate with. Click on the API key beside the campaign, located under the Actions column.
This will open up a window in which you will be able to retrieve your API key, which you can then place into the api_key field in the configuration.
4.On the dashboard of your client's enterprise, retrieve your Publisher ID and input it into the configuration.
b.Then retrieve the campaign ID from Your Campaigns within your publisher interface.
e. Place the link ID in the link box. Locate the tracking link information on the publisher dashboard in your clients enterprise and find the tracking link ID. This comes in after 'lid=' within the URL provided.
Alternatively you can ask your client to provide the link ID.
5. To map your form into the integration, you must locate the name of your form.
a. If the client hasn't provided the name of the form, you can find it by clicking on the Import Leads button. Any forms associated with the campaign will appear in the dropdown menu in the modal that appears.
b. Enter it into the configuration.
c. This will pull all the form field values from the client's enterprise.
d. Map up your form field values to match the client's form in the right hand side. This will pull through the data inputted into your form.
7. Click Save.
8. Lastly, click Place Sync Tags in order to fire the tags that will sync the two campaigns together.
This will place tags in the receiving enterprise that fire when there are updates to the status of a lead. The new lead status will then be sent to your enterprise.
This step is very important - without the sync tags there will be no two-way communication.
Note: Please sent through a test lead before uploading to ensure the connection has been established correctly.