Essential advertiser settings

In this article you will learn about essential settings that need to be configured in order to send traffic to advertisers properly as well as to monitor traffic performance.

First thing you need to do is to add your advertiser into our system via Traffic Distribution → Advertisers.

Here, assign required goals and select the corresponding advertiser provider.

Feel free to read this article to learn more about the goal creating procedure.

Next, configure integration between our system and advertiser’s one for the data in both systems to be accurate.

We suggest you get familiar with this article to learn how to create an advertiser in detail.

In order to stay updated on a lead’s status, you need to create sale statuses in our system (CRM sale statuses).

You may find information about how to create a CRM sale status in this article.

Then, you need to connect your CRM sale statuses with the advertiser’s sale statuses.

This article will help you to understand how to connect an advertiser sale status with a CRM one. 

If you need to update traffic capacity for specific countries daily, you can easily specify the required number of leads for today and tomorrow through the Traffic Distribution → Capacity Management tab.

First, add required advertisers manually or automatically transfer them from Rotation Control and then specify the number of leads an advertiser requires by each country for today and tomorrow.

In order to send traffic to a particular advertiser, you need to create rules that filter out unnecessary leads allowing only required ones to pass. You can do it via Traffic Distribution → Rotation Control.

To only allow fitting traffic, set up passing rules. You can choose among various options such as countries, days of the week, affiliates, etc:

Also, you can create your own rule with the “Free PQL” option:

As the configuring procedure is of high importance, we recommend you to read this article to fully understand the procedure. 

Another vital aspect is creating rules to calculate the revenue you will get from your advertisers. Via Lead Conversions → Advertiser Revenue, you can create rules according to which you can monitor the amount of revenue you receive from your advertisers.

Here, you can also create a precise rules using a variety of options to ensure that the total numbers are accurate:

To learn how to properly create such rules, read this article.

When it is time to provide your advertisers with an invoice based on the traffic performance, you can also generate it in our system via Finance & Tools → Invoices.

First, create a company that issues an invoice and the one the invoice is issued to via the “Companies” button. Then create an invoice itself. Once the document has been created, you can download it in PDF and send it to the respective recipient.

We suggest you go through this article to get familiar with the invoice creating procedure and its peculiarities.

Thus, this article covers the essential steps for setting up the system correctly. Note that properly configured advertisers, sale statuses, and traffic distribution rules are crucial for effective traffic management and increasing profit.