Introduction
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 Convertr Connect 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.
As part of our efforts to create a more seamless connection, we have developed the Convertr Connect - Validation List job. This will allow to plug directly into your client's Validation List checks and replicate them in your platform. If any changes get made on your client's platform, it will automatically update your validation as well, so you will never send a lead that doesn't meet their criteria.
Prerequisites
- Your Publisher API key from your client's platform. You will need Publisher level access to retrieve this
- The subdomain of your client's instance ( if the client's Convertr url is {enterprise}.cvtr.io, then their subdomain is {enterprise})
Setup
1. In your chosen campaign, navigate to the Processr and click Add Job. Select Convertr Connect - Validation List and hit Save to open the configuration.
2. In your configuration, enter your API key and subdomain.
3. If your credentials are valid, then the campaign_processr_job field will have a dropdown, showing a list of all visible Validation List rules on your client's platform. You will need to confirm with your client which job ID they need you to use.
4. In field_name, you will need to select which field from your campaign you want to run the validation check on.
5. You can now configure pass_if_job_gone. Here is where you configure the Convertr Connect - Validation List job to pass or fail if the job on the receiving platform has been deleted. This setting can be set to true or false.
- True: This will pass the Convertr Connect - Validation List job if the corresponding Validation List Check job has been deleted (in the receiving platform).
- False: This will fail the Convertr Connect - Validation List job if the corresponding Validation List Check job has been deleted (in the receiving platform).
QA Flags
If your lead is rejected because it doesn't meet the criteria of the Validation List, you will see the following:
If your lead is rejected because the Validation List has been deleted on your client's side (and you have this configured to fail), you will see the below:
