This article covers:
- Adding Suppliers
- Supplier Agreements
- Tracking where my leads came from
Suppliers are your partners that submit leads to your campaigns via the field value "SID".
To add Suppliers to your account go to Campaigns > Suppliers. Only Users with the account type Administrator can add Suppliers.
You have two options when creating a supplier; either create manually OR send an invite.
If you create the supplier manually an automatic email is sent to the supplier detailing their login URL and username and password (unless you uncheck the notify supplier box)
Sending an invite will send an email to the supplier with a link to your portal where they can sign up.
Only active Suppliers can submit leads.
This link is available from your login screen.
Under Suppliers, you can achieve the following
- Add or remove suppliers
- Provide/restrict portal access
- Update records, address, contact etc
- locate SID
- Add external references for external stat tracking
- Change PW and username
- Create a REST API key (Supplier specific)
- Enable/disable 2FA (Supplier specific)
If you want your suppliers to agree to your terms, you can add your agreements under Campaigns > Suppliers > Management Agreements. You will need to give yourself and other users permissions to create / edit the agreements. We advise that the primary user does this!
Add User Permission
Again, you may wish to restrict this to one user. You grant access under Admin > Users.
Add Your Agreement
You add the agreement under Campaigns > Suppliers > Management Agreements. We accept Rich Text Format! Once you save the agreement you have the option to enable the agreement under the actions drop down.
Once your agreement is enabled, it will appear as required terms under your Supplier Sign-Up page which can be found from your login screen. This is the supplier registration form link you give to your suppliers to sign up.
How to get existing Suppliers to Agree to the Terms
Once you have enabled your agreement, you have the option to "Request Acceptance". Below is the tick box option within the agreement.
When a Supplier logs in, they will be presented with the terms to accept.
How to see who has signed, and who has not
Go to Campaigns > Suppliers > Manage Suppliers. You will see a new column called "Signed".
Tracking where my leads came from
If you generate leads from Facebook, Google, Bing, Yahoo or your Affiliates, In LeadByte we refer to these as Suppliers. You can read more about creating suppliers here
To track where your leads have come from you need to ensure that you are submitting the SID value into LeadByte with every lead from your website form / landing page CRM. You should speak to your tech person and/or landing page CRM support team on how to do this.
There are various ways in which you can do this:
1. Create a page specific for every supplier (Facebook, Google)
Your Ad links would send clicks to this page and you would hard code the SID into the page. This is not the recommended as you duplicate your assets.
2. Adopt URL parameter tracking on your landing page
Recommended! This enables you to dynamically capture an SID that you pass into a URL. For example www.MyDomain.com?sid=1 (Facebook), www.MyDomain.com?sid=2 (Google). URL parameters are hidden fields that you capture on your form and posted to LeadByte. This is simple work for your tech person and basic tracking feature for any landing page CRM.
3. Use Referrer tracking script on your landing page
Also recommend! With this option, you would implement a script on your page to store the referrer (Facebook, Google, Bing) and map the value to the right SID in your LeadByte account. We have an example of how you can achieve this if you use UnBounce.com (landing page builder). You can read more here (towards the bottom of the article)