Suppliers - 🎥
This article covers:
- Adding Suppliers
- Supplier Agreements
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".