Buyer Returns and Feedback

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This article aims to cover everything possible in LeadByte regarding Buyer Returns and Feedback.  We will cover the following:

 

- Buyer portal permissions for returns & feedback
- Returning / giving feedback against leads via the leads screen
- Returning / giving feedback against leads via imports
- Returning / giving feedback against leads via the REST API
- What happens when you return leads or give feedback

Buyer portal permissions for returns & feedback
By default, all LeadByte accounts come with a buyer portal.  If you allocate leads to a buyer you can grant permission for the buyer to login and return leads or leave feedback.  You can read more here.


Returning / giving feedback against leads via the leads screen

Firstly, you should note that it is not possible to give feedback as a user.  Only users that are Buyers can give feedback.  As a user (account owner) you can return leads from the leads screen, but not give feedback.  The image below shows you the option to return leads under from the leads tab.

Screenshot_2022-01-13_at_19.43.19.png

When returning leads or giving feedback as a buyer logged into the portal it is very much the same process.  When a buyer selects to return or give feedback they will be required to give the reason from a pre-determined list.  This list is managed under Campaigns > Settings > Lists.

buyerportal_return_feedback.gif

Returning / giving feedback against leads via imports
As both an account user and a Buyer user you can import files to return leads and give feedback.
Here are the key steps (including a video):

1. Upload a file
2. Select the function (return or append feedback)
3. Select the field that you want to search against in LeadByte i.e. match on email
4. Select the campaign
5. Select the field in the field that you want to be used to match against i.e. email
6. Select the reason for return / feedback
7. Start the process

returnFeedback_import.gif

Returning / giving feedback against leads via the REST API
It is possible to return leads and give feedback against leads via the API.  This would be a preferred method if you have a buyer that wants to automate the process by syncing it with their CRM / Dialler (most common cases).  To make this happen you need to ensure that:

- You have created a REST Key for the buyer
- You have shared the return and feedback codes with the buyer

Create a REST key that the buyer can use for returns and/or feedback
Under Admin > Tech Hub > REST API you can create your keys for your Buyers.  You need to:

1. Create a new key
2. Select the key type Buyer
3. Select the Buyer
4. Give it a reference (just for your eyes)
5. Make sure the status is active
6. Select the permission Return and/or Feedback
7. Decide if you want to reverse the payout against the supplier (if so, tick that option)
8. SAVE the Key

You can get the implementation notes from that page.  Example Requests and Response below

Example Return Request

[POST] https://{account}.leadbyte.com/restapi/v1.2/leads/return
{
	"key": "xxxxxxxxxxxxxxxxxxxxx",
	"leadId": 8419715,
	"BID": "1",
	"reason": "DISCON"
}

Example Return Response

{
	"status": "Success",
	"message": "",
	"details": {
		"8419715": "Return Queued"
	}
}

Example Feedback Request

[PUT] https://help{account}centre.leadbyte.com/restapi/v1.2/leads/feedback
{
	"key": "xxxxxxxxxxxxxxxxxxxxx",
	"leads": [
		8419714
	],
	"BID": "1",
	"feedback": "Sold",
	"notes": "stuff",
	"overwrite": "yes"
}


Example Feedback Response

{
	"status": "Success",
	"message": "Feedback submitted",
	"details": {
		"8419714": "Feedback submitted"
	}
}


What happens when you return leads or give feedback


Returns
When a lead is returned, firstly a check is done to see if the return is subject to approval or not.  This is a setting against the Buyer where you can read more here.  If returns are not subject to approval the status of the lead goes from Sold to Unsold.  Revenue is reversed as is the payout to the supplier.  All returns that are subject to approval can be located under the Leads > Buyer Returns menu.  Here you can either accept or reject a return from a Buyer.

Feedback

Feedback is like a lead note, it is appended to lead and is available to export and view on the leads screen for both the account user and buyer.

Q&A

Can a buyer return other buyers leads?
No

Do you recommend that I whitelist the Buyer key with the IP Address?
Yes, security conscious is good!

Can I export returns and leads with feedback?
Yes you can.  This is an available option when exporting leads from the export tab.

I want to test the process, what do you recommend?
Create a TEST Buyer, create a TEST campaign.  Submit a lead and assign it to the test buyer.  Login as the test buyer and return / leave feedback against the lead and see the process.

 

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