Buyer Portal Features and Permissions
This article aims to cover all everything Buyer Portal related to include:
- Creating a Buyer
- User Details
- Portal Access
- Field Restrictions
- Buyer Portal (logged in as the Buyer)
Create a Buyer
To create a buyer you need to navigate to campaigns > Buyers. This video takes you through the steps on creating a Buyer.
When adding a Buyer you have 4 options:
Manual Full - You are required to enter in all company information about the Buyer. This information is used when creating Buyer Insertion Orders.
Manual Quick - You just need to enter in the Company Name. This is a popular choice if you do not want your Buyers to login; rather you just need them to exist to assign a lead to a Buyer.
Invite via Email - We advise you use this IF you want your Buyer to register and enter in their details.
Invite via SMS - It works as per the Email, but is a UK feature only.
If you want your Buyer to login you will need to create them as a user. If they sign up themselves using the email invite then as user would be created automatically. Only when you create a user can you then control the permissions that a Buyer has (export leads, return leads, import suppression lists etc). You can add multiple users against a Buyer account. Once the account is enabled you can set the features and permissions that the Buyer has access to (next section).
When portal access is granted you have the ability to set what the Buyer can see and what features they have access to. Below we outline each feature / permission based on the image above.
This is the dashboard tab that the Buyer will see when they login.
Dashboard - If this is selected, when the buyer logs in they will have a dashboard showing stats. You can see an example of this below under the section "Buyer Portal".
Show SID - If this is selected, the SID (supplier ID) is shown to the Buyer on the dashboard. It would be tick this if you rely on feedback from the Buyer based on your different suppliers / sources. You can control the value of the SID when creating a supplier.
Database ID - This is the database ID of the Supplier in LeadByte. This is not something you can change.
Name - This is the Name of the Supplier in your account. For business sake, you may not wish to show to your Buyers the name of your suppliers (even if they are Facebook, Google, Bing, Taboola).
This is the Leads tab that Buyers will see when they login.
Show Rejections - When this is selected any leads rejected by the Buyer in real-time (from their API) will be shown in the leads table.
Show Returns - When this is selected any leads returned by the Buyer will be shown in the leads table.
Show/Hide Fields - By default the leads table will show certain columns such as the record summary, Cost, Lead Status. You can show/hide the fields listed from this dropdown i.e. you may want to show on screen the Phone number and Email.
Date Range - By default the Buyer portal is set to show leads for Today. You can extend this based on the options available. If you generate a small volume of leads per month (not everyday) you may wish to select "This Month".
These are actions that Buyers can and can't do i.e. Return leads.
Allow Feedback - This gives your Buyer the option to leave a note against the lead, feedback that you may use to determine what is good and bad, which may drive the way you generate leads i.e. Facebook audiences.
Allow Returns - This gives your Buyer the option to return a lead where they do not want to pay for the lead and therefore have it deducted from their balance or get a replacement.
Subject to approval - If you grant the permission for your Buyer to return leads, you may wish to review the return before processing it. You can read more here
Stop returns after - If a value is entered in here, the Buyer will not be able to return leads if the lead has passed the number of days entered. For example, you may only give a buyer 48 hours to return a lead else it is deemed billable.
When you grant access for a buyer to import leads they can upload data into a suppression campaign. If you generate leads for a Buyer and do not want to send leads to them they already have, this feature would be suitable.
If you give portal access to your buyers it would be unlikely that you would not want to give them access to export leads. This is what the export permission controls.
Think of this like a mini-FTP. You may wish to transfer files to your buyers that are not leads you have collected. Further reading here
This feature enables you to create an Insertion Order (purchase order) to your Buyers that they have to accept. For many of our clients they will already do this themselves but it is something you can do from the platform. Further reading here
This section allows you to restrict field access to your buyer. To restrict, deselect the fields you want to hide. You can do this on a campaign level. You select the campaign then decide which fields you do not want your buyers to see and export.
Buyer credit gives you the ability to add a credit amount to a buyer so that you can control the number of leads that you sell to a buyer based on a balance. You can read more here
Buyer Portal (logged in as the Buyer)
If you want to see what the Buyer can see, you can login as them so you can make sure that everything is set up as you wish. Consider this, when setting it up for the first time there will be no leads so we advise that you submit a lead into a campaign and assign it to the Buyer so you can see / test the permissions and features.
What is a BID?
This is the Buyer ID. We advise you let the system automatically generate this for you (as a number). We advise you do not change BID once leads are associated to a Buyer. BID is referenced throughout the system.
What is an External Reference and why would I use them?
You have the ability to add up-to 5 external references for a Buyer. You can use the external references for anything you wish, for example, you may want to list the Buyers call centre number which would be displayed on an SMS to a customer (you can pull this from the external reference tags).
What is 2FA
We advise you enable Two-Factor-Authentication to further secure personal data stored in the Buyers portal. If the Buyer accesses the portal from a different machine / browser they will be required to authenticate via the method selected (email recommended).
How do I deducted money from a Buyers balance?
Simply enter in a negative (-) value. For example, if you added 50,000 but it should have been 5,000 you would add an entry of -45,000.
Can my buyer see other buyers leads?
Can my buyer see my suppliers?
Only if you give them access under the Home permission
How do I use my buyer reference tags?
To use the Buyer Reference Tags in the likes of responders, you can use the following tags:
[bextref] External ref
[bextref2] External ref. (2)
[bextref3] External ref. (3)
[bextref4] External ref. (4)