Buyer Portal Features and Permissions
This article aims to cover everything Buyer Portal related to include:
- Creating a Buyer
- Portal Access
- Field Restrictions
- Buyer Portal (logged in as the Buyer)
Creating a Buyer
To create a Buyer you need to navigate to campaigns > Buyers and Add a New Buyer. When adding a Buyer you have 4 options. Use Manual - Full if you want to add all company details about the Buyer, Manual - Quick if that is not important. You can use the Invite option if you want the Buyer to register in your LeadByte account. Please note that the SMS invite only works for UK based Buyers.
Only create a User If you want your Buyer to have Portal Access (login). We advise that you do the email invite so they create their username and password else you will have to send that to them manually. 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).
Like LeadByte User accounts, you can add extra layers of security to a Buyer's login account. You are able to enable 2FA (for both email and SMS), restrict access via specific countries and whitelist by IP addresses.
When you have created a User within the Buyer Portal, you will have the access to set permissions on the Buyer Portal. This is what the Buyer can see and/or do i.e. not show the Supplier Name and do not allow a Buyer to Return leads.
If this is selected, when the Buyer logs in they will have a Dashboard showing stats.
If this is selected, the SID (Supplier ID) is shown to the Buyer on the Dashboard. You should tick this if you rely on feedback from the Buyer to optimise quality. The Database ID of the Supplier in LeadByte is not something you can change. Regarding the Name, for business sake, you may not wish to show this field to your Buyers.
This is the Leads tab that Buyers will see when they login.
When this is selected any leads rejected by the Buyer in real-time (from their API) will be shown in the leads table.
When this is selected any leads returned by the Buyer will be shown in the leads table.
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.
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.
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.
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 Buyer 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
If you add Credit to your Buyer, which is deducted each time a lead is sold to the Buyer, you have the option to show the Buyer their balance when they login.
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.
Q. What is a BID?
A. 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.
Q. What is an External Reference and why would I use them?
A. 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).
Q. What is 2FA
A. We advise you enable Two-Factor-Authentication to further secure personal data stored in the Buyers Portal. If the Buyer accesses the Buyer Portal from a different machine / browser, they will be required to authenticate via the method selected (email recommended).
Q. How do I deduct money from a Buyers balance?
A. 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.
Q. Can my Buyer see other Buyers leads?
Q. Can my Buyer see my Suppliers?
A. Only if you give them access under the Home permission
Q. How do I use my Buyer reference tags?
A. 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)
Q. My Buyers can't select a specific Campaign filter from the Leads screen when logged in, why?
A. You will need to ensure that a lead from the Campaign they're trying to filter by has been assigned to them before they're able to do this.