The Brands feature allows you to view all your current integrations, monitor for issues in status or FTDs, make changes in an existing integration such as changing the brand domain, editing the parameter values etc.
Here you will see all the current integrations in your system.
The columns here include some useful info about your integrations:
ID
ID
The brand integration ID in your system, useful when you need to find the brand in other screens such as leads, statistics you can just write this ID and it will show up instead of getting confused with brand names.
Brand
Brand
The brand name our support set for you when creating your integration, they will usually name the integration by the brand domain unless you provide a name for the integration.
Internal Name
Internal Name
The internal name we have on our side for this brand.
You can have multiple brand integration named differently but they could be of the same internal brand we created on our side, this column mostly irrelevant to you.
Platform
Platform
The name of the CRM or API template this brand belongs to based on the first ever integrations we did with their brands.
(Usually the names will not be accurate or up to date since APIs, CRMs and brands change all the time).
FTD & CS Last Sync
FTD & CS Last Sync
These columns show when the last automatic status and FTD pulls occurred for each brand, they will be colored according to the status - green text for success and red for failure.
FTD & Call Status
FTD & Call Status
These toggles allow you turn on or turn off the pull methods for the brand, meaning you will not get statuses and FTDs from that brand unless you keep these on.
You also have the combined column to toggle both at once instead of individually.
Is Confirmed?
Is Confirmed?
This column helps you track if the integration has been confirmed ready for live traffic.
You can either click on this column to confirm or you will get a pop-up window to confirm the integration when setting it up in a box.
Editing an integration
In order to make changes in an integration, for example to change the name, changing the brand domain, or editing the parameters, all you have to do is click on the integration or "Edit" in the 3 dot of the relevant integration:
Here in the Details tab you can edit the name of the integration and set a note for it if there is a certain detail you would want to jot down.
For the more advanced part of the integration you can head over to the "Integration" tab and start editing what is required by the brand.
Here you will have the integration information available to monitor similar to the columns we went over before, and you will also be able to edit from this window.
It is Important to note that you have the "Version" selection available if you made a mistake and want to revert to a previous version of the integration:
Next, you can edit the brand domain and this will decide where the API requests will go to, where the leads will be sent.
Lastly you have the integration parameters split into credentials and general parameters that will be passed along with each lead.
This is useful to check what exactly you are passing to the brand.
On the left you have the "Brand Key" meaning this is how the specific brand called the parameter in their API documentation, and on the right you can view and edit the parameter value.
Please note that "Brand Key is NOT editable, if you need parameters name changed you can ask our support and you can also add a new parameter instead of editing the current one.
The credentials are at the top for ease of access if you need a quick change in the token / username / api key etc...
Below the credentials are the general lead parameters in which you can send different values, either static values like "Funnel 1" and this value will be sent on every lead sent to this brand,
Or you can use a dynamic parameter (identified by curly braces) for example {so:source} which will pass the funnel each lead has in the "so" parameter provided by your affiliate.
You also have some of our dynamic parameters as quick macros at the bottom and you can use them in the integration
Simply edit as you wish and click "Save".
Please contact our support if you need anything specific or more complex set up in your integration parameters.