Publisher Connector & Publisher Portal

1. Feature Overview

Education institutions and publishers can use LeadSquared to maintain transparency on lead delivery and track leads in real-time. There are two features available –

  • The Publisher Connector gives education institutions a dashboard to view and compare the performance of different publishers.
  • The Publisher Portal helps publishers analyze the outcomes and real-time statuses of leads delivered to different educational institutions.

 

2. Publisher Connector

If you’re an education institution with a LeadSquared account, you can download the Publisher Connector from the Apps Marketplace. You’ll get access to a similar dashboard where you can monitor the performance of your associated publishers –

LeadSquared Publisher Portal

 

2.1 Prerequisites

  • This feature isn’t available by default. To enable it, please reach out to your account manager, or write to support@leadsquared.com.
  • You must be the administrator of your LeadSquared account to install and configure this connector.
  • The Publisher Connector will work as intended when colleges use student portals powered by LeadSquared. To know more, please refer to Portal Management – Feature Guide.
  • You can enable the Enable Portal Publisher Tracking setting to track the applicant’s journey. This step is optional. To enable this –
    1. Navigate to Workflow>Manage Forms.
    2. You can build a new form from scratch, or edit an existing form.
    3. On the Forms Designer, click theSettings iconicon to open the settings menu.
    4. Here, enable the Enable Portal Publisher Tracking setting.

LeadSquared's Publisher Portal

 

2.2 Installation

  1. From the main menu, navigate to Apps>Apps Marketplace.
  2. Search for Publisher Connector, and click Install.
    1. Alternatively, you can find the connector on the left panel, under Publisher.

LeadSquared Publisher Portal

 

2.3 Configuration

Once the connector is installed, hover your cursor over , and click Configure.

Manage Publishers

  1. On the Configure Publisher Connector pop-up, from the list of available publishers, Select Publishers who can access and push lead data to your account.
  2. Against the publishers you’ve selected, to configure lead limits and permissions, click LeadSquared Publisher Portal. This step is optional.
    • In the Lead Push Limit Per Day tab, you can restrict the maximum number of leads publishers can send in a day through the Publisher API. Once you enter the lead limit, click Save.
    • In the Permissions tab, you can configure the following permissions –
      • View Access – To restrict your users from viewing your lead’s email Id and phone number, from the dropdown, select Hide Sensitive Information.
      • Export Access – To restrict your users from exporting the leads received through the Publisher Portal, select Yes.
  3. Once you enter the lead limit, click Save.

Note:

  • Based on your LeadSquared plan, there are rate limits imposed on the number of API calls you can make. To know more, refer to LeadSquared Rate Limits.
  • It’ll take 24-hours for the lead limit on the Publisher API to become live.

LeadSquared Publisher Portal

 

Map Fields

  1. After you select the publishers, navigate to the Map Fields tab. Here, to capture a lead’s course type and priority, map the “Course” and “Priority” fields to the corresponding LeadSquared lead field. Once you’re done, click Save Mapping.
  2. No further action is required from your end, and you can now track the lead data pushed by your publishers.

Note: To know how to create a custom lead field, refer to How to Create Custom Lead Fields.

LeadSquared Publisher Portal

 

2.4 View Lead Data

Once you’ve installed and configured the connector, you can now view the leads pushed by each publisher. To view the lead data, navigate to Apps>Publisher Leads.

On this page, you can apply the following filters when viewing leads –

  • Publisher – Select the publisher whose data you want to view, from where the leads have been pushed.
  • Lead Type – The lead type that’s been pushed to your account (Primary, Secondary, or Others).
  • Verification Status – The verification status (Verified, Not Verified) of the leads that have been pushed to your account.
  • Application Status – The lead’s student application status (Application Initiated, Enrolled, etc.) on your portal.
  • Date Range – The date range for which you want to view the lead data. By default, the last 30-days are displayed.

LeadSquared's Publisher Portal

 

3. Publisher Portal

If you’re a publisher, you can log in to the portal using the URL and credentials provided to you. For more details, contact your account manager or write to support@leadsquared.com.

Note: Publishers must use the Publisher API, not the Lead Capture API to push leads to education institutes.

3.1 Push Leads

For details on how to push leads to the education institution, click the How to Push Leads button.

how to push leads publisher portal

The API details will appear on the pop-up. From the drop-down, select the education institution to push leads to. The API URL will change accordingly. Copy the URL and ensure that the POST HTTP method is used while calling the URL from your system/application.

push leads to colleges from publisher

Note: If you’re pushing leads to an education institution from another medium, such as a student portal or landing page, you must use the source value provided in the pop-up. This ensures you can track leads correctly.

In the JSON payload, pass the lead details of the leads as attribute-value pairs, where –

  • Attribute – Schema name of the Lead field. To get Schema name for all Lead fields, use the LeadsMetaData API.
  • Value – Value assigned to the given attribute.

 

3.2 View Lead Data

Once you’ve installed and configured the connector, on the dashboard, you can now view the lead data that’s captured. On this page, you can apply the following filters when viewing your leads –

  • College – Select the education institute to which the lead data has been pushed.
  • Lead Type – The lead type that’s been pushed to the college (Primary, Secondary, or Others).
  • Verification Status – The verification status (Verified, Not Verified) of the leads that have been pushed to a college.
  • Application Status – The lead’s current application status (Application Initiated, Enrolled, etc.).
  • Date Range – The date range for which you want to view the lead data. By default, the last 30-days are displayed.

LeadSquared Publisher Portal

 

3.3 Export Lead Data

To export lead data, click the Export button, and once the export file is ready, click Download.

LeadSquared Publisher Portal

 

Any Questions?

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