Leads Portal: A Faster Way to Pass Along Data to Partners
July 28, 2023
A Safer Way to Pass Along Information
Gone are the days of spending hours manually downloading information and sending that information to your partners. Historically, the process of passing lead and campaign entry information along to third parties has been cumbersome in cases where an integration has not been available. We are excited to announce that this once manual process has now been automated with our newest product release, Leads Portal.
What does this mean for Audience users?
In a nutshell, this new portal allows you to spend more time running campaigns and less time on logistics, all while exceeding your partners expectations in usability. Here are the main benefits you will experience.
Enhanced privacy and security by streamlining the process of how information is shared.
Improved partner experience by keeping them up to date regularly and in real time.
Save loads of time by automating the process of passing information to partners.
Leads Portal has powerful functionality designed to make your life easier. Here are a few of our favorite features.
No integration required
Update partners with leads throughout the campaign or all at once
Deliver leads directly to partners’ inboxes
Partners can request a new link on demand
Only send leads during appropriate times of the day
Ready to get started with the leads portal? Learn how to set this up for your account here.
What do partners see?
An email with a button link to download leads.
The email comes from the email address set in account defaults. If it’s not set, it comes from Audience.
Leads emails will stop sending when no new leads are available.
Partners will receive this email which links to the leads portal page where new and all leads can easily be downloaded. Partners will also receive notifications as often as you wanted (monthly, weekly, daily, hourly, 4x/hr, etc.).
A Peek Inside the Leads Portal
Your partners have the option to download new leads, or all the leads.
If they are connected to multiple campaigns, all campaigns will be listed in the leads portal.
The status of the campaign will be visible to your partners, along with the number of leads available.