FAQs

• Dashboard → Left side Menu → “Buyer/Contract” option → Click on “API Integration”.
• In the API Integration Listing Page, navigate to the Act field and click the "Trash" icon button. This will allow you to permanently delete the API Integration.

• Dashboard → Left side Menu → “Buyer/Contract” option → Click on “API Integration”.
• API Integration Listing Page → Edit any existing integration.
• General Information Tab → Below the Notes field → Click on “Drop files here or click to choose” → Select any Documentation and then click below "Save" button

• Dashboard → Left side Menu → “Buyer/Contract” option → Click on “API Integration”.
• Buyer API Integration Listing Page → Top Right side → “Add” button.
• Select Lead Type, Integration Name, Status and Post Type → Fill the form → Click on the “Submit” button.
• Then, in the **Integration** tab, map the buyer's field names with our field names to ensure proper mapping.

• Dashboard → Left side Menu → “Buyer/Contract” option → Click on “Campaigns”.
• Buyer Campaigns Listing Page → Top Right side → “Add” button.
• Select Lead Type, Buyer and Campaign Name → Fill the form → Click on the “Submit” button.
• Then edit new created campaign and select the integration which is you created earlier and add ping/post URL.

Here, you can get a "How to Setup Zoho Integration", then please follow these instructions.

• Go to Dashboard → Top Right corner → Click On "User Profile".
• Click on "Setting" Button → you get all setting of System.
• Here, you can see "Zoho Integration" section.
• Then add Zoho Client ID, Client Secret ID and Refresh Token to integrate to our system.

• Yes, you can Add Fields in Leadtype .
• Dashboard → Left side Menu → Click on “Manage Leadtype”.
• Leadtype Listing Page → Select Leadtype → Click On Edit Action button.
• Leadtype/edit Page → click on Additional Fields → Add New Field → There Are 4 type of fieldtype → Select field type and Enter Label name → “Submit” button

• Yes, you can move setup ping/post to direct post.
• Dashboard → Left side Menu → Click on “Buyer Contract → Api Setup integration”.
• Buyer Setup/Integration Listing Page → Click on Buyer Setup/Integration Table Inside Link.
• Buyer Setup/Integration Page → click on Post data using API + Buyer Field Mapping → Remove test Ping urls & Live ping url → unselect All Fields ping →“Submit” button

• Yes, you can add new pubbuyer mapping.
• Dashboard → Left side Menu → Click on “Pub-Buyer Mapping”.
• Pub-Buyer Mapping Listing Page → Click on ADD Button.
• Publisher Buyer Mapping/Add Page → Fillup Information → “Submit” button

• Yes, you can add filter from buyer login.
• Dashboard → Left side Menu → Click on “API Setup Integration”.
• Buyer Setup/Integration Listing Page → Click on Live Transfer → Enter Phone number →“Add” button.
• Funds Listing Page → Fillup Fund Information → Fund Amount Limit → Add Fund Amount → Fund Description →“Submit” button.
• After that → click on Buyer Filters → Enter Filter name for filter out → “Add” button
• Click the Filter you Entered → Select Field in Dropdown → Select Operator Dropdown → Enter Value → If you Wanted Add new Row → Click that Button → Then If you want filter data → Select "Accept/Reject" Dropdown → “Save” button.
• If you want to Pause the Filter → Click that Right Tick → Buyer Filter Pause

• Yes, you can add Funds in Buyer setup.
• Dashboard → Left side Menu → Click on “Payment Setting”.
• Funds Listing Page → Fillup Your CreditCard Detail → “Save” button.
• Funds Listing Page → Fillup Fund Information → Fund Amount Limit → Add Fund Amount → Fund Description →“Submit” button.
• Your Funds Showing above the Your CreditCard Detail

• Yes, you can add Custom Fields into the Post using the API section.
• Dashboard → Left side Menu → “Buyer/Contract” option → Click on “API Setup Integration”.
• Buyer Setup/Integration Listing Page → Top Right side → “Add” button.
• Select Lead Type → Select "Send using API" option.
• “Post using API + Buyer Field Mapping” section → End of this section → “Custom Field” option.
• And also, if you want to add one more Custom field, you can click on the “ + ” icon and get more fields for adding more custom fields.

• Dashboard → Left side Menu → “Buyer/Contract” option → Click on “API Setup Integration”.
• Buyer Setup/Integration Listing Page → Top Right side → “Add” button.
• Hard Code PHP section → “Buyer Response” section.
• Select Post Response Type whatever you want.
• You can respond to Buyer by JSON, XML, XML with Attribute, and String/GoogleSheet.

• Login → Gmail Account → open( https://console.developers.google.com/ ).
• Click → “Select Project” → “New Project”.
• Fill up the Form → “Create” button.
• Search into Top search box → “Google Sheet API” and Enable API.
• Click → Create Credentials button → “OAuth Client ID”.
• Application Type → Select → Web Application.
• Authorized Javascript Origins → add → https://crm.pingtreesystems.com/.
• Authorized Redirect URL → add → https://crm.pingtreesystems.com/settings/getRefreshToken. → Save Button.
• Copy and Paste → Client ID and Client Secret → https://crm.pingtreesystems.com/settings - https://prnt.sc/26pyu7t.
• Click → “Save For Token” - https://prnt.sc/26pyvz6.
• Click → “Get Refresh Token” → Copy and Paste → https://prnt.sc/26pywu4.

• Dashboard → Left side Menu → “Buyer/Contract” option → Click on “API Setup Integration”.
• Buyer Setup/Integration Listing Page → Top Right side → “Add” button.
• Next to the Information Section → Post Data to Buyer section → Select “Sending using API” → you can see five Methods.
1. HTTP POST Method
2. JSON Method
3. XML Method
4. Google Sheet
5. Static File

• Dashboard → Left side Menu → “Buyer/Contract” option → Click on “API Setup Integration”.
• Buyer Setup/Integration Listing Page → Top Right side → “Add” button.
• Next to the Information Section → You can see this section.
• Here, Three types of Methods for Posting Data to Buyer
1. Sending using API
2. Send Email
3. Send SMS

• Dashboard → Left side Menu → “Buyer/Contract” option → Click on “API Integration”.
• In the API Integration Listing Page, navigate to the Act field and click the "Pencil" icon button to edit the selected API integration.

• Dashboard → Left side Menu → “Buyer/Contract” option → Click on “Campaigns”.
• In the Buyer Campaigns Listing Page, go to the Act field and click the "Pages" icon button to copy the details of the Buyer Campaign.

• Dashboard → Left side Menu → “Buyer/Contract” option → Click on “Campaigns”.
• Buyer Campaigns Listing Page → Mode field → Toggle Switch button “Test” or “Live”.

• Dashboard → Left side Menu → “Buyer/Contract” option → Click on “Campaigns”.
• Buyer Campaigns Listing Page → Status field → Toggle Switch button “On” or “Off”.

• Dashboard → Left side Menu → “Buyer/Contract” option → Click on “Campaigns”.
• Buyer Campaigns Listing Page → Status field → Select Active or Inactive → “Magnifier” icon button for searching.

• Dashboard → Left side Menu → “Buyer/Contract” option → Click on “Campaigns”.
• Buyer Campaigns Listing Page → Status field → Select Active or Inactive → “Magnifier” icon button for searching.

• Dashboard → Left side Menu → Publisher option.
• Publisher Listing Page → Top Right side → “Add” button.
• Fill the form → Click on the “Submit” button.

• Dashboard → Left side Menu → "Buyer/Contract" option → "Buyer Listing" field.
• Buyer/Contract Listing Page → Action field → “Trash” button and you can delete Buyer permanently.

• Dashboard → Left side Menu → "Buyer/Contract" option → "Buyer Listing" field.
• Buyer/Contract Listing Page → Action field → “Trash” button and you can delete Buyer permanently.

• Dashboard → Left side Menu → "Buyer/Contract" option → "Buyer Listing" field.
• Buyer/Contract Listing Page → Action field → “Eye” icon button for getting details of Buyer’s Fund Balance.

• Dashboard → Left side Menu → "Buyer/Contract" option → "Buyer Listing" field.
• Buyer Status field → Select Active or Inactive → “Magnifier” icon button for searching.

• Dashboard → Left side Menu → "Buyer/Contract" option → "Buyer Listing" field.
• Buyer Status field → Select Active or Inactive → “Magnifier” icon button for searching.

• Yes, you can select two or more Lead Types in the Lead Type section as per your requirements.
• And also each Lead Type has their different setting for Publisher, so you have to fill out each different sub section of Lead Type whatever you Selected.
• Dashboard → Left side Menu → Publisher option.
• Publisher Listing Page → Top Right side → “Add” button → Lead Type Section.

• Dashboard → Left side Menu → Publisher option.
• Publisher Listing Page → Top Right side → “Add” button.
• Form → Additional Info.
• Here, you have to fill out different types of fields related to your Company information for example Company's Name, Address, City, etc.

• Dashboard → Left side Menu → Publisher option.
• Publisher Listing Page → Top Right side → “Add” button → Below of Personal Information form you get the Lead Type section.
• Select any Lead Type → End of section → Checked “Call Hub” field.
• Phonebooks → Select phonebook which you want to add → Get ID from URL.
• Here, you can see the example → https://prnt.sc/h7ZJ-0klqLUW.

• Dashboard → Left side Menu → Publisher option.
• Publisher Listing Page → Top Right side → “Add” button → Below of Personal Information form you get the Lead Type section.
• Select any Lead Type → End of section → Checked “Go High Level” field.
• Fill “Access Token” and “Go High Level Tags” fields.
• And also if you want to add a custom field, so you can fill the “GHL Custom Field Name” field with Value.

• Dashboard → Left side Menu → Publisher option.
• Publisher Listing Page → Top Right side → “Add” button → Below of Personal Information form you get the Lead Type section.
• Select any Lead Type → End of section → Checked “Mailchimp” field.
• Go to your Mailchimp account → Click on "All Contacts" sub-menu under Audience menu → Settings → Audience name and Campaign defaults → Here, you can find your List ID.

• Dashboard → Left side Menu → Publisher option.
• Publisher Listing Page → Top Right side → “Add” button → Below of Personal Information form you get the Lead Type section.
• Select any Lead Type → Select checkbox of “Mailchimp”.
• Go to your Mailchimp account → Top Right side→ Account & Billing → Click on Extras → API keys → Click on the “Create New Key” → get your API key.

• Yes, you can add more Phone Burner Custom fields.
• Dashboard → Left side Menu → Publisher option.
• Publisher Listing Page → Top Right side → “Add” button.
• Phone Burner section → “PB Custom Field Name” option → End of the Phone Burner section.
• Also, you can click on the “ + ” button to create more Phone Burner custom values.

• Dashboard → Left side Menu → Publisher option.
• Publisher Listing Page → Select any Lead Type → Select “Phone Burner” → Folder/Category Field.
• Click on “ i ” icon for suggestion → Click on the link [ https://www.phoneburner.com/cm/folders/index ] → Login here, and get the Value of Folder/Category ID.

• Dashboard → Left side Menu → Publisher option.
• Publisher Listing Page → Top Right side → “Add” button → Below of Personal Information form you get the Lead Type section.
• Lead Type section → Select any Lead Type Name → Duplicate Check Day Limit field.

• Dashboard → Left side Menu → Publisher option.
• Publisher Listing Page → Top Right side → “Add” button → Below of Personal Information form you get the Lead Type section.
• Lead Type section → Select any Lead Type Name → "Duplicate Check On" field → Select “Email” field.

• Dashboard → Left side Menu → Publisher option.
• Publisher Listing Page → Top Right side → “Add” button → Below of Personal information, you get the Lead Type section.
• Select any Lead Type whatever you want → Profit Margin or Publisher Payout field → Add % for percentage profit (ex. 25%).
• For a fixed price (ex. 25). You can set anyone from "Profit Margin" OR "Publisher Payout".

• Dashboard → Left side Menu → Publisher option.
• Publisher Listing Page → Top Right side → “Add” button → Below of Personal Information form you get the Lead Type section.

• Dashboard → Left side Menu → Publisher option.
• Publisher Listing Page → Action field → Click “Trash” icon button and you can delete Publisher permanently.

• Dashboard → Left side Menu → Publisher option.
• Publisher Listing Page → Action field → Click “Pencil” icon button and you can edit Publisher whatever you select.

• Dashboard → Left side Menu → "Publisher" option.
• Publisher Listing Page → Posting Specs field → Click "Book" icon button, you get the Posting Specs of Lead Type which was selected by Publisher.

• Dashboard → Left side Menu → Publisher option.
• Publisher Listing Page → Status field → Toggle Switch button "On" or "Off".

Here, you can get a "How to Set up Email Daily Report", then please follow these instructions.

• Go to Dashboard → Top Right corner → Click On "User Profile".
• Click on "Setting" Button → you get all setting of System.
• Here, you can see "Email Daily Report" field below the Company Name field.
• Toggle Switch button "On or Off" for activating or deactivating Daily Lead Report through Email.
• By Switching On this button, you get Daily Lead Report in the Table format on the given Email. And also, you can see the example of this Mail.

Video instructions:

•   Finally we came to the report module.
•   There are 2 types of graph report, which are Pie Chart and Baar chart.
•   In Pie chart, it shows full records from the start.
•   In the Baar chart, it shows the last 30 days records.
•   There are two types of reports, one is lead report and second is revenue report.
•   You can filter your report by daterange and publisher or buyers.

•   Lead form module is also available to test lead with buyer.
•   Select vid or istest checkbox to submit lead to buyer live url or test url.
•   If you want to post lead into the system via ping and post then tick this checkbox.
•   If you want to clear all form data then Click here.

•   This is the lead Module, you can see all generated leads from this module.
•   You can also delete your lead, just click on the trash icon of lead.
•   Brief information display on the listing page, you can see full lead detail by clicking the view icon.
•   You can also change your lead status from here.
•   You can also see the lead transaction journey by clicking the view log icon, you will come to know, from where lead generated, to whom it was posted, what was status, response from all buyers, how much time each buyer took to process lead etc.
•   By clicking on the download button you can export the lead in csv file.
•   You can search your lead with different parameters like daterange, leadid, name, email, phone, buyer, publisher etc…

•   This is an Upload Data module, You can Upload multiple Data from this interface.
•   You can select vid and leadtype to upload data and Upload a CSV file full of data.
•   And then map your CSV fields to system postingspecs fields.

•  If you want to login as publisher then select publisher and then click login.
•  This is a publisher login interface.
•  The Publisher can upload data using CSV from here.
•  You can select leadtype and Upload a CSV file full of data.
•  And then map your CSV fields to system postingspecs fields.
•  The Publisher can only see leadtype the superadmin has assigned.
•  The Publisher can only see their lead details.
•  The Publisher can also test lead using test form.
•  The Publisher can see his lead report and revenue report into his login.

• Round robin assignment means that each new lead is assigned to a different buyer until everyone has been assigned the same amount and the cycle repeats.
  For example, if you have three 4 buyers: Lead 1 is assigned to buyer 1. Lead 2 is assigned to buyer 2. Lead 3 is assigned to buyer 3. Lead 4 is assigned to buyer 4, then the cycle repeats.
• You can setup round-robin for vendor wise.
• For same vendor, If any of the buyer round-robin is turn ON, then all buyer mapped to vendor will behave as round-robin.

• It works only when price 0 (zero) is set in orderby field for all mapped buyer.
• It will work when vendor direct post and buyer ping/post and direct post.
• Furthermore, it will not work when vendor post data to system using ping/post URL.

•   This is a Publisher Buyer Mapping module, You can add, edit and delete Publisher Buyer Mapping from this interface.
•   This is a key module of the system that controls publisher and buyer lead posting.
•   Suppose you want to pause or resume any mapping then you set mapping status to active or inactive.
•   You can search pubbuyermap with different parameters like leadtype, vid, buyer, buyer setup and status.
•   You can directly open the publisher, buyer and setup edit page, just click on this link.
•   You can map publisher and buyer from here by clicking on the add button.
•   Select leadtype, publisher, buyer, buyersetup and hit submit button.
•   One more facility is available in our system that you can arrange your mapping and posting order to buyer by setting orderby number.

•   You can also set a general buyer filter for buyer lead posting as per their need.
•   There are 3 ways to post leads to buyer, which are Email, SMS and Using API.
•   If you want to send leads via any method, then tick a particular checkbox.

What Is Buyer Login Module?

•  If you want to login as buyer then select buyer and then click login button.
•  This is a buyer login interface.
•  The buyer can only see their lead details.
•  The buyer can see his lead report and revenue report into his login.
•   By clicking on the Payment Setting, buyer can see fund balance and transaction details.
•  Buyer add credit card details and fund from here.

This is the Buyer Campaign Module, where you can manage buyer campaigns with ease. Here's what you can do:

•   This is a buyer campaign module, You can add, edit and delete campaign from this interface.
•   You can on or off your buyer campaign, just change the status of setup.
•   You can search setup with different parameters like leadtype, buyer, mode or status.
•   There is one more facility in our system that is copying your buyer campaign to create a new campaign to save your time.

How To Setup Buyer?

•  You can add buyer, just click on the add button.
•   You can also select the payment method of each buyer, which is Auto add funds from CC and Admin manual add funds.
•   Also we have duplicate check functionality, which means we do not allow one buyer to add again.
•   If once a buyer is added, then the buyer gets a welcome email with their credentials.

•   This is a buyer module, You can add, edit and delete buyers from this interface.
•   You can on or off your buyer, just change the status of buyer.
•   You can see the buyer fund balance and transaction, just click on the eye icon.
•   You can search buyers with different parameters like id, name, email and status.

•   This is an offer module, You can add, edit and delete buyer setup from this interface.
•   You can add an offer, just click on the add button.
•   There are 3 types of Payout Type which is CPS-Cost per sale, CPA – accumulator/threshold, CPL – accumulator/threshold.
•   You can also set Payout Amount of offer.
•   This is an example of a Post Back URL.

This is the Publisher Module where you can manage your publishers effectively:

•  Add, Edit, or Delete publishers directly from this interface.
•  Retrieve the Postingspecs URL by clicking the book icon.
•  Activate or deactivate publishers by changing their status.
•  Log in as a publisher using the credentials provided.

Lead Type Configuration:

•  Select the lead types to connect with publishers.
•  Activate lead types and set a profit margin for each.
•  Enable duplicate checks based on email, phone, Universal Lead ID, and Trusted Form.
•  Configure Ping Day Limit and Post Day Limit.
•  Activate the Internal Blacklist and Postback URLs from the Settings page.

When a publisher is added, they will receive their login details via email. This ensures they can access the system seamlessly and start managing their activities right away.

Additionally, the system includes Duplicate Check Functionality, ensuring a publisher cannot be added multiple times.

•  This is a leadtype module, You can add, manage and delete leadtype from this interface.
•  You can see there are many different leadtypes.
•  You can add the purchase new leadtype just, click on “Add” button on the top right corner.
•  You can also manage your leadtype, click on “Manage” button.
•  You can set your posting method, which is Ping-Post and Only Post.
•  You can add or delete your Additional Fields, just click “Add More” or “Remove” button.
•  Listing checkbox means, if you tick this checkbox then this field shows in lead listing.
•  Filter checkbox means, if you tick this checkbox then this assign for filter of buyer setup integration.
•  There are two types of Required checkbox, which is Ping Required and Post Required.
•  If you tick ping required checkbox then, when you ping to system then this field is required.
•  If you tick post required checkbox then, when you post to the system, then this field is required.
•  All the fields are displayed in leadtype postingspecs.

•  This is a leadtype module.
•  You can active or inactive your leadtype, just change status of leadtype.
•  There are 3 types of embedded iframe code which is Simple Form, Step Form and Multi Step Form.
•  If you want to show a sample form, then hover on the icon.
•  Can not use iframe code, if leadtype is inactive. It shows a “Page Not Found” message.
•  If you want to use it then setup your leadtype.
•  If you want to use it, click on the code icon then the code embedded in the popup will show.
•  You can just copy and paste this iframe and put your website so the form is automatically shown, just like this.

•  If you want to send leads into Google Sheet then use this feature.
•  To use this feature then add Client ID, Client Secret ID and Refresh Token.
•  To Get Refresh Token then click on Get Refresh Token link.
•  Copy Refresh Token text from the new page then paste into Refresh Token textbox.

If you want to send leads via SMS, you can use this module:

•   There are two methods available: Twilio or ClickSend.
•   Simply enter the valid credentials for the selected service in the provided fields.
•   One is Twilio and the other is ClickSend.
•   If you do not wish to enable this feature, select the "Not needed now" radio button to disable it.

You can configure your Stripe Payment Gateway from the system settings:

•  Activate or deactivate Stripe functionality.
•   Choose between live or test modes for Stripe.
•   Add your Stripe secret key and publishable key.

For email marketing, you can integrate your SendGrid account:

•   Use this module to send leads via email.
•   Configure your SendGrid API key, name, and email for verification.
•   If you prefer not to use SendGrid, you can leave the settings unchanged.

•   You can see superadmin and admin list of the system.
•   The system has only one superdamin and others are admin.
•   SuperAdmin has full access of the system and admin has limited access assigned by superadmin.
•   You can add many admin of the system and assign access.

•  After logging in, the dashboard displays an error related to publishers and provides a summary of lead reports categorized by each lead type.
•  On the left side, you will find menus for each module essential to the system's operation.
•  First is the User module, where you can add and edit users as superadmin or admin to manage the system on your behalf.

•   There are 3 types of role, SuperAdmin, Publisher and Buyer.
•  If you are admin then login as SuperAdmin.
•  If you are a publisher then login as Publisher.
•  If you are a buyer then login as Buyer.