Relevant to: Demand Acceleration Platform | Content Syndication | Event Lead Management | Social Integrations | Webinar Integrations
Define the rules and conditions for lead collection, including lead price, lead total per Source and de-duplication rules on the Default Terms tab (in your Campaign) or Terms tab (in your Source).
Terms set on a Campaign level serve as a template, which are applied as the default settings to any new Sources created. Terms can then be updated on individual Sources to define specific lead activity and acceptance criteria.
| The options here may differ according to which Campaign/Source type and channel you are using. For more detailed information, reference the specific channel section. |
In this article:
Setting (Default) Terms
In your Campaign, click on Default Terms. In your Source, click on Terms.
(Default) Terms types
The table below shows the data fields present in the (Default) Terms tab, a brief description and whether they are required or optional.
- For Content Syndication - terms set should mirror those determined in your agreement with your Media Partner.
- For advice on how best to set these fields for specific channels (eg. Social Integrations, Event Lead Management), see the corresponding 'Building a Campaign/Source' article in each dedicated section.
| Field | Required? | Description |
| Default Total Allocation Per Source | Required |
Sets the total number of leads that can be generated by a Source. When set on the Campaign, it will automatically set the default payout amount for new Sources. It is editable.
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| Default Payout Amount | Required |
Specifies the value or cost of each accepted lead in the Campaign/Source. When set on the Campaign, it will automatically set the default payout amount for new Sources. It is editable.
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| Currency | Required |
Select the code from the dropdown menu to match the currency you're using. Defaults to USD.
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| Leads Return Timeframe (in Days) | Required |
Allows you to clearly specify the window (in days) in which you have to return a bad lead.
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| Tag | Optional |
Assign a tag to help with filtering, tracking and reporting within the Demand Acceleration Platform. Recommend adding a tag that is meaningful to your team's strategy.
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Over-Delivery
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Select one option |
Allows you to specify if over-delivery of leads beyond Source allocation is allowed, and if so, the over-delivery price you are willing to pay.
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Pacing
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Select one option |
Allows you to specify the rate at which leads can be received. Pacing can be managed at any or all of the following intervals: Leads per Day, Week, Month or Quarter (based on calendar year).
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| Sales Order ID | Optional |
Allows you to track Sales Order IDs. If entered here, they will be included in any Campaign or Source Reports you generate.
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| PO Number | Optional |
Allows you to track PO Numbers. If entered here, they will be included in any Campaign or Source Reports you generate.
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| Seller Proofs | Check box or leave blank |
States if you require Media Partners to submit a Proof of Concept for your approval before they can upload leads.
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| Source Agreement | Check box or leave blank |
If you have agreed terms that your Media Partners, you can upload them here. Media Partners are required to acknowledge them before they can accept the Source and begin uploading leads.
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De-duplication
De-duplication rules are set to define the behavior of duplicate leads - whether they're allowed in to your systems or rejected. On the Campaign and Source level * you can define how a duplicate lead is identified (ie. matched according to email, phone or both) and what action should follow.
For Content Syndication - de-duplication rules should mirror those determined in your agreement with your Media Partner.
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* For Social Integrations and Webinar Integrations, de-duplication rules are set on the Sources. |
Setting rules for duplicate leads
Leads can be identified as a duplicate based on:
| Options | Description |
| Leads cannot have the same email address. | |
| Phone | Leads cannot have the same phone number. |
| Email & Phone |
Leads cannot have the same email address AND phone number. Leads could have the same email, providing the phone number is different - and vice versa. |
When a duplicate is identified by the system, determine what happens to it:
| Options | Description |
| Reject if Already Exists in Source |
Checks for matching leads in a Source - and rejects any duplicates. No duplicates allowed in a single Source. |
| Reject if Already Exists in Account * |
Checks for matching leads across all Sources and Campaigns in your Demand Acceleration Platform account - and rejects any duplicates. No duplicates allowed in your Demand Acceleration Platform account. |
| Reject if Already Exists in Media Partner |
Checks for matching leads from a Media Partner across all Sources and Campaigns in your Demand Acceleration Platform account - and rejects any duplicates. No duplicates allowed in your Demand Acceleration Platform account from a Media Partner. |
| Reject if Already Exists in Campaign * |
Checks for matching leads across all Sources within a Campaign - and rejects any duplicates. No duplicates allowed in a Campaign. |
| Reject if Already Exists for Tag * |
Checks for matching leads in all Campaigns and Sources with a specific tag - and rejects any duplicates. No duplicates allowed in a Campaign or Source with a specific tag.
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De-Deduplication Lookback Days |
Sets a time period (number of days) for the system to 'look back' and check for duplicate leads. This included all leads in any status. |
| Returned emails will not be included in the de-duplication lookback window. |
| For Content Syndication - if you have multiple Media Partners matched to Sources within your de-duplication grouping (Campaign, Tag group, or Account), confirm your agreement with each Media Partner allows for this level of de-duplication. (eg. If Media Partner A submits a lead first, Media Partner B could have their upload of that same lead rejected as a duplicate). |
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Confirming the setup of this tab is part of your Campaign/Source build process. |