Building a Media Partner Source

Relevant to: Demand Acceleration Platform | Content Syndication

The purpose of building a Media Partner Source is to collect and process content syndication leads from a Media Partner in the Demand Acceleration Platform - before posting out to your Marketing Automation or CRM system.

This article outlines the instructions for creating Media Partner Sources, which will be completed after building an initial CPL Campaign.

For an overview of the entire Content Syndication process, see Content Syndication via the Demand Acceleration Platform.

You'll need to have built a CPL Campaign in the Demand Acceleration Platform - before building your Media Partner Source.
Building a CPL Campaign for Content Syndication

Creating a Media Partner Source in the Demand Acceleration Platform

Use your Campaign as a template to build your Sources quickly.
The properties of the associated Campaign have been copied to the new Source and you should only need to make small changes.

1. In the Demand Acceleration Platform and navigate to Campaigns > My Campaigns. Open the CPL Campaign that you created in the previous step, see Building a CPL Campaign for Content Syndication.

2. Click on the Add New Source button and select Add Media Partner Source.

3. This opens the Add Media Partner Source modal.

Fill out the following information:

Field	Recommendation
Media Partner	Select the associated Media Partner from the dropdown list. If you don't see your Media Partner listed here, they are not yet associated with your account. See the process of adding new ones in Partners.
Start Date	Add the date that the Source should go live and begin collecting leads. Leads will not be accepted prior to this date. Defaults to the Campaign Start Date as set in the Campaign General Settings Tab.
Total Allocation	Review the total number of leads that can be generated by a Source - edit if required. Defaults to the value set in the Campaign Terms Tab.
Payout	Review the value or cost of each accepted lead in the Source - edit if required. Defaults to the value set in the Campaign Terms Tab.
Currency	Select the currency type from the dropdown menu - edit if required. Default to the value set in the Campaign Terms Tab.

Once complete, either click:

Make additional changes to proceed to the Source setup, see Making additional changes to a Media Partner Source.
Send Sources to send the Source to the Media Partner. Skip to Sending the Source to a Media Partner.

Making additional changes to a Media Partner Source

The Source is automatically set to Draft and is now housed in your Campaign. Make any adjustments to the settings of your new Source as needed by moving methodically left to right through the tabs.

If needed, Sources in the Draft status can be 'deleted' by hitting the Discard button. This is an irreversible action that can only be completed in the Draft status.

Name your Source

You can give your Source a nickname - known as the Source Alias - to help you identify it. This is done in the Summary Tab by clicking on the Source title. Type your new Source Alias and it will save automatically when you click elsewhere.

The Source Alias can be anything you like - we recommend determining a naming convention to use across all your Sources, which will help you to identify them.

Confirm Start and End Dates

The General Settings have been inherited from the associated Campaign.

In the Source General Settings Tab, check and confirm the start and end dates. Leads will only be accepted into this Source within these dates. You can make adjustments based on your needs for this particular Media Partner Source.

Confirm set up of fields

The fields and validations have been inherited from the associated Campaign.

In the Source Fields Tab, you can make changes or additions as needed to collect and validate the lead data that will come from your Media Partner.

To check the detail of each field and any validation that has been set up, click on the Source Field. This will open the Field Details panel and reveal the editing and validations available for that field type.

Add or remove any validations specific to this Source to block any undesirable data (eg. invalid emails, competitor domains).

These field validations help determine whether leads are accepted to be passed through to your Marketing Automation or CRM system or rejected by the Demand Acceleration Platform. To read more about types of field validations available, see Field Types & Validations.

Confirm assets

The content assets have been inherited from the associated Campaign.

If using the assets functionality, confirm the content assets that have been uploaded to share with the Media Partner. If needed, add new content assets that are specific to this Media Partner Source. See more information in Assets/Creative.

Confirm terms

The Source terms have been inherited from the associated Campaign.

In the Terms Tab, you can adjust these as needed for this particular Source, including the rules for duplicate leads.

Confirm outbound integration

The integration has been inherited from the associated Campaign.

In the Integration Tab, you can make changes or additions to post out accepted leads according to the needs of your Media Partner Source (eg. add routing details specific to your form).

Open your Source integration tile to make changes and to send a test lead, then click Save.

For more about setting up and testing your specific Marketing Automation and CRM integration, see Integrations & Post-outs.

Sending the Source to a Media Partner

Once you have completed the Source build, click Send Source. This will inform the Media Partner that there is a new Source to review and will prompt them to accept it, in order to begin collecting leads.

It is recommended to let the Media Partner know directly that there is a new Source ready for them to review and accept. Always include the Source ID * in your correspondence with the Media Partner.

See Launching a Media Partner Source for more information.

Your Media Partner Source is now setup. The next step is to liaise with your Media Partner to complete the Source launch.
Launching a Media Partner Source

If you have a Managed Service package with Integrate, we’ll build and manage your Sources within the Demand Acceleration Platform.
This includes regular reporting to keep you informed. Contact your Customer Success Manager for more details.

Frequently Asked Questions

Can I delete/archive a Source?
You can discard a Source if it is in Draft state and has not been sent to a Media Partner (this is essentially a deletion). See Making additional changes to a Media Partner Source for more information.

For more information about how to pause and cancel Sources, see My Campaigns Page & Sources Page.

Can I copy an integration from an existing Source?
Yes. See the relevant Setting Up article for your system in the Post Outs section.

In this article:

Creating a Media Partner Source in the Demand Acceleration Platform