Lead Stash - data storage that allows you to store and use information about leads, data from forms, etc. You can configure Lead Stash for a Product, data storage algorithm, and data access parameters.
To configure Lead Stash parameters go to the System Management > Products section, сhoose the product and click the “Product Settings” button. On the Product setup page go to the “Lead Stash Settings” tab.
To configure the Lead Stash for a Product go to the “Main Settings” tab.
To set up the lead interaction with Lead Stash use the Lead Settings block:
1. Store data in Lead Stash - Enable/Disable Lead Stash for recording information.
2. Pull data from Lead Stash - select in which way the data will be pulling from the stash:
Disable - disables pulling the data from the stash;
Store Lead Stash Log Only - pulls data and displays information at the Lead Info;
Fill Empty Leed Data Fields - pulls the lead data and compares it with the existing one, that already was posted, and fills the empty fields;
Overwrite Lead Body - rewrites the lead data from the existing one at the stash.
3. Protect lookup field - if enabled the function does not change the input information. The email is the default for all products.
To set up the API on Lead Stash use the API Settings block:
Store data in Lead Stash - Enable/Disable Lead Stash for recording information.
Pull data from Lead Stash - Enable/Disable reading information from the Lead Stash storage.
Click the “Save” button to complete settings.
To configure a data storage algorithm go the “API Access” tab. It allows you to save/read data in/from the Lead Stash by your publishers. To work with the API, you need to create an API Key.
Name - The API name
Nickname - User who is assigned an API Key. If the user is going to use the Lead Stash is not registered in the system - create an account.
Get Data - Viewing data from Lead Stash:
Full Data - Display all lead data saved in the Lead Stash
Part Data - Display all lead data saved in the Lead Stash except protected fields (Sensitive data by default).
Existence Check - Do not display lead data. Display only lead presence in the Lead Stash.
Set Data - Recoding data in Lead Stash:
Active - Enable recording
Disabled - Forbidding recording
The List of all created API Keys is shown in the table.
To configure data access go to the “Proxy Settings” tab. This function allows you to search for data about a lead in the current Product Lead Stash (by default - self) or by using other Product Lead Stashes.
To create a new proxy click the “Add New Proxy” button. Fill in the fields in the pop-up window and click the “Add” button to save.
When first adding the proxy server to the list, the self-record will be added to the list.
By default, the search is implemented only in its own Lead Stash (self). To change the order of access to proxy servers use the drag-and-drop function.
If the lead was not found on the Proxy server, the search will continue on the next Proxy server according to the queue.
If no data was found in 10 seconds - API will return with an empty result.