The "Buyer Disposition" allows the Buyer to ping the dispositions back to your system. This function is used to review and control lead quality and to optimize the lead return process.

The process of communicating with the Buyer has been automized. The Buyer Disposition functionality allows the Buyer to ping the dispositions back to your system. This function can be used to review and control lead quality, and to optimize the lead return process.

Example:

The Buyer pings the Disposition regarding the lead back to your system. Once your team receives the Disposition, they check the quality of the lead by verifying the lead data and contacting the lead. Your team will then set a status for the lead and leave feedback regarding the verification results.

To enable the Disposition Ping Back function go to the Client Management > Buyer List section (/buyer/partner), choose the Buyer and click the “Settings” button. On the Buyer Setup page go to the “Integrations” tab. When you turn ON the Disposition Ping Back the table with data will appear.

API ID and API Key is automatically generated by the system. The API Key can be changed by clicking the “Change API Key” button. The API ID is constant.

To view the Partner Disposition Setting API document click the “Doc” button. Then select the “Product” (API settings are different in relation to each product).

To check the quality of a lead or add QC Disposition, Buyer Disposition, System Comment and Buyer Comment go to the Analytics and Optimization > Manual Control > Lead QC (/report/lead-quality-control-report) section.

You can use the following fields/parameters to search for the lead:

  • Data

  • Email/Phone Number

  • Buyer Agent

  • Buyer

  • Buyer Campaign

  • Status

  • Product

  • Publisher

  • QC Disposition

The “Email” or “Phone Number” fields are required. Click the “Search” button to generate a table with data.

Buyer Disposition and Buyer Comment fields available for editing for Buyer, Buyer Agent and Buyer Compliance roles.

QC Disposition and QC comment fields available for editing for Admin, Buyer Agent and Buyer Compliance roles.

To assign a Status to the Lead click the edit button in the QC Disposition column. Choose the value (Not Checked/Good/Bad/Check Later) in the “Edit QC Disposition” pop-up window and click the “Save” button.

To add a description in the Buyer Comment (Buyer comments) or the QC Comment (your comments) fields click the “Set” button. In the pop-up window enter the data in the text field and click the “Save” button.

You have the possibility to import the data from an external CSV file. Click the “Import CSV” button to set up uploading. Select the Product, Buyer, Campaign, Time Zone and click the “Choose File” button.

Requirements:

  • You need to follow the order of the columns shown in the message in the “Import CSV” pop-up window (Date, Lead Id, Email/Phone Number, Buyer Disposition, Buyer Comment). If you enable the checkbox “Get Buyer and Campaign from CSV file”, the order will be another (Buyer, Campaign, Date, Lead Id, Email/Phone Number, Buyer Disposition, Buyer Comment). It is important to follow the order provided to avoid errors in the report.

  • Another requirement for the upload file is not using the header for your table. The data should start from the first row. Otherwise, the system will show the “Error” status and in the logs, the first row will be shown as an error.

To check the status of the imported file or error logs go to the Analytics and Optimization > Manual Control > Lead QC Import Task section. You can use the following fields/parameters to search for the file:

  • ID

  • File

  • Creation Time

  • Requested by User

  • Buyer

  • Campaign

  • Status

The report shows the following data:

  • ID - the ID number of the importing file.

  • File - the file name.

  • Creation Time

  • Execution Time

  • Requested by User - the name of the user, who uploaded the file.

  • Product

  • Buyer - the Buyer name (Get from CSV file - the Buyer name used from the uploaded file).

  • Campaign - the Campaign name (Get from CSV file - the Campaign name used from the uploaded file).

  • Time Zone

  • Status - Success/Error/Aborted/Pending.

  • Action - the column will show the progress bar of Pending file (upload status) or in case of error, there will be an “Error Log” button. Clicking on the button will redirect you to the “Error Log” page. The logs will show you the “Row Number” with the mistake, “Row Content” with included data and “Error Message” with the type of the error.

You can check the lead quality using the All Reports > Publisher Reports > Performance Summary report. Fill in the necessary filters, enable the “Show Lead Quality/Disposition” option and click the “Search” button to generate the report.

The report will show you the usual columns about lead quality and the number of such leads with the relevant status:

  • Converted

  • Bad Contact

  • New Applied

  • Withdraw

  • Pending

Also you can check the lead quality using the All Reports > Buyer Reports > Performance Summary report. Fill in the necessary filters, enable the “Show Lead Quality/Disposition” option and click the “Search” button to generate the report.

The report will show you the usual columns about lead quality and the number of such leads with the relevant status:

  • Converted

  • Bad Contact

  • New Applied

  • Withdraw

  • Pending

You can add additional customizable columns about the Lead Quality to the report table. To configure go to the System Management > Products section, click the “Settings” button in front of the product and open the “Buyer Disposition Statuses” tab. You can change the order of the columns in the report and using the “Edit” button there is a possibility to change the “Name” and “Status” of the column.

Click the “Save” button to apply the changes.

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