The Product Builder feature allows you to create custom products. This article contains step-by-step instructions on how to create and configure a new product in the system.

To add a new product, go to the System Management > Products section and click the “Add Product” button.

Fill in the following information in the “Add Product” pop-up window:

  • Product: Select the “CREATE NEW PRODUCT” option from the drop-down list.

  • Name: Enter the name of a new product.

  • Product Type: Select the type of product from the drop-down list.

  • Posting Type: Select the posting type from the drop-down list.
    Note: At this moment, you can create up to ten Direct Post products for LMS and up to ten Direct Call products for Call Logic.

Click the “Save” button to complete.

To configure the new product, select the product from the list, and click the “Settings” button in the “Actions” column.

Go to the “Product Configuration” tab to access the builder.

To add a new data field, click the “Add Field” button and select the field from the drop-down list. The following fields are available for selection:

  • Age: The age of the customer, numeric value. You may add only one field of this type per product.

  • Big String: Any string value up to 1,024 symbols. Can be used for comments, TCPA, and consent types of fields. You may add a maximum of two fields of this type per product.

  • Date: The date in the following ISO format: YYYY-MM-DD. You may add only one field of this type per product.

  • Email: The email address of the customer, string. You may add a maximum of four fields of this type per product.

  • Int: Any integer value. You may add a maximum of 20 fields of this type per product.

  • Phone: The contact phone number of the customer, numeric value, 10-to-11 digits. You may add a maximum of four fields of this type per product.

  • State: The US state, string, two symbols (e.g., CA). The state field can be automatically pre-filled if the zip code is sent by publishers. You may add a maximum of two fields of this type per product.

  • String: Any string value up to 254 symbols. Can be used to set a list of accepted values, where value filters are applied in the campaign filters settings. You may add a maximum of 10 fields of this type per product.

  • Yes/No: The field that accepts the YES, NO, and NA (if not applicable) values. You may add a maximum of five fields of this type per product.

  • ZIP: The ZIP code, numeric, five-digit length. You may add a maximum of two fields of this type per product.

Click the “OK” button to proceed.

For every field, the following configuration settings are available:

  • Internal Name: Enter the name of the data field in the system.

  • Field Name For API: Enter the name of the field that will be used as an API parameter and reflected in the API documentation.

  • Name In Reports: Enter the name of the field that will be reflected in the reports and in the filters name. The changes will apply to the Lead Details (Publisher Report), Lead Details (Buyer Report), Lead Body, Search Call, and Price Reject Analysis (Details tab) reports.

  • Field Protection: Select the preferable field protection option from the drop-down list to secure sensitive data sent in the field.

  • Required: To change the non-required field to required, seleсt the "Force Required" option from the drop-down list. Note: To have access to this setting, you should first enable the "Product Fields" feature on the "Additional Components" tab of the System Management > General > Project Settings section.

  • Description: Add the description of the field that will be displayed in the API documentation.

Once the product is set up, click the “Save” button to complete. Campaign filters for the selected fields will appear automatically at the Campaign Configuration > Filters tab.

After the product is created, you can contact your account manager
to request integrations to be enabled for this product.

Note: Any changes made to the Product will affect the current Publisher Lead Posting API specifications. After you apply the changes, share the updated specifications with your publishers to ensure successful posting to Phonexa.

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