Publisher (also called an affiliate) is the company specialized in bringing the buyer’s products and services to a wider audience. API Publishers have their own sources of lead generation and send their leads directly to PX API.
To change settings of the existing publisher, go to Admin -> Publishers, find the desired publisher and click Action -> Edit.
A new page appears, divided into the following sections, that become available depending on the publisher's account type:
- Publisher Settings
- Payout Rules - link to payout management of the publisher.
- Manage Sub IDs - link to Sub ID management page.
To change settings in the desired block, click Edit.
The set of fields is divided into General and Advanced settings.
2. Publisher ID is a unique ID of the publisher in the PX platform.
3. Traffic type - the type of the publisher depending on how leads are captured (Mobile, Call Center, Search, Email, Premium Display, Path, Contextual, Mobile Premium Display, Offer Wall, Mobile Path, All/Mixed or Undefined).
Traffic type allows filtering leads by Traffic Type in campaign’s Filter Management.
4. Publisher tier – assign the publisher to one of the tiers (Excellent, Very good, Good, Fair, Below average, Poor), source quality categories.
5. Publisher name - the internal name of the publisher that can be edited. This name is not displayed to the publisher.
6. Fixed Pricing - click Yes to pay a fixed amount for each lead to this publisher.
7. Ping Post Type - set one of ping post types or select None to disable it for this publisher.
8. Margin (85% by default) - set margin percentage for this publisher. This option depends on the Access mode selected. Margin field is changed to Publisher's share if Fixed pricing is set to No.
9. Fixed Price is the amount of money that you pay to the publisher for each lead when Fixed Pricing option is enabled. This field allows firing pixel for leads only when the amount of the fixed price is reached.
For example, if Fixed Pricing is set to Yes, and Fixed Price is set to $20 for a publisher. When the lead is sold, the system checks the current publisher balance. If $20 have been reached, the pixel is sent to the tracking system of the publisher. If no (e.g. if balance was negative)- pixel will be sent as soon as Fixed Price amount is reached.
10. Min price (if Fixed Pricing is set to Yes) - the minimum amount of money that the publisher wants to receive for each of their leads. In other words, if сampaign's bid is less then Min Price specified, the lead will not be sold to this сampaign.
Info: If the publisher sends another Min Price in the lead request, it is has a higher priority than Min Price in Publisher Settings.
The next several fields are available if Ping post type isn't set to None:
11. Bid floor field is used to calculate the minimum price, for which the lead should be sold (Minimum Price = Bid Price * Bid Floor).
- It is recommended setting Bid floor higher than publisher’s Margin unless you have specific goals.
- If you leave Bid floor as 0, Min price for leads inserted by this publisher will be 0 as well.
- Bid floor is not limited and can be higher than 100%.
12. Bid type – select one of the bid types (None, Calculation, Correction, Correction to 0).
13. Ping timeout – set the maximum period of time, during which PX must send a ping response to the publisher with a bid.
If Ping post type is set to Ping Forwarding, bids sent from buyers later than is selected in Ping timeout field aren't taken into account.
14. Outbid percentage (available if bid type is set to Correction) - set the percentage of the bid, by which the lead price will be increased in the ping stage (Increased Price = Bid Price+Bid Price*Outbid Percentage).
15. Outbid percentage % (available if bid type is set to Correction) - enter the percentage of leads of this publisher, to which Outbid Percentage should be applied.
16. Leg naming - select whether Legname or Hashed Legname should be used for this publisher. The field is available only when one of shared ping post types is set for the publisher.
The next fields are the following:
17. Status - assign one of the statuses to the publisher (New, Prepublished, Published, Blocked, Expired, Deleted, Initial, Follow Up, Overruled, Purged).
18. Modify Date – the date when publisher settings were edited.
Advanced block includes the following fields:
1. Description – basic description of the publisher.
2. Leading balance - select at which level you wish to balance this publisher:
- Publisher Total - balancing on the publisher level as a whole.
- Publisher Sub - balancing on the source level (e.g. useful for call centers for each employee)
- Publisher Sub and Campaign (for large publishers that are active in multiple verticals, for each Lead Campaign (survey).
3. Start balance – enter the start balance amount for this publisher in order to give him a head start in the beginning (according to agreements with the publisher).
4. Max negative balance allows specifying the maximum negative balance acceptable for this publisher in order to avoid losing more money than indicated.
5. Access Mode - select the mode indicating when this publisher should be paid:
- Standard mode - margin is the percentage of the payout for each lead received from buyers, for which you wish to send a tracking pixel to the publisher (e.g. 75% means that 75% of the payout is pixeled to the publisher).
- Lead Submit mode - margin is the percentage of leads submitted by PX, which you wish to pixel to the publisher (e.g. 75% means that pixels are sent in 75% cases when the publisher’s leads are submitted by PX).
- Sold Lead mode - margin is the percentage of leads sold to buyers, which you wish to pixel to the publisher (e.g. 75% means that pixels are sent in 75% cases when the publisher’s leads are sold to buyers).
6. Quality score - enter the quality score floor for this publisher.
7. Passback settings - select parameters that should be sent to the publisher if pass back is configured for this publisher (Sold, Real Payout, Redirect URL, Buyer Raw Response, Buyer GUID, DID):
Specify the physical address of the publisher. Click the pencil icon to enter the information:
Fill in the necessary information about the contact person related to this publisher:
The last Add Additional Contact Info field allows you to select additional fields that you want to be displayed in this section:
As soon as fields are selected, they appear in the field and in Contact Info section. Fill in the necessary information and click Save:
Configure the publisher to start the private source flow in order to sell their leads privately to buyers.
Add the buyer that already has the private sources enabled in order to start selling leads privately to this buyer.
Click Add buyer, select the desired buyer in Buyer name drop-down menu and click Create connection:
A new record appears in the table below with the connected buyer and Enabled connection status:
As soon as the publisher is connected to at least one buyer, all sources of this publisher become private, available only to campaigns of the connected buyer(s), and their leads don't take part in the general lead flow.
For this reason, it is recommended to create a separate publisher account for the private source flow.
View, edit or delete user accounts for this publisher according to instructions in How to Create a Publisher User Account article.
View or generate a token for API publisher to provide them with access to PX API so that they can post leads in HTTP format.
If there's no token yet, click Generate to create a partner token for this publisher:
As soon as the token has been generated, a new block appears below with the list of default API requests.
Click copy icon to copy the token to your clipboard:
To deactivate a token and disable publisher's access to API, click Revoke. To generate a new token, click Regenerate.
API access rights & limits
View the list of available API call types for the publisher and their limits:
1. API call type - API request available for the publisher (Lead.Ping, Lead.Post, Lead.Insert).
2. Limit status - if Enabled, the limit is applied to this call type. That means when the publisher tries to send to PX more requests than allowed for this call type during the specified time frame, Too many requests error message is sent to the publisher.
By default, all limits for API call types are Disabled and global limits are applied.
3. Limit rate - the maximum number of requests for a specific call type per the configured Limit time frame.
4. Limit time frame - the time limit in seconds.
To apply the limit to the API call, click Action -> Edit for the desired call:
Click Enabled for Limit status, set a new Limit rate if needed and click Save. Changes will be displayed in the table.
To disable all API requests from this publisher, click Enabled for Limit status and enter 0 in Limit rate field or leave it blank:
Margin per Leg
This section shows the list of legs, for which bidding settings are already configured:
Click Assign Margin to configure the margin or fixed price for a new leg.
To set margin per leg, select the desired leg in Leg Name drop-down, click Margin per Leg and enter the Margin percentage that will be applied to this leg (for example, 80%A new row will appear in the table below. To edit or remove publisher margin for this leg, click Details:) and click Create:
To set a fixed price per leg, select the desired leg in Leg Name drop-down, click Fixed Price per Leg and enter Fixed Price that will be applied to this leg (for example, $20) and click Create:
A new row will appear in the table below. To edit or remove publisher settings for this leg, click Action -> Details:
To remove publisher settings for this leg, click Action -> Delete and Yes in the confirmation pop-up.
Calls section allows assigning DID numbers to the publisher.
This section shows the list of DID numbers already assigned to this publisher:
Click Assign Phone Number to add a new number for this publisher.
Select the desired Vertical and choose the Phone Number from the list available on Twilio for this vertical:
Only one number can be set per each vertical. If you assign a new phone number to the vertical that already exists in the list below, the previous number will be automatically replaced by the new one for that vertical.
A new row will appear in the table below. To edit or remove publisher settings for this leg, click Details:
Assigning a new number to the publisher can take up to 15 minutes to update.
Calls are a relatively new feature in PX. If you click Assign Phone Number and see No free phone numbers available, contact our support department so that we reserve more numbers for you.
Configure lead verification by PX integration partners for this publisher:
1. Jornaya (100% by default) - set the chance of being checked by Jornaya service for each lead from this publisher.
2. Escore (20% by default) - set the chance of being checked by verification services configured in PX (eBureau, Neustar, etc.). Read more about Escore.
3. Forensiq - the chance of being checked by Forensiq service for each lead from this publisher.
For example, 10% set for any integration partner means that each lead has a 10% chance of being checked by this service.