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10.2 Leads via API

  • API feature allows two systems to communicate and exchange data automatically, without manual input.

  •  Types of API tools in Track360:
    •  Leads via API: Affiliates send potential customers data (leads) directly into the CRM through Track360.
    •  API Reports: External systems can fetch real-time reports and performance data from Track360.
 

The functionality of Leads via API needs to be available and configured by your tech provider. Please check if the integration exists.

  •  Activation of Product’s API integration allows to receive Leads via API:
    •  Track360 connects to the CRM to create Leads.
    •  The affiliate connects to Track360 the Leads.
    •  The affiliate is sending Leads to the CRM through Track360.
  •  Navigate into Advertisers & Products > Products
  •  Check if the product shows API Integration icon
    •  If the product displays the API Integration icon, you can activate the Leads via API for the selected affiliate/IBs.
    •  If the product does not display the API Integration icon, you need to contact Track360 Support Team Members to set it up.
Set API Integration on an Affiliate/IB
  •  Navigate into Affiliate Management > Manage
  •  Select the affiliate or click to the arrow icon on the rightmost of the row. Click on the Open Affiliate Page
  •  Navigate into API tab to add API Integration or view the existing ones.
 

API Token Permission dropdown is not needed to set something up for Leads via API.

  •  API Integrations dropdown provides integration API options for each product already configured, such as Leads or Account Registration APIs.
  •  Select the desired API and click Add to enable integration.
  •  Once you added, the integrated API will be listed under Existing API Integrations
    •  Use the Delete button, to delete the integration of the API for the selected Affiliate/IB
    •  Use the Edit button to configure the API access for the particular affiliate/IB.

To edit Existing API Integration for the affiliate/IB, refer to subsection of API on 2.6 Open Affiliate Page

 

  •  API Key gives you the unique token for API integration.
    •  To generate the key, click the Plus button and copy the token API value
    •  To renew the key, click the Extend Expiry Date button to update its validity.
 

The API Key is sensitive information. Share it only with the corresponding affiliate/IB and never expose it publicly.

 

  •  Whitelisted IPs to secure API access. Define the From and To fields to define a range of IP addresses or add a single IP. Then, click Add to save the IP(s) to the whitelist.
    •  To allow the full API range, set the minimum (0.0.0.0) and maximum (255.255.255.255). Only set full range if you really want open access.
    •  Additionally, find previously added IP ranges in the list with a trashcan icon to delete unwanted entries.
  •  Once all API details are configured. Copy the API Key value to provide it to the affiliate/IB.
Testing API
  •  The API testing Integration helps verify that Leads are correctly sent to the Affiliate/IB’s CRM.
 

Testing will only work for affiliates/IBs that have been properly configured and have an API Token

generated.

To set up API integration for an affiliate/IB, refer to 10.2 Set API Integration on an Affiliate/IB

  •  Navigate into Advertisers & Products > Products.
  •  Click on the Edit action (pencil icon), on the rightmost side of the row, of the desired Product.
  •  On APIs input/output tab, where each row determines an already configured Integration, select the action Click here to test the API on the desired one to test.
  •  Choose an already configured affiliate/IB with API Permissions, and select a campaign. The API Token will be automatically filled up.

 

If the API Token does not fill up it is necessary to go into Affiliate/IB’s Open Page and set the API Authentication. To generate it refer to 10.2 Set API Integration on an Affiliate/IB

 

  •  Fill up the Lead Information details.
  •  There are two ways for testing,
Test on Track360
  •  Once Integration is selected to test
  •  Fill up the Lead Information details.
 
 

Need to select an affiliate/IB which has already configured Leads via API, whitelist IP and API Token. To generate it refer to 10.2 Set API Integration on an Affiliate/IB.

  •  Click test to check the API operation
  •  Detailed summary of the API test will be displayed, where:
    •  The left panel displays the full HTTP Request body, showing all parameters sent in the test (e.g., email, IP, product ID, campaign ID).
    •  The right panel shows the HTTP Response, including status code, response message, and any error returned by the affiliate's API.
  •  Once tested, navigate into Reports > Leads via API. Run a report and review if a new row was generated with the Lead test.
  •  Check information of Lead test as: affiliate id, campaign, country, email, name or any tracking parameter.
  •  Also, check on the Affiliate/IB’s CRM the test was created as a Lead
Test on Postman
  •  

    With Postman the affiliate/IBs do not need extra permissions to test API Integration.

  •  The affiliate/IB will be able to quickly adjust lead details on the json body and easily track errors or response details for testing purposes.
  •  Provide to the related affiliate/IB the corresponding information:
 

Be careful as this information is very sensitive data. The API token is an authentication value unique and private for the corresponding affiliate/IB/employee.

 

  •  Once Integration is selected to test.
  •  Fill up the Lead Information details.
  •  Click View as JSON to copy the API body clicking on Copy JSON to Clipboard (this JSON view will be useful needed for the affiliate to test)
  •  On the Body tab, as raw and JSON type, paste JSON body of Test API integration of the platform.
  •  Test the API clicking on Send and analyse and share the result.
 

 

Response text, success example:

{

"success": true,

"autoLoginUrl": "//www.affprogram.com/session/signin/?email=affiliateEmail@email.com&loginToken=fe961199-c3db-4dae-990a-a745522a0a8d"

}

Response text, failure example: Success

{

"success": false,

"error": "username already exist"

}

To follow up the leads results, when they became a customer (such a SignUp or FTD), you can:

Set postbacks: Navigate into subsection Pixels/Postbacks, on Open Affiliate Page to set up postbacks to the affiliate/IB, follow up explanation on section 10.1 Postback/Pixel Integration

Leads via API Reports: Logged in as the desired affiliate/IB, navigate into section 10.3 Leads via API Reports to manage all APIs created under their performance.