This article describes buyers, both as partners in the real world that are responsible for the calls sent to your targets and as a record in your Ringba account. This article is intended for admin users.
This article contains the following sections:
- Buyers
- Adding a buyer
- Assigning a Target to a Buyer
- Inviting a Buyer User
- Simulating a Buyer's View of Reporting
- Buyer Management FAQ
Buyers
A buyer is a partner who wants to buy calls and sends them to your targets. Buyers could be local businesses, pay-per-call networks, call centers, or anyone else who wants to buy calls.
You create buyer records in your Ringba account to represent your buyer partners. Then you can assign targets to those buyer records to accurately and precisely manage your call flow. For example, you might have a buyer with multiple campaigns in different verticals. You can use buyers records in Ringba to keep track of all these activities under a single buyer.
If you don't already work with buyers, it is a great way to expand your business by working with partners who can help your business grow.
You can also invite a person who represents your buyer to be a buyer user to your Ringba account. Adding a buyer user gives that person access to the following features:
- Reports, but only including the data for calls that were connected to them and information that relates to their own targets
- Basic Target settings
- Profile settings
- The ability to pause targets
- The ability to manage concurrency and target caps (if enabled)
- The ability to dispute call conversions
Adding a Buyer
Adding a Buyer to your Account lets you track revenue and assign Targets to the Buyer.
Use the following steps to add a Buyer:
- Click Targets from the left navigation panel and then click Manage Buyers to open the Manage Buyers screen.
- Click the Create Buyer button at the top of the screen.
- Complete the following fields. Click Create when you're done to save the Buyer record.
- Company: The name of the Buyer's company
- Sub ID: The Buyer's tracking Sub ID.
- Allow Buyer To Pause Targets: Toggle this switch on if you want to let Buyer Users pause their Targets.
- Allow Buyer to Set Target Caps: Toggle this switch on if you want to let Buyer Users set the concurrency and call caps of their Targets.
- Allow Buyer To Dispute Call Conversion: Toggle this switch on if you want to let Buyer Users dispute call conversions.
- Limit Revenue: Toggle this switch on to set a revenue cap for the conversion amount. If you toggle this switch on, several more switches appear for you to configure the caps in more detail.
- Revenue Recovery: Toggle this switch on to enable and configure Revenue Recovery for the Targets and Ring Tree Targets associated with this Buyer. If you toggle this switch on, fields appear for you to configure Revenue Recovery at the Buyer level. You can also configure these settings at the Target or Ring Tree Target level. See Revenue Recovery FAQ for more information about how Ringba uses these configurations.
- Restrict Duplicates: Use this field to configure how Ringba routes calls from Caller IDs that have previously connected or converted. See Duplicate Call Routing - Buyers for more details.
The following fields appear in the Predictive Routing Settings section:
Note: See Predictive Routing for more details on how to complete these fields.
- Estimated Revenue: Use this field to decide whether to use the campaign settings for estimated revenue per call. If you select Use Estimated Revenue, more fields appear for you to configure the predictive routing configuration in more detail.
- Priority Bump: Use this slider to give the Buyer a priority bump in predictive routing.
The following fields appear in the Shareable Tags section:
Note: See Shareable Tags between Ringba Accounts for more details on how to complete this section.
- Override Shareable Tags: Toggle on this switch if you want to override the shareable tags specified on the campaign.
Once you click the Create button, the system created the Buyer. Now you can assign Targets and invite Buyer Users to review reports about their Target's calls.
Assigning a Target to a Buyer
Assigning Targets to a Buyer tracks all the revenue generated from calls that have been sent to their business so you can get paid for you calls.
Use the following steps to assign a Target to a Buyer:
- Click Targets in the left navigation panel and and click Manage Targets.
- In the list of Targets, find the one you want to assign to the buyer and click the Edit icon in the Actions column on the right side of the screen.
- Select the Buyer in the Buyer field.
- Click Update at the bottom of the record to assign the Target to the Buyer.
Inviting a Buyer User
Inviting a user to a Buyer accounts provides your partner with their own login portal and the ability to view transparent reporting and detailed analytics about the calls that were sent to their Targets.
Use the following steps to invite a Buyer User:
- Click Targets in the left navigation panel and click Manage Buyers.
- In the list of Buyers, find the one you want to invite a Buyer User to and click Manage Invites icon in the Actions column on the right side of the screen.
- Click Invite User.
- Enter the Buyer's contact information and click Invite. The system sends an email to the Buyer User to complete their registration and log into their account.
From the Buyer User's interface, Buyers Users can view reports, manage their Targets, update their profiles and (if enabled) pause targets, manage concurrency and caps, and dispute call conversions.
Simulating a Buyer's View of Reporting
You can see what reporting data your buyer user can access by simulating the buyer's view on the Reporting screen. Use the following steps:
- Navigate to Reporting > Default in the left navigation pane.
- Click the Admin field and scroll down to the Buyers section to find the buyer you want to simulate.
Tip: you can also start typing the buyer's name in the field to search the list.
- Click the buyer's name.
The Reporting screen updates to show only the information the selected buyer can access.
Buyer Management FAQ
What features are available for buyers?
Buyers can view reports with data for calls that connected to them, manage their Targets, update their profile and (if enabled) pause targets, manage concurrency and caps, and dispute call conversions. Buyers cannot see other information, like information from publishers, for example.
What should I do if I need help with managing Buyers?
If you have any questions or need additional help with your Buyer configuration, please reach out to our support team via chat or email at support@ringba.com.