NetLine's Portal Support

Welcome to the Help Section. Please review the documentation below—if you do not find what you need here, please fill out a feedback request and we will respond as quickly as possible.

Top Questions from Our Clients

  1. How do I create a new lead generation campaign?
  2. Can I edit an existing campaign?
  3. What is the difference between an All-in-One Campaign and Syndication Only Campaign?
  4. What is the difference between Self-Service and Full Service campaigns?
  5. Who can I contact for help with my campaigns?

Self Help

Watch tutorial videos >

Download platform guides and resources >

View in-depth documentation by topic >

Ask for Help

Self-Service campaign questions about using NetLine's Portal, Contact Portal Support >

Full Service campaign questions, contact your Client Services Manager directly, or Contact the Client Services Team >

Request a Portal Demo from our experts, Contact Portal Team >


Self Help

Choose from a suite of tutorial videos to learn how the platform works:

Download platform guides and resources:


Platform Documentation

Navigate to a specific topic by clicking the title.

Top Questions:

How do I create a new lead generation campaign?

Can I edit an existing campaign?

What is the difference between an All-in-One Campaign and Syndication Only Campaign?

What is the difference between Self-Service and Full Service campaigns?

Who can I contact for help with my campaigns?

Home/Main Page

Home/Main Page – Not Logged in
Home/Main Page – Logged in (New User)
Home/Main Page – Logged in (Returning User)

Account Page

Account Page - Company Information
Account Page - User Information
Account Page - Payment Information
Account Page - Change Password
Account Page - Change Email
Account Page - Question Library
Account Page - Email Preference

Campaigns Page

Setting Up All-in-One Campaign (LeadFlow)
Setting Up Syndication Only Campaign (ContentFlow)
Modifying an Existing Campaign
LeadFlow Lead Pricing

All-in-One Campaign Setup (LeadFlow)

Campaign Setup Page (step 1) - General
Campaign Setup Page (step 2) - Content
Campaign Setup Page (step 3) - Questions
Campaign Setup Page (step 4) - Filters
Campaign Setup Page (step 5) - Scoring
Campaign Setup Page (step 6) - Mapping
Campaign Setup Page (step 7) - Lead Terms
Campaign Setup Page (step 8) - Schedule
Campaign Setup Page (step 9) - Fulfillment
Campaign Setup Page (step 10) - Review
Campaign Setup Page (step 11) - Submit
Campaign Approval or Denial
Campaign Going Live
Campaign Going Down

Syndication Only Campaign Setup (ContentFlow)

Campaign Setup Page (step 1) - General
Campaign Setup Page (step 2) - Content
Campaign Setup Page (step 3) - Schedule
Campaign Setup Page (step 4) - Review
Campaign Setup Page (step 5) - Submit
Campaign Approval or Denial
Campaign Going Live
Campaign Going Down

Leads Page

Report Page

Help Page

Finance & Accounting Documentation

Financial Hold
Suspended Accounts
Campaign Credit Card Charging and Invoice Billing

 

Top Questions from Our Clients

What is an All-in-One Campaign?

The All-in-One Campaign uses content syndication to generate leads. This type of campaign enables you to apply advanced target and filter criteria to reach and capture the right audience across NetLine's B2B lead generation network. An All-in-One Campaign will generate leads matching the campaign criteria that you select.

All-in-One Campaigns include:

  • Content syndication
  • Robust lead scoring capabilities
  • Lead filter criteria
  • Custom questions per campaign
  • Lead reports and insights
  • and much more

This is performance-based solution, which means that you will only pay for the leads that match your criteria. Campaigns are structured on a Cost-Per-Lead basis and start at a $9 base price and increase with additional filter criteria. The All-in-One Campaign, previously known as a "LeadFlow" campaign, utilizes the full capabilities of NetLine's Portal.

Next, see How to Create an All-in-One Campaign >

What is a Syndication Only Campaign?

The Syndication Only Campaign, previously known as a "ContentFlow," includes content syndication only. Syndication Only Campaign allows you to upload and syndicate your content across NetLine's B2B lead generation network for free. However, not all NetLine Portal capabilities are included.

Syndication Only Campaigns:

  • Does include content syndication
  • Does include content request insights
  • Does include basic campaign reporting
  • Do not include targeting capabilities
  • Do not include lead generation and filter criteria selection

Using this type of campaign allows you to test response rates to your content and become more familiar with NetLine's Portal.

Next, see How to Create Syndication Only Campaign >

What is the difference between Full Service and Self-Service Campaigns?

NetLine's All-in-One Content Syndication Lead Generation Solution is available to all B2B marketers. You have the opportunity to select from Self-Service and Full Service management options.

Self-Service: You're the Expert

Reach the right audience of decision makers and influencers while promoting your content at scale to generate intent-based leads. Our self-service solution enables you to create, manage, and optimize campaigns.

Full-Service Management: Meet the Experts

Accelerate your strategy by working with our dedicated team of experienced lead generation experts. From onboarding support to full-service campaign management, receive the services you need to succeed, including: demand generation strategy consulting, advanced campaign analysis and optimization, and dedicated account management.

Full Service Accounts also have access to additional services including: Account-Based Marketing, Lead Nurturing, HQLs, and Content Sponsorship.

To request more information on Full Service options, contact us >

Who can I contact for help with my campaigns?

Our team of demand generation experts is available to assist you in your journey.

Self-Service campaign questions about using NetLine's Portal, Contact Portal Support >

Full Service campaign questions, contact your Client Services Manager directly, or Contact the Client Services Team >

All other questions, contact us >

 

Home/Main Page

  1. Home/Main Page – Not Logged in
    1. Registering
      1. Registration to explore NetLine's Portal is free but subject to the Terms and Conditions of the website.
      2. To Register:
        1. Go to the new user registration page and select whether or not you are an agency. Agencies are those that will be running campaigns on behalf of their clients. Next, you will enter your email address. This will be your Portal username going forward. You will then need to select a password (minimum 6 characters) and enter this twice. You will also need to check the Terms and Conditions box to confirm your registration.
        2. You will receive an email with an activation link. You must click the verification link to complete your registration. If you do not receive a verification link, check your SPAM/Junk folders and add "netline.com" to your safe senders list. If you do not receive this email within one hour, please contact us at portal-support@netline.com.
        3. If you attempt to login to the Portal without clicking on the verification link, you will be prompted to Re-send Registration Link.
    2. Logging in
      1. Login to the Portal by providing your username (email address) and password.
      2. You may not be logged into the Portal from two different locations or different browser types at the same time. If you are logged in somewhere else, you will be asked if you wish to close the other session and log in with this one.
      3. If you provide an incorrect email address (username), you will receive a "User Unknown" error. It will prompt you to re-enter your username and password or register as a new user. You will receive an error if the email address does not exist.
    3. Forgot Password
      1. If you have forgotten your password, follow the "Forgot Password?" link on the top of the main page. On the Forgot Password page you can enter your username (email address) and a link will be emailed to you allowing your password to be reset.
      2. When you follow the link to reset your password, you will be prompted for a new password.
  2. Home/Main Page – Logged in (New User)
    1. When you log into Portal as a new user (defined as a user without any campaigns created), you will see a list of the necessary steps and deliverables for both LeadFlow and ContentFlow campaigns.
    2. You will have two options – Create a New LeadFlow Campaign and Create a New ContentFlow Campaign – which will bring you to the Campaign Setup process for either LeadFlow or ContentFlow.
  3. Home/Main Page – Logged in (Returning User)
    1. When you log into Portal, you can do one or more of the following activities:
      1. Create a new LeadFlow campaign. Review the Setting up a LeadFlow Campaign section for details.
      2. Create a new ContentFlow campaign. Review the Setting up a ContentFlow Campaign section for details.
      3. Go to Existing Campaigns – Here you can review all the campaigns for both ContentFlow and LeadFlow you have created. This is also where you can choose to Pause, Resume, or Cancel your campaigns.
      4. Get My Leads – For users who have launched LeadFlow campaigns you can review the leads your campaign has generated.
      5. Update My Account – Here you can choose to update your account information. Your Company information can NOT be changed once your account is created. All other information may be changed.
      6. Reports – You can always review the reports for your campaign(s) in the Reports tab (upper right hand side). You will be able to review applicable lead information as well as all communications and activity history for all of your campaigns.
      7. Help – This tab will allow you to reach the documentation (here) as well as read FAQs and submit Feedback requests.

 

Account Page

  1. Account Page – Company Information
    1. Your account company information will be used as the default information for all of your campaigns. If you are an agency that will be launching campaigns on behalf of other clients, you must indicate this at the Account creation stage. If you have failed to do this, please contact us at portal-support@netline.com. If you indicate that you are an agency, then you will be allowed to change your default account information for each individual campaign. Your account information must be complete in order to submit your campaign.
  2. Account Page – User Information
    1. Your user information consists of your name, title, and contact phone number. This information must be complete in order to submit your campaign.
  3. Account Page – Payment Information
    1. The payment information section must have one valid credit card for paying for your leads. If you are not using the Portal to purchase leads (i.e. you using ContentFlow exclusively) you do NOT need to enter any payment information. If more than one credit card is provided, one of the cards maybe selected as the primary card to use for charging your leads. If a charge does not complete on the primary credit card, then your other card(s) will be attempted. If your account does not have a valid credit card that can be charged the full amount for your leads, then your account will be placed on a financial hold and you will not be able to receive your leads. You may remove your account from financial hold by providing a new valid credit card and paying your outstanding balance.
  4. Account Page – Change Password
    1. To change your password for your account, you must provide your old and new password. Your password will be effective immediately upon submitting the completed password information. If you encounter any problems, or cannot remember your password, please contact us at portal-support@netline.com.
  5. Account Page – Question Library
    1. The Question Library is where you can create and store Custom Questions for your campaigns (LeadFlow only).You can create a new question by filling out the form as instructed. For further guidance, please see Creating Questions in this document.

Campaigns Page

  1. The campaign page lists of all your content syndication and lead generation campaigns with the date the campaign was created, the current Status of the campaign, and an Action selector (See below).
  2. The current Status of your campaign is listed in the table. The definitions for these statuses are:
    1. Live – Your campaign is currently live on the NetLine Content Syndication Network.
    2. Draft – Your campaign is in development and has not been submitted for approval.
    3. Paused – Your campaign is currently paused and is not live on the NetLine Content Syndication Network.
    4. Completed – Your campaign has either reached its end date or reached its order cap (LeadFlow only) and is no longer live on the NetLine Content Syndication Network.
  3. To create a new campaign, click on either the "Create New LeadFlow Campaign" button or "Create New ContentFlow Campaign" which takes you to the respective Campaign General pages for a new campaign.
  4. The Action selector allows you to perform the following actions on an existing campaign. You will also see 'Pending [Insert Status Here]' for those changes that require NetLine approval or are not instantaneous (Pausing, Deleting, etc).
    1. Edit – Edit the selected campaign takes you to the Campaign Setup pages for this campaign. You may also edit a campaign by clicking on the campaign name. Editing options may be limited based on the Status of the campaign.
    2. Clone – You may Clone a LeadFlow or ContentFlow campaign to keep the campaign settings and change the content.
    3. Port – Create a LeadFlow campaign from an existing ContentFlow campaign.
    4. Delete – Delete the campaign and all its data and reports. Warning: Deleting a campaign that has been live, will delete all data and reports associated with it. This step cannot be undone.
    5. Pause – Temporarily remove your campaign from the NetLine Content Syndication Network.
    6. Resume – Resume a campaign that was previously paused.
  1. Setting Up a LeadFlow Campaign
    1. Campaign Setup Pages – When you start the campaign creation process, you are taken to the Campaign Setup Pages that consist of eleven steps indicated by the tabs in the navigation that runs along the left side of the web page. The eleven steps consist of:
      1. General (required)
      2. Content (required)
      3. Questions (optional)
      4. Filters (optional)
      5. Scoring (optional)
      6. Mapping (optional)
      7. Lead Terms (required)
      8. Schedule (required)
      9. Fulfillment (optional)
      10. Review (required)
      11. Submit
    2. Not all steps are required and steps do not need to be completed in chronological order. You may navigate between the steps, but you must complete the required steps in order to submit.
    3. Tabs and colors – The step tab navigation on the left of the window is used to move between steps. In addition, on each Campaign Setup Page is a Next and Previous button where applicable to move to the next or previous step. Clicking on the Next or Previous Button, or any of the Step Tabs, will save the information entered on the current step if the information is correct and complete.

      Tab Colors:
      1. Any required Campaign Setup Page step that is not completed correctly will be displayed with an orange font to indicate that it must be corrected prior to submitting your campaign for approval.
      2. A tab that is displayed in dark blue has not been visited yet.
      3. A tab that is displayed in light blue has been visited and completed correctly.
  2. Setting Up a ContentFlow Campaign
    1. Campaign Setup Pages – When you start the campaign creation process, you are taken to the Campaign Setup Pages that consist of five steps indicated by the tabs in the navigation that runs along the left side of the web page. The five steps consist of:
      1. General
      2. Content
      3. Schedule
      4. Review
      5. Submit
    2. Steps do not need to be completed in chronological order. You may navigate between the steps, but you must complete the required steps in order to submit.
    3. Tabs and colors – The step tab navigation on the left of the window is used to move between steps. In addition, on each Campaign Setup Page is a Next and Previous button where applicable to move to the next or previous step. Clicking on the Next or Previous Button, or any of the Step Tabs, will save the information entered on the current step if the information is correct and complete.

      Tab Colors:
      1. Any required Campaign Setup Page step that is not completed correctly will be displayed with an orange font to indicate that it must be corrected prior to submitting your campaign for approval.
      2. A tab that is displayed in dark blue has not been visited yet.
      3. A tab that is displayed in light blue has been visited and completed correctly.
  3. Modifying an Existing Campaign
    1. You may modify an existing campaign at any time prior to submitting for approval without any restrictions.
    2. To modify any campaign waiting for approval, please email portal-support@netline.com.
    3. Any campaign that is live may have only the following items changed:
      1. Change the end date of the campaign.
        1. You must set the new end date at least 60 days out from the current date.
        2. The new end date must allow for the total campaign lead goals to be met given the monthly lead goals.
        3. Changing the end date will take effect within the hour.
      2. Change the total number of leads or the monthly lead goals.
        1. The existing end date if not changed, must allow for the total campaign lead goals to be met given the monthly lead goals.
        2. Changing the number of leads or monthly lead goals will take effect within the hour.
      3. You can add, remove, or edit existing content offers.
        1. The number of active offers will still be limited by the ratio of 25 leads/1 offer with a maximum of 10 active live offers per campaign at a time.
        2. All fields on the content offer setup are editable except for the actual piece of content. If you wish to change the content you must add a new content offer and remove the one you wanted to change.
        3. Removal of content offers can be made without going through approval and will stop collecting leads within the hour.
        4. Any new offers added or changes to the current content offers of an active campaign must go through the approval process again, but will not incur an additional $50 charge.
      4. Filters can be changed at any time and will take effect within the hour.
        1. If the change in filters causes a change in the price per lead, then the new price will take effect once the filter is applied to the leads being collected with the new filter and will continue as the effective price until any further change is made that will cause the price to change.
      5. You may pause any live campaign at any time without any approval required.
      6. Any paused campaign may be resumed at any time as long as the following holds true:
        1. The campaign end date must be at least 60 days from the current date.
        2. There must be at least 10 leads left in the campaign to fulfill.
        3. You may keep your campaign paused indefinitely.
  4. LeadFlow Campaign Lead Pricing
    1. Lead pricing for all LeadFlow campaigns start at $9.00 per lead independent of the campaign size. If you have a discount code you are using for the campaign, the discount will be applied at the time of submitting your campaign. A minimum order size of $500 is required on all campaigns before the discount is applied. The lead price for an individual campaign may increase based on the following features added to your campaign:
      1. Questions – Each additional question used in the campaign beyond the User Demographic questions adds an additional $3 to the lead price.
      2. Filters – Each filter per question used in the campaign adds an additional $3 to $6 (depending on type of filter) to the lead price. There is no charge for filtering out the question answer value 'Other' from any question.

All-in-One "LeadFlow" Campaign Setup Steps

  1. LeadFlow Campaign Setup Page – General (required section)
    1. The General Campaign Information page consists of the following fields:
      1. Campaign Name – A user generated name that will be used to identify the campaign.
      2. Company Name – The company name will default to your account company name. Unless you are an agency representing another client, then your company name must match your account company name. This information will be displayed in your campaign web pages.
      3. Company Website URL – The company website URL will default to your account company website URL. Unless you are an agency representing another client, your website URL name must match your account company website URL. This information will be displayed in your campaign web pages.
      4. Company Logo Image – The company logo image will default to your account company logo image. Your company logo image may be different from your default logo. The logo image size must be less than 100KB in size and of the file type jpeg, gif, or png. This information will be displayed in your campaign web pages.
      5. Clicking on Next or another step will save your information and create your new campaign. If you exit the setup process at this step you can find your campaign listed under the Campaign tab.
  2. LeadFlow Campaign Setup Page – Content (required section)
    1. The Campaign Content Offers page is where you upload your content for your campaign. Your campaign will not be approved if you do not own or have the rights to use the content offers provided. Your campaign will not be approved if you have an existing active campaign using the same content offer.
      1. The Content offers may be in PDF format or may also be links to such items as videos, interactive eBooks, or on-demand webinars.
      2. The offers cannot consist of data sheets or sales collateral.
      3. The cover of your content will be displayed for the offer. For content in PDF format this will default to the first page of the content, though you may choose to upload a separate cover if you wish. For all other types of content, you will be required to add a cover to your content offer.
      4. You are allowed to add one piece of content for every 25 leads requested at a maximum of 10 pieces of content. For example, if your campaign is requesting 50 leads, then the maximum number of content offers for this campaign is 2.
      5. For each piece of content added you must provide the following:
        1. Content Title – Title of your content. Maximum length is 150 characters, text only.
        2. Tagline – A sentence touting the highlights of the content piece. Maximum length is 200 characters, text only.
        3. Abstract – A more detailed description of your content that identifies the audience the content is intended for as well as what they can expect to gain from reading the content. Maximum length is 1,024 characters.
        4. The PDF document is uploaded by hitting the Browse button at the bottom of the page, selecting your content, and clicking Upload. If your content is a link, you will be able to enter your link (in http://website.domain format).
        5. Offer Type – The offer type may be selected from the pull-down. The Offer Type selected is used to characterize and organize your content.
  3. LeadFlow Campaign Setup Page – Questions (required section)
    1. The Campaign Form Questions page consist of three types of questions:
      1. User Demographic – User Demographic questions are standard questions that are required for all campaigns and already appear on the Campaign Form Question page. These questions contain the text based questions asked of the registrant such as name, title, and contact information.
      2. Default – Default questions are standard questions that are required for all campaigns that already appear on the Campaign Form Question page and include the following:
        1. User Demographics
        2. Registrant country
        3. Registrant job function
        4. Registrant job level
        5. Number of employees in the registrant's country
        6. The industry for the registrant's company
      3. Custom Questions – Custom questions can be taken from the question library or created.
    2. Adding Questions – You may add Custom questions to a campaign by selecting the "Add Question to Campaign" button at the bottom of the page. This button will bring up a dialog that will allow you to create your questions. The lead price will increase $3 per lead for each additional question added to the campaign registration form. All questions on the registration form must be answered by the user prior to them being sent the download link for the content offer. The information required to add a question consists of the following:
      1. Question Type – The Question Type selector allows you to select the type of question you wish to add. The two types are:
        1. Library Questions – A Library question is a question previously created and saved into the question library. See the Question Library section of this document.
        2. Create New Question – Create New Question allows you to create a new question that can be added to the registration form and saved to the Question Library.
      2. To add a library question, find the questions you wish to add and place a check box next to the questions. Pressing the "Add to Campaign" button will then add these questions to your form.
      3. To create a new question you must follow these steps and provide the following information:
        1. Select "Create new questions" from pull down menu.
        2. Add new question to the library – To add your new question to the library, check the box next to the "Save this question to my library".
        3. Answer Type – Use the pull-down selector to choose the answer type for the question. The choices are:
          1. Text – Text appears as a text input box for open-form answers by the user.
          2. Single Choice – Single choice appears as pull-down menu of choices where the user is allowed to choose one value from the list.
          3. Multi-Choice – Multi-choice appears as a collection of checkboxes where the user may choose one or more of the checkboxes.
        4. Question Text – The question text is the question that you would like to ask the registrant and may not be more than 400 characters and only text. No HTML or special characters.
        5. Question Name – The question name is the name you give the question and will be associated with the question in the Question Library, and used as the header row for your leads in the Leads page, The question name may not be more than 50 characters in length.
        6. Depending on the Answer Type selected, the following additional information must be provided to complete the question:
          1. Text:
            1. Maximum Length – This is the maximum length of the response a registrant may type into the question text box.
            2. HTML5 Type – The HTML5 type indicates the type of answer expected and will aid in the display and answering of the question especially when the registrant is trying to fill out the form on a mobile device.
          2. Single and Multi-Choice:
            1. Answer Choices – The answer choices are the text answers that are presented to the registrant as a pull down in Single Choice or as checkboxes in Multi Choice.
            2. Data Value (optional) – The data value is the string value that will be used in the data record for this question. If the data value isn't provided, it will default to the answer choice provided.
            3. Include 'Other' as answer – The 'Other' question allows you to provide as the last answer choice an additional catch all answer in the case where none of the answer choices provided are an appropriate response for the registrant. Checking the Include Other checkbox will create a dynamic choice that when selected will cause an additional text question for the Other data value to appear on the form. To complete the Other question the following must also be included:
              1. Answer Choice – Same as above, but for the Other question.
              2. Data Value (optional) – Same as above, but for the Other question.
    3. Question Ordering – The order of questions on the registration form will always have the user demographic and default questions first. The questions you add to the form may be arranged in any order after the required questions. To change the question ordering place your mouse over the center of the question until the mouse icon changes to a move symbol and hold down the mouse and drag the question up or down the page and then release the mouse button.
    4. Editing and Deleting – Questions can be edited or deleted by selecting either the pencil icon for editing or the red minus icon for deleting.
  4. LeadFlow Campaign Setup Page – Filters (optional section)
    1. The Campaign Filters page allows you to decide what types of registrants you do not wish to collect as leads. You may filter the leads of your campaign based on the Default Questions only. You will not be given or see any of the leads that have been filtered out of your campaign. The lead price will go up $3.00-$6.00 for each question that has a filter except on any question where you elect to filter out Company Size Less than 5 Employees, and the value of other, intern, student, consultant, or contractor (these student, intern, etc. filters are free). NOTE: Having too many or very restrictive filters on your campaign will severely affect your campaign's lead flow rate and ability to reach your desired number of leads.
    2. To add a filter to a question you must do the following:
      1. Open the question to be filtered by selecting the plus sign on the left of the question bar.
      2. Uncheck the checkbox next to the value(s) that you wish to have filtered out. You will ONLY receive leads that meet the criteria you have left checked.
  5. LeadFlow Campaign Setup Page – Scoring (optional section)
    1. The Campaign Scoring page allows you to score the leads of your campaign based on a weighted grade-point system calculation. This serves two important functions. Firstly, the scoring drives the targeting algorithms used by NetLine to reach your ideal target customer. For this reason, you should always score your leads. You need only score those leads that you would receive with your filters. (For example, if you are filtering out China, there is no need to score China responses). The second function scoring serves is to allow you to rank the leads you receive based on your own criteria. C-Levels at enterprise level corporations are typically more important to a client than a low-level employee at a small company for example.
    2. The only type of question that can be scored is a Single Select Choice (Radio or Dropdown). Multi-Select Choice (Checkbox) and Text questions cannot be scored. Your question scoring values will be included in your campaign data for each lead collected. Lead question answers are given a scoring value based on a school letter grade, 'A' through 'F'. Where:
      1. A - Ideal target
      2. B - Acceptable
      3. C - Not great
      4. D - Unacceptable
      5. F - Not even close
      The "Question Weight" will allow you to set a higher importance to one question over another. The "Question Weight" will multiply the weight of the grade result for that question. Your final lead score calculation will be based on a weighted average grade-point of all questions and their answers and will be represented numerically where an "A" is a 4 and "F" is a 0. There is no additional price increase for scoring your questions and all single or multi choice questions may be scored.
    3. To score your questions you must do the following:
      1. Open the question to be scored by selecting the plus sign on the left of the question bar.
      2. Select the weight of the question by using the pull down and selecting a value between 1 and 10 (The default is 1). The higher the value, the greater the weight (and importance) of the question.
      3. Select the grade for each choice value of a question by using the pull down selector to the right of the choice value. You may use the 'Score All' selector to select an initial grade for all choices.
  6. LeadFlow Campaign Setup Page – Mapping (optional section)

    The Campaign Mapping page will allow you to map the data values of the leads of your campaign from existing default values to new custom values for this campaign. These values will be presented in the lead data collected for your campaign. The mapping feature is most often used when the default or profile questions have choice values that you do not wish to use with your data. There is no additional price increase for mapping your question values and all single or multi choice questions may be mapped.
  7. LeadFlow Campaign Setup Page – Lead Terms (required section)
    1. The Campaign Lead Terms page allows you to determine how you want to plan your campaign - using either a dollar figure (Budget) or a total number of leads (Total Number of Leads).
      1. Budget – You can set the maximum budget you are willing to spend on your campaign. Once you enter your maximum budget, our system will calculate the maximum number of leads you can receive without going over your budget. Once your maximum budget is reached, your campaign will be paused until you either end the campaign or increase your maximum budget.
      2. Total Number of Leads – The number of leads entered is the maximum number of leads you will receive for this campaign (plus 10% of the maximum number will be given to you free of charge to account for any bad leads in your campaign). When a campaign has generated its total number of leads (including the 10% overage), the campaign will stop and will no longer collect leads. LeadFlow does not guarantee the number of leads requested will be delivered, but will not deliver more than the stated amount. If you require a lead guarantee, then NetLine's Lead Source lead generation product may be a better option.
    2. Monthly Maximum Lead Goal – This is the maximum number of leads you wish to generate per month. If the limit is reached before the month is over, your campaign will pause collecting leads until the following month, unless you adjust your campaign settings.
    3. CPL Uplift – CPL Uplift is a way to get your content in front of a larger audience. The CPL Uplift is a promotional push for your content to increase exposure and potentially provide greater lead flow. NetLine's Multi-Channel Network optimizes content placements based on targeting, popularity, and price. If all else is equal, content with a higher CPL will be promoted more often.
  8. LeadFlow Campaign Setup Page – Schedule (required section)
    1. The Campaign Schedule page consists of the following fields:
      1. Campaign Start Date – The start date is the day you would like the campaign to go live and start collecting leads. The date can be set for the day of the campaign input or any day in the future. The campaign will start within 12 business hours of campaign submission (8 hours maximum for approval of campaign and 4 hours maximum for implementation of your campaign). Please allow up to three days before you see your content live on the network.
      2. Campaign End Date – The end date is when your campaign will stop and no longer collect leads. If the campaign has reached its total number of leads prior to the end date, then the campaign will stop once the lead goal has been reached. The end date must be at least 60 days from the start date provided. If no end date is provided then a default end date three years from your start date will be used which almost ensures your campaign will not come down until all the required leads have been collected.
  9. LeadFlow Campaign Setup Page – Fulfillment
    1. LeadFlow allows you to choose to receive your leads via email on either a daily or weekly basis. Below are the choices you get to make at this step (all optional).
      1. Receive Fulfillment – By selecting 'Yes' you are agreeing to receive your leads via email. It is important to note that by receiving your leads via email you are in fact purchasing them, and they will be billed. You can always review and download your leads via the Leads tab. By selecting 'No' you are still able to download your leads from the Leads tab whenever you wish.
      2. Fulfillment Frequency – You can choose to receive an email with your leads on a Daily or Weekly basis.
        1. Daily emails are sent M-F at 5AM PST.
        2. Weekly emails are sent on Monday at 5AM PST.
      3. Fulfillment Type – You can elect to receive ALL of your leads in every email (Cumulative) or you can choose to only receive the new leads from the last time you received your leads (Incremental).
      4. Email Recipients – By default you will receive the lead fulfillment emails at your primary email (your Portal username). In addition to receiving it at this address, you may select three additional email addresses to have your lead fulfillment email delivered.
  10. LeadFlow Campaign Setup Page – Review
    1. The Campaign Review page is where you can preview what your lead generation campaign will look like on the web. Each content offer in the campaign will have a link to review your content and the splash and registration pages as it would appear on the TradePub.com website. These are not the real pages or fully functional and are only provided for a visual review.
    2. Please remember to review your campaign and make sure the following information is correct prior to submitting your campaign for approval:
      1. Check your campaign scheduled start and end dates.
      2. Make sure you agree to the "Cost-per Lead" (CPL) that will be charged.
      3. Check the total number of leads you wish to purchase and the total campaign cost.
      4. View your splash page and registration form for correctness in spelling and grammar.
      5. Make sure your filters are set correctly.
  11. LeadFlow Campaign Setup Page – Submit
    1. The Submit Campaign for Approval page is where you will once again review the details and pricing of your campaign, add any promotion code, and choose your billing method. The two methods of paying for a lead generation campaign are by credit card payments which you can choose to be billed weekly or monthly. Keep in mind that you will be charged every time you download your leads, which can be multiple times per day. DO NOT submit your campaign for approval if you do not agree to the NetLine Portal Terms and Conditions.
    2. You will not be able to reach the Submit Campaign page if you have not completed the required steps in the campaign setup process or entered all the required user and company information in the 'Account' section.
    3. NOTE: All LeadFlow campaigns will be charged a $50 deposit towards future leads at the time of submitting your campaign for approval. Any fraudulent use, misrepresentation, or campaigns set up so they cannot generate $50 worth of leads, will forfeit the $50 approval fee.

Campaigns After Submission

  1. Campaign Approval or Denial
    1. When your LeadFlow campaign is submitted for approval, your primary credit card account will be charged $50 at the time of submission. If the $50 charge cannot go through on your primary or any other credit card on file, then your account will be placed on financial hold until a valid credit card is provided. There is no charge needed for ContentFlow campaigns.
    2. After your campaign is submitted for approval, campaign details will be reviewed by NetLine's Client Services Department. If there is any information in your campaign that is missing or needs updating or correcting, then the campaign will be denied and an email indicating what changes are needed will be sent. After correcting the issues, the campaign can be submitted again for approval. You will NOT be charged an additional $50 when re-submitting campaigns previously submitted for approval. Most campaigns are approved within 8 business hours.
    3. After your campaign is approved, you will be sent an email indicating the change in your campaign status and your campaign will go live within the next 4 business hours. If the campaign is scheduled to go live at a future date, you will receive an email saying your campaign is approved and will go live at that future date. You will receive an email when the campaign actually goes live. If the campaign is scheduled to go live right away, you will only receive the email when the campaign is live.
  2. Campaign Going Live
    1. Approved campaigns will automatically go live within 4 business hours of being approved.
    2. Live campaigns will remain live until either the end date has been reached or the lead goal (LeadFlow only) has been met for the campaign. If a monthly lead goal has been set for the campaign, then the campaign will pause upon reaching the monthly lead goal and resume at the start of the following month.
    3. You will be emailed when your campaign goes live or comes down.
  3. Campaign Going Down
    1. Campaigns will come down sometime during the end of the day after reaching their lead goals, hitting the campaign end date, or reaching the budget limit.
    2. Campaigns can be forced to come down by you pausing or deleting the campaign. NOTE: Deleting a campaign will delete the campaign along with all data and reports.
    3. No leads will be collected beyond the lead goal or budget set for the campaign even if the campaign is still live.
    4. You will be emailed when your campaign comes down.

Syndication Only "ContentFlow" Campaign Setup Steps

  1. ContentFlow Campaign Setup Page – General (required section)
    1. The General Campaign Information page consists of the following fields:
      1. Campaign Name – A user generated name that will be used to identify the campaign.
      2. Company Name – The company name will default to your account company name. Unless you are an agency representing another client, then your company name must match your account company name. This information will be displayed in your campaign web pages.
      3. Company Website URL – The company website URL will default to your account company website URL. Unless you are an agency representing another client, your website URL name must match your account company website URL. This information will be displayed in your campaign web pages.
      4. Company Logo Image – The company logo image will default to your account company logo image. Your company logo image may be different from your default logo. The logo image size must be less than 100KB in size and of the file type jpeg, gif, or png. This information will be displayed in your campaign web pages.
      5. Clicking on Next or another step will save your information and create your new campaign. If you exit the setup process at this step you can find your campaign listed under the Campaign tab.
  2. ContentFlow Campaign Setup Page – Content (required section)
    1. The Campaign Content Offers page is where you upload your content for your campaign. Your campaign will not be approved if you do not own or have the rights to use the content offers provided. Your campaign will not be approved if you have an existing active campaign using the same content offer.
      1. The Content offers may be in PDF format (ContentFlow only allows PDFs).
      2. The offers cannot consist of data sheets or sales collateral.
      3. The cover of your content will be displayed for the offer. For content in PDF format this will default to the first page of the content, though you may choose to upload a separate cover if you wish.
      4. For ContentFlow you may add up to 10 pieces of content per campaign.
      5. For each piece of content added you must provide the following:
        1. Content Title – Title of your content. Maximum length is 150 characters, text only.
        2. Tagline – A sentence touting the highlights of the content piece. Maximum length is 200 characters, text only.
        3. Abstract – A more detailed description of your content that identifies the audience the content is intended for as well as what they can expect to gain from reading the content. Maximum length is 1,024 characters.
        4. The PDF document is uploaded by hitting the Browse button at the bottom of the page, selecting your content, and clicking Upload.
        5. Offer Type – The offer type may be selected from the pull-down. The Offer Type selected is used to characterize and organize your content.
  3. ContentFlow Campaign Setup Page – Schedule (required section)
    1. The Campaign Schedule page consists of the following fields:
      1. Campaign Start Date – The start date is the day you would like the campaign to go live on the NetLine Content Syndication Network. The date can be set for the day of the campaign input or any day in the future. The campaign will start within 12 business hours of campaign submission (8 hours maximum for approval of campaign and 4 hours maximum for implementation of your campaign). Please allow up to three days before you see your content live on the network.
      2. Campaign End Date – The end date is when your campaign will stop and be removed from the NetLine Content Syndication Network. The end date must be at least 60 days from the start date provided. If no end date is provided then your content will stay on the Network indefinitely.
  4. ContentFlow Campaign Setup Page – Review
    1. The Campaign Review page is where you can preview what your lead generation campaign will look like on the web. Each content offer in the campaign will have a link to review your content and the splash and registration pages as it would appear on the TradePub.com website. These are not the real pages or fully functional and are only provided for a visual review.
    2. Please remember to review your campaign and make sure the following information is correct prior to submitting your campaign for approval:
      1. Check your campaign scheduled start and end dates
      2. View your splash page and registration form for correctness in spelling and grammar.
  5. ContentFlow Campaign Setup Page – Submit
    1. The Submit Campaign for Approval page is where you will once again review the details of your campaign and leave any comments for the NetLine Portal team regarding your campaign. DO NOT submit your campaign for approval if you do not agree to the NetLine Portal Terms and Conditions.
    2. You will not be able to reach the Submit Campaign page if you have not completed the required steps in the campaign setup process or entered all the required user and company information in the 'Account' section.

Campaigns After Submission

  1. Campaign Approval or Denial
    1. There is no charge (or credit card information) needed for ContentFlow campaigns.
    2. After your campaign is submitted for approval, campaign details will be reviewed by NetLine's Client Services Department. If there is any information in your campaign that is missing or needs updating or correcting, then the campaign will be denied and an email indicating what changes are needed will be sent. After correcting the issues, the campaign can be submitted again for approval. Most campaigns are approved within 8 business hours.
    3. After your campaign is approved, you will be sent an email indicating the change in your campaign status and your campaign will go live within the next 4 business hours. If the campaign is scheduled to go live at a future date, you will receive an email saying your campaign is approved and will go live at that future date. You will receive an email when the campaign actually goes live. If the campaign is scheduled to go live right away, you will only receive the email when the campaign is live.
  2. Campaign Going Live
    1. Approved campaigns will automatically go live within 4 business hours of being approved.
    2. Live campaigns will remain live until the end date has been reached, or will stay live indefinitely if no end date has been entered. You will be emailed when your campaign goes live or comes down.
  3. Campaign Going Down
    1. Campaigns will come down sometime during the end of the day after reaching their campaign end date.
    2. Campaigns can be forced to come down by you pausing or deleting the campaign. NOTE: Deleting a campaign will delete the campaign along with all data and reports.
    3. You will be emailed when your campaign comes down.

Leads Page

  1. The Lead page contains all the lead data for your previous and current active campaigns. All campaigns that have collected leads are listed on the main table. To access the lead information for a specific campaign, click on the campaign name and a new tab will appear which contains the leads for that campaign. The leads that have not been billed for or charged will have the data missing from certain key fields. If leads remain that have not been billed, you will be asked if you would like to pay for the unbilled leads prior to downloading your lead data. If you agree to pay for the leads then all leads with complete data will be available in your download file, if you decline to be billed for the leads then unbilled leads will contain blank fields in the download file.
  2. To export your leads as a CSV (comma-separated-value) file, just click on the Download button at the bottom of the campaign lead detail page. Your browser will download a CSV file which contains your data.
  3. Lead Fulfillment – Collected leads are processed and fulfilled to LeadFlow every 15 minutes and leads can be downloaded at any time.
  4. Billed Leads – Billing for all uncharged leads will be processed at the end of the day for leads generated in that given day.

Reports Page

  1. The Report page has three sections: Campaign Reports, Campaign Messages and Campaign Acitivty.
  2. The Campaign Reports section is where you can see reports and metrics from your current campaigns.
  3. The Campaign Messages section has a log of all online communications that has been sent to you by the Portal system.
  4. The Campaign Activity section shows a log of the transactions history that has occurred for each campaign. Example: Submitting, Pausing, Going Live.

Help Page

  1. The Help section of NetLine's Portal consists of the following sections:
    1. Documentation – Full general documentation on using LeadFlow, ContentFlow and the various different sections of the website.
    2. Contact Us – An online place to submit feedback or ask questions of our Customer Service representatives in addition to an email and postal address for contacting us.
    3. FAQ – The Frequently Asked Questions is a list of top questions often asked by users. These questions point to the appropriate place in the general documentation.
    4. Terms and Conditions – These are the legal terms you agree to when you sign-up and submit campaigns with NetLine's Portal.

Finance & Accounting Documentation

  1. Financial Hold
    1. If at any time a valid credit card does not exist under your account and your remaining account balance cannot be charged, then when you attempt to login to the Portal website, you will receive a message indicating your account has been placed on financial hold. To remove yourself from financial hold, you must add a valid credit card under the Payment tab of the Account section and the system must then be able to charge your credit card for your remaining balance. If you are having problems removing yourself from financial hold, then contact Customer Service using one of the methods available on the Contact Us link on the bottom of the page.
  2. Suspended Accounts
    1. If you try and login to the Portal and are prevented from doing so and receive a message indicating your account has been suspended, then your activities and information provided on the Portal might have been deemed to be fraudulent and you have been shut out of the site. If you feel this decision was made in error or based on some misunderstanding, then contact Customer Service using one of the methods available on the Contact Us page under the Help section.
  3. Campaign Credit Card Charging and Invoice Billing
    1. Credit Cards
      The only valid credit cards accepted are VISA, MasterCard, and American Express.
      1. All credit cards must have a US-based billing address.
      2. The primary credit card will be charged $50 when campaigns are submitted for approval the first time.
      3. Submitting again for changes or because of previous denials will not be re-charged.
      4. You will be billed for all leads fulfilled at certain time intervals throughout the day, but can be charged immediately upon downloading.
      5. If the account default credit card fails to charge for the full amount, then the other credit cards in the account will be attempted. If the account balance cannot be charged in full, then your account will be placed on financial hold until a valid credit card is provided.