How To Manage Publishers/Referrers in Campaign Grouping?

Your source values, your rules — clean, controlled, institute-level.

How to Create a Publisher/Referrer?

• Use this when you’re adding a new marketing source — like a new aggregator, partner, or campaign platform.
• Steps:
  • Go to Settings → Campaign Management → Campaign Grouping
  • Expand the Traffic Channel(s) accordion by clicking on Ⓥ
  • Open the Traffic Channel accordion under which you want to create the publisher/referrer by clicking on  Ⓥ
    
    
    
  • Pop-up the Custom Publisher/Referrer(s) accordion by clicking on  Ⓥ
    
    
    
    
  • Click on ➕ "Add Publisher/Referrer"
  • A modal will appear to allow you to add

• Publisher Name
  • It is mandatory to add a unique name and it can have a maximum of 100 characters in length
• Source Tags (utm_source values like shiksha, siksha, etc.). 
  • Please note, these must be unique. That is, if you add a source tag to 1 publisher/referrer it cannot be reused in other active publishers/referrers unless the existing publisher/referrer is disabled or the source tag is removed from here. 
  • Try adding as many variations as possible to account for spelling errors. However, make sure you only add those source tags which aren’t required for any other publisher/referrer
• Logo, URL (optional)
• Associated Traffic Channel. 
  • Please note:
    1. Only active Traffic Channels shall be shown in the list. 
    2. Unclassified Traffic Channel won’t be visible when you are creating publisher/referrer in any other Traffic Channel except Unclassified > Custom Publishers/Referred
• Bucket leads from offline lead origin separately
  • Use this, only if you want to see the leads coming via offline uploads (Quick Lead, Bulk Upload)
• Publisher Type - Campaign Group or Publisher
  • If you want to give a Publisher Panel access based on this Publisher/Referrer, then select Publisher Type as “Publisher”
  • If you do not want to give a Publisher Panel access based on this Publisher/Referrer, then select Publisher Type as “Campaign Group”
• Send Custom Email And SMS
  • This allows you to send Publisher specific email templates (it is recommended to keep it disabled)
    
    

• Once you added all the details, click on Save
• Click on Yes to continue and No to cancel
  
  
  
  
• Review the impact and type Create & Sync All Leads to create
  
  
  
  
• The newly created Publisher/Referrer will appear in your active publisher/referrer list for the associated Traffic Channel

Result:

• Publisher gets created with mapped source tags
• Leads with those source values now attribute to this publisher. That is, all the existing and incoming leads with the matching utm_source will start getting classified under this Publisher/Referrer
• Publisher/Referrer is now visible across dashboards (if there are leads already present with the matching source tags)
• All the added source tags are re-routed under the new publisher/referrer

How to Edit a Publisher/Referrer?

• Use this to correct a name, update tags, change traffic channel, or tweak offline toggle.
• Steps:
  • Go to Settings → Campaign Management → Campaign Grouping
  • Expand the Traffic Channel(s) accordion by clicking on Ⓥ
  • Open the Traffic Channel accordion under which you want to create the publisher/referrer by clicking on  Ⓥ
  • Pop-up the Custom Publisher/Referrer(s) accordion by clicking on  Ⓥ
  • Find the publisher/referrer you want to edit
  • Click the Edit icon (✏) next to the publisher/referrer
  • For Custom Publishers, you can edit:

• Publisher Name
• Logo
• Source Tags
• Associated Traffic Channel
• Offline Toggle
• Send Custom Email And SMS
• Publisher Type - Campaign Group or Publisher

• For System Publishers, you can edit:
  • Associated Traffic Channel
    • For Not Mapped, Others, or Source Not Set → They won’t be visible
• Once you have made the changes, click on Save
• If the publisher/referrer is linked to active ERP, automation, allocation rules, you won’t be able to make the changes
• Click on Yes to continue and No to cancel
• Review the impact and type Save Publisher & Update All Leads to create
• If you have made changes to source tags and/or associated traffic channel, your leads shall also be resync retrospectively 

Result:

• All leads associated with newly added source tags, if any, for the Publisher/Referrer will be updated
• All leads associated with removed source tags, if any, shall be updated to show Publisher/Referrer under as “Not Mapped”
• Counts of both edited “Publisher/Referrer” as well as “Not Mapped” will be updated as per the changes made if source tags are updated
• Counts and data for any publisher user associated with the edited “Publisher/Referrer” will be updated as per the changes made if source tags are updated

How to Disable a Publisher/Referrer?

• Use this to clean up unused, outdated, or deprecated publishers.
• Steps:
  • Go to Settings → Campaign Management → Campaign Grouping
  • Expand the Traffic Channel(s) accordion by clicking on Ⓥ
  • Open the Traffic Channel accordion under which you want to create the publisher/referrer by clicking on  Ⓥ
  • Pop-up the Custom Publisher/Referrer(s) accordion by clicking on  Ⓥ
  • Find the publisher/referrer you want to disable
  • Click on  Disable icon next to the publisher under Status
  • You will be asked if you want to retain attribution for leads till date
    • Select “Yes” only if you want to give attribution to the current publisher/referrer till date. 
      • In such case, existing leads will continue to give attribution to the disabled publisher/referrer
    • Select “No” if you want to make retrospective changes for leads. 
      • In such case, existing leads will no longer give attribution to the disabled publisher/referrer
  • You will be asked to reassign your source tags to another existing publisher/referrer. 
    • If you do not have anything specific in mind, add them to “Not Mapped”
      • Selecting “Not Mapped” allows you to reuse your source tags in future in any other publisher/referrer together or separately
    • If you select another Publisher/referrer (except Not Mapped), then all the existing source tags will be transferred to the selected publisher/referrer
  • Click on Yes to continue and No to cancel
  • Review the impact and type Deactivate Publisher & Retain Leads to disable and retain leads (No impact on leads associated with the publisher/referrer till date) 
  • Review the impact and type Deactivate Publisher & Do Not Retain Leads to disable and not retain leads (this impacts leads associated with the publisher/referrer till date)
  • If the publisher/referrer is linked to active ERP, automation, allocation rules, you won’t be able to disable it. The system will alert you to resolve dependencies first.
  • If it is not linked, based on your action, your existing leads will be synced (in case of Do not Retain)

Result:

• All existing leads associated with disabled Publisher/Referrer will be updated (if you selected “No” when asked for retention)
• New leads will fall into the selected publisher/referrer (irrespective of your retention choice)
• Disabled Publisher/Referrer shall be removed from all dashboards, reports and filters (if you chose “No” when asked for retention)
• Lead/Application/Payment counts of selected publisher/referrer will be updated (if you chose “No” when asked for retention)
• Any Publisher user associated with the disabled Publisher will lose access to Publisher Panel 

How to Reactivate a Publisher/Referrer?

• Use this if a disabled publisher is needed again.
• Steps:
  • Go to Settings → Campaign Management → Campaign Grouping
  • Expand the Traffic Channel(s) accordion by clicking on Ⓥ
  • Open the Traffic Channel accordion under which you want to create the publisher/referrer by clicking on  Ⓥ
  • Pop-up the Custom Publisher/Referrer(s) accordion by clicking on  Ⓥ
  • Click on View Inactive Publisher/Referrer(s) to get the list of inactive publishers
  • Scroll down to “Disabled Publishers/Referrers” section at the bottom
  • Find the Publisher/Referrer you want to reactivate
  • It will open the Publisher/Referrer in edit mode
  • Any conflicting tags shall be highlighted. Resolve them to proceed
  • Making any other changes, if needed
  • Click on Save
  • Click on Yes to continue and No to cancel
  • Review the impact and type Activate & Sync All Leads to reactivate

The Publisher/Referrer will be back in active use and visible in dashboards, filters and reports again.

Special Rules to Remember