Integrate Knowledge Base

Default Terms


  • Default Total Allocation Per Source: Use these settings to set the initial/default lead volume for each demand partner. This does not determine your total campaign budget, however. You can edit these settings on the sources at  any time.
  • Default Payout Amount: Select the price you are willing to pay per accepted lead. If including multiple demand partners on a single campaign, you will be able to specify each CPL and lead goal on a per-source basis when you add your demand partners.
  • Over-Delivery: Allows you to specify if you will allow over-delivery of leads, and if so, the over-delivery price you are willing to  pay.
  • Leads Return Timeframe (in Days): Allows you to clearly specify the window (in days) in which you have to return a bad lead.

Tip:  Default Total Allocation Per Source and Default Payout Amount are required fields. If left blank, you will not be able to advance in the campaign build process.



  • Pacing: Pacing allows you to specify the rate at which you receive your leads. Pacing can be managed at  any  or all  of the  following intervals: Leads per  Day, Week, Month or Quarter.
  • Seller Proofs: You can require your demand partners to submit their Proofs of Concept for your approval before they can accept and begin uploading leads.
  • Source Agreement: If you have specific terms to which your partners must agree, you can upload them here. The partners will be required to acknowledge them before they can accept the  source and  begin uploading leads.
    • Note: Integrate does not accept liability for anything contained within the Source Agreement and is only ensuring that partners accept the Agreement terms prior to fulfilling your campaign.
  • De-Duplication Rules: The duplication rules are setup to allow or deny duplicate leads based on  the  marketer’s  preference, but should  mirror  your agreement  with your partner. These rules will apply to the specific source only. For example, if you have one campaign that you’re running with multiple demand partners, it’s common to not allow duplicates within a single partner but to allow duplicates between partners. Leads can be considered duplicate based on:
    • Email Address
    • Phone Number
    • Email & Phone: Two leads cannot have the same email AND phone, but two leads could have the  same  email  as  long as  phone number is  different, and  vice  versa.
    • Email & Asset: (Coming Soon) Blocks duplicates based on email address and asset downloaded. Leads with the same email address but have downloaded different assets will be accepted

  • You can also select both the Email and Phone options, which blocks duplicates for email OR phone, meaning no leads can have the same email address OR phone number. All email addresses are  unique and  all  phone numbers are unique for each lead.

  • When a  duplicate is found, you can determine what occurs next:
    • Reject if Already Exists in Source (no duplicates are allowed from a single media partner posting  to  a  single source/contract)
    • Reject if Already Exists in Campaign (no duplicates are allowed between media partners for this specific campaign)
    • Reject if Already Exists for Media Partner (no duplicates allowed if lead has already been delivered by the Media Partner on any of the campaigns in the account)
    • Reject if Already Exists in Account (no duplicates allowed at the account level across all campaigns and all media  partners)
    • Never Reject
  • Look Back: You can also specify the number of days the system should ‘look back’ in determining whether to  treat  the  lead  as  a  duplicate or not.


After completing the criteria, click Save & Continue. This will bring you to the Integrations page.

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