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NetLine's Portal Support
Portal Overview
Learn how to navigate the Portal by clicking on a title to explore a topic.
Welcome Page
Welcome Page – Not Logged in
Registering
Registration to explore NetLine's Portal is free but subject to the
Terms and Conditions
of the website.
To Register:
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 provide your name, company and check the
Terms and Conditions
box to confirm your registration.
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
.
If you attempt to login to the Portal without clicking on the verification link, you will be prompted to re-send Registration Link.
Logging in
Login to the Portal by providing your username (email address) and password.
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.
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.
Forgot Password
If you have forgotten your password, click 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.
When you follow the link to reset your password, you will be prompted for a new password.
Welcome Page – Logged in (New User)
When you log into the Portal as a new user that has never created a campaign, you will be prompted to start a demo LeadFlow campaign.
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.
Welcome Page – Logged in (Returning User)
When you log into Portal, you can do one or more of the following activities:
Create a new LeadFlow campaign. Review the
Setting up a LeadFlow Campaign
section for details.
Create a new ContentFlow campaign. Review the
Setting up a ContentFlow Campaign
section for details.
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.
Get My Leads – For users who have launched LeadFlow campaigns you can review the leads your campaign has generated.
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.
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.
Help – this tab will give you an overview of the portal, instructions on creating campaigns, and access to FAQs and resource guides.
Account Page
Account Page – Company Info
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.
Account Page – User Info
Your user information consists of your name, title, and contact phone number. This information must be complete in order to submit your campaign.
Account Page – Your Brands
Create a 'Brand Name' for each company group. This will appear on your branded reports.
Account Page – Credit Card Info
The credit card 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're using ContentFlow exclusively) you do NOT need to enter any payment information. If more than one credit card is provided, one of the cards may be 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, your campaigns will be paused 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. You will need to re-release your paused campaigns. Only the primary account holder of accounts using User Management will be allowed to add or edit credit cards.
Account Page – Billing Contacts
List billing contacts and select a primary contact associated to your account. You'll be able to select a billing contact per campaign at the 'Submit' step during campaign creation.
Account Page – Change Password
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
.
Account Page – Email Preference
To change your email for your account, you must provide your password and new email address. Your email change will be effective immediately upon submitting the completed password information. You will receive an email with an activation link for the new email address. You must click the verification link to complete your re-registration. Accounts using User Management will not be allowed to change your email address.
If you encounter any problems, or cannot remember your password, please contact us at
portal-support@netline.com
. In addition to receiving campaign and account updates, you can choose to receive important product information, helpful tips, and Netline news updates by opting-in to receive updates.
Account Page – Question Library
The Question Library is where you can create and store Custom Questions for your campaigns (LeadFlow only).
Account Page – Content Library
The Content Library is where you can store your content for use in your Portal campaigns. You can add new content by selecting 'Add New', filling out the form as instructed and uploading your file(s).
Account Page – Connectors
Receive leads in real-time straight to your CRM/MAP using NetLine Portal leads connector.
Click the "Request Approval" button to submit your request. There is a $5k minimum spend before being approved.
Visit the
Portal Resources
page for setup guides and videos. If you encounter any problems, please contact us at
portal-support@netline.com
.
Account Page – Delete Account
Deleting your account will permanently erase all associated data, reports, and leads from our system – this step cannot be undone. Accounts using User Management will not be allowed to delete your accounts.
Campaigns Page
Campaigns Page – Current Campaigns
The campaign page lists all of 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).
Campaigns Page – Campaign Status
The current Status of your campaign is listed in the table. The definitions for these statuses are:
Live – Your campaign is currently live on the NetLine Content Syndication Network.
Draft – Your campaign is in development and has not been submitted for approval.
Paused – Your campaign is currently paused and is not live on the NetLine Content Syndication Network.
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.
Campaigns Page – Create a New Campaign
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.
Campaigns Page – Campaign Actions
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, Resuming, etc).
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.
Clone – You may Clone a LeadFlow or ContentFlow campaign to keep the campaign settings and change the content.
Convert – Create a LeadFlow campaign from an existing ContentFlow campaign.
Delete – Delete campaigns in Draft status. This step cannot be undone.
Pause – Remove your campaign from the NetLine Content Syndication Network.
Resume – Resume a campaign that was previously paused.
Archive – Campaigns that are paused or completed may be archived so it does not appear in the campaign list. Archived campaigns are listed in the 'Campaigns' page within the 'Archived Campaigns' subpage. If you would like to un-archive your campaign, go to the 'archived campaigns' and choose 'unarchive' from the action selector.
Leads Page
Leads Page – View Leads by Campaign
The Leads page contains all the lead data for your previous and currently active campaigns. All campaigns that have collected leads are listed on the main table. To view leads for a specific campaign, click on the campaign name and a new tab will appear with the leads for that campaign.
Leads Page – Export your Leads
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.
Leads Page – Lead Fulfillment
Lead Fulfillment – Collected leads are processed and fulfilled to LeadFlow every 15 minutes and leads can be downloaded at any time.
Leads Page – Billed Leads
Billed Leads – Billing for all uncharged leads will be processed based on the billing schedule of the campaign.
Salvage Page
Salvage Page – View Reject Leads by Campaign
The Salvage page allows you to view and retrieve surplus and rejected leads for each campaign. Surplus leads are those that meet your campaign parameters, but exceed your campaigns month or order caps. Rejected leads are those that did not meet your campaign parameters. To access the salvage lead information for a specific campaign, click on the campaign name and a new tab will appear which contains the salvage leads for that campaign. These salvage leads will have the data missing from certain key fields.
Salvage Page – Salvage Leads by Campaign
How to Salvage Leads:
To review and retrieve leads, follow the below steps:
Click on the campaign you wish to review and retrieve leads from.
Check off each lead row you wish to retrieve.
Click Salvage.
Note: Salvage leads are added to your lead goal and take about 30 minutes to process. All salvaged leads will be included in your next fulfillment file. To download salvaged leads after the processing is complete, go to the
Leads tab
and click on the desired campaign.
Reports Page
Reports Page – Campaign Reports
The Campaign Reports section is where you can see reports and metrics from your current campaigns.
Reports Page – Schedule Reports
The Schedule Reports section allows you to schedule an email delivery of the automated campaign summary report, based on the frequency you select: daily, weekly, or monthly basis.
Reports Page – Campaign Messages
The Campaign Messages section has a log of all online communications that has been sent to you by the Portal system.
Reports Page – Campaign Activity
The Campaign Activity section shows a log of the transactions history that has occurred for each campaign. Example: Submitting, Pausing, Going Live.
Reports Page – Invoice Reports
The Invoice Reports section is where you can download all credit card transaction logs per campaign.
Help Page
Help Page – Portal Overview
Portal Overview – Explore each tab of the Portal and learn about available features.
Help Page – Creating Campaigns
Creating Campaigns – A breakout of each step for creating LeadFlow and ContentFlow campaigns.
Help Page – FAQ
FAQ – A list of top questions asked by our users about general information and campaigns.
Help Page – Portal Resources
Portal Resources – Video and PDF resource guides to help set you up for success with your Portal account.
Help Page – Terms and Conditions
Terms and Conditions – These are the legal terms you agree to when you sign-up and submit campaigns with NetLine's Portal.
Help Page – Contact Us
Contact Us – An online place to submit feedback or ask questions to our customer service representatives, in addition to an email and postal address for contacting us.
Financial Documentation
Financial Documentation – Financial Hold
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 Credit Card Info tab of the Account page 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.
Financial Documentation – Suspended Accounts
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.
Financial Documentation – Credit Cards and Invoicing
Credit Cards
Valid credit cards accepted are VISA, MasterCard, and American Express.
Credit Card Weekly – Clients on credit card weekly will be charged every Sunday at 11:50pm PST for the leads generated in the previous week. Charges also occur on the last day of the month for any leads generated and not yet billed.
Credit Card Monthly – Clients on credit card monthly will be charged on the last day of the month for leads generated during that month.
Invoice Billing
Invoice billing is only available for agency clients and is subject to approval.
You can apply for "Bill Me" on step 11 (submit) of your campaign. If approved, the Portal Billing team will reach out about terms.