Guide for the operation flow when calling API in Nobita

The operation map to call API as below:

1. Call API on Nobita.

Requirements: You must ensure that you have created an authentication key (See instructions on creating an authentication key: HERE)

After creating the authentication key, perform Call API with the newly created key, with the website link and UTM code in the section:

"queryString":{

"link":"https://yourwebsite.com/link/chien/dich"

}

Go to Setup -> General Settings -> Accesstrade to set up connection information.

CHèn ẢNh

2. Create a Marketing campaign with the URL source link containing the UTM code.

To create a campaign with the URL source link containing the UTM code, go to Nobi Marketing -> Marketing Campaigns -> Campaigns Tab -> Add Campaign => Form Add Campaign Display. Here you need to fill in the correct information in the fields.

**Note: Fill the URL source exactly as URL in API setup.

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The purpose of creating a marketing campaign is so that when leads coming in from the website will be assigned to the campaign to report and measure the effectiveness of Marketing, the number of leads, how much revenue from the lead source...

3. Set up lead division, create lead tags, and assign tags.

To set up the lead division, please follow these steps:

Step 1: Go to Nobi Sales -> Lead Management -> Configuration -> Configure the appropriate lead division according to one of the ways of dividing the lead on the Nobita system.

Step 2: At Nobisales switch to Tasks/Results to set up the tasks for the lead and the results after performing the task.

Step 3: Sales receive leads, assign tags according to customer status -> From the lead's status on Nobita, the information will be automatically updated to your system.