Overview
The article provides a guide for developers on how to automate the creation of reference challenges through the Influitive API, ensuring integration with external reference management systems and consistency across platforms. It details the process of designing customized reference challenges, utilizing the Challenge Template Library, and the significance of the "API Template Code" during template creation.
Information
The Influitive API allows you to integrate your external reference management systems with your AdvocateHub, where you can generate a reference challenge upon a reference request from the sales and marketing team.
You may wish to create a unique reference challenge with different stages to reflect your reference workflow — such as a peer call, scheduling a call, or a reference call feedback. The Influitive API allows you to create templates specific to the reference integration using the Challenge Template Library and adding an API Template Code.
Creating a New Challenge Template
In order to configure your hub to be able to create these references challenges through the Influitive API, you'll first need to create unique challenge templates for your reference activities. Follow the instructions in Creating New Challenge Templates in order to create your new template. When creating a new challenge template, you'll notice a new field - "API Template Code". This is where you can create a code that can be referenced later using the API.
Please note, the API Template Code field is optional .
After you save your template, you'll be able to see it in your challenge template library under the "My Templates" Tab.
FAQ
What is the purpose of the Influitive API in reference challenge creation?
The Influitive API facilitates the integration between external reference management systems and AdvocateHub, allowing for automated and consistent creation of customized reference challenges in response to sales and marketing requests.
Can you customize the stages of a reference challenge using the Influitive API?
Yes, it is possible to design customized reference challenges with various stages, such as peer calls, call scheduling, or feedback after a reference call, to fit specific reference workflows.
What is the role of the "API Template Code" when setting up reference challenges?
The "API Template Code" is an optional field used during the creation of a new challenge template, which allows the API to later reference the template for challenge creation.
Where can you find the challenge templates after saving them?
Once saved, the challenge templates are visible in the Challenge Template Library under the "My Templates" tab.
Is the "API Template Code" field mandatory when creating new challenge templates?
No, the "API Template Code" field is optional when creating new challenge templates.