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Core
Campaign ID *
From the Google Sheet
Campaign Name
Vertical
Campaign Type
—
Calls
Clicks
Leads
Buyer Code
Publisher / Source
Payout
Overall Status
—
New
Waiting on Buyer
In Progress
Testing
Live
On Hold
Completed
Cancelled
Intergration Success - Tech Complete
Delivery
Billable Duration (sec)
Calls only, e.g. 120
Daily Cap
Operating Days
Mon-Fri, Mon-Sat...
Operating Hours (ET)
Enter in Eastern Time, e.g. 9am - 6pm ET
Buyer's Time Zone
—
EST
CST
MST
PST
MST (Arizona)
AKST
HST
For reference only
Transfer Type
—
Warm
Cold
Direct
Calls only
Clicks & Leads
Offer URL
Postback Placed?
—
Yes
No
Not Sure
N/A
Postback URL
Geography & Requirements
Geography Type
—
State
ZIP
Target States
AZ, FL, IA, KS, MI, MO, NE, NC, OH, TN, TX, VA
ZIP File (link)
Qualification Criteria
Internal working list based on the carrier/state setup and add-on availability supplied. Confirm agent licensing, carrier Ready-to-Sell/appointment status, add-on eligibility, and applicable NPN-override requirements before enrollment activity.
Special Instructions
Oscar: Available across all 12 states in this current working matrix. Anthem: Missouri only. Excluded from the current setup: Georgia (GA) and Illinois (IL).
Scripts & Creative
Buyer Script Provided?
—
Yes
No
Script Link
Script Approved?
—
Yes
No
Approved Script Link
Creative Approval Required?
—
Yes
No
Tech & Tracking
Reporting Type
API Required?
—
Yes
No
API Details Received?
—
Yes
No
API Endpoint / URL
API Details
DID from buyer: 803-598-5763
Auth method, payload format, test notes. Avoid pasting passwords or keys.
Reporting Platform
Tech Owner
Date Received
Request / Completion Date
Notes
PB01 ACA Life insurance CPA Model Final active states: AZ, FL, IA, KS, MI, MO, NE, NC, OH, TN, TX, VA DID: +18554710921 Hours: 9am - 6pm est PB10 ACA Life insurance CPA Model Final active states: AZ, FL, IA, KS, MI, MO, NE, NC, OH, TN, TX, VA DID: +18558038111 Hours: 9am - 6pm est
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