How to use Linkage

Linkage is the most effortless method of using InsightIQ to allow creators to grant consent and access to their data on creator platforms. You can read more about the benefits and use cases of Linkage in our dedicated use case guide.

On this page, we will discuss in detail how to use Linkage. Let's get started!

General steps

There are 2 general steps involved in working with Linkage:

1. Generating an account connection link and sharing it with the creator

2. Getting the creator's data after they've successfully connected

Now both of these steps could be achieved in multiple ways. These are described in their respective sections below.

Generating link

Links can be generated in two ways, with no code as well as with low code.

No code link generation

1. Sign up for InsightIQ (or log in if you already have an account).

2. Click on "Connected accounts" on the left menu, and then click "Invite creators" at the top right.

   

   In case you haven't onboarded a creator before, first need to click "Onboard creators" and then click on "Invite creators".

   

3. Enter the creator's name and email ID in the panel that appears next.

   

4. Or if you want to send out a bulk campaign, click on "Multiple (Bulk upload)" and download the CSV template. Fill it in and upload it back.

   

5. Click on "Send invite". InsightIQ will send an email to the creator as per the template shown in the box.

   

Low code link generation

1. Sign up for InsightIQ (or log in if you already have an account).

2. Click on the "For developers" link in the bottom part of the left menu.

3. Select "API credentials" from the left menu on the developer dashboard to access your "Client ID" and "Secret".

4. Use the create a connection link request to create a unique connection link for a creator by passing the creator's name and a unique external_id.

5. You'll get a microsite_url in the response along with a unique invite_id and the external_id you passed to the API.

6. Now you can send this URL to the creator using your own communication channels. InsightIQ will not use its communication channels to send out links generated via API.

A few notes about the links generated using the API:

• Only one external_id can be associated with one link.

• The link will not expire.

• If the API is called with the same external_id again, the API returns the same link that was generated for that external_id previously.

• To add a name, logo and brand color on the microsite, the request would need to be made to the InsightIQ tech team separately.

• You can maintain the status of the accounts that were connected via the link using the external_id.

Accessing creator data

Again, as with link generation, there are no code and low code ways of accessing a creator's data once they've connected their accounts. You can pick any one of these regardless of what method you choose for generating links.

No code data access

1. Log in to your IsightIQ account.

2. Click on "Connected accounts" on the left menu.

   

3. You'll find your list of invites and against each invite, you'll find the connection status.

   

4. For the "Active" connections, you can click on that row and see the detailed information about the creator.

   

5. You can even click the "Export profile" button to export all creator data as CSV.

   

Low code data access

1. Log in to your IsightIQ account.

2. Click on the "For developers" link in the bottom part of the left menu.

3. Select "API credentials" from the left menu on the developer dashboard to access your "Client ID" and "Secret".

4. Use the InsightIQ APIs like retrieve accounts, retrieve a profile, retrieve all contents, etc. to get access to the creator data. These can be helpful to build automation around this data, even if you are not going for a full tech integration.

Let us know at [email protected] if you face any difficulties using Linkage and we'll help you out.