Link-Out Set-Up Steps

Below are the set-up requirements for Link-Out. The steps are hyper-linked to the relevant sections in the user documentation. The steps between Link-Out Basic and Advanced are the same, except for the content feed.

Step	Description	Requirement
Authentication	Password-less SSO using JWT authentication	Required
JWT Token Setup (Advanced versus Basic)	A unique JWT token is required for each Link-Out session. This token includes user, campaign, and property information and must be generated following industry-standard RFC 7519.	Required
Link-Out URLs (Advanced versus Basic)	Configured URLs with query parameters and JWT tokens redirect users to the Flow interface, where they can manage campaigns without leaving the client’s platform.	Required
Webhooks	Allows real-time campaign updates by notifying the client’s systems whenever specific events occur, such as draft creation or campaign publication.	Optional
Content Feed	Key difference between Basic and Advanced. Recommended for automating data about listings, agents, and campaigns. This feed keeps information current, reducing manual entry requirements in Flow.	Optional
Listing API	This is optional for Link-Out Advanced, and not applicable for basic.	Optional
Campaign Packages	Defines budgets, targeting, and durations for campaigns. Campaign Packages are required for every Link-Out integration to standardize ad settings and streamline campaign creation.	Required
Custom CI Ad Templates	Partners can use Flow’s built-in ad templates or create custom templates that align with brand guidelines and CI standards for a consistent ad appearance.	Optional
Whitelabeling	Provides branding options within the Flow interface to ensure a consistent brand experience for users transitioning from the client’s platform to Flow.	Optional