Campaign Distribution

You will find your campaign distribution settings within an individual campaign.

It's here where users can determine where, when and how incoming leads will be distributed.

In the distribution overview dashboard, you'll be able to visualize lead data and traffic KPI's for all sources and endpoints of that particular campaign

Distribution Types

Advertisers

Custom Endpoints

A custom endpoint reflects the final target destination of the lead's interaction or engagement within a particular campaign or channel.

Lead data via forms, clicks and/or calls can be routed to a custom endpoint by adding in that particular endpoint's posting URL as well as lead data via API posting. These endpoints are generally platforms such as a CRM or dialer.

Within a custom endpoint, users are able to modify filters and rules that can determine when and how certain lead data is sent to a particular endpoint.

While a user is able to configure price settings globally on the campaign level, users can also override these price settings and attribute a price structure for on an individual endpoint.

Distribuion Overview

In distribution overview users can see a high level overview of KPI's, metrics and CAP for a particular endpoint and it's associated campaign.

Volume By Type

Users can determine the type of lead data they want to see the traffic volume in between Clicks, Forms or Calls.

Additionally, you may visualize the volume of total traffic vs the conversion amount of this traffic. All of this data can be filtered by a preset or custom timeframes.

Cap Pacing

View the total CAP allocations given for Clicks, Forms and Calls for a given campaign as well as the percentage of this CAP that's been fulfilled.

Routing Logic

Routing logic allows users to assign custom rules to different advertisers and endpoints. These rules ultimately determine how and why a lead (Click, Form and/or Call) is sold to a certain advertiser or endpoint.

Routing Types:

Users have the ability to route any lead type to one of 3 types of routing logic; Conditional Routing, Base Routing or Failover Routing.

Base Routing

Base routing will be the basic option within distribution. If there are no rules applied for traffic distribution, you will add your active buyer(s) to this routing selection.

Conditional Routing

Conditional routing is applied to distribution when there are rules applied to leads being delivered to an endpoint.

Within routing rules users can set specific sets of parameters that determine when and why lead traffic gets delivered to one buyer over another.

Failover Routing

Failover routing occurs when there are certain routing rules applied, however the lead does not meet the conditional routing rule requirements.

Adding To Routing

In order for a lead to be delivered or sold to an endpoint or advertiser, the user must first enable lead routing, click routing or call routing within the endpoint settings.

Once this has been enabled, the user must also assign that endpoint to one of the 3 routing types.

Routing rules do NOT need to be created or applied in order for traffic to reach an endpoint.

Routing Thresholds

Within each routing type, users have the ability to enable routing thresholds.

Routing thresholds allow the user to assign advertisers or custom endpoints within the same routing type, specific rules for when traffic is allocated. This is all based off of percentages of CAP fulfillment.

Additionally, users will need to assign a rotational count which represents the volume of leads that will need to be generated before the threshold rules restart.

Using Thresholds For Distribution

The overall purpose of using routing thresholds is to help keep the lead flow and traffic delivery to multiple advertisers or endpoints balanced throughout the day.

The routing thresholds option is not required and can be toggled on or off at the users discretion. If the routing threshold is toggled off, the traffic routing will default to a round robin routing flow.

A user will typically have different CAP allocations for different buyers. Failure to accurately utilize routing thresholds may cause CAP fulfillment either too soon or too late. These thresholds use allocation percentages set by the user, to equally distribute traffic throughout the day.

Routing Rules

Routing rules are a specific set of instructions that users create which modify and alter the flow of traffic to from a lead source to either endpoints and advertisers.

Each rule may have multiple specifications and groups that determine how lead traffic is routed.

Creating a routing rule will be based on an "IF-THEN" statement. The first step of the rule will be completed by selecting the field label (this can be both default lead fields or custom fields) The second step will be to identify what criteria the ending value has to meet. This can be the following: Greater Than, Less Than, Equal, Not Equal, Greater Than or Equal, Less Than or Equal. The third and final step will be adding in the key value that's attributed to the field label.

Users can choose a custom name for this rule as well as assign it to an active advertiser or endpoint.

*Note: An endpoint or advertiser may only have one routing rule applied per lead type.