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Click Routing

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The Basics

In lead distribution, there are multiple ways a lead can travel from its origin to its final destination. ClickDistribution routing defines the method by which leads will be redirected to, that can be based off of routing rules and/or filters set within the Click Setting of a Endpoint

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Example Scenario

Imagine you need Lead A who lives in California to land on a specific form that’s targetting California Audiences, and you have Lead B who you aren’t too focused on, however do want to determine where that lead should be redirected to. You could:

• Create 2 Endpoints
  • Endpoint A will have click setting mapped to a specific form url, and in the filter setting of the endpoint, you will geo restrict the endpoint to only allow leads that are from a certain geolocation (which can be determined by our software, or can be overrided by user values)
  • Endpoint B, will act as a failsafe and have a Offer Wall link set in its Click Routing
• You can now add Endpoint A to the Click Routings Base Routing, and Endpoint B to the Click Routings Failover routing

This will allow the lead to now be redirected to the correct link depending on where they’re located.

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Redirection

Pingtree supports source based redirection through the sources tab within a Campaign. There are many settings and tabs which are documented in our Sources section, we’re going to be focusing on the ‘Tracking Link’ tab.

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Tracking link

Within the Tracking Link tab of the source view, you will see all your sources listed and paginated if you have many sources (Media Channels, Marketing Partners, Custom Sources) within your account, every source by default will be assiged the ‘Direct Sell’ type, which is the type that is required for Click Routing to function.

Now that the redirection type has been set, you can use your sources redirect link to now use the click routing distribution