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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. Click Distribution 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 Click distribution overview

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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. 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 Click Routing Source Selection

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Use Cases

These are common implementations for routing leads using eConsent logic and dynamic redirects:
  • Conditional Routing by State
    Route a lead to a specific Form or Offer Wall based on their state (e.g., send CA leads to formA, all others to wallB).
  • Failover Logic
    If a lead meets certain conditions (like matching TCPA criteria or scoring high on lead quality), route them to the primary form. Otherwise, redirect them to a fallback destination like an alternate offer or a “not eligible” page.
  • A/B Testing Forms & Offer Walls
    Dynamically serve different Form or Offer Wall variations based on the lead’s source, allowing for performance optimization and conversion rate testing.
  • Cap-Based Testing
    Limit the number of leads that are sent to a specific Click Destination using the Caps & Hours Filter found in the Click Routing Filters tab of the endpoint. This is ideal for traffic shaping, load testing, or pacing delivery.

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Troubleshooting

If you need to confirm whether a lead engaged with our Click Routing, you can inspect the activity via the Data tab of your campaign. Look for the Tracking Link tab as shown in the screenshot below: Click Routing Source Selection
Note
The log entry will specify if the lead was redirected using the Direct Click method.

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Breakdown of Key Fields

  • Note
    Indicates the routing method used (e.g., Direct Click).
  • URL
    Displays the referrer URL that triggered the redirection.
  • Response
    Contains the final URL that the lead was redirected to.
  • Advertiser
    Identifies the click endpoint assigned to the lead—this is crucial when using distribution-based routing.
Click Routing Source Selection