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Form Routing

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The Basics

Form Routing sends lead data to endpoints via API calls or built-in funnel forms. You configure routing rules, filters, CAPs, rotational thresholds, and authentication within each endpoint’s Form Settings.

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Routing Models

Pingtree offers three routing models for form distribution:

  • Base Routing
    Add an endpoint here if no custom routing rules apply (excluding filters, CAPs, response mapping). Leads flow to all base endpoints in priority order.

  • Conditional Routing
    Use this when custom IF/THEN rules are defined. Only leads matching those conditions route here.

  • Failover Routing
    Configure endpoints here to catch leads not sold by Base or Conditional routing. Only applies if earlier models do not accept the lead.

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Example Scenarios

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Scenario A: Geolocation-Based Routing

Route Lead A (California) to a specific endpoint and Lead B (others) to a fallback:

  1. Endpoint A

    • In Form Settings, set Send Method to REST API.
    • Add a Geolocation Filter for California (auto-detected or user-defined).

  2. Failover Endpoint

    • Configure a generic endpoint under Failover Routing.

  3. Routing Setup

    • Add Endpoint A under Conditional Routing.
    • Add the failover endpoint under Failover Routing.

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Scenario B: Rotational Thresholds

Distribute leads by percentage across multiple endpoints:

  1. Set a Rotational Count (e.g., 100 leads).
  2. Create a Routing Bucket and add active endpoints.
  3. Assign each endpoint a percentage of the count (e.g., 50%, 30%, 20%).
  4. Pingtree rotates leads based on these weights, ensuring CAP limits are met.

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Scenario C: Multi-Tier Routing

Combine conditional, base, and failover logic:

  1. Conditional Routing – applies specific IF/THEN rules.
  2. Base Routing – default delivery for leads that pass filters/CAP.
  3. Failover Routing – catches all remaining leads.

Pingtree processes in order: Conditional → Base → Failover.

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Scenario D: Short-Lived Authentication Token

Some endpoints require a temporary token for each POST:

  1. In Form Settings, open the Auth tab.
  2. Configure the Auth Request to retrieve a short-lived token.
  3. Map the token in Response Mapping.
  4. In the POST mapping, include the token variable for authentication.

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How Form Routing is Triggered

Form Routing is activated when:

  • You call the Form API directly.
  • A lead completes a campaign funnel built with our funnel builder.
  • A lead is ingested into a campaign via Sources > Form API.

![REPLACE HERE: Form Routing Flow Diagram]