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Routing Rules

Routing Rules let you precisely control which endpoints (buyers) receive each lead. By defining IF/THEN logic around lead metadata, you decide when and why a lead should (or should not) be sent to a given endpoint.

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Rule Components

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Name

A human-readable label for your rule. It doesn’t affect logic—it’s how you’ll identify it.

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Groups

Groups combine multiple sets of conditions. Use the top-level AND/OR to specify whether all groups must match (AND) or any group match suffices (OR).

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Conditions (IF/THEN)

Within each group, define one or more IF/THEN statements: 
IF  [Field Parameter]  [Operator]  {Value}
THEN [Action]

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Building a Condition

  • Field Parameter The lead attribute you’re testing (e.g., partner_id, state, or any custom field). Only captured fields appear in this dropdown.
  • Operator Specifies the comparison method:
    • = (Equal)
    • != (Not Equal)
    • > , < , >= , <= (Numeric comparisons; value must be an integer)
    • IN , NOT IN (List membership)
  • Value The exact string or number stored in Pingtree. Case-sensitive; must exactly match the stored data.

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Logical Combinations

  • Within a Group Choose if all conditions must be true (AND) or if any one suffices (OR).
  • Across Groups The top-level AND/OR determines if every group must match (AND) or if any single group match suffices (OR).

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Assigning Endpoints

  1. Select one or more enabled endpoints.
  2. Only endpoints without existing routing rules will appear.
  3. If an endpoint is missing, ensure it’s enabled and not already assigned to another routing logic.

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Example

RULE NAME: High-Value California Leads

GROUP A (AND):
  IF  utm_source = "google"
  IF  state      = "CA"

THEN SEND TO:
  • Endpoint "California Premium Buyer"
![REPLACE HERE: Routing Rules Diagram]