Field Management

Field Management gives you full control over which fields are collected, validated, and displayed for each lead submission method across your system — including Form, Ping, and Post APIs.

Accessible from the top navigation bar, this tool manages system-wide fields like transaction_id, lead_id, first_name, email, phone, and many more.

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Getting Started with Field Management

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Step 1: Understand What Fields Are

Each field (like Email, Phone, or Zip Code) is a data point collected from your leads. You decide which fields are important and where they are required.

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Step 2: Turn Fields On or Off

• Toggle ON — Field is enabled and usable.
• Toggle OFF — Field is not used in your campaign/API.

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Step 3: Choose Where It’s Required

Choose field requirements at each stage of the lead flow:

Enable any combination based on your workflow.

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Step 4: Show Field in Posting Specs

• Posting Spec Switch → Enables field visibility in the source-facing API documentation.
• Helps partners understand what fields they must pass for each API type.

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Step 5: Set Validation Rules (Optional)

• Acceptable Values – Define allowed values (e.g., only "yes" or "no").
• Rejection Rules – Automatically reject leads that don’t meet defined criteria.

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Step 6: Add Helpful Descriptions

Add a description to each field (e.g., “User’s primary phone number”) to help traffic sources understand what data to provide.

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Step 7: Apply Changes Globally (Optional)

Use the Apply to All Sources option to apply your settings across every source instantly — avoiding repetitive setup.

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Field Manager – Add Fields Guide

When you click “Add Fields”, a sidebar opens to help you configure your campaign’s data structure. It’s divided into sections:

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System Fields

• Core fields like email, phone, first_name, etc.
• Common across all campaigns.
• Automatically reusable.

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Vertical Fields

• Based on the campaign’s selected vertical (Debt Relief, Tax, Legal, etc.).
• Only shows fields relevant to that vertical.

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Custom Fields

• Manually created for your campaign.
• Useful for extra data points not covered by system/vertical fields (e.g., custom_code).

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Other Vertical Sections

• Add fields from other categories, even if not your primary vertical.
• Expand and “Add Fields +” as needed.

Each field row includes:

Don’t forget to Save Fields after changes.

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Field Enablement – System-Wide Impact

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1. Lead/Click/Call Routing

Path:
distribution → advertiser/customEndpoint → leadRouting / clickRouting / callRouting

• Enabled fields appear in the Lead Fields section.
• Shows label, parameter name, and input box for value.
• Fields can be mapped manually or left empty.
• New fields added appear at the bottom of the list.

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2. Reporting Table Column Selector

• Enabled fields appear in the “Table Columns” modal.
• New fields default to toggle OFF.
• Toggle ON to make field a visible column in reports.
• Supports draggable ordering.
• Populates table rows if lead data exists for the field.

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Key Benefits of Field Management

Cleaner Data – Enforce formatting, validations, and requirements.
Faster Integrations – Clearly documented requirements for partners.
Better Control – Customize requirements per step and per campaign.
Clear API Specs – Accurate, auto-generated docs.
Time Savings – Apply globally across all sources.
Consistent Quality – Reduce junk data and increase conversion rates.
Smart Filtering – Only show fields relevant to selected verticals.
Organized UI – Find and add fields quickly by type.
Flexible Expansion – Add fields from other verticals when needed.
Form Precision – Keep lead forms clean by including only what’s needed.
Per-Campaign Customization – Tailor field setup uniquely for each campaign.