Sources
Field Management
Control and customize incoming field structures and validations globally across all traffic sources and campaigns.
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.
Enable any combination based on your workflow.
When you click “Add Fields”, a sidebar opens to help you configure your campaign’s data structure. It’s divided into sections:
Don’t forget to Save Fields after changes.
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.
Accessible from the top navigation bar, this tool manages system-wide fields liketransaction_id,lead_id,first_name,phone, and many more.
Getting Started with Field Management
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.Step 2: Turn Fields On or Off
- Toggle ON — Field is enabled and usable.
- Toggle OFF — Field is not used in your campaign/API.
Step 3: Choose Where It’s Required
Choose field requirements at each stage of the lead flow:| Requirement Option | Description |
|---|---|
| Form Required | Needed in the Form API (when user submits data via your funnel). |
| Ping Required | Needed in the Ping API (used for validation before full lead post). |
| Post Required | Needed in the Post API (after ping is approved, final data is sent). |
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.
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.
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.Step 7: Apply Changes Globally (Optional)
Use the Apply to All Sources option to apply your settings across every source instantly — avoiding repetitive setup.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:
System Fields
- Core fields like
email,phone,first_name, etc. - Common across all campaigns.
- Automatically reusable.
Vertical Fields
- Based on the campaign’s selected vertical (Debt Relief, Tax, Legal, etc.).
- Only shows fields relevant to that vertical.
Custom Fields
- Manually created for your campaign.
- Useful for extra data points not covered by system/vertical fields (e.g.,
custom_code).
Other Vertical Sections
- Add fields from other categories, even if not your primary vertical.
- Expand and “Add Fields +” as needed.
| Field | Description |
|---|---|
| Field Name | User-friendly label (e.g., “Monthly Gross Income”) |
| Parameter | System/internal key (e.g., monthly_gross_income) |
| Action | “Add Fields +” to include |
Field Enablement – System-Wide Impact
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.
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.
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.