Routing Rules control how data is directed through your Pingtree funnel. Based on conditions like zip code, debt amount, or form inputs, leads can be routed to specific endpoints automatically. Two types of routing rules are available: Landing Page Routing and Forms Flow Routing.

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1. Landing Page Routing Rules

Purpose:
Route leads directly from a landing page to specific endpoints based on conditional logic.

Listing Table Overview:

  • Routing Rule Name: Name assigned to the rule.
  • Funnel Trigger: Endpoint the data is routed to when the rule matches.
  • Created At: Timestamp for when the rule was created.
  • Actions: Edit or delete the rule.

Create a Routing Rule:

  • Click Create Routing Rule.
  • Enter a name for the rule.
  • Click Add Group to define your condition set:
    • Enter Key: Select a data field (e.g., debt_amount, zip_code).
    • Select Filter: Choose the operator (Equals, Greater Than, Not Equal, etc.).
    • Enter Value: Input the comparison value.
    • Add or remove conditions as needed.
  • Choose the Type (endpoint).
  • Click Submit to save the rule.

Edit or Delete:

  • Edit: Modify rule logic, name, or endpoint.
  • Delete: Permanently remove the rule.

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2. Forms Flow Routing Rules

Purpose:
Control routing of leads based on values submitted through form flows.

Listing Table Overview:

  • Routing Rule Name: Custom label for the rule.
  • Funnel Trigger: The endpoint where matched data should be routed.
  • Created At: Timestamp of rule creation.
  • Actions: Edit or delete options.

Create a Routing Rule:

  • Click Create Routing Rule.
  • Add a rule name.
  • Click Add Group to define filters:
    • Enter Key: Choose a form field.
    • Select Filter: Set comparison logic.
    • Enter Value: Provide the value.
  • Choose the Type (endpoint).
  • Submit to activate.

Edit or Delete:

  • Click Edit to modify the rule.
  • Click Delete to remove it.

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Example Use Cases

  • Debt Amount Routing:
    Route all leads with debt_amount > 10000 to the xyz endpoint.

  • Zip Code Routing:
    If zip_code = 0001, direct traffic to the abc endpoint.

These rules allow dynamic distribution of leads, increasing efficiency and ensuring data reaches the right destination based on specific attributes.