Back to home

Phonexa Support Center

LMS Sync & Call Logic

Event Tracking

Event Tracking (LMS / Call Logic)

Event Tracking allows you to track the various events in the system (e.g., lead sold, lead rejected, etc.) and set the actions to be automatically triggered by them. The Event Tracking configuration is available on the different setup levels.

Configuration Levels

Product

The Product Tracking configuration is available for the Global Admin, LMS Admin, Call Logic Admin, and Support system roles.

To access the feature, go to the System Management > Products section, select the Product from the list, and click the “Settings” button in the “Actions” column. Select the “Tracking” tab on the Product Setup page.

Read more about Product Tracking configuration and how to manage Tracking Presets in this Knowledge Base article.

Campaign

The Campaign Tracking configuration is available under the Global Admin, LMS Admin, Call Logic Admin, Buyer Agent, Buyer Editor, and Support system roles.

To access the feature, go to the Client Management > Setup > Campaigns section, select the Campaign from the list and click the “Configure” button in the “Actions” column. Select the “Tracking” tab on the Campaign Setup page.

Read more about Campaign Tracking configuration in this Knowledge Base article.

Publisher

The Publisher Tracking configuration is available under the Global Admin, LMS Admin, Call Logic Admin, Publisher Agent, Compliance Publisher, and Support system roles.

To access the feature, go to the Publisher Management > Publishers section, select the Publisher from the list, and click the “View” button in the “Actions” column. Select the “Tracking” tab on the Publisher Setup page.

Read more about PublisherTracking configuration in this Knowledge Base article.

Event Tracking Types

Find the list of available Event Tracking Types in the system. To set up the event action and trigger, and configure the rule for all configuration levels, click the appropriate Tracking Type to read a detailed article.

Reporting

All Integration Rules

To view all of the integration rules in the system, go to the References > Tracking > All Tracking Rules section.

To narrow down the search results, use the following filters:

Tracking: Select the scope the rule is applied to.
Trigger: Select the event that triggers the action.
Action: Select the integration action.
Author: Select the user that set up the rule.

The report contains the following information:

ID: The unique identification number of the record.

Tracking: The scope of the integration rule is applied to.

Trigger: The event that triggers the action.

Trigger Settings: Settings of the scope of the integration rule are applied to.
Action: The integration applied for the rule.
Action Settings: Settings of the rule.

Status: The status of the rule.

Created At: The date and time the rule was created.

Author: The user that set up the rule.

Tracking Log

To monitor the tracking performance and access the tracking log, go to the System Management > Logs > Tracking Log section.

To narrow down the search results, use the following filters:

Date: Select the date range.
Host: Enter the name of the host.
Entity: Select the preferable entity (Lead / Call / Notify / User).
Entity Value: Fill in the corresponding entity’s value (Lead ID / Call ID / User ID).
Tracking: Select the scope the tracking rule is applied to.
Trigger: Select the event that triggers the action.
Action: Select the event tracking type.
Product: Select the Product.
Publisher: Select the Publisher.
Buyer: Select the Buyer.

The report contains the following information:

Date: The date and time the record was created in the system.
Entity: The Lead ID.
Host: The name of the host website.
Tracking: The scope the tracking rule is applied to.
Trigger: The event that triggered the action.

Action: The integration applied for the rule.

Response status: The response received from the host.

To view a detailed log and response to the event, click the “Log” button in the “Action” column.

To view tracking logs for Call Logic or LMS events only, go to the “Call Logic Events” or “LMS Events” subtab respectively.

To view the test run results for the new event tracking rules, go to the “Test Runs” subtab.

Tracking Permissions

You can limit the access to particular actions for the user or group of users. All actions are permitted for all users by default. Note: In case, the user belongs to different user groups, the system will check if any of the groups has permission for the action. The permission is granted when at least one group has access to the action.

To manage tracking permissions, go to the References > Tracking > Tracking Permissions section.

The Tracking Permissions list contains the following information:

Step: The condition of the permission rule.
Entity: The parameter of the condition that system checks.
Than: The action of the permission rule.

To add a new permission rule, click the “Add New Record” button and fill in the following fields:

Action: Select the action of the tracking rule you want to set permission for.
Entity Type: Select the parameter of the condition that system will check (User/Group/Employee/Default).
User: Select users from the list that match the condition. (If Entity Type “User” is selected)
Group: Select user groups from the list that match the condition. (If Entity Type “Group” is selected)
Employee: Select the option that matches the condition. (If Entity Type “Employee” is selected)
Than: Select the action for the permission (allow/disable).

Click the “Add” button to complete the action.

To add a permission rule to the tracking action that is already in the Tracking Permissions list, click the “Add Rule” button.

To edit the existing permission rule, click the “Config” button in the “Actions” column.

To delete the permission rule from the list, click the “Delete” button in the “Actions” column.