Event Tracking
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      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

      Event Tracking Types


      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.

      event tracking 1

      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.

      event tracking 2

      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.

      event tracking 3

      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. 


      To view the tracking rule logs, assess their performance, initiate test tuns, and manage access, check the Tracking Log report via the System Management > Logs > Tracking Log section. 

      Read more about the Tracking Log report in this Knowledge Base article.