The E-Delivery Contact List Status V2 tracking type allows you to check the contact status against the existing E-Delivery contact lists and update the contact’s status according to the trigger outcome.
Note: This action is only available for E-Delivery V2 which is a new version of the E-Delivery component. Please reach out to your manager to get more information and to request an upgrade if necessary.
Read more about the Event Tracking feature and its configuration in the “Event Tracking (LMS / Call Logic)” Knowledge Base article.
This rule can be configured at the Product and Campaign levels.
Read more about the Tracking Rule setup on the Product level in this Knowledge Base article.
Read more about the Tracking Rule setup on the Campaign level in this Knowledge Base article.
To create this integration rule, fill in the following fields in the “Add Rule” pop-up window:
- Trigger: Select the event that triggers the action (the list of available triggers may vary depending on the setup level):
- [LMS] Lead Sold: The lead was sold for the Publisher .
- [LMS] Lead Rejected: The lead was rejected for the Publisher.
- [LMS] Campaign Sold: The lead was sold to the specific Сampaign.
- [LMS] Campaign Rejected: The Campaign has rejected the lead.
- Action: Select the “E-Delivery Contact List Status V2” option.
Once you select the preferable event, click the “Next” button to proceed with the setup.
The “Trigger Settings” block allows you to set up additional filters for the selected event. The filter fields are optional. If no filters are set up, the action will be triggered for all the leads that fit the event trigger.
Depending on the user role and platform, the following filters for trigger settings are available:
- Method: Select the Method (Post/Form)
- Publisher: Select the Publisher.
- Channel: Select the Channel.
- Source: Select the Source.
- Buyer: Select the Buyer.
- Campaign: Select the Campaign.
- Pingtree: Select the Pingtree.
- Price Restrictions: Select the Price restrictions (Price is greater than 0, Price is greater than a certain value, Price is greater than or equal to a certain value, Price is lower than a certain value, Price is lower than or equal to a certain value, Price range inclusive). Note: The “Price range inclusive” value is available only for the “Lead Sold” and “Campaign Sold” triggers.
- Price Restriction Value: Enter the price value.
- Min Price: Enter the minimum price value to trigger the rule by the price range (available only for the “Price range inclusive” value in the “Price Restrictions” field).
- Max Price: Enter the maximum price value to trigger the rule by the price range (available only for the “Price range inclusive” value in the “Price Restrictions” field).
The “Action Settings” block allows you to configure the action required for the rule setup. Fill in the following required fields:
- Action: Select the preferable action (Set contact status to Active / Set contact status to Unsubscribed).
- E-Delivery Contact List(s): Select the preferable contact list(s).
- Email: Select the placeholder to specify the email in the lead data.
- Phone: Select the placeholder to specify the phone number in the lead data.
Click the “Save Rule” button to confirm.