The iClaim tracking rule allows you to claim and store the record along with the session recording associated with the lead you contacted when the specified trigger event occurs.
This rule can be configured at the Product, Publisher, and Campaign levels.
Read more about setting up the Tracking Rule on the Product level in this Knowledge Base article.
Read more about setting up the Tracking Rule at the Publisher level in this Knowledge Base article.
Read more about setting up the Tracking Rule at the Campaign level in this Knowledge Base article.
To create this tracking rule, fill in the following fields in the “Add Rule” pop-up window:
- Trigger: Select the event that triggers the action:
- [LMS] Lead Sold: The lead is sold through the Campaign.
- [LMS] Campaign Sold: The lead was sold to the Сampaign.
- [Call Logic] Lead Sold: The lead was sold to the Publisher.
- [Call Logic] Campaign Sold: The lead was sold to the Campaign.
- Action: Select the “[TPS] iClaim” option.
Once you select the preferred 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, platform, and configuration level, 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).
- Tracking Strategy: Select the “Direct Sold Only” option for Buyer to only track leads that are sold directly and ignore the Revenue Ping Back. Select the “PingBack Only” option for Buyer to only track leads that are sold through the Revenue Ping Back and ignore leads that are sold directly.
The “Action Settings / [TPS] iClaim” block allows you to configure the action required for the rule setup:
- Account ID: Enter your iClaim Account ID.
- API Token: Enter the API Token from your iClaim account.
- Record ID: To populate this field, we suggest entering the {%productField_iClaimSessionId%} placeholder to get the iClaim Record ID from the Lead Body.
Click the “Save Rule” button to confirm.