The Trusted Form Retain tracking rule allows you to check the TrustedForm certificate in the lead data to verify its legitimacy.
This rule can be configured on Product and Campaign levels.
Read more about Tracking Rule setting up on the Product level in this Knowledge Base article.
Read more about Tracking Rule setting up on 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] Lead Rejected: The lead is not accepted by any Campaign.
- [LMS] Post Reject: The post was rejected (for Ping-Post products only).
- [LMS] Campaign Rejected: The Campaign has rejected the lead.
- [LMS] Campaign Sold: The lead was sold to the Сampaign.
- [LMS] Revenue Ping Back: The revenue pingback has been sent.
- [LMS] Publisher Earning Received: The Publisher has received earnings.
- [LMS] Lead Offer Received: The lead status changed to "Offer Received" after a successful ping (for Ping Post Products only).
- [Call Logic] Lead Sold: The lead was sold to the Publisher.
- [Call Logic] Lead Rejected: The lead was rejected by the Publisher.
- [Call Logic] Campaign Rejected: The Campaign has rejected the lead.
- [Call Logic] Campaign Sold: The lead was sold to the Campaign.
- [Call Logic] Publisher Earning Received: The Publisher has received earnings.
- [Call Logic] Buyer Response: The Buyer has answered the call.
- Action: Select the “Trusted Form Retain” option.
Once you select the preferable event, click the “Next” button to proceed with the setup, or click the “Cancel” button to close the window.
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).
The “Action Settings / Trusted Form Retain” block allows you to configure the action required for the rule setup:
- Trusted Form URL parameter: Select the placeholder to specify the Trusted Form URL parameter in the lead data.
- Trusted Form API Key: Enter the API key from your Trusted Form account.
- Email: Fill in the email address associated with the lead.
- Phone: Fill in the primary phone number associated with the lead.
Note: The Retain and Match Lead operations require you to pass the email address and/or phone number.
Click the “Save Rule” button to confirm or click the “Cancel” button to close the window.
