The Twilio tracking type allows you to set Twilio integration for sending sms automatically when the selected trigger event takes place.
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 on Product, Campaign, and Publisher 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.
Read more about Tracking Rule setting up on the Publisher 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] Campaign Rejected: The Campaign has rejected the lead.
- [LMS] Campaign Sold: The lead was sold to the Сampaign.
- [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.
Once you select the preferable event, click the “Next” button to proceed with the setup.
The “Add Rule” window allows you to set up additional filters for the selected event. The list of available filters may vary based on the user role, platform, and configuration level. 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/Twilio” block allows you to configure the action required for the rule setup:
- SID: Enter your Twilio account identifier.
- Auth Token: Enter the authentication token from your Twilio account.
- From (Twilio phone number): Enter the Twilio phone number to send SMS from.
- To (Phone number): Enter the phone number to receive SMS (you can use placeholders to set the lead`s phone number as a recipient).
- Country: Select the country of the recipient.
- Body: Enter the body of the SMS. You can add placeholders to the body. To view available placeholders, click the “Show available placeholders” button.
Click the “Save Rule” button to confirm.
