A Postback is a mechanism for transmitting conversion data. For example, you can send conversion data directly to an advertising platform, an analytics system, or a third-party tracker at the moment a defined event occurs.
The Global Postbacks feature allows affiliate and advertiser users to configure a postback once at the account level and have it applied across their offers, rather than creating and maintaining a separate postback for each offer.
Use case:
An affiliate promotes twelve offers and sends conversion data to the same third-party tracker for all of them. Under offer-level postbacks, the same postback has to be created twelve times, and any change, a new tracker URL, an added parameter, a corrected trigger, has to be repeated twelve times, with the risk that one offer is missed and silently stops reporting.
With Global Postbacks, the affiliate configures the postback once at the account level. Updating the tracker URL is a single edit, and there is no per-offer drift to audit.
Global postbacks and offer-level postbacks are maintained as two separate sets. A postback created at the global level is managed only from the Global Postbacks section, and a postback created inside an offer is managed only from that offer.
To configure the postback as an Affiliate or Advertiser User, go to the Offers > Global Postbacks section.
The Postbacks list contains the following information:
- ID: The unique identification number of the postback.
- Trigger: The name of the trigger.
- Trigger Settings: The combination of the general postback trigger settings for which the conversions are tracked.
- Action: The name of the action.
- Action Settings: The list of the action postback settings, such as method and URL.
- Status: The status of the postback (Active / Disabled). Note: To change the postback status, click the corresponding button and select the status in the pop-up window.
- Created At: The date and time of the postback creation.
- Adjacent Rules: The number of postbacks that can be applied simultaneously with the selected postback. Click on the number to see the list of postbacks that can run concurrently.
To create a new postback, click the “Add Postback” button in the “Action” column and fill in the following fields:
- Trigger: Select the postback trigger (Conversion Done / Conversion Reject / Conversion Pending / Click).
- Action: Select the action that determines the way to transfer the conversion data:
- E-Delivery Contact List Status V2 (API): Select to activate or suppress the contact from your contact lists.
- E-Delivery Suppression List(s) V2: Select to add or remove the contact from your suppression lists.
- Send To E-delivery Contact List (API): Select to send to the E-delivery Contact list.
- [E-Delivery] Add To Unsubscribe List: Select to add/remove the contact from the E-Delivery unsubscribe list.
- [E-Delivery] Send To Contact List (API): Select to add an email address and/or phone number to the existing Contacts List in E-Delivery when the selected trigger event occurs.
- [Leads] Add to DNPL (API): Select to add data to the existing DNPL list when the selected trigger event occurs. Note: The Add to DNPL tracking type can be configured only on the Product level.
- [Leads] Post Lead to LMS/Lead Stash: Select to post a lead to LMS or Lead Stash.
- [Opt-Intel] Add to unsubscribe list (API): Select to add/remove a contact from the Opt-Intel unsubscribe list.
- [Opt-Intel] Send to Opt Intel (API): Select to add an email address or phone number to the existing Email Opt-out List/Phone Number Opt-out List in Opt-Intel when the selected trigger event occurs.
- [PBX] Add to DNPL (API): Select to add data to the existing DNPL list when the selected trigger event occurs. Note: The Add to DNPL tracking type can be configured only on the Product level.
- [TPS] Add to Five9 List: Select to send a lead data record to the Five9 cloud contact center software.
- [TPS] Facebook Conversion: Select to send data to Facebook Conversion API. Read more information about the Facebook Conversion event tracking type in the following Knowledge Base article.
- [TPS] Google Ads Conversions from clicks: Exporting CSV for Schedule uploading of conversions from clicks. Read more information about the Google Ads Conversions from clicks event tracking type in the following Knowledge Base article.
- [TPS] Google Analytics: Select to send a new event to Google Analytics.
- [TPS] Google Sheets: Select to add data as a record to Google Sheets using placeholders when the selected trigger event occurs.
- [TPS] Ping Url: Select to send a GET or POST request to the third-party server when the selected trigger event occurs.
- [TPS] SMTP ESP: The SMTP ESP tracking type allows you to send an email via a predefined ESP connection when the selected trigger event occurs.
- [TPS] SMTP with Custom Connection: The SMTP with Custom Connection tracking type allows you to send an email via a custom SMTP server when the selected trigger event occurs.
- [TPS] Send Slack Message: Select to automatically send Slack messages to a particular user or channel when a specific event takes place, ensuring timely alerts.
- [TPS] Trusted Form Claim: Select to check the TrustedForm certificate in the lead data to verify its legitimacy.
- [TPS] Twilio: Select to set Twilio integration to send SMS automatically when the selected trigger event occurs.
Depending on the selected action, the system will require you to fill in the additional fields in this pop-up window.
Click the “Save Rule” button to finish.
To test the postback you have created, click the “Test Run” button. Click the “Confirm” button to finalize the action.
To configure the postback, click the “Config” button. In the pop-up window, fill in the required fields.
Click the “Save Rule” button to apply changes.
To duplicate the existing postback from another offer, click the “Duplicate Postback” button. In the pop-up window, select the offer and check the box next to the postback you would like to duplicate.
Click the “Duplicate” button to confirm your intention.
Note: Affiliate users can not see postbacks created by users of another affiliate or admin.
To delete the postback, click the “Delete” button. In the pop-up window, type the ID of the postback and click the “Delete” button to finish.
