My Profile: Tracking

The “Tracking” tab allows Publishers to access the Event Tracking feature. As a Publisher, you can view, add, manage, and remove event tracking rules.

Event Tracking allows you to track the various events in the system (e.g., lead sold, lead rejected, publisher earnings received, etc.) and set the actions to be automatically triggered by them.

Note: This tab is available only to users logged in as Publishers. For system administrators, the same information is accessible through the Publisher Setup page. Read more about the Event Tracking feature in this Knowledge Base article.

To access this tab, go to the Account Settings > My Profile section, then select the “Tracking” tab. Alternatively, you can access it through the My Profile Modal Window in the upper-right corner of the page.

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The list of Event Tracking Rules contains the following information:

  • Id: The unique identification number of the rule.
  • Trigger: The name of the trigger that is set in this rule.
  • Trigger Settings: The list of the settings for the trigger.
  • Action: The action to perform according to the rule.
  • Action Settings: The list of settings for the action.
  • Status: The status of the rule (Active/Disabled).
  • Created At: The date and time of the rule creation.

To add a new tracking rule, click the “Add Rule” button. 

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Select the required options in the “Add Rule” pop-up window: 

  • Trigger: Select the event that triggers the action. Note: The variation of triggers differs for every event type.
    • [Call Logic] Lead Rejected: The lead was rejected by the Publisher.
    • [Call Logic] Lead Sold: The lead was sold to the Publisher.
    • [Call Logic] Publisher Earning Received: The Publisher has received earnings.
    • [Call Logic] Amount Tracking: The Publisher’s balance has reached the predefined amount threshold.
    • [LMS] Lead Rejected: The lead is not accepted by any Campaign.
    • [LMS] Lead Sold: The lead is sold through the Campaign.
    • [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).
    • [LMS] Amount Tracking: The Publisher’s balance has reached the predefined amount threshold.
  • Action: Select the event tracking type. Once you select the preferable event, click the “Next” button to proceed with the setup. 

Note: You can view more detailed information about how to set up each event tracking type via the Knowledge Base. The list of all available actions is provided in this article.

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To test the existing tracking rule configuration, click the “Test Run” button in the “Actions” column. Fill in the test data in the provided fields (not mandatory) that match the tracking rule configuration placeholders. 

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Click the “Confirm” button to complete the test run.

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Once the test run is executed, the result is displayed in the “Tracking Log” report via the “Test Runs” tab. Read more about the Tracking Log report in the following article.

To edit the existing rule, click the “Config” button in the “Actions” column.

To delete the rule from the system, click the “Delete” button in the “Actions” column.