Routing Rules - Offer & Buyer Contract


This article will cover the following:

- What are routing rules

- How to create Routing Rules on an Offer

- How to create Routing Rules on a Buyer Contract


What are Routing Rules?

Routing rules allow CAKE Lead Gen users the ability to restrict the routing of leads based on Buyer, Buyer Contract, Affiliate, SubAffiliate, and Campaign.


Adding a Buyer Contract to an Offer


  1. Launch the Offer Card, Offer should be Hosted or Host-n-Post
  2. Navigate to the Lead Gen tab
  3. Click on the Routing pill
  4. Click the Add button on the Routing Rules section
  5. Enter the Buyer/Buyer Contract(s) you wish to relate to this Offer*
  6. Enter Type of your choosing

Block: Affiliate/Offer is blocked from selling leads to selected Buyer/Buyer Contract

Allow Buyer To Only Get Leads From This Source: Buyer/Buyer Contract can only receive leads from chosen Affiliate/Offer.

Allow Source To Only Send Leads To This Buyer: Affiliate/Offer can only sell leads to chosen Buyer/Buyer Contract.

One to One Allow: Creates an exclusive relationship between Affiliate/Offer and Buyer/Buyer Contract.

*On the Routing Rules wizard, the Offer is prefilled and not editable to simplify the Buyer Contract Routing Rule addition. The drop downs should be filtered by the related options selected. Example: Campaigns will only show the non removed campaigns beneath this offer.

 

Adding Offer to a Buyer Contract


  1. Launch Buyer Contract
  2. Navigate to the Routing tab of the Buyer Contract
  3. Click the Add button
  4. Enter the Offer you wish to relate to this Buyer Contract*
  5. Enter Type of "Allow Buyer To Only Get Leads From This Source"

*On the Routing Rules wizard you will notice that Campaign and SubAffiliate are disabled. If you wish to assign the Campaign or SubAffiliate, you must first select the parent drop down. Example: Affiliate or Offer must be selected to choose a Campaign.


Editing / Removing Routing Rules - Offer


  1. Launch the Offer
  2. Navigate to the Lead Gen tab
  3. Click on the Routing pill

- To edit Routing Rule select Edit Action icon

- To remove Routing Rule select Remove Action icon


Editing / Removing Routing Rules - Buyer Contract


  1. Launch the Buyer Contract
  2. Navigate to the Routing tab

- To edit Routing Rule select Edit Action icon

- To remove Routing Rule select Remove Action icon