Routing Sources to Destinations

Before starting this section, make sure you have created both the Source and Destination.  

Routing Sources to Destinations

Setting up routing is very important, without it PODs will not progress from the Source to the Destination.
  1. First select the Source you are setting up from the Sources page, and then select the Routing tab.
  2. Initially you'll see "This Source Has No Associated Destinations". To begin the process, click "Add Routes/Destinations".
  3. You will be given the two options: Add Routes or Add Destinations.
    1. Add Routes: Creates a new category of Conditions for Routing.
    2. Add Destinations: Associates a Destination(s) with this Source.
  4. First create a Route by dragging-and-dropping it into the "This Source Has No Associated Destinations" area.

  5. Initially it will be labeled "Always Send", which means any POD received through this Source will always be sent to the Destination. Click on the pencil icon next to the Route to Edit the Route Conditions.

  6. First select whether the following set of conditions must ALL be met in order for the POD to be routed to the Destination, or if the POD simply needs to pass ANY of the following conditions.
  7. Next setup each condition with the following: 
    1. Relay Field: The Relay field that the condition rule will be based off of. 
    2. Operator: The function denoting how the Relay field will be compared to the Value. 
    3. Value: The Value that will be compared against the Relay field value
  8. Continue to create conditions until you're satisfied with the Route Conditions. Select the Add Condition button to create additional conditions. There is no limit to the amount of conditions.

  9. Once finished, select OK. Next, select the Add Routes/Destinations button again in order to add a Destination to this route.
  10. Drag-and-drop the Destination in which you would like the to associate with this route. PODs will only be routed to these Destinations if the conditions are met.

  11. Create additional routes by dragging-and-dropping new Routes at the top of the page, and repeating steps 5-7.

  12. The Source and Destination are now connected. Test several leads to make sure the rules act as they were intended.
Routing Destinations
In this example: PODs will always be sent to Slack. PODs will only be sent to the Email and Salesforce Destinations if: Full name field is not "test", Address field is not empty, and Phone field is not empty

Creating Child Routes

You also have the option to create Child routes. These routes will only be triggered if it meets both the child's route conditions as well as the parent route rules above it.
  1. Drag-and-drop a new Route under an existing Route.

  2. Initially it will be labeled "Always Send". Click on the pencil icon next to the Route to Edit the Route Conditions.

  3. Next select whether the set of conditions must ALL or ANY of the following conditions.
  4. Then, setup each route condition with the appropriate Relay Field, Operator, and Value.
  5. Once finished, select OK.
Parent Routing
In this example, PODs will only be sent to Slack if: the Full Name Field is not "test", Address field is not empty, Phone field is not empty, and the UTM Keyword is "channel".

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