Documentation
How to capture leads, route them to the destinations that buy them, track the paid traffic that produced them, and report every sale back to the ad network. New here? Start with Getting Started.
Getting Started
Guides
Capturing leads
Forms
Every kind of form, how to create one, the parts of the editor, and every setting.
Your First Website Form
Build a form, route it, publish it, embed it, and watch the first lead arrive.
Facebook Instant Forms
Pick a Meta Lead Ads form and match its fields to yours.
TikTok Instant Forms
Subscribe a TikTok advertiser's lead forms and match their fields to yours.
Snapchat Lead Forms
Connect a Snapchat lead form, send a test lead, and match its fields to yours.
Google Ads Lead Forms
Connect a lead form asset by webhook, test it, and route its leads.
Inbound Webhook
Accept leads from anything that can send an HTTP POST.
Paid traffic
Tracking Domains
Your own subdomain for ad links: adding it, the CNAME record, and what each status means.
Traffic Sources
One ad network, its currency, and which of its macros fill which field.
Campaigns
The link that goes in the ad: forms, landing pages, rules, split tests and the tracking URL.
Connections
Connecting Meta, TikTok, Google and Snapchat accounts, and keeping those grants alive.
Integrations
Conversion API and cost tracking: where sales are reported and where spend is read from.
Microsoft Ads
Connect Microsoft Ads (Bing) for spend, conversion goals, suppression lists and click tracking.
NewsBreak
Connect NewsBreak with an Access Token for spend, postback events, suppression lists and click tracking.
Postbacks
Let your CRM report a sale days later, by click id, without sending anything twice.
Routing leads
Routing
The routing library: branches, destination waterfalls, events, and attaching forms.
Fields
The canonical vocabulary every source translates into, and how mapping works.
Presets
Reusable rules that decide which destinations see which leads.
Destinations
Where leads are sent, what counts as an acceptance, and how the waterfall stops.
Global Events
CRM updates, Google postbacks and suppression lists that fire across many routings at once.
Notifications
Being told when something stopped working quietly, without being told so often you stop reading.