Introduction

Pingtree Overview

Getting Started

Welcome to Pingtree! We are excited to have you here with us and ready to make your campaigns as smooth and productive as possible. To help you get the most out of the Pingtree platform we have compiled these guides to help you become a power user of the platform. Quickly learn about Pingtree from basic to advanced topics.

Get started with an introduction to the Pingtree platform:

Pingtree’s Use Cases

Pingtree is a platform to operationalize your lead generation efforts. The platform was designed to be an end-to-end workflow that allows you to see the entire life cycle of a lead generation campaign.

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General Lead Generation. The platform can support any use case, whether the end user is a supplier (affiliate / marketing company) of leads or a purchaser of leads (advertiser). The platform allows for the collection of and the send of leads.

Media Buying. Pingtree supports media buyers in tracking the performance of every channel and ad. Directly track your adspend and performance while optimizing conversion signals back to the ad platform.

Lead Distribution / Selling. When a lead of click is generated it needs to go somewhere. This could mean a reduction to a URL or posted into a CRM of a buyer or the Advertiser. The platform offers a suite of solutions to intelligently route the leads to the right place and help users monetize leads that they are selling.

Landing Page and Forms. At the center of lead generation is the landing page and the form. This is where the traffic from sites will be directed to and tracked to and the user information is collected. Due to the technical nature of landing pages, forms and the logic they must have to truly run a campaign at scale, this usually leads to complexity for companies. Pingtree offers a no code solution to build and deploy landing pages and forms. To further enhance this there is a complete team dedicated to supporting this called “Solutions Engineers” who can fully support the creation of pages and forms.

Direct Mail. Pingtree has all the required functionality to quickly and efficiently launch a direct mail campaign. Build landing pages with PURL look ups and track mail drops with just a few setup steps.

Monetization. We know that now every lead is going to convert or meet your qualification criteria. Pingtree offers the ability to build dynamic workflows to monetize or provide alternative options user while on site / form.

Source of Truth Analytics. In your Analytics menu item, you will be able to build and create customized reports that show the full picture from acquired to servicing of your custom. Metrics go far beyond the lead and Pingtree offers the ability to ingest this data to enhance reporting and optimize acquisition efforts.

Platform Features

Pingtree offers a large feature set that is broken into modules. These modules encompass many settings and capabilities later discussed in these guide. For a foundational understanding of the features and modules offered, here are the main components to Pingtree:

Tracking

• Track All Data — track from the origin every click and form.

• Reporting & Workflows — using tracking insights to build reporting and workflows to optimize your spend.

• Fire Pixels & Payouts — configure at any stage, event or step fire event for optimizations.

Tracking In your Analytics menu item, you will be able to build and create customized reports that show the full picture from acquired to servicing of your custom. Metrics go far beyond the lead and Pingtree offers the ability to ingest this data to enhance reporting and optimize acquisition efforts.

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Source Management

• All Source Types — Pingtree supports the management of all traffic sources- first party media to affiliates in one view.

• Robust Settings — set and configure settings for filters, payouts, scrubs, validations.

• Validations & more — Validate incoming traffic with API’s for phone, email, fraud, credit, address and more.

Source Management. Organize and groups all of your sources into one place to allow for ease of scaling and building of reports that scale.

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Funnel Builder

• Theme Library — Build landing pages from scratch or use our library of pre-built pages.

• Funnel Code Editor — For advanced users who want full ui/ux control, you can see and edit the html and css directly.

• Designer Support — We have designers and developers in-application ready to support.

Funnel Builder. Create your next high converting page within a few minutes. Work with in-application support teams to get live fast!

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Split Testing

• Test & Report — Setup routing for tests and view reporting to see the outcome.

• Testing Routes — Setup weights on traffic sources to or use rotation to test your funnel.

• Test Reporting — Using tags or viewing your Flow Analytics you will be able to easily see what is making an difference in your workflow.

Funnel Builder. Create your next high converting page within a few minutes. Work with in-application support teams to get live fast!

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Form Flows

• Form Builder — Launch a form in minutes with from flow builder.

• Conditional Logic — Using the flow Builder you can build in logic to your work from to qualify.

• Test From UI — Create any form UIUX to help increase the submission rate of your traffic with the form theme builder.

Form Flows. Build logic rich forms with a drag and drop builder. With Form Flows you can build logic with just a few clicks of a button that is fully integrated.

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Distribution

• Click Routinng — Setup your link out campaigns with easy to manage click routing logic that maximizes your EPCs.

• Lead Distribution — Setup methods such as ping post, pingtree, round-robin to weighted distributions.

• Offerwalls & More — Manage and deply your offer wall (click listing) logic and UI.

Distribution. Setup all your lead posting, click listings and redirection campaigns a reality with easy to use click and form distribution.

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Monetization

• Monetize Non-Qualifed — Setup workflows to monetize all the non-qualified traffic to a monetization termination condition.

• Offerwalls & Listings — Build logic-based offer walls that are dynamic & monetize traffic.

• Secondary Buyers — Integrate with secondary buyers to send your non-qualified traffic to.

Monetization. Monetization is one of the most important aspect to a performing campaign - ensure every click and form is monetized.

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Reporting & Analytics

• Pre-Built Reports — Take advantage of reporting that is pre-built and out of the box for you to use in every module.

• Custom Pivots — Using the Pivot Report builder you can create any custom report and save as a preset for quick use.

• Enrich Data — Enrich and enhance your reports with offline and event data over the lifetime of the lead.

Reporting & Analytics. Reporting made for you to analyze every part of your workflow. Utilize pre-built reports or build your own custom pivot reports.

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