Routing Rules

The Routing page is where you decide which leads go to which partners inside a Distribution Profile. Every assignment is a triple of (partner, filter rules, price). When a lead enters the profile, Leadflip walks the assignments and routes to the partner whose filter matches.

Where to find it

Sidebar > Distribution > Routing. Pick the Distribution Profile you want to configure. If you only have one profile, it loads by default.

Prerequisite: You must have a Distribution Profile and at least one partner before configuring routing. See Distribution Profiles and Partner Management.

What an assignment looks like

An assignment is one row on the page with three things:

You can have one partner appear in multiple assignments (different filter sets, different prices), and you can have multiple partners with overlapping filter sets, routing strategy on the profile decides which one wins (see Distribution Profiles).

Building a filter set

A filter set is one or more OR sets, each containing one or more conditions joined with AND.

Filter matches when ANY of:
  (Condition A1 AND Condition A2 AND ...)
  OR (Condition B1 AND Condition B2 AND ...)
  OR ...

Adding conditions

1. Click Add condition inside an OR set.
2. Pick the field. The dropdown shows every field defined on the Entity, plus address sub-fields if you have an Address field (e.g. Wohnadresse / Postleitzahl).
3. Pick the operator: equals, not equals, contains, is empty, is not empty, in list, between (for numbers), and so on.
4. Enter the value (or values, for the "in list" operator).

Adding OR alternatives

Click Add OR alternative below the existing set. A second OR set appears. A lead matches the filter if it satisfies either set in full.

Common filter patterns

• Single-state routing. One condition: Address / State equals California.
• Multi-zip campaign. One condition: Address / Postcode in list 10115, 10117, 10119.
• Mixed criteria. Two AND conditions in one OR set: Lead type equals Residential AND Budget >= 50000.
• Two-tier targeting. Two OR sets:
  • Set 1: State equals CA AND Budget >= 100000 (premium California leads)
  • Set 2: State equals NY AND Budget >= 75000 (premium New York leads)

Empty filter matches everything. An assignment with no filter conditions receives every lead in the profile. Useful as a catch-all fallback partner.

Pricing

The profile has a base price that applies by default to every assignment. You can override it per assignment by typing a different price into the assignment row. Use overrides when:

• A specific partner pays a premium for higher-quality segments
• A specific filter set targets exclusive leads worth more
• A catch-all fallback partner should pay less than your primary buyers

Prices entered are in your Entity's distribution currency (set in the profile).

Using variables in filter values

Filter values can reference other lead fields using the variable picker. Useful when one field's expected value depends on another. The variable list is auto-populated from the Entity's field definitions.

Limits on filter complexity

• No hard limit on the number of OR sets or conditions per assignment.
• In practice, more than 4–5 OR sets per assignment becomes difficult to reason about. If you find yourself nesting deeply, consider splitting into separate assignments instead.
• Encrypted fields cannot be used in routing rules. See Field Encryption for the trade-off.

Saving and ordering

Changes save when you click Save on the assignment row. Until you save, edits are local and reversible.

Assignment order matters for some routing strategies (notably first-match waterfall). Drag assignments to reorder them. The order is the order the matcher evaluates them in.

Testing your rules

There's no built-in dry-run yet. The practical way to test:

1. Save your rules.
2. Submit a test lead through your usual intake (form, API, manual create) that matches the criteria you want to exercise.
3. Open the Distribution Logs page to see which partner the lead routed to and why.
4. Adjust and repeat.

Related articles

• Distribution Profiles. The container that holds these assignments
• Partner Management. Adding partners that you can assign here
• How Distribution Works. The full pipeline from lead to delivery
• Distribution Logs. Debug which rule fired
• Address Fields. Sub-field routing (postcode, state, country)