6. How to Configure Buckets

The Configurations tab within each bucket lets you manage three key entities for tracking and routing leads:

1. Sources – where your clients originate

2. Postbacks – callback URLs for registration and first-trade events

3. Snippets – embeddable code to drive new sign-ups

To add a new source:

The Sources list tags each lead with its origin (e.g. “Twitter,” “Facebook,” etc.).

1. NavigateOpen your bucket

From Buckets, click the bucket name to adrill specificin, bucketthen by clicking on its name in the list of buckets.

2. Navigate to theselect Configurations section..

3.2. Add a new source

Click the+ New Source sourcebutton next to the List of sources.

3. Name the source

4. Enter the name ofType the source inname the(e.g. providedInstagram) field.

and

5. Presspress Enter (or click outside the fieldoutside) to confirm.

6.4. ToRepeat

add

Add moreas sources,many repeatsources as needed by repeating steps 2-4.2–3.

7.5. To deleteRemove a source,source

hover

Hover over itan existing source tag and click the x✕ icon.

to

delete it.

You can view all sources for a specific bucket from the main Buckets page. To do that:

1. Navigate to the Buckets tab.

2. Click on the three-dot menu in the upper-right corner of the bucket.

3. Select Show sources.sources from the list.

4. A drawer with the list of sources (Twitter, Instagram, Facebook) will appear.

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The Postbacks entity allows you or your partners to control and track user traffic and activity within our CRM system. Once a user registers in our CRM, a request is sent to the configured postback URL. Similarly, when the user completes their first transaction, a request is also sent to the configured postback URL.

You can add postback URLs for two types of activity:

• • FTD (First Transaction)

  • Registration

To add a new postback:

Postbacks let you notify external systems when a user registers or makes their first transaction (FTD).

1. Enter the Postback URL in the provided field.

2. Select Status (FTD or Registration) for that URL from the drop-down list.

3. Click the plus icon (+) to add the postback.

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The Snippet entity provides customizable code that you can insert into your website or social media page to attract clients to the platform. You can configure the code in various formats through Settings > Texts > Code Snippets.

To get a snippet:

Snippets are small code blocks you can embed on websites or ads to route new leads directly into this bucket.

1.

1. Click on the desired format. Once selected, the format will turn blue. 

   • In the Snippet panel, click bash or html to choose your preferred code format.
     

2. Click Copy to save the code to your clipboard.

• Once highlighted, click Copy to grab the snippet text.
  

You can also get a snippet from the main Buckets page. To do that:

1. Navigate to the Buckets tab.

2. Click on the Show snippet icon near the specific bucket.

3. A drawer with the snippet will appear.

Tip: All changes take effect immediately for new leads. Existing leads retain their original source/postback assignments unless you manually update them. By carefully configuring your Sources, Postbacks, and Snippets, you ensure accurate lead attribution and seamless integration with external systems