This video explains how to add fields and configure a POST destination for your campaign:
Step 1: Add Fields to the Campaign
Each campaign begins with a set of active fields. You can mark fields as required or optional depending on your needs.
Types of Fields
Basic Fields – Standard registration fields like name, email, phone
Custom Fields – Fields you define manually (e.g., “Are you a homeowner?”)
To create a custom field:
Enter a label (e.g., “Are you a homeowner?”)
Choose the field type (e.g., dropdown, textbox)
Add options manually or upload a file to bulk import options
Save the field
Step 2: Create a New Posting
Once your fields are set, go to the Posting tab and create a new posting.
Add required variables (e.g., TrustedForm)
Set the type (preset, static, mapped)
Save and move into the Posting Flow Designer
Step 3: Configure the Posting Flow
Inside the Posting Flow Designer, you’ll:
Posting Settings
Name and describe the flow
Set the environment: Live, Staging, In Progress, or Paused
Choose Real-Time or Delayed delivery
Lead Post Setup
Copy your POST URL from your destination
Paste the full URL in the Destination URL field
Change the method to POST
Opta will auto-detect and parse all variables in the URL
Map each variable to a field (preset, static, or campaign field)
Additional Settings
Billable Posting – Determines if accepted leads count toward billing
Forward Response – Shows the endpoint response to the publisher (toggle on/off)
Step 4: Define Response Handling
Response Code – Typically HTTP 200
Response Body – Define the expected success value (e.g., “true”)
Set the expected values so Opta can correctly interpret delivery success or failure.
Step 5: Run a Test Post
Enter test values (e.g., “Yes” for homeowner)
Submit the test
Review the result and troubleshoot if needed (e.g., duplicate email)
Summary
This workflow lets you fully control field setup and posting behavior for each campaign. Whether you’re passing to internal systems or external buyers, the Posting Flow Designer helps you stay flexible and accurate.
As always, please reach out to [email protected] or use our support chat for any questions related to our dashboard.