How to Create Campaigns

Campaigns are the central routing unit in TrackDrive. Every Tracking Number, Schedule and Buyer ultimately hangs off on Campaigns. Creation is intentionally lightweight: a short wizard captures the essentials, then the Offer opens in its full edit page where every other section is configured.

Steps

1. In the sidebar open Campaigns -> Setup and click New Offer.
   

2. Fill in the Attributes wizard. All fields arrive pre-populated, so you can edit only what you care about:

   • Name (required). A human-readable Campaign Name.
   • Offer ID. A unique short identifier ID IC001. The wizard pre-fills a generated value like NIKLAN40cdc810. Replace it with something memorable if you have a convention.
   • Record Calls. Checked by default.
   • Password Protect Recordings. Unchecked by default. When enabled, only logged-in users with company access can download recordings.
   • Select A Campaign Template. Selecting one shows a "Template Details" preview below the dropdown.
   • Click Create Offer.

The Campaign is created immediately and you are taken to it edit page.

After Campaign Creation: Edit Page

• Call Flow: Define how inbound calls are handled from the moment they hit a tracking number. Click Edit Call Flow under Call Handling Add Buyer on the Call Flow.
• Callback Behavior: How TrackDrive handles return calls.
• Telephone Numbers: Tracking numbers and Number Pools attached Campaigns. See "How to Buy a Number" and "How to Create a Ring Pool" under Numbers.
• Premium Services: Opt-in features such as Post-Call Transcription & Keyword Spotting.
• Optional Settings: contains Traffic Source Payouts (see "How to Set Campaign Payouts"), Lead Creation & Retention rules, Posting Instructions, Contact Fields Triggers for Webhooks & Actions, and Incoming Webhooks.
• Dynamic Number Insertion Settings: configuration for swapping numbers on your website per visitor.
• SMS Flows: how incoming SMS messages are handled.

Companion Articles

Now that the Campaign exists, you will typically:

• Add buyers (see "How to Add a Buyer to an Offer").
• Attach a tracking number (see "How to Buy a Number" under Numbers).
• Retrieve the Offer's API tokens for lead submission (see "How to Find Your Offer API Tokens").
• Set Traffic Source payouts (see "How to Set Campaign Payouts").