How to Mark a Call as Converted

What Conversion Means

Marking a call as converted signals that the call produced a billable outcome: a sale, a qualified lead, a booked appointment, or whatever the offer defines as a success. Conversion drives the revenue calculation for buyers and the payout calculation for the Traffic Source.

Automatic Conversion

Conversion is usually set automatically. The common mechanisms:

• Duration-based. Any call lasting longer than a configured threshold converts.
• Buyer conversion rules. Each buyer owns a set of rules that match on call tokens and apply within a defined business-hours range; the first matching rule converts the call.
• Webhook-based. The buyer posts to a conversion webhook at the end of the call to confirm the sale.

Manual Conversion via the UI

From the Call detail page, a user with the appropriate permission can flip either conversion flag manually. The conversion area shows two checkboxes:

• Buyer Converted? with a Buyer combo box below it for selecting which buyer receives the conversion.
• TS Converted? with the tooltip "Did The Traffic Source Convert?" and a Traffic Source label below it.

A Revenue input renders next to the checkboxes for user granted the revenue permission on Call. Click Save Changes at the bottom of the page to update; changes are recorded so revised conversions can be traced.

Manual Conversion via the API

Two endpoints accept conversion updates:

• POST /api/v1/calls/:id with buyer_converted=true and optional revenue=<amount>, authenticated with a standard API key.
• POST/GET /api/v1/calls/update_call/:uuid for externally-initiated updates from a buyer system, authenticated by a per-company secure token and addressing the call by its UUID rather than its database id. Example:

  curl -X POST/GET \
    "https://subdomain.trackdrive.com/api/v1/calls/update_call/CALL_UUID?buyer_converted=true&revenue=10"
Authorization: Basic BASE64_ENCODED_PUBLIC_KEY_AND_PRIVATE_KEY

Both endpoints accept offer_converted as a separate parameter when recording an Traffic Source-side conversion independently.