How to Ping/Post from TrackDrive to TrackDrive
IntegrationsOverview
Ping/Post lets a TrackDrive traffic source account validate a call against a TrackDrive buyer account
before bridging. The buyer receives a ping (lead data only), decides whether to accept, and only then does the traffic source post the call.
This pattern is used when the buyer must pre-qualify leads (state eligibility, cap availability, dedupe checks) before they commit to taking the call.
Step 1: Create the Ping/Post Buyer From Template
In the traffic source account, open Campaigns > Buyers from the sidebar
Click the blue New From Template button. In the template dropdown, search for TrackDrive and select:
** TrackDrive - PING/POST Sample Buyer
Click Create. TrackDrive copies in a buyer pre-configured with a PING-type Conversion Setting and the webhook params needed for TD-to-TD ping/post.
Note: if the template is not available in your dropdown, contact TrackDrive support.
Step 2: Fill In the Buyer Attributes
Edit the new buyer and set the standard attributes to match your buyer contract:
- Number - the phone number calls bridge to.
- Buyer ID - your internal identifier for the buyer.
- Name - display name.
- Time Zone - the buyer's business time zone.
- Paused - click on start once you are ready to push calls
Step 3: Set the Extra Tokens From the Buyer's Posting Instructions
The template copies in three Extra Tokens on the buyer, each with a placeholder value of REPLACE_ME:
-
buyer_td_vanity_url- the buyer's vanity URL (written next to inbound webhook e.g. check_for_available_buyers). -
buyer_td_subdomain- the subdomain portion alone. -
buyer_td_traffic_source_id- the traffic source id the buyer assigned you.
Open the buyer's edit page, use the Manage Extra Tokens button, and replace each REPLACE_ME with the value the buyer provided in their posting instructions. Under webhook params in conversion criteria you can use the number the buyer provided you inside field trackdrive_number.
Step 4: Optional Webhook Customization
The buyer's Conversion Setting Webhook and its post webhook are pre-wired for a standard TD-to-TD exchange. Edit either webhook if the downstream buyer requires non-standard fields in the ping payload or in the call post.
