How to Create a Schedule
Before You Start A schedule contacts leads on your behalf. Before creating one, decide three things: How leads enter the schedule. Usually via a we...
SchedulesHow to Integrate an Instapage Form
What the Integration Does When a visitor submits an Instapage form, Instapage sends the form data to TrackDrive via webhook. TrackDrive creates a L...
SchedulesHow to Submit Leads via API
API Endpoint Leads are submitted with a POST/GET to /api/v1/leads/capture (also accepts PUT). The request accepts: a lead_token that identifies the...
SchedulesHow to Submit Leads via CSV
When to Use CSV Import CSV import is the right tool for a static list of leads to contact in a batch: a purchased list, a CRM export, or a previous...
SchedulesSchedule Actions
What an Action Is An action is one step in a schedule. Each action has a type that determines what it does when a lead reaches that step. Action Ty...
SchedulesScheduled Callbacks
What a Scheduled Callback Is A scheduled callback is a lead configured to be dialed at a specific future time. The system records the intended time...
SchedulesSchedule Overview
What a Schedule Is A Schedule is an automated workflow that operates on leads. Schedules are the engine behind outbound nurture sequences, schedule...
SchedulesSchedule Triggers
Trigger Types A schedule trigger defines what event causes a schedule to start processing a lead. There are six trigger types: None - manual handof...
SchedulesUpdating Leads and Exiting From a Schedule
Updating Lead Data From a Schedule Lead data mutation from within a schedule is performed by the Lead Alteration action. The action carries one or ...
Schedules
Questions?
We're here to help. Reach out and a Voice Marketing Cloud Specialist will get back to you.
Email support@trackdrive.com
Request A Demo.
See how you can improve your marketing and the customer experience with the Voice Marketing Cloud.
Request a demo