How to Ping/Post from TrackDrive to TrackDrive

Overview

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
Setup System > Buyers from the sidebar (URL:
/buyers).

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.

Postback Setup

If the downstream buyer also wants to post conversions
back to the traffic source, follow
how_to_postback_trackdrive_to_trackdrive on the
traffic source account.