How to Add a Buyer to an Offer

Two Steps: Create the Buyer, Attach to the Offer

Adding a buyer to an offer is a two-step process. First
you create the Buyer record, then you attach it to one
or more offers through the offer's Call Flow. A buyer
is a reusable entity that can serve multiple offers;
the Call Router attachment is what makes the buyer
eligible to receive calls from that specific offer.

Step 1: Create the Buyer

In the sidebar, open Setup System -> Buyers, then
click New Buyer. The new-buyer screen first asks
whether to Create A New Buyer or Copy Another
Buyer; choose the first option and click Next
Step.

The Attributes section collects:

Number (required). Where calls should route. Begin direct phone numbers with + and the country code (placeholder: EG: +1800387820 or sip:user@address.com). For SIP destinations, prefix with sip:. When a SIP URI is entered, additional SIP Username and SIP Password fields appear.
Buyer ID. Your external identifier for this buyer (placeholder: EG: IC1). Optional.
Buyer Fleet. Optional grouping of buyers that represent the same real-world company. Used by system tokens like previous_buyer_fleet_ids for cross-buyer deduplication.
Name. Display label that appears throughout TrackDrive (placeholder: EG: Insurance Call Center 1).
Known Platform. Optional: marks the buyer as using a known downstream system (such as another TrackDrive instance) so cross-system features can engage.
Time Zone. Defaults to (UTC-04:00) Eastern Time (US & Canada). Business hours are evaluated in this zone.
Pause - Stop forwarding calls? Boolean toggle. Paused buyers are skipped by routing.

Caps and Conversion Settings do not appear on the
new-buyer form; configure them after the buyer is saved
by editing it. The Filters section also only
appears when editing a saved buyer.

Click Next Step > to create the buyer. It now exists
but receives no traffic until attached to an offer.

Step 2: Attach the Buyer via the Offer's Call Flow

Buyers are not attached to an offer through a top-level
"Buyers" section on the offer. They are attached
through the offer's Call Flow: each Call Router has
an action that can be set to dial a buyer, a buyer
group, or a voice agent. Open the offer edit page,
locate the Call Flow section, and either edit an
existing Call Router or add a new one. In the action
settings:

Choose An Action. Pick an action that dials buyers, such as "Forward To Buyers or Agents".
Connect Callers To These Buyers (or Buyer Groups). Select the buyer or group the action should dial.

Save the call flow. The buyer is now reachable through
that Call Router branch of the offer's Call Flow.

Verifying the Attachment

Place a test call to a tracking number attached to the
offer. On the resulting Call record's routing timeline,
the new buyer should appear as a considered candidate.
Whether the call actually routes to that buyer depends
on the tier and weight settings relative to the other
buyers already attached.

Buyer Groups

If you have many buyers that share characteristics
(same payout, same caps, same business hours), consider
creating a Buyer Group and attaching the group to the
offer instead of attaching buyers individually. Groups
simplify management when the same cohort of buyers
serves many offers.