How to Create a Schedule
A schedule contacts leads on your behalf. Before creating one, decide three things: How leads enter the schedule. Usually via a web form submission...
SchedulesHow to Integrate an Instapage Form
When a visitor submits an Instapage form, Instapage sends the form data to TrackDrive via webhook. TrackDrive creates a Lead record and enrolls it ...
SchedulesHow to Submit Leads via API
Leads are submitted with a POST/GET to /api/v1/leads/capture (also accepts PUT). The request accepts: a lead_token that identifies the destination ...
SchedulesHow to Submit Leads via CSV
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 previously captured audience yo...
SchedulesSchedule Actions
An action is one step in a schedule. Each action has a type that determines what it does when a lead reaches that step. The following action types ...
SchedulesScheduled Callbacks
A scheduled callback is a lead configured to be dialed at a specific future time. The system records the intended time; when that time arrives the ...
SchedulesSchedule Overview
A Schedule is an automated workflow that operates on leads. Schedules are the engine behind outbound nurture sequences, scheduled callbacks, lead d...
SchedulesSchedule Triggers
A schedule trigger defines what event causes a schedule to start processing a lead. There are six trigger types: None - manual handoff. The schedul...
SchedulesUpdating Leads and Exiting From a Schedule
Lead data mutation from within a schedule is performed by the Lead Alteration action. The action carries one or more alteration records; when the a...
Schedules
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