Retarget

Reprocesses a saved list of past leads through schedule actions again, optionally filtered by outcome or date.

GET /lead_retargets

Authorization Required
https://[your-subdomain].trackdrive.com/api/v1/lead_retargets

List Lead Retargeting records.

List the lead retargeting campaigns configured in your account.

Params

Param name Description
ids
Optional

Return records matching these ids.

  • Must be an array of decimal values. EG: [0, 1, 2, 3]

page
Optional

Return the next page of results.

  • Must be a number.

per_page
Optional

How many results to return per page. The default is 25.

  • Must be a number.

created_at_to
Optional

Date formatted like 2016-01-01 12:25:15 -0500

  • Must be a String

created_at_from
Optional

Date formatted like 2016-01-01 12:25:15 -0500

  • Must be a String

fulltext
Optional

Search for any record that matches this text

  • Must be a String

time_zone
Optional

Date ranges will be parsed using this time zone.

columns
Optional
Specify the columns you would like returned by the API for a given resource. Limiting the columns can significantly increase API response time since only the requested data will be processed. columns=uuid,number,created_at

Must be any combination of:

  • id
  • legacy_id
  • type
  • uuid
  • created_at
  • updated_at
  • deleted_at
  • user_updated_at
  • routes_show_path
  • routes_edit_path
  • external_record_id
  • company_id
  • name
  • description
  • lead_import_id
  • scrub_buyer_connected
  • data_source_type
  • filter_owner_type
  • add_to_schedule_enabled
  • add_to_schedule_id
  • scrub_buyer_attempted
  • scrub_buyer_converted
  • scrub_call_disposition_ids
  • total_count
  • retarget_count
  • paused
  • started_at
  • jobs_generated_at
  • succeeded_at
  • form_step_actions_complete
  • form_steps
  • progress_percent
  • scrub_is_live
  • success_count
  • filter_traffic_source_id
  • filter_dial_tier_greater_than
  • filter_dial_tier_less_than
  • scrub_opt_out
  • filter_schedule_trigger_type
  • data_source_schedule_id
  • filter_created_at_from
  • filter_created_at_to
  • scrub_buyer_attempted_from
  • scrub_buyer_attempted_to
  • scrub_buyer_connected_from
  • scrub_buyer_connected_to
  • scrub_buyer_converted_from
  • scrub_buyer_converted_to
  • scrub_call_disposition_ids_from
  • scrub_call_disposition_ids_to
  • schedule_action_ids
  • record_token_filter_id
  • record_token_filter_data_count
  • record_token_filter_data
  • record_token_additional_id
  • record_token_additional_data_count
  • record_token_additional_data
  • Must be a String

root
Optional

Pass root=false to return results without a root node and metadata.
For example:
GET /api/v1/calls?root=false will return [call1, call2, call3]
While:
GET /api/v1/calls will return {calls: [call1, call2, call3], metadata: {}}

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

GET /lead_retargets/new

Authorization Required
https://[your-subdomain].trackdrive.com/api/v1/lead_retargets/new

Build Lead Retargeting with defaults.

Return a new, unsaved lead retargeting campaign pre-filled with defaults.

Params

Param name Description
description
Optional Blank value allowed

Description

  • Must be a String

lead_import_id
Optional Blank value allowed

Lead Import

record_token_filter_id
Optional Blank value allowed

Record Token Filter

token_value_ids
Optional Blank value allowed

Token Value Ids

  • Must be a decimal number.

record_token_additional_id
Optional Blank value allowed

Record Token Additional

  • Must be a String

attribution_token_value_ids
Optional Blank value allowed

Attribution Token Value Ids

  • Must be a decimal number.

name
Optional Blank value allowed

The name of this retarget, shown in your retarget list.

  • Must be a String

paused
Optional Blank value allowed

Pause or unpause this retarget. A paused retarget will not process leads.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

data_source_type
Optional Blank value allowed

Where to pull leads from: lead_import to retarget leads from an uploaded Lead Import, or schedule to retarget leads currently on a Schedule.

  • Must be one of: lead_import, schedule.

data_source_schedule_id
Optional Blank value allowed

The Schedule to pull leads from, when data_source_type is schedule.

filter_created_at_from
Optional Blank value allowed

Only include leads created on or after this time, when data_source_type is schedule.

  • Must be a String

filter_created_at_to
Optional Blank value allowed

Only include leads created on or before this time, when data_source_type is schedule.

  • Must be a String

filter_owner_type
Optional Blank value allowed

Only include leads owned by this type of record (Offer or Schedule), when data_source_type is schedule.

  • Must be a String

filter_schedule_trigger_type
Optional Blank value allowed

Only include leads whose end of schedule trigger matches this type, when data_source_type is schedule.

  • Must be a String

filter_traffic_source_id
Optional Blank value allowed

Only include leads attributed to this Traffic Source.

form_step_filter_complete
Optional Blank value allowed

Whether this retarget’s filter step has been completed. Must be true, along with form_step_actions_complete, for the retarget to run.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

form_step_actions_complete
Optional Blank value allowed

Whether this retarget’s actions step has been completed. Must be true, along with form_step_filter_complete, for the retarget to run.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

add_to_schedule_enabled
Optional Blank value allowed

Add matching leads to add_to_schedule_id after this retarget’s actions run.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

add_to_schedule_id
Optional Blank value allowed

The Schedule to add matching leads to, when add_to_schedule_enabled is true.

  • Must be an 8-bit integer ID or a 128-bit UUID reference to an object on Trackdrive. Example ID: 289302820, Example UUID: 924c37d5-e70f-42ad-84c2-e85eb0c1bc21

scrub_is_live
Optional Blank value allowed

Exclude leads that are currently live (on an active call) from this retarget.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

scrub_opt_out
Optional Blank value allowed

Exclude leads whose contact has opted out from this retarget.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

scrub_buyer_attempted
Optional Blank value allowed

Exclude leads with a call that was attempted to a Buyer within the scrub_buyer_attempted_from/scrub_buyer_attempted_to window.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

scrub_buyer_attempted_from
Optional Blank value allowed

The start of the window used by scrub_buyer_attempted.

  • Must be a String

scrub_buyer_attempted_to
Optional Blank value allowed

The end of the window used by scrub_buyer_attempted.

  • Must be a String

scrub_buyer_connected
Optional Blank value allowed

Exclude leads with a call that connected to a Buyer within the scrub_buyer_connected_from/scrub_buyer_connected_to window.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

scrub_buyer_connected_from
Optional Blank value allowed

The start of the window used by scrub_buyer_connected.

  • Must be a String

scrub_buyer_connected_to
Optional Blank value allowed

The end of the window used by scrub_buyer_connected.

  • Must be a String

scrub_buyer_converted
Optional Blank value allowed

Exclude leads with a call that converted for a Buyer within the scrub_buyer_converted_from/scrub_buyer_converted_to window.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

scrub_buyer_converted_from
Optional Blank value allowed

The start of the window used by scrub_buyer_converted.

  • Must be a String

scrub_buyer_converted_to
Optional Blank value allowed

The end of the window used by scrub_buyer_converted.

  • Must be a String

scrub_call_disposition_ids
Optional Blank value allowed

Exclude leads with a call matching any of these Call Dispositions within the scrub_call_disposition_ids_from/scrub_call_disposition_ids_to window.

  • Must be an array of decimal values. EG: [0, 1, 2, 3]

scrub_call_disposition_ids_from
Optional Blank value allowed

The start of the window used by scrub_call_disposition_ids.

  • Must be a String

scrub_call_disposition_ids_to
Optional Blank value allowed

The end of the window used by scrub_call_disposition_ids.

  • Must be a String

record_token_filter_list
Optional Blank value allowed

Assign filters to the object by passing an array of key:value pairs

  • Must be a valid list of filters. Example filters:
    "interest:auto", "loan_amount:>=10000", "loan_amount:<=50000", "geo:!=800", "caller_id:!=anonymous"
record_token_additional_list
Optional Blank value allowed

Assign additional tokens that will be applied to leads and calls by passing a comma separated string of key:value pairs.

  • Must be a valid list of tokens. Example tokens:
    buyer_interest:loan,another_token:value

POST /lead_retargets

Authorization Required
https://[your-subdomain].trackdrive.com/api/v1/lead_retargets

Create Lead Retargeting.

Create a retargeting campaign that re-runs a set of actions against a filtered batch of past leads, sourced from a lead import or from a prior schedule and date range. Once its filters and at least one action are set, the campaign runs asynchronously.

Params

Param name Description
description
Optional Blank value allowed

Description

  • Must be a String

lead_import_id
Optional Blank value allowed

Lead Import

record_token_filter_id
Optional Blank value allowed

Record Token Filter

token_value_ids
Optional Blank value allowed

Token Value Ids

  • Must be a decimal number.

record_token_additional_id
Optional Blank value allowed

Record Token Additional

  • Must be a String

attribution_token_value_ids
Optional Blank value allowed

Attribution Token Value Ids

  • Must be a decimal number.

name
Optional Blank value allowed

The name of this retarget, shown in your retarget list.

  • Must be a String

paused
Optional Blank value allowed

Pause or unpause this retarget. A paused retarget will not process leads.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

data_source_type
Optional Blank value allowed

Where to pull leads from: lead_import to retarget leads from an uploaded Lead Import, or schedule to retarget leads currently on a Schedule.

  • Must be one of: lead_import, schedule.

data_source_schedule_id
Optional Blank value allowed

The Schedule to pull leads from, when data_source_type is schedule.

filter_created_at_from
Optional Blank value allowed

Only include leads created on or after this time, when data_source_type is schedule.

  • Must be a String

filter_created_at_to
Optional Blank value allowed

Only include leads created on or before this time, when data_source_type is schedule.

  • Must be a String

filter_owner_type
Optional Blank value allowed

Only include leads owned by this type of record (Offer or Schedule), when data_source_type is schedule.

  • Must be a String

filter_schedule_trigger_type
Optional Blank value allowed

Only include leads whose end of schedule trigger matches this type, when data_source_type is schedule.

  • Must be a String

filter_traffic_source_id
Optional Blank value allowed

Only include leads attributed to this Traffic Source.

form_step_filter_complete
Optional Blank value allowed

Whether this retarget’s filter step has been completed. Must be true, along with form_step_actions_complete, for the retarget to run.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

form_step_actions_complete
Optional Blank value allowed

Whether this retarget’s actions step has been completed. Must be true, along with form_step_filter_complete, for the retarget to run.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

add_to_schedule_enabled
Optional Blank value allowed

Add matching leads to add_to_schedule_id after this retarget’s actions run.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

add_to_schedule_id
Optional Blank value allowed

The Schedule to add matching leads to, when add_to_schedule_enabled is true.

  • Must be an 8-bit integer ID or a 128-bit UUID reference to an object on Trackdrive. Example ID: 289302820, Example UUID: 924c37d5-e70f-42ad-84c2-e85eb0c1bc21

scrub_is_live
Optional Blank value allowed

Exclude leads that are currently live (on an active call) from this retarget.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

scrub_opt_out
Optional Blank value allowed

Exclude leads whose contact has opted out from this retarget.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

scrub_buyer_attempted
Optional Blank value allowed

Exclude leads with a call that was attempted to a Buyer within the scrub_buyer_attempted_from/scrub_buyer_attempted_to window.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

scrub_buyer_attempted_from
Optional Blank value allowed

The start of the window used by scrub_buyer_attempted.

  • Must be a String

scrub_buyer_attempted_to
Optional Blank value allowed

The end of the window used by scrub_buyer_attempted.

  • Must be a String

scrub_buyer_connected
Optional Blank value allowed

Exclude leads with a call that connected to a Buyer within the scrub_buyer_connected_from/scrub_buyer_connected_to window.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

scrub_buyer_connected_from
Optional Blank value allowed

The start of the window used by scrub_buyer_connected.

  • Must be a String

scrub_buyer_connected_to
Optional Blank value allowed

The end of the window used by scrub_buyer_connected.

  • Must be a String

scrub_buyer_converted
Optional Blank value allowed

Exclude leads with a call that converted for a Buyer within the scrub_buyer_converted_from/scrub_buyer_converted_to window.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

scrub_buyer_converted_from
Optional Blank value allowed

The start of the window used by scrub_buyer_converted.

  • Must be a String

scrub_buyer_converted_to
Optional Blank value allowed

The end of the window used by scrub_buyer_converted.

  • Must be a String

scrub_call_disposition_ids
Optional Blank value allowed

Exclude leads with a call matching any of these Call Dispositions within the scrub_call_disposition_ids_from/scrub_call_disposition_ids_to window.

  • Must be an array of decimal values. EG: [0, 1, 2, 3]

scrub_call_disposition_ids_from
Optional Blank value allowed

The start of the window used by scrub_call_disposition_ids.

  • Must be a String

scrub_call_disposition_ids_to
Optional Blank value allowed

The end of the window used by scrub_call_disposition_ids.

  • Must be a String

record_token_filter_list
Optional Blank value allowed

Assign filters to the object by passing an array of key:value pairs

  • Must be a valid list of filters. Example filters:
    "interest:auto", "loan_amount:>=10000", "loan_amount:<=50000", "geo:!=800", "caller_id:!=anonymous"
record_token_additional_list
Optional Blank value allowed

Assign additional tokens that will be applied to leads and calls by passing a comma separated string of key:value pairs.

  • Must be a valid list of tokens. Example tokens:
    buyer_interest:loan,another_token:value

GET /lead_retargets/:id

Authorization Required
https://[your-subdomain].trackdrive.com/api/v1/lead_retargets/:id

Get Lead Retargeting by id.

Retrieve a single lead retargeting campaign by id, including its progress counts.

PUT /lead_retargets/:id

Authorization Required
https://[your-subdomain].trackdrive.com/api/v1/lead_retargets/:id

Update Lead Retargeting by id.

Change a retargeting campaign's lead source, filters, or actions. Saving an unpaused campaign resumes its asynchronous processing.

Params

Param name Description
description
Optional Blank value allowed

Description

  • Must be a String

lead_import_id
Optional Blank value allowed

Lead Import

record_token_filter_id
Optional Blank value allowed

Record Token Filter

token_value_ids
Optional Blank value allowed

Token Value Ids

  • Must be a decimal number.

record_token_additional_id
Optional Blank value allowed

Record Token Additional

  • Must be a String

attribution_token_value_ids
Optional Blank value allowed

Attribution Token Value Ids

  • Must be a decimal number.

name
Optional Blank value allowed

The name of this retarget, shown in your retarget list.

  • Must be a String

paused
Optional Blank value allowed

Pause or unpause this retarget. A paused retarget will not process leads.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

data_source_type
Optional Blank value allowed

Where to pull leads from: lead_import to retarget leads from an uploaded Lead Import, or schedule to retarget leads currently on a Schedule.

  • Must be one of: lead_import, schedule.

data_source_schedule_id
Optional Blank value allowed

The Schedule to pull leads from, when data_source_type is schedule.

filter_created_at_from
Optional Blank value allowed

Only include leads created on or after this time, when data_source_type is schedule.

  • Must be a String

filter_created_at_to
Optional Blank value allowed

Only include leads created on or before this time, when data_source_type is schedule.

  • Must be a String

filter_owner_type
Optional Blank value allowed

Only include leads owned by this type of record (Offer or Schedule), when data_source_type is schedule.

  • Must be a String

filter_schedule_trigger_type
Optional Blank value allowed

Only include leads whose end of schedule trigger matches this type, when data_source_type is schedule.

  • Must be a String

filter_traffic_source_id
Optional Blank value allowed

Only include leads attributed to this Traffic Source.

form_step_filter_complete
Optional Blank value allowed

Whether this retarget’s filter step has been completed. Must be true, along with form_step_actions_complete, for the retarget to run.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

form_step_actions_complete
Optional Blank value allowed

Whether this retarget’s actions step has been completed. Must be true, along with form_step_filter_complete, for the retarget to run.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

add_to_schedule_enabled
Optional Blank value allowed

Add matching leads to add_to_schedule_id after this retarget’s actions run.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

add_to_schedule_id
Optional Blank value allowed

The Schedule to add matching leads to, when add_to_schedule_enabled is true.

  • Must be an 8-bit integer ID or a 128-bit UUID reference to an object on Trackdrive. Example ID: 289302820, Example UUID: 924c37d5-e70f-42ad-84c2-e85eb0c1bc21

scrub_is_live
Optional Blank value allowed

Exclude leads that are currently live (on an active call) from this retarget.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

scrub_opt_out
Optional Blank value allowed

Exclude leads whose contact has opted out from this retarget.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

scrub_buyer_attempted
Optional Blank value allowed

Exclude leads with a call that was attempted to a Buyer within the scrub_buyer_attempted_from/scrub_buyer_attempted_to window.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

scrub_buyer_attempted_from
Optional Blank value allowed

The start of the window used by scrub_buyer_attempted.

  • Must be a String

scrub_buyer_attempted_to
Optional Blank value allowed

The end of the window used by scrub_buyer_attempted.

  • Must be a String

scrub_buyer_connected
Optional Blank value allowed

Exclude leads with a call that connected to a Buyer within the scrub_buyer_connected_from/scrub_buyer_connected_to window.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

scrub_buyer_connected_from
Optional Blank value allowed

The start of the window used by scrub_buyer_connected.

  • Must be a String

scrub_buyer_connected_to
Optional Blank value allowed

The end of the window used by scrub_buyer_connected.

  • Must be a String

scrub_buyer_converted
Optional Blank value allowed

Exclude leads with a call that converted for a Buyer within the scrub_buyer_converted_from/scrub_buyer_converted_to window.

  • Must be a boolean value: 1, true, yes, on, 0, false, no, off

scrub_buyer_converted_from
Optional Blank value allowed

The start of the window used by scrub_buyer_converted.

  • Must be a String

scrub_buyer_converted_to
Optional Blank value allowed

The end of the window used by scrub_buyer_converted.

  • Must be a String

scrub_call_disposition_ids
Optional Blank value allowed

Exclude leads with a call matching any of these Call Dispositions within the scrub_call_disposition_ids_from/scrub_call_disposition_ids_to window.

  • Must be an array of decimal values. EG: [0, 1, 2, 3]

scrub_call_disposition_ids_from
Optional Blank value allowed

The start of the window used by scrub_call_disposition_ids.

  • Must be a String

scrub_call_disposition_ids_to
Optional Blank value allowed

The end of the window used by scrub_call_disposition_ids.

  • Must be a String

record_token_filter_list
Optional Blank value allowed

Assign filters to the object by passing an array of key:value pairs

  • Must be a valid list of filters. Example filters:
    "interest:auto", "loan_amount:>=10000", "loan_amount:<=50000", "geo:!=800", "caller_id:!=anonymous"
record_token_additional_list
Optional Blank value allowed

Assign additional tokens that will be applied to leads and calls by passing a comma separated string of key:value pairs.

  • Must be a valid list of tokens. Example tokens:
    buyer_interest:loan,another_token:value

DELETE /lead_retargets/:id

Authorization Required
https://[your-subdomain].trackdrive.com/api/v1/lead_retargets/:id

Destroy Lead Retargeting by id.

Permanently delete a lead retargeting campaign.