Inbound Call Routing and Optimization

With TrackDrive you can configure complex dynamic inbound and outbound call routing with filters and tokens.

Inbound Call Flow
Caller Dials
Tracking number resolves offer & source
IVR & Greeting
Collect keypresses and token data
Buyer Matching
Hours, caps, tokens, suppression
Connected
Caller bridged to best buyer
Conversion
Revenue tracked, payouts fired

Routing Algorithms

TrackDrive's routing engine evaluates all available buyers and selects the best match using one of three algorithms:

  • Tier routing — manual priority ordering where lower tier values receive calls first. Within the same tier, buyers are selected by weight (weighted distribution).
  • Revenue routing — highest-bid-wins model where buyers offering the highest per-call revenue are prioritized automatically.
  • EPC routing — earnings-per-call routing where buyers with the highest historical EPC are prioritized for maximum return.

Buyer Filter System

Each buyer can define token-based filters that control which calls are routed to them. Filters use operators to match call attributes against buyer criteria:

Operator Description
==Equals — exact match on token value
!=Not equals — exclude specific values
=~Matches pattern — regex-based matching
>Greater than — numeric comparison
<Less than — numeric comparison

Only calls whose token values satisfy all of a buyer's filter criteria will be routed to that buyer. This enables precise targeting by geography, vertical, lead quality, or any custom attribute captured during the call.

Capacity Cap Checking

Before routing a call, the engine verifies that the buyer has not exceeded any of their configured capacity limits:

  • Concurrency cap — maximum simultaneous active calls
  • Hourly caps — conversion and revenue limits per hour
  • Daily caps — attempt, connection, conversion, and revenue limits per day
  • Monthly caps — attempt, connection, conversion, and revenue limits per month
  • Total caps — lifetime attempt, connection, conversion, and revenue limits

Buyers who have reached any cap limit are automatically skipped during routing. See Buyer Management & Routing for detailed cap configuration.

Suppression List Filtering

The routing engine checks each buyer's suppression list before forwarding a call. If the caller's number appears on a buyer's suppression list, that buyer is excluded from consideration. Company-wide blacklists are also checked to block callers entirely. Learn more on the Suppression Lists & DNC Compliance page.

Business Hours Filtering

Buyers are only eligible to receive calls during their configured business hours. The 7-day by 24-hour day-parting grid allows granular scheduling, so buyers can accept calls only during specific hours on specific days. Calls arriving outside a buyer's hours are automatically routed to the next available buyer or to the configured exception handler.

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