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Email Marketing
Franchise Networks
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Organic Traffic
PPC – Keyword and Source Tracking
Print, Radio and TV
Social Media
Use Cases
Types of Applications
Agencies
Bring Your Own Numbers
Franchise Marketers
Verticals
Automotive
Carpenters
Concrete and Paving
Dental
Domestic Staffing & Cleaning
Education
Electricians
Handyman/Home Services
—
Hotels/Hospitality
HVAC/Plumbing
Insurance
Landscaping
Law Firms
Locksmith
Massage and Yoga
Office Maintenance
—
Office/Retail Custodial Services
Pest Control
Real Estate
Rehab Facility
Retail
Salons
Senior/Elder/Child Care
Wellness Services
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(888) 592-2921
Welcome to AvidTrak’s Knowledge Base
Search
Getting Started
Introduction to Avidtrak
How to Setup a Free AvidTrak Trial Account
Dynamic Number Insertion
How to Setup Dynamic Number Insertion
How to Create a Site Number Group
Allocating DNI Groups to Site Number
URL Parameter DNI
Agency
Agency Dashboard
How to View Client Data
How to add a sub-agency
Adding new Clients
Setting Menu Templates
How to Add New Client
Number Management
How to Purchase a Phone Number
Set Receiving Number
Set Recording
Set Pre-amble / Caller Greeting
How to Enable the Whisper Feature
Set Voicemail
Setting Caller Name and Track ID
Channel Assignment
How to Create a Robo Call Filter
Advance Routing
Sequential/ Round-Robin
Simultaneous
IVR Routing
After Hours Call Forwarding
Integrations
Google Analytics
Connect AvidTrak Lead Maximizer
Google Ads
Microsoft Ads
Salesforce
Zoho CRM
HubSpot
Google Sheets
Account Management
Change Time Zone
Update Password
Change Profile Information
Setting up other Account Preference
Assign Account Access (Sub Account User) with ID and Password
Deactivate Account Permanently
Billing & Payments
Billing Dashboard
How to Add a Credit Card
How to Setup Auto-Recharge or Recurring Payments
Payment History
Usage Report
Transcriptions
Enable / Display Call Transcription
Keyword Flagging / Triggers
Call Outcomes
Reporting
Dashboard
Call Logs
Transcription
Campaign
Visit Log
Alerts
How To Set Up Phone Call Alerts and Reports
Leads
Form Tracking Manual
Form Tracking Automatic
FAQ
How Does Dynamic Number Insertion (DNI) Work?
How Do I Change Time Zones?
Products
Calls & Lead Tracking
Lead Maximizer
Our Applications
Agency Platform
AI Conversation Analytics
BYON – Bring Your Own Numbers
Display and Content Marketing
Email Marketing
Franchise Networks
Mobile Ads Tracking
Organic Traffic
PPC – Keyword and Source Tracking
Print, Radio and TV
Social Media
Use Cases
Types of Applications
Agencies
Bring Your Own Numbers
Franchise Marketers
Verticals
Automotive
Carpenters
Concrete and Paving
Dental
Domestic Staffing & Cleaning
Education
Electricians
Handyman/Home Services
—
Hotels/Hospitality
HVAC/Plumbing
Insurance
Landscaping
Law Firms
Locksmith
Massage and Yoga
Office Maintenance
—
Office/Retail Custodial Services
Pest Control
Real Estate
Rehab Facility
Retail
Salons
Senior/Elder/Child Care
Wellness Services
Pricing
Calls & Lead Tracking
Lead Maximizer Pricing
Agencies
