Hit enter to search or ESC to close
AvidTrak
  • phone# (888) 592-2921
  • 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
    • Website-Login login
    • click to call (888) 592-2921
    • email
Welcome to AvidTrak’s Knowledge Base

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
  • Set Whisper
  • Set Voicemail
  • Setting Caller Name and Track ID
  • Channel Assignment
  • 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?

Company

  • About Us
  • Contact Us

Support

  • Knowledge Base
  • Developers

Resources

  • Blog
  • Integrations

Try AvidTrak

  • Free Trial
  • Pricing
  • Request a Demo
  • Contact Sales
  • About Us
  • Privacy Policy
  • Services Agreement
  • GA Data Usage Policy

© AvidTrak 2009 – 2025

call

(888) 592-2921

email

support@avidtrak.com

© 2025 AvidTrak. © AvidTrak 2009 – 2025

  • 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