New Buyer Controls for Pricing, Caps, and Filters
The Buyer Portal now gives buyers more control over their campaigns by allowing them to manage and request changes to pricing, caps, and filters directly from the portal.
These controls are paired with an approval system, so account admins can decide which changes buyers are allowed to make and whether those changes require approval before taking effect.
Pricing
Buyers can manage campaign pricing directly from the Buyer Portal, either by setting a default price or by creating conditional pricing rules.
Depending on account permissions, pricing changes may be automatically applied or require admin approval before taking effect.
Default Pricing
Buyers can set a default sell price for the campaign.
- This price applies to all leads unless overridden by a pricing rule
- If no pricing rules are configured, the default price is always used
Default pricing is the simplest way to manage campaign pricing when the same price should apply across all leads.
Pricing Rules
Buyers can also create conditional pricing rules to set different prices based on lead attributes.
Each rule:
- Sets a specific price
- Applies only when its conditions are met
- Is evaluated in the order shown
Examples of rule conditions include:
- State
- Lead attributes
- Other supported filter fields
If multiple rules could apply, the first matching rule is used.
Rule Evaluation Order
Pricing rules are evaluated top to bottom.
- Buyers can reorder rules to control priority
- Once a rule matches, no additional rules are evaluated
- If no rules match, the default price is applied
Caps
Buyers can control how many leads they receive and how much they spend by managing volume caps and budget capsdirectly from the Buyer Portal.
Depending on account permissions, cap changes may be applied immediately or require admin approval.
Lead Volume Caps
Lead volume caps limit the number of leads delivered to a campaign.
Buyers can set:
- Daily cap
- Weekly cap
- Monthly cap
- Total cap
Setting a value to 0 means the cap is unlimited.
When any volume cap is reached, lead delivery is automatically paused until the next applicable reset period.
Budget Caps
Budget caps limit the total spend for a campaign.
Buyers can set:
- Daily budget
- Weekly budget
- Monthly budget
- Total budget
Setting a value to 0 means the budget is unlimited.
Budget caps can be turned on or off independently from volume caps.
Cap Behavior
- Caps are enforced in real time
- Once a cap is reached, no additional leads are delivered
- Delivery automatically resumes when the cap resets or is increased
Filters
Buyers can manage campaign filters directly from the Buyer Portal to control which leads are accepted or blocked.
Filters determine whether a lead is allowed or rejected based on its attributes. Any field the buyer has access to can be used as a filter.
Depending on account permissions, filter changes may be applied immediately or require admin approval.
Filter Types
Filters can be configured to either:
- Allow leads that match specific conditions
- Block leads that match specific conditions
Multiple filters can be active at the same time.
Supported Fields
Buyers can create filters using any lead field they have access to, including (but not limited to):
- State or location fields
- Time and day rules
- Required fields or minimum field presence
- Custom lead attributes
- System fields such as sub IDs
Available fields depend on the buyer’s account permissions and campaign configuration.
Filter Evaluation
- Filters are evaluated for every incoming lead
- If a lead does not meet the filter criteria, it is not delivered