Bidding

Bidding is one of the primary ways leads get assigned to customers. When a lead comes in, Juiced runs a real-time auction. Customers with active bids compete, and the highest bidder wins the lead. It’s like eBay, except the auctions happen in milliseconds and nobody’s bidding on vintage lunch boxes.

​

How bidding works

A bid is a customer’s standing offer to purchase leads matching specific criteria. When a lead arrives that matches a bid’s lead type and location, that bid enters the auction. The outcome depends on several factors.

• Higher bid amounts win.
• The customer wallet must have sufficient funds.
• The customer status must be active (not paused or archived).
• The bid status must be active (not paused or archived).
• Caps and budgets must not be exhausted.
• Competition decides the rest, meaning how this bid compares to others on the same lead type and location.

​

The lead type connection

Every bid is placed on a lead type. The lead type’s bidding settings determine how customers can bid. You set these per lead type on its Bidding tab (open Lead Types under Ingest, pick a lead type, then Bidding). Each scope you open gets its own row with Enabled, Fixed, Minimum, Maximum, and Step values. Customers can only bid on scopes that have an enabled row.

​

Scopes

The scope defines the geographic reach of a bid. Broader scopes typically mean more lead volume but also more competition. A nationwide bid competes with every other nationwide bid on that lead type, plus all the state and county bids for the lead’s specific location.

​

Creating a bid

Customers place their own bids from the Bids page in their portal. You can also place, edit, and manage bids for them. Open Customers, pick a customer, then open the Bids tab and click New bid. The bid form asks for three things.

1. Pick a Location by searching counties, states, and countries. The bid covers the area you pick, so the location sets the scope.
2. Pick a Lead type. Only lead types that accept bids for that location are listed.
3. Pick an amount for My bid. The form shows the current Top bid for that lead type and location so you know what you’re up against.

The amounts offered follow the lead type’s minimum, maximum, and step. Because you’re the one running the stand, the tenant form also offers amounts below minimum and a Custom amount, which the customer’s own form doesn’t.

​

Optional limits

If you’ve enabled bid-level limits in your bidding settings, the form also has a Bidding limits section.

• Daily/weekly/monthly lead caps set the maximum number of leads this bid can win.
• Daily/weekly/monthly budgets set the maximum spend for this bid.

These are separate from customer-level caps and budgets. A bid might hit its own limit even if the customer still has capacity. See budgets and caps.

​

Managing bids

The customer’s Bids tab lists every bid with its location, Status, My Bid, Top Bid, Position, and Lead Type, plus Caps and Budgets columns when those limits are enabled. Search by location, or use Filters to narrow by lead type or scope, or to include archived bids. Each row has these actions.

• Edit changes the amount or limits.
• Pause / Unpause turns the bid off or on without deleting it.
• History shows every change to the bid over time.
• Delete removes the bid (it’s archived, and you can still find it with the archived filter).

To see every bid on a lead type across all customers, open the lead type’s Overview. Its Bids table lists customer, location, status, and amount, with filters and an Export button.

​

Bid statuses

Like customers, bids have multiple underlying statuses that roll up into a single display status. The display status is what you’ll see most often. The underlying statuses appear as columns in the bids table on each location’s page under Locations (see location analytics).

​

Underlying statuses

These four statuses each track a specific aspect of the bid’s health.

​

Display status

The display status combines the underlying statuses into a single, summarized value.

​

How statuses resolve to display

The display status is derived from the four underlying statuses, checked in order. The first one that applies wins.

1. An archived bid is Archived.
2. A paused bid is Paused.
3. If funding, the lead cap, or the budget is exhausted, the bid is Exhausted.
4. If funding or the budget is limited, the bid is Limited.
5. Otherwise it’s Active.

A bid automatically returns to Active when the constraint resets (a new day, week, or month) or the customer adds funds.

​

Bid positions

Position tells you where your bid stands relative to the competition for the same lead type and location. It’s your quick answer to “Am I winning?”

​

Bidding limits

Bids can have their own caps and budgets, separate from the customer’s account-level limits.

​

Lead caps

Lead caps limit the number of leads a bid can win.

• A daily cap resets each day.
• A weekly cap resets each week.
• A monthly cap resets each month.

When a cap is reached, the bid’s display status shows as Exhausted (and its underlying Cap status reads Exhausted too) until the period resets. Limits reset on the calendar day, week, or month in UTC timezone, not your local time.

​

Budgets

Budgets limit the amount spent through a bid.

• A daily budget sets the maximum daily spend.
• A weekly budget sets the maximum weekly spend.
• A monthly budget sets the maximum monthly spend.

When a budget is consumed, the bid transitions from “Limited” (can still participate at reduced capacity) to “Exhausted” (completely out of the auction).

​

How limits interact

A bid respects the most restrictive constraint. Say you have these limits.

• A daily cap of 10 leads
• A daily budget of $500
• A bid amount of $40

You’ll stop receiving leads when you hit 10 leads or $500 spent, whichever comes first. In this example, 10 leads at $40 each would cost $400, so you’d hit the cap before the budget. The same logic applies at weekly and monthly levels, and also considers customer-level limits. The bid stops when any relevant limit is reached.

​

Bidding settings

Beyond individual bids, there are tenant-level settings that control how bidding works across your operation. Open them from the settings gear in the rail, under Settings → Application → Bidding. The page has four sections (Global Bid Settings, Customer Bidding Access, Lead Cap Settings, and Budget Settings) and saves with the floating save bar.

​

Disable all customer bidding

Under Global Bid Settings, Disable all customer bidding stops every customer from placing or editing bids in the customer portal. You can still manage bids from each customer’s Bids tab. This allows tenants to create a fully managed pricing system where they control the price of all leads.

​

Customer bidding access

You can restrict customers from accessing bidding until they’ve deposited a minimum amount of funds. Set Minimum deposit for auto-access under Customer Bidding Access; once a customer reaches or surpasses the threshold, bidding access is automatically granted. Leave it blank to grant access by hand with each customer’s Can Access Bidding toggle. Tenants control the messaging shown to customers in the modal that blocks their access (Modal Subject, Modal Body, Button Text, and Button Link URL). This is useful for scenarios like requiring customers to schedule a call with your sales team before they can start bidding.

​

Lead caps and budgets

Lead Cap Settings and Budget Settings decide which limits customers (and you) can set, at the bid level and the account level. See budgets and caps.

​

Smart pricing

Smart pricing ensures customers only pay what’s necessary to win a lead, not their maximum bid. When a customer wins an auction, they pay one increment above the next highest bidder, regardless of how high they bid. For example, if the minimum bid is $10 with $10 increments, and a customer bids $100 while the next closest bidder is at $10, the winner pays $20, not $100. This encourages customers to bid their true maximum since they won’t overpay when competition is low. It also means customers can confidently bid for top position without worrying about the actual price until the lead is won.

​

Related guides