Customer and bid levels
Limits exist at two scopes.- Customer-level limits apply across all of a customer’s bidding activity. They’re useful for account-wide guardrails (e.g., “this customer can spend at most $10,000 per month”).
- Bid-level limits apply only to a specific bid (one lead type in one location). They’re useful for fine-grained control (e.g., “cap this auto-insurance bid at 50 leads per day”).
Turning limits on
Every limit is off until you enable it. Open Settings → Application → Bidding and use the switches under Lead Cap Settings and Budget Settings. There are twelve in total, covering Bid and Account versions of daily, weekly, and monthly caps and budgets. Save with the floating save bar.
- Account switches add that field to the Bidding Limits section when you create or edit a customer, and to the customer’s own bidding limits page in their portal. With no Account switches on, the section is hidden entirely.
- Bid switches add that field to a bid’s Bidding limits section, and the matching Caps and Budgets columns to the customer’s bid list. Bid-level limits only appear when editing an existing bid, not when creating one.
Turning a switch off doesn’t just hide the field. Limits of that kind stop being enforced, even if customers had values saved. Turn it back on and the saved values apply again.
Caps vs. budgets
Both dimensions come in three interval flavors (daily, weekly, and monthly). You can configure any combination, including all six at once.
Evaluating limits at once
Every limit you configure is checked simultaneously on every auction. A lead only flows to a customer when all of these are true.- The customer’s daily, weekly, and monthly lead caps all have room for one more lead
- The customer’s daily, weekly, and monthly budgets can all cover the bid amount
- The bid’s daily, weekly, and monthly lead caps all have room
- The bid’s daily, weekly, and monthly budgets can all cover the bid amount
Reset intervals
- Daily limits reset at midnight UTC.
- Weekly limits reset at the start of the UTC week (Monday 00:00 UTC).
- Monthly limits reset at the start of the UTC month.
What counts toward caps and budgets
Caps and budgets only count leads assigned through bidding. Leads a customer purchases directly from the marketplace don’t count, which is why these are sometimes called “bidding limits.” The marketplace is a separate purchase channel that draws from the same wallet but doesn’t flow through the bidding system. Returned leads stop counting. Once a lead is assigned it counts against caps and budgets, but if it’s returned, it no longer counts toward the customer’s or bid’s lead caps or budget spend, so the headroom comes back.How limits affect status
Limits roll up into the statuses that drive whether a bid or customer is competing.Bid status impact
See Bidding → Bid statuses for the full display-status breakdown.
Customer status impact
Caps and budgets do not change a customer’s display status. The customer’s display status reflects operational state and wallet funding only. When a customer hits a cap or budget, the effect shows up on each of their bids. Every bid flips to Exhausted and stops competing. The customer themselves can still show as Active. They’re just not receiving leads until the constraint resets. If you’re trying to diagnose why a customer isn’t getting leads despite showing Active, check the bid list for Exhausted rows.Leaving a limit blank
Every limit is optional. Leaving a field blank means “no limit” for that dimension. A customer with only a monthly budget set will have unlimited daily and weekly spend (up to that monthly ceiling) and unlimited lead counts.Recovering from exhausted state
Exhausted bids and customers recover automatically.- Cap exhaustion resolves when the interval resets.
- Budget exhaustion resolves when the interval resets.
- Funding exhaustion (separate from budgets, as covered in Bidding → Bid statuses) resolves when the customer’s wallet is topped up.