Customers

Customers are the businesses buying leads from you. They’re the reason this whole operation exists. They want leads, you have them, and Juiced connects the two while making sure money changes hands appropriately.

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Customers vs. users

Before diving in, let’s clear up a common point of confusion. Customers are not users. A single user can access multiple customers (useful for agencies managing several accounts), and a single customer can have multiple users (the whole team can log in). Users authenticate. Customers purchase leads.

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The customer list

Open Customers in the sidebar to see all your lead buyers. If your role includes analytics, the top of the page shows Wallet Balance, Active Markets, New Customers, and Revenue for the selected timeframe, with a revenue chart underneath. Change the period with the timeframe picker in the header. Below that, you’ll find tabs, search, filters, and sorting.

• Status tabs for All, Active, Paused, Inactive, and Archived, each with a count
• Search by customer name or email, including the emails of users attached to the customer
• Filters for Auto recharge, Subscribed, Archived customers, Operational, Funding, Cap, and Budget status, and a wallet Balance range. You’ll also see Return Tier filters when you use return tiers, and an Affiliate filter when you have checkout page affiliates.
• Sorting by name, balance, active markets, leads, or created date

The table shows each customer’s status, balance, active markets, lead count, return tier and return rate, whether auto recharge is on, their subscription, and when they were created.

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Creating and editing a customer

Click New customer to add a buyer. This creates the same kind of account as a customer registering through your portal; you’re just doing it on their behalf. To change an existing customer, open them and click Edit. The form has these sections. Click Create customer to save a new customer. When editing, the floating save bar appears as soon as you change something.

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Account toggles

• Can Access Bidding lets the customer place bids and view counties in their portal. This starts off for customers you create, so turn it on if they should bid for themselves.
• Manual Club Access grants access to your Club without a subscription, for example to comp a customer. An active subscription grants access automatically, independent of this toggle.
• Disable Return Tiers exempts the customer from your return tiers; their return rate shows instead of a tier. Only appears when you use return tiers.

Pausing isn’t a form field; it lives in the customer’s More actions menu.

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Auto recharge

Auto recharge tops up the wallet from the customer’s default card whenever the balance falls below the Trigger Amount, adding the Recharge Amount each time. It’s triggered immediately if the balance is already below the trigger when you turn it on. You can only turn it on when Stripe is connected (otherwise the section shows Auto recharge needs Stripe), customer payments aren’t disabled in Payments & Deposits, and the customer has an active payment method.

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The customer record

Click any customer to open their record. The header shows the customer’s name and status, a timeframe picker, an Edit button, and the More actions (⋯) menu. Tabs underneath take you to everything about this customer. The tabs are Overview, Bids, Lead Eligibility, Leads, Transactions, Payment Methods, Contacts, Webhooks, and Users.

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More actions

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Archiving and reactivating

Archiving a customer also archives their bids. A customer with an active subscription can’t be archived; cancel the subscription first (immediately, or wait for a scheduled cancellation to finish). To bring an archived customer back, open them and choose Reactivate from More actions.

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Overview

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Key metrics

If your role includes analytics, the overview opens with four stats.

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Status cards

Four status cards help you quickly diagnose why a customer might not be receiving leads. Hover the info icon on each for a description.

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Operational

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Funding

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Cap

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Budget

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Display status

Rather than showing all four statuses everywhere, Juiced computes a display status that summarizes the customer’s situation. It’s the badge next to the customer’s name and the status in the customer list.

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Activity

The Activity feed shows the customer’s eight most recent events, such as leads received, funds added or removed, pauses, and other account changes. Funds entries that have a receipt include a View receipt link. Click View all, or choose Timeline from More actions, to see the full history.

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Side panels

The right-hand column shows these panels.

• Details shows the Customer ID, email, phone, address, and created date.
• Account shows the return tier (when you use return tiers) and the customer’s Stripe ID, which links straight to the customer in your Stripe dashboard.
• Club shows the access source, subscription tier, billing status, renewal date, and claims used this period. See Club.
• Toggles shows the current state of each account toggle.
• Registration Tracking shows the registration URL, its UTM parameters, and the referring affiliate (if any) for customers who registered through a tracked link.

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Wallet management

Customers have a wallet balance that funds their lead purchases. You can add or remove funds without processing an actual payment, which is useful for credits, adjustments, or corrections. Both actions are in the More actions menu.

• Add funds asks for an Amount, a Description (the reason you’re adding funds), and an optional Receipt URL.
• Remove funds asks for an Amount and a Description, which is visible to the customer. You can’t remove more than the current balance.

Every adjustment shows up in the customer’s transactions and activity. For a step-by-step walkthrough, see Managing customer finances.

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Bids

The Bids tab lists every bid this customer has placed, with its Status, My Bid, the current Top Bid, the customer’s Position, and the Lead Type. Caps and Budgets columns appear when you’ve enabled bid-level limits in Settings → Bidding. Search by location, or filter by Lead type, Scope (county, state, or nationwide), and Archived bids. When a return-tier discount applies, My Bid is struck through, and you can hover it to see what the customer actually pays. The bid still competes at full price. Each row has Edit, Pause / Unpause, History (a sheet showing changes to the bid), and Delete. Click New bid to bid on the customer’s behalf. Search for a Location (one search box covers counties, states, and countries), pick a Lead type (only types with bidding enabled for that location’s level are offered), and choose My bid from the amounts allowed, or enter a custom amount. Bid-level caps and budgets only appear when you edit an existing bid.

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Lead eligibility

Use the Lead Eligibility tab to control which leads this customer can receive. Build conditions on lead fields, Lead Category, Lead Type, or Source, then click Save conditions. Conditions inside a group must all match (AND), and a lead only needs to match one group (OR). With no conditions, every lead qualifies. These checks apply to bidding and round robin delivery only; Marketplace purchases and Club claims are not affected.

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Leads

The Leads tab shows every lead assigned to this customer. Search, or filter by Source, Status, Sold for (a price range), and Assigned date. To return a lead on the customer’s behalf, use Return on its row, or select several returnable leads and click Return selected. Returning refunds the customer, and the lead won’t count against their lead cap. See Returns.

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Transactions

A record of every change to the customer’s wallet, with totals for Transactions, Deposits, Withdrawals, and Net at the top. See Transactions for the full breakdown of events.

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Payment methods

The Payment Methods tab lists the customer’s saved cards with their Status and Expiration. Each card has two actions.

• Make default sets the default card, which is used for auto recharge.
• Remove detaches the card from the customer in Stripe. You can’t remove the default card.

Customers add their own cards from their portal; there’s no way to add a card from the tenant panel. Without Stripe connected, this tab shows Cards need Stripe, and you can adjust balances by hand instead.

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Contacts

Contacts are the email addresses and phone numbers that receive this customer’s notifications. Each contact can have a name for easier identification. Click New contact, choose Email or Phone, and enter the value. Each row has three actions.

• Test sends a test notification so you can confirm delivery.
• Edit changes the contact and its notification preferences.
• Delete removes it (you can also select several and Delete selected).

Notification preferences appear when you edit a contact, grouped as shown below. Each contact has its own settings, so you can route different alerts to different people or channels. Whether a message actually goes out by email or text also depends on your notification templates and your SendGrid and Twilio integrations.

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Webhooks

Customer webhooks send lead data to an HTTP endpoint every time a lead is assigned to this customer. You and the customer can both manage them; customers do it from their portal. Click New webhook and fill in three sections.

• Destination takes an optional Name and the URL the lead data is sent to.
• Advanced settings cover Method (POST, PUT, or GET), Authentication (None, Basic Auth, or Bearer Token), Format (JSON or Form), Timeout, and extra Headers.
• Payload is either the Default payload (every available field in the standard shape) or a Custom payload where you pick fields, rename keys, add static values, or paste your own JSON shape.

Click Create & continue to testing. On the edit page you can then test the webhook with a real lead, generated sample data, or test data you add by hand, and see the request and response. Click a webhook to open its overview, which shows delivery stats (total deliveries, success rate, failures, average duration, and last delivery), its settings, and a Deliveries list split into Live and Tests. Filter by result or date, open any delivery to see the request and response, and Replay it or use Bulk replay if needed (see Replaying deliveries). Pause webhook stops deliveries without deleting it. For a full walkthrough, see Sending events to your webhook.

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Users

The Users tab lists everyone who can sign in to this customer’s portal, with their Email, Authentication methods, and Joined on date. Pending invitations appear in the same list with a Pending badge.

• Invite user lets you enter an email address and send an invitation. The person joins as an admin of this customer. Juiced doesn’t email anyone when you create a customer, so this is how the first person gets in.
• Resend invite and Revoke invite appear on pending invitations.
• Remove detaches a user from this customer.
• Reset 2FA and passkeys helps a user who’s locked out of their sign-in methods. Only tenant admins see this, and you’ll be asked for your password.

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