Quickstart

Welcome to Juiced. This guide takes you from a blank browser tab to a tenant capable of ingesting leads and routing them to a paying customer. It’s longer than a typical “quickstart” because there are genuinely a handful of moving parts you need to configure before anything can flow—but each step is short, and we’ll link out to the full reference docs wherever you want to go deeper.

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What you’re building

Before diving in, it helps to understand the shape of what you’re assembling. A working tenant has:

1. An account, a subscription, and a Stripe connection — so you can operate and collect payment from customers.
2. A lead category — the schema for the leads you sell (auto insurance, solar, home insurance, etc.).
3. Lead types within that category — pricing tiers, optionally with conditions that refine which leads qualify.
4. Bidding settings on each lead type — the geographic scope, price range, and increments customers use to bid.
5. A distribution plan — the pipeline leads flow through. A sensible default is created for you; you’ll review it.
6. At least one customer with a funded wallet — someone to buy leads.
7. At least one source — the API endpoint where leads arrive.

With all of that in place, a lead submitted to your API flows through the pipeline, auctions off to the highest bidder, and charges the winning customer’s wallet. Let’s build it.

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Step 1: Create your account

Head to usejuiced.com/register and fill out the registration form. You’ll provide:

• Personal info — Name, email, phone, and a password for your login
• Company info — Business name, email, phone, and billing address
• Country — US, Canada, or Australia (controls the state/province/postcode formats across the product)
• Subdomain — Where your tenant lives, e.g. yourcompany.usejuiced.com. Pick something you won’t regret; it appears in URLs your customers see.

Submit, and Juiced provisions your tenant and drops you at your dashboard on your subdomain.

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Step 2: Pick a subscription

Right after registration you’ll be prompted to pick a subscription plan. Plans scale by monthly revenue and lead volume, from Juicy Start up to Exotic Extracts. Pick the one that matches your expected operation—you can upgrade later, and auto-upgrade is available if you don’t want to babysit.

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Step 3: Connect Stripe

Juiced uses Stripe Connect to charge your customers. Walk through the Stripe onboarding from the Integrations page. Once Stripe reports your account as charge-ready, you’ll be able to accept deposits from customers and route payouts back to your own bank.

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Step 4: Create your first lead category

Lead categories define the schema for the leads you sell. Navigate to Lead Categories → New lead category and give it a name (e.g. “Auto Insurance”). Every new category automatically includes ten basic fields: first name, last name, email, phone, address, city, state, ZIP, address 2, and county. If your leads carry extra data—vehicle year, coverage amount, roof age, whatever—add custom fields. You can always add more later; start with what you know you need.

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Step 5: Define lead types

Every lead category starts with one lead type: a fallback. The fallback catches every lead that doesn’t match a more specific type. Most operations want at least one more—for example, a “High Intent” type that commands a higher price. From the category’s page, create additional lead types and set their priority. When a lead arrives, Juiced evaluates non-fallback types in priority order; the first one whose conditions match wins.

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Add conditions (optional but usually necessary)

Conditions tell a lead type which leads qualify for it. Without conditions, a non-fallback lead type matches nothing. Open the lead type’s Conditions section and add rules against fields in your category—for example, age > 25 AND violations = 0 to define a premium tier. See Lead Types → Conditions for the full operator list.

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Step 6: Configure bidding settings

Each lead type needs bidding settings before customers can bid on it. On the lead type page, you’ll configure one or more bidding scopes:

• Geographic level — County, state, or nationwide
• Fixed price or range — A single price, or a min/max with an increment
• Min / max / increment — The range and granularity of allowed bid amounts

Enable at least one scope per lead type. Without an enabled scope, customers can’t place bids on leads of that type.

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Step 7: Review your distribution plan

Every new tenant gets a default distribution plan with two stages: a Bidding stage (Highest Price method, customer bids enabled) followed by a Marketplace stage as a fallback. The marketplace is enabled by default, so you get both stages out of the box. If you disable the marketplace before your tenant is provisioned, only the Bidding stage is seeded. For most operations the default is exactly right for launch: bidding runs, and unsold leads optionally cascade to the marketplace. If you need partner ping-post, tiered partner rotations, or enrichment, add stages from Distribution Stages → New stage.

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Step 8: Create a customer and fund their wallet

Leads go nowhere without a buyer, so you’ll need at least one customer. From Customers → Create Customer, fill in the business name, email, and any default caps or budgets you want in place. Alternatively, invite the customer to self-register through their portal. Once the customer exists, open their record and click Add Funds to deposit a starting balance to their wallet. You can do this manually (for credits, onboarding deposits, or reconciliation) or leave it to the customer to fund through their own Billing page once they log in.

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Step 9: Place at least one bid

From the customer’s Bids tab, create a bid for one of your lead types. Pick:

• The lead type
• A scope and location (e.g., California at the state level)
• An amount within the configured min/max range

Without at least one active bid, no leads will auction off to anyone. A single bid is enough to test the flow end-to-end.

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Step 10: Set up a source

Navigate to Sources → New source and create a source tied to your lead category. Juiced generates an API key and secret automatically; click the Authentication tab to grab them, or generate a bearer token instead. Share those credentials (or the View API Spec link) with whoever’s integrating on the supply side. See Setting Up a Source and Its Attributes for a walkthrough with field mapping.

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Step 11: Send a test lead

Before pointing real traffic at your new tenant, verify the pipeline works. The simplest way is to enable test mode on the source and submit a lead with ZIP 00001—this forces a successful assignment regardless of actual bid coverage. Check the lead appears under Leads, check the distribution log to see the stages that ran, and check the customer’s wallet was charged the expected amount. If that works, disable test mode and you’re ready for production traffic.

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What to do next

You’ve got the core pipeline running. From here, you might want to:

• Add custom fields to your lead category for additional data capture
• Set up duplicate detection so you don’t sell the same lead twice
• Configure notifications and webhooks so customers and your own systems get pinged on key events
• Invite additional users to your tenant with the right roles
• Configure your company profile and branding so the customer portal looks like yours

Welcome to Juiced. Time to squeeze some value out of those leads.