Setting Daily Caps

On the Allocations screen you're able to add daily lead caps for individual vendor campaigns or groups of their campaigns after selecting a specific vendor from the Vendor dropdown.


Campaign Groups

  • Daily caps are set on groupings of campaigns (1+ selected campaigns).
  • By default, groups are set by Campaign Type, but unique groupings can be created.
  • After clicking the calendar icon, click the + button next to the Campaign Group dropdown in the modal:

  • Name your Campaign Group and select the campaigns, click Save:

  • Back on the calendar modal, enter a numerical value for each day of the month and click Save.
    • Counters at the bottom of the modal display the total monthly cap for the campaigns within the group and the total cap based on the settings for each day.

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