Delivery Caps

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This article goes over Delivery Caps and how to set them up. You can cap by monthly, weekly, daily, hourly, total and day specific caps. You can even implement field based caps that tally up based on the value of a field, determined by the ruleset you configure. This can allow you to cap a delivery by the SID value, capping a single supplier just for a single delivery.


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There are three options for managing Caps:

- Overall Caps

- Overall & Day Specific Caps

- Overall & Field Based Caps

 

All Caps refresh each respective timeframe, however the total Cap will remain as is until you edit it.

Keep in mind that you won't receive any errors or warnings when your Delivery Cap has been hit, leads will simply no longer been sent until the next timeframe. If you would like to get an email alert you can set this up under Campaigns > Alerts. More about alerts HERE.

We would also suggest keeping an eye on the "Cap" column located on your deliveries screen as it will give you an indication of how far you are through the Cap set. 
 

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Resetting Delivery Caps

You can force reset your ongoing delivery cap tallies by ticking the "Reset cap allocation" box found underneath the delivery cap configuration section of your delivery settings and then saving the delivery.

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To force reset multiple delivery cap tallies at the same time, this can be done from the delivery list screen. Simple select the deliveries you want to reset the caps for and choose the "Bulk Reset" action in the bottom left.

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Buyer Caps


Delivery Caps are managed from the delivery screen.  In the event that you want a cap to be shared across multiple deliveries, you should use the Buyer Cap.  The Buyer Cap is controlled from the Edit Buyer screen, but you will need to set the Cap Type to "Buyer" from the delivery screen.  It may be the case that you have 4 deliveries linked to a Buyer and only want two of the four to use a shared cap for that Buyer. 

If a buyer returns a lead, the cap amount will be adjusted accordingly for both delivery & buyer caps.

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