Note: This tab is available in Custom Source (CS) and Marketing Partner (MP) source types.

The Cap Settings tab allows you to configure payout-level caps specifically for a source, overriding the default cap settings defined at the campaign level.

Unlike Form API Validations — which block the lead submission itself — the Cap Settings here only block the payouts once a cap is reached.

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What Can Be Configured?

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Cap on Different Lead Types

You can apply caps independently on:

  • Clicks
  • Forms
  • Calls

Each lead type can have separate capping rules, giving you flexible control over traffic management.

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Cap Types

You can set multiple types of caps for each lead type:

  • Global Cap: Total limit without time restriction
  • Monthly Cap
  • Weekly Cap
  • Daily Cap
  • Hourly Cap

Additionally, two capping strategies are available:

  • Unit Cap: Limits based on the number of units (leads, clicks, etc.)
  • Payout Cap: Limits based on the total payout amount.

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Advanced Cap Controls

You can further refine caps using:

  • Day and Time Schedules
    Restrict payouts to specific days of the week and time ranges.

  • Location-Based Caps
    Include or exclude specific States or ZIP Codes.

  • Custom Filters Based on Lead Data
    Define conditions using lead attributes to apply even more granular payout controls.

This layered approach ensures you can manage and optimize traffic payout costs dynamically and precisely.