Volume Caps

Feature Snapshot

Summary:
Volume Caps allow you to limit the number of leads processed or delivered within a specified time period, ensuring that flows, sources, or delivery steps do not exceed predetermined thresholds while still accepting incoming submissions.

Key Benefits:

• They provide granular control by applying caps at the flow, source, or step level.
• They protect downstream systems by halting further processing or delivery when a cap is reached.
• They help manage costs and lead quality by controlling lead volume over predefined durations.

Typical Use Cases:

• Keeping lead delivery within budget by capping the number of processed leads per day or month.
• Balancing incoming lead traffic among multiple sources or routing steps.
• Preventing recipient systems from being overwhelmed by restricting the volume of leads delivered during peak periods.

How the Volume Caps work?

Volume Caps count only those leads that successfully pass processing (i.e., are not rejected by validations or enhancements). In a flow, there are three types of caps:

• Flow Caps: Apply to every lead entering the flow regardless of its source.
• Source Caps: Apply to leads coming from a specific vendor or submission source within the flow.
• Step Caps: Apply to individual outbound delivery steps; if the cap is reached, that particular delivery is skipped while the overall flow continues.

Once a cap’s counter exceeds the maximum, new leads triggering the cap receive a “Cap reached” outcome (for Flow and Source Caps) or have the specific step skipped (for Step Caps). The counter resets automatically based on the configured duration (such as minutes, hours, days, weeks, or months). Caps can also be renamed for clarity using a standard naming convention, which helps in troubleshooting and reporting.

Step‑by‑Step Instructions

1. Open your flow in the LeadConduit Flow Editor.
2. Navigate to the Sources step for configuring Flow or Source Caps, or to the Steps list for Step Caps.
3. Click on the cap settings icon for the desired cap level (flow, source, or step).
4. Enter the maximum number of leads allowed and select the desired duration (e.g., “100 leads per day”).
5. Optionally, rename the cap using a clear, descriptive naming pattern (e.g., “Social Leads Flow: WebForm A Source – Cap 1”).
6. Save your changes and monitor lead activity via the Flow and LeadConduit dashboards to ensure the cap functions as expected.

Expected Result:
After configuration, any lead submissions exceeding the specified cap will trigger a “Cap reached” outcome for Flow or Source Caps, or will result in the corresponding delivery step being skipped for Step Caps.

Validation & Monitoring (optional)

• Test the Setup: Submit test leads until you exceed the configured cap to verify that the system returns a “Cap reached” message (or skips the step) appropriately.
• Where to Monitor?: Check the Flow Dashboard and LeadConduit dashboard for real-time cap counters and status indicators.

Best Practices

• Configure Volume Caps at the appropriate level—use Flow Caps for overall control, Source Caps for specific vendor limits, and Step Caps for individual delivery steps.
• Use clear and descriptive naming conventions for each cap to simplify troubleshooting and reporting.
• Regularly monitor cap counters and adjust the maximum values or duration settings as needed to align with campaign budgets and performance targets.
• Remember that only leads which successfully pass processing count toward the cap; ensure your acceptance criteria and validations are properly configured to avoid unintentional exclusions.

Troubleshooting

Frequently Asked Questions (FAQ)

What exactly are Volume Caps?

Volume Caps are configurable limits in LeadConduit that restrict the number of leads processed or delivered within a set period, ensuring that flows do not exceed intended volume without blocking the initial lead submission.

Why are Volume Caps important?

They manage lead volume to prevent system overload, control spending, and protect downstream systems by stopping further processing when a predetermined threshold is met.

How do I set up a Volume Cap in my flow?

Use the Flow Editor to navigate to the appropriate tab (Sources for Flow/Source Caps or Steps for Step Caps), access the cap settings, define your maximum lead number and time duration (e.g., “100 leads per day”), optionally rename the cap, and save your configuration.

Do failed leads count against a Volume Cap?

No, only leads that successfully pass processing are counted, so any lead that fails validation or enhancement is excluded from the cap count.

Glossary