Distribution Profiles

A Distribution Profile defines how leads for a given Entity are routed to partners. Each profile has rules, a list of partners, delivery settings, and caps. You can have multiple profiles per Entity (e.g., one for residential, one for commercial).

Creating a Distribution Profile

1. Go to Distribution in the sidebar.
2. Select your Entity.
3. Click Create Profile or New Profile.
4. Enter a name (e.g., "Residential Leads - East") and optional description.
5. Save. The profile is created and ready for configuration.

Adding Partners to a Profile

1. Open the profile.
2. Go to the Partners section (or Add Partners).
3. Select existing partners from your account or create new ones.
4. For each partner, configure:
   • Priority – How this partner ranks when multiple partners match (higher = preferred).
   • Caps – Max leads per day, per month, or per period.
   • Delivery channel – Email or webhook settings for this partner.

Setting Rules

Rules determine which leads are eligible for a profile and which partners receive them.

• Rule types – Field equals, contains, starts with; range (e.g., number between); status in list; custom conditions.
• Profile-level rules – Apply to all leads before they're considered for any partner. Example: "Only leads with status = New".
• Partner-level rules – Further filter which leads each partner receives. Example: "Only leads where ZIP starts with 90" for Partner A.

Encrypted fields: Encrypted fields cannot be used in distribution rules. Use non-encrypted fields only.

Enabling and Disabling Profiles

• Enabled – The profile runs when new leads arrive. Matching leads are routed to partners.
• Disabled – The profile is skipped. No leads are distributed through it.

Toggle the profile's status from the profile list or settings.

Best Practices

• Name clearly – Use descriptive names (e.g., "Commercial - West Coast") so you can quickly identify profiles.
• Test with a small cap – Use low caps when first enabling a profile to ensure routing works as expected.
• Document rules – Add a description or internal notes to explain complex rule logic.

Next Steps

• Manage partners
• Configure delivery channels
• Understand invoicing