Overview
Once you've created a new Delivery Account, you'll land on the main Delivery Account settings window. This is where the real customization happens.
Let's explore each tab:
General Tab
Here you can review and adjust the core settings:
Status: Active, Inactive, or Paused
Price: Update the default lead price if needed
Basic information from Step 1
Quantity Limits Tab
Set caps to control volume:
Hour Limit
Day Limit
Week Limit
Month Limit
These limits apply to qualified leads delivered through this account.
Delivery Tab
This tab contains several important subsections:
Delivery Automation
Toggle automated delivery ON or OFF
Primary Delivery Method
Select from your previously created Delivery Methods
For Ping/Post accounts: This splits into PING and POST methods. The system will automatically ping first, then deliver the full lead (POST) only if the client accepts the ping:
Additional Delivery
Choose one or two backup delivery methods
Decide whether these should trigger even if the primary method succeeds, or only if it fails
Delivery Options
Delivery Priority: Set a numeric priority order (lower numbers = higher priority) when your automation settings use priority-based routing
Exclusive Delivery: Toggle to make leads sent here exclusive to this account
Use Order System: Enable if leads should only deliver when an active order exists. You can also select which order forms are available to the client.
Revenue Tab
Set financial requirements that leads must meet to be eligible for this client:
Revenue Requirement: Minimum revenue amount
Profit Requirement: Minimum profit (revenue minus lead cost)
Profit Percentage Requirement: Minimum profit margin as a percentage
You can also configure Revenue Share here; both percentage and fixed-dollar amounts to be paid back to the lead source.
Criteria Tab
This is where you build the rules that filter which leads go to this client. Think of it as your quality gatekeeper.
Criteria Types:
Lead Field: Any field on the lead type (e.g., State = "California")
Regular Expression: Scan text fields for specific patterns
Calculated Expression: Compute a value based on multiple fields
Evaluate Function: Write custom C# code for complex requirements (advanced use)
Common Operators:
Equal To / Not Equal To
Greater Than / Less Than (with or without "or Equal To")
Between
Is Any Of / Is Not Any Of (enter each value on its own line—no commas!)
Contains / Does Not Contain
Distance Compare (based on postal code)
Date Compare (calculates time between dates)
Example: Limit delivery to California leads with a minimum loan amount of $150,000.
Offer Tab
Offers define the commercial details presented to the lead source or displayed to the consumer. There are two types:
Static Offers
For clients who are the end buyers. They receive leads at a predetermined price. Configure:
Company Name, Phone, Website
Offer Name, Description, Duration
Amount (cost to consumer)
TCPA Consent Text
Privacy Policy and Terms URLs
Dynamic Offers
For clients who resell leads to others. This requires an outbound ping-post configuration and a custom script. Contact ClickPoint support for assistance setting this up; you'll need to provide an example response so our team can write the script for you.
Advanced Options & Delivery Parameters
Scroll to the bottom of the Delivery Account settings for these additional controls:
Max Return Percentage: The maximum percentage of received leads that can be returned
Enforce Quantity Constraints: When a lead isn't delivered because all accounts are over their caps, enabling this tells the system to rescan and ignore limits temporarily to ensure delivery. Enabled by default.
Delivery Delay: Hold leads for a specified time before delivering
Delivery Group: Assign this account to a Delivery Group for coordinated routing. [Learn more about Delivery Groups →]
Delivery Parameters: Override or append values to the selected Delivery Method during execution
Last, but not least, at the very bottom of your Delivery Account settings, you'll notice a small blue Export button.
Clicking this generates a JSON payload containing your entire Delivery Account configuration. You can copy this and use the Import button in another client's Delivery Accounts section to replicate the setup instantly—then just tweak the details as needed. It's a huge time-saver when onboarding multiple clients with similar needs.
By properly configuring your clients' Delivery Accounts, you ensure that every lead reaches the right person, at the right time, under the right rules. Whether you're managing multiple verticals, different teams, or complex delivery logic, these tools give you the flexibility to handle it all.