Overview
Client Groups allow you to categorize clients within ClickPoint to control delivery behavior, portal visibility, pricing overrides, and routing automation. Group settings can be applied across clients to simplify management.
Send leads to clients while having only one method.
Assign multiple clients to a single delivery method.
Send leads to multiple endpoints based on criteria
How to Use Client Groups
Navigate to Outbound→ Client Groups in the main menu.
Click Create to define a new group.
Name the group and configure group settings (criteria, pricing, portal behavior).
Assign one or more clients to the group.
Save to apply settings across the grouped clients.
Inside your client group you can assign:
Default Delivery – This will be the main delivery method your clients use when assigned to a client group. This is set up like a normal client Delivery. (Please refer to Setting Up Client Delivery for more details)
Force Delivery – This will force the delivery of a lead and will override the default delivery (Please refer to Setting Up Client Delivery for more details)
Delivery Overrides – These can be assigned to override the Default Delivery to a client if certain criteria are met.
Use Cases
Ensure exclusive delivery for high-priority segments.
Prevent inactive clients from accessing the portal.
Enable advanced pricing workflows via API confirmation.
Group clients by geography or campaign for tailored delivery.
Best Practices
Use group-level criteria for consistent delivery logic across multiple clients.
Regularly review return percentage caps to align with client agreements.
Configure portal link expiration to reduce unauthorized access.
Create groups by campaign or region to streamline routing and reporting.
Summary
Client Groups help you manage clients at scale by applying shared delivery rules, portal access controls, pricing options, and routing logic. Proper group setup simplifies ongoing client operations and improves lead distribution accuracy.