Overview
Delivery Groups let you group clients or delivery accounts to apply specific automation rules for lead distribution. They process ahead of general automation, ensuring faster routing for grouped clients. For example, if Client A and Client B belong to a round‑robin group, the system will cycle leads between them before considering Client C
Delivery groups process delivery ahead of the system's general automation, so the system will scan all delivery groups ahead of processing your other clients.
How to Create a Delivery Group
Step 1: Navigate to Delivery Groups
Go to Outbound → Priority Groups from the left-hand menu.
Select the Delivery tab to access the delivery group creation interface.
Step 2: Create and Name the Group
Click Create.
Enter a Group Name that reflects its purpose (e.g., “High‑Priority Round-Robin”).
Step 3: Choose Distribution Type
Select how leads are distributed within the group:
Price
Priority
Round Robin
Weighted
Percentage
Geolocation
(Consider adding tooltips or brief descriptions for each distribution type)
Client-Level Delivery Group Setting:
A client can be assigned to a delivery group by selecting a group in the drop-down within the Settings section of the client detail page. This will allow the system to scan all delivery accounts of the client.
Delivery Account-Level Delivery Group Setting:
This setting is found in the Advance Settings tab of the delivery account and will tell the system only to scan the delivery account assigned to the group rather than all of the client's delivery accounts.
Best Practices
Use round-robin for equal lead distribution among prioritized clients.
Choose priority or price if clients need ranking or higher pay leads get routed first.
Apply weighted or percentage distributions to allocate leads proportionally.
Use geolocation groups when routing based on lead location.
Order groups correctly to ensure critical groups are processed first.
Use Case & Flow
If Client A and Client B are in a round-robin group and Client C is outside it, the system will deliver to A, then B, then move to C—processing the group before general routing .
Summary
Delivery Groups let you precisely control how leads are routed among specific clients or accounts using custom automation rules. By grouping and ordering correctly, leads are delivered faster and more accurately for your business workflows.