Using Auto-Pay for Automatic Purchases

Auto-Pay automatically purchases leads that match your criteria, so you never miss an opportunity. Here's how to set it up and use it effectively.

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What Is Auto-Pay?

Auto-Pay is a feature that automatically purchases leads submitted to your lead requests without manual review.

Benefits:

• ⚡ Instant lead access—no delays
• 🏃 Be the first to contact (speed wins)
• 📵 Works even when you're away
• 🎯 Never miss a good lead

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How Auto-Pay Works

When Auto-Pay is enabled:

1. Seller submits a lead to your request
2. System validates the lead
3. If valid, lead is automatically purchased
4. You're charged immediately
5. Contact details are available instantly
6. You receive a notification

All of this happens in seconds, not hours.

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Requirements for Auto-Pay

To use Auto-Pay, you need:

Requirement	How to Set Up
Saved payment method	Settings → Billing → Add Card
Available budget	Lead request must have budget remaining
Active lead request	Request must not be paused

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Enabling Auto-Pay

On a New Lead Request

When creating a lead request:

1. Find the Auto-Pay toggle
2. Switch it ON
3. Complete your lead request as normal
4. Click Publish

On an Existing Lead Request

1. Go to Lead Requests
2. Find your request
3. Click Edit
4. Find the Auto-Pay toggle
5. Switch it ON
6. Click Save

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Disabling Auto-Pay

If you want to manually review leads:

1. Go to Lead Requests
2. Click Edit on the request
3. Switch Auto-Pay OFF
4. Click Save

New leads will go to your Inbound Leads for manual review.

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Auto-Pay Settings and Controls

Budget Protection

Auto-Pay respects your monthly budget:

• Purchases continue until budget is reached
• Once at budget, Auto-Pay pauses
• Budget resets on the 1st of the month
• Auto-Pay resumes automatically

Quality Considerations

All leads go through validation before Auto-Pay triggers:

• Email validation
• Phone validation
• Location matching (if filters set)
• Duplicate checking

Low-quality or invalid leads are still blocked, even with Auto-Pay.

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When to Use Auto-Pay

✅ Good Scenarios for Auto-Pay

• Competitive categories – Speed matters, be first
• High conversion rates – You trust the lead quality
• Sufficient budget – You can afford steady purchases
• Limited review time – Can't check leads frequently
• Scaling up – Want maximum lead flow

⚠️ Consider Manual Review If

• Testing a new category – Want to assess quality first
• Tight budget – Need to be selective
• Quality issues – Experiencing poor leads
• Slow period – Reducing intake temporarily

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Monitoring Auto-Purchases

Keep track of what Auto-Pay is doing:

Real-Time Notifications

You'll receive notifications when:

• A lead is auto-purchased
• You're approaching budget limit
• Auto-Pay is paused (budget reached)

Review Purchased Leads

1. Go to Purchased Leads
2. Filter by date to see recent purchases
3. Check lead quality
4. Monitor conversion rates

Billing History

1. Go to Settings → Billing
2. View Billing History
3. See all auto-purchase transactions

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Auto-Pay Best Practices

1. Start Conservative

If new to Auto-Pay:

• Set a lower initial budget
• Monitor for 1-2 weeks
• Increase budget if quality is good

2. Check Lead Quality Regularly

Even with auto-purchasing:

• Review leads weekly
• Track your conversion rate
• Adjust settings if quality drops

3. Use Location Filters

Prevent wasted spend:

• Enable location filtering
• Only accept leads from areas you serve
• Auto-Pay won't purchase outside your filters

4. Set Realistic Budgets

Calculate based on:

• How many leads you can handle
• Your price per lead
• Your conversion capacity

5. Keep Payment Methods Updated

Avoid interruptions:

• Ensure card doesn't expire soon
• Keep sufficient funds available
• Add a backup card if possible

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Troubleshooting

Auto-Pay Isn't Working

Check these items:

Issue	Solution
No payment method	Add card in Settings → Billing
Card declined	Update payment method
Budget reached	Increase budget or wait for reset
Lead request paused	Reactivate the request
Location mismatch	Leads from wrong area are blocked

Getting Too Many Leads

If Auto-Pay is purchasing faster than you can handle:

1. Lower your monthly budget
2. Increase your price (reduces volume)
3. Add stricter location filters
4. Temporarily disable Auto-Pay

Not Getting Any Leads

Auto-Pay can't help if:

• No sellers are submitting leads
• Your price is too low
• Your requirements are too strict
• Consider adjusting your lead request

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Auto-Pay vs Manual: Comparison

Aspect	Auto-Pay	Manual Review
Speed	Instant	Hours to days
Effort	None	Review each lead
Control	Automatic	Full control
Risk	May buy less ideal leads	May miss hot leads
Best for	Volume, competition	Selectivity, budgets

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Combining Strategies

You can use different approaches for different lead requests:

Example:

• High-value service → Auto-Pay ON (worth capturing fast)
• New category → Auto-Pay OFF (test quality first)
• Competitive area → Auto-Pay ON (beat competitors)
• Tight budget → Auto-Pay OFF (be selective)

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Next Steps

• Rejecting leads & providing feedback
• Managing lead statuses

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Questions?

Need help with Auto-Pay? Contact support.