Filter Sets: Setup Guide

Filter sets are core features in the boberdoo distribution system that control lead routing to your partners/buyers. What leads your partners to receive, when they receive them, and how they're delivered is all determined by your filter sets. Filter sets are built under each partner account, so you must already have your partner set up before creating them. Each partner will require at least one filter set for each lead type they are buying to receive leads and can have as many different filter sets as they like.

You can view your filter sets from one of two locations:

1. The Filter List Tab - This is where you can use this tab to view and sort all of your existing filter sets.

2. The Partner Tab - Navigate to the partner you want to view and select the "Lead Filter Sets" funnel icon to view filter sets attached to that partner. From here, you can review high-level information about your filter sets, including lead limits, exclusivity, and the date of the last lead that matched to each filter set.

The items below describe the common settings in a default filter set. Your filter sets may not have all of the settings shown below based on what features are enabled in your system. If you would like to use a setting not currently included in your filter sets, create a ticket with boberdoo to have the feature enabled.

This is the name of your filter set. The name is used wherever the filter set is referred to, including filter set reports and lead logs.

This is the default price value of leads sold by this filter set. If your lead delivery includes a price from your buyer's system, it will override this value.

Use this setting to include any important details about this filter set. This setting is for internal use only and cannot be seen by your partners.

Profit Margin refers to the profit your system will make off of leads from this filter set. By default, the bid sent to your lead vendor equals the lead price minus the margin value. For example, if a profit margin is set to $5 and your partner bids a $25 price, boberdoo will send a $20 bid to the lead vendor. See our Ping Post Margins support page for more examples.

Margin Type - Set the type of profit margin to use. The Variable option allows you to carve your margin as a percentage of your partner's bid and create a profit margin matrix.

Profit Margin - Defines a fixed margin as a dollar amount.

Profit Margin Matrix - This table defines the variable profit margin based on the lead price. Use the Max Price column to define the maximum limit to which the profit margin should apply. The Profit Margin (%) column defines the percent margin to claim based on the price of the lead.

Default Profit Margin (%) - For variable profit margins, defines the default profit margin percentage to claim out of any bids that do not fall within the ranges defined in the profit margin matrix.

This controls which lead sources can match with this filter set. You can also limit the filter set to sources with a given source label for easier source management. The dollar value next to each source is the fixed cost value associated with the source. For dynamic bid sources, the dollar value should be $0.00.

This controls how leads which match the filter set are delivered to the partner. By default, we include standard delivery options of HTML, Excel, PDF, Plain Text, and Short Text Emails. Any custom deliveries will also appear here. If you need a custom delivery built, use the Delivery Wizard or create a ticket with boberdoo to configure the delivery. The first delivery in this table is considered the primary delivery method. You can use the plus icon to add secondary delivery methods as well.

Lead limits define how many leads can be sold by this filter set in a given time period. These settings are often used to moderate how many leads are sold to a given partner. Lead limits can also be set in the partner's account settings. boberdoo includes options to limit leads by hour, day, week, and month.

Use these settings to limit the number of leads that can be delivered per hour or day for each day of the week. For example, a partner may only want to receive a maximum of 50 leads on Fridays and no limit every other day of the week.

Limits leads based on the sum of money charged to the partner by time period rather than a number of leads. This setting is often used for partners who want to spend a maximum amount on leads per hour, day, week, or month.

Use this setting for filter sets that are used on a non-recurring basis or in temporary campaigns. Once the filter set has sold the defined number of leads, the filter set status will automatically update to Not Active.

Use this setting for filter sets that are used on a non-recurring basis or in temporary campaigns. Once the current date reaches the defined date, the filter set status will automatically update to Not Active.

For ping-post leads, it limits the number of pings that are sent to the partner. This setting is used so a partner's system is not forced to process an overwhelming number of leads at the same time.

Select this checkbox if your partner only receives 1 to 1 Consent-style leads. Leads will only match with this filter set if they originate from a boberdoo Dynamic Consent form or the pingPostConsent API.

Select the timezone your partner is located. This setting is important for accurate use of the "Days/times you accept leads?" setting.

Use this table to set specific days and times leads can be delivered to the partner. Leads will not match the filter set if the current day/time is outside of these limits. If empty, the filter set is considered to accept leads during all times and days of the week. The Price column can be used to charge specific prices during certain time periods.

Select this checkbox if your buyer accepts leads that were put into manual review in your system and reprocessed. This setting is often used for partners who can receive non-realtime leads.

Filter sets often have similar settings apart from minor differences. Rather than making every filter set from scratch, you can save an existing filter set as a template to use as a starting point. To save a filter set as a template, open the Filter Set Editor. At the very bottom, use the "Save As" checkboxes to add your filter set as an Account Template or Global Template.

An Account Template will only be accessible within the same partner record while a Global Template can be used across multiple partners. Templates are specific to the lead type they were initially created for. To create a new filter set from a template, select a template from the Select Template drop-down menu.

Ensure your filter set name is descriptive. A name such as "Auto 65+ Tier 1" conveys much more information at a glance than "Auto Filter Set 3".

A filter set without any filtering configured is known as an "open filter set" and is built to match every lead in your system for a given lead type. In most cases, boberdoo recommends against leaving filter sets open as this can cause problems with how leads match in your system. If your leads are sold by the best pricing scenario, for example, an open filter set can cause all leads to sell to the single buyer who always bids highest.

When onboarding a new vendor, it is important to confirm they can receive a matched response from your system. boberdoo recommends creating a test buyer with a filter set for each lead type. Each filter set should be configured to only accept State=AK and ZIP=99999. Any vendor can submit a test lead with State=AK and ZIP=99999 to force a match. Real leads should never have a zip code of 99999 meaning this testing filter set can be left active without the potential for real-time leads to match to it. See our Testing Process Documentation for more information.

Some leads can be more valuable than others. A realty lead for a $1 million house is significantly more profitable for your buyers than a $200,000 condo. Consider diversifying your filter sets to separate these high-value leads and sell them at a higher price.