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How to Add a Buyer

What is a Buyer?

A Buyer is the purchaser of lead data in a lead generation campaign. In CAKE, a Buyer can purchase leads within a Vertical through the use of Buyer Contracts.

How to Add a Buyer

To add a Buyer, follow these steps:

  1. Click on the Action Menu icon on the top right of your window
  2. Navigate to the Buyers section
  3. Click the Add icon (+) next to Buyers to access the wizard
  4. Complete the Add a New Buyer wizard
  5. Tick Send Login Details to provide access to the Buyer Portal
  6. Tick Require Buyer Credit if your Buyer needs credit added to their account before purchasing leads

How to Add Buyer Credit

Every Buyer in CAKE will need money to purchase leads, which can be managed through a Prepaid Amount or a Credit Limit. 

  • Prepaid Amount:  Money can be added manually if the buyer is sending a check, wire, etc. Buyers can also add a prepaid amount directly from the Buyer portal through the integration.
  • Credit Limit: This is the post-pay method.  Buyers will be allowed to spend as much money as you place in this field and will be invoiced at the end of the billing cycle.

To add a Prepaid Amount for your Buyer, follow these steps:

  1. Click the Add Credit From Card or Add Manual Credit button on the Home tab
  2. Complete the wizard with the required details
  3. Click Finish

To add a Credit Limit for your Buyer, follow these steps:

  1. Insert the Credit Limit amount into the Info section of the Home tab
  2. Click Save

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