Bid management – PX Knowledge Base

How to access

Access bid management from the following places:

Go to Campaigns, find the desired campaign and click Action -> Bid Management.

Go to desired campaign settings and click Bid management in the left-side menu:

A new page appears divided into two blocks: Default bid and Conditional bid rules.

Default bid

Default bid is the amount for which your campaign will buy leads that don’t match any of the bid rules.

To change the default bid, click Edit:

Depending on the campaign posting type and category, the following fields can be available:

Direct Bid (for direct post campaigns) - the price that the campaign is willing to pay for a lead.

Call payout and Call duration (for call campaigns) - read more in Call campaign settings article.

If Default bid block is view only according to your access level, contact your client success manager at PX to make desired configurations.

Conditional bid rules

This block shows a numbered list of all bid rules previously configured for this campaign.

Rules placed higher are applied first and have a higher priority.

If you wish this rule to be applied first, move it above the conflicting rule using drag'n'drop option.

To remove the rule, click Action -> Remove and Yes in the confirmation pop-up.

Add/edit bid rule

Click Action -> Edit to change the existing rule or click Add bid rule to create a new one.

Add/edit bid rule block appears:

All existing rules become hidden but you can expand Conditional bid rules block anytime to look through them.

Basic configurations are the following:

1. Enter Bid that your campaign will pay for specific leads according to the rule you create.

2. Select the appropriate lead attribute from Attribute list:

Click the name of the category to see all related attributes.

The list of attributes in the drop-down varies according to a vertical selected. Start typing the attribute name in the Search field to find it.

3. Select one of the conditions from Match type list that appears:

The following match types are available:

Is / Is not - specify the value to which the lead attribute should/shouldn't match (i.e. similarly to filtering by specific sub ID or source).
Between / Not between - enter a range of values accepted to pay for - view examples for call duration in call campaigns.
Fully matching one of / Not matching one of - indicate multiple possible values, so that if the attribute fully matches any of them - the bid rule is applied. View examples for date and time. Use file upload for large lists such as ZIP codes.
With value including / With value not including - pay for leads based on specific text in the attribute (for example, buy only leads that don't include test or dummy text in the email).
Partly matching one of / Not partly matching one of - indicate multiple possible values, so that if the attribute partly matches any of them - the bid rule is applied to this lead.
Beginning with / Not beginning with - pay for leads based on first attribute symbols (area codes, vehicle models, emails).
Greater / Less - enter maximum or minimum value accepted - useful for years or lead age.

4. Enter the Value (or select it from the list), to which the selected attribute should match in the lead. It can have different formats according to previous selections.

If you enter several values, separate them with commas without spaces, for example: 1005,1006,1007

When one of the negative match types is selected (is not, not in a list, etc.), Mandatory filter rule checkbox appears. Select it if you wish to receive only leads that include selected attribute with a value in it. In this case, all leads with empty tag specified or without this tag at all, will not pass through the filter.

This field for bid rules works similarly to filter rules. Check Filter management article for a specific example.

Click Preview changes to return to the full list of rules. As soon as you're done with bid rules editing for this campaign, click Apply changes.

You can also remove separate rule branches while editing bid rules.

Example

Here is a set of bid rules as an example:

These bid rules determine the prices for the following leads:

$30 for each lead from publishers 1111 and 2222 that comes on Monday, Tuesday, Wednesday, Thursday, Friday and Saturday from 9 am to 6 pm.
$35 for each lead from publishers 3333 and 4444, captured on Sunday.
$50 for each lead from the publisher 5555 and sub IDs 15111, 16111, 17111, that comes from New York (NY) state.
$45 for each lead from the publisher 6666 and Search traffic type.

Bid rules work independently. In case of conflict between different bid rules, the rule higher in the list is applied. If campaign receives the lead according to configurations in Source and Filter management, but there is no bid rule for this lead, Default Bid is used.