Updated - Feature Release 3.2.0 (Nov 22, 2022): Added ability for networks to configure "Soft Caps" that notify you when a cap is reached instead of blocking excess traffic [Details]


Table of Contents


Overview

Caps can be set to limit clicks, conversions, payout or revenue. This guide will explain the different types of caps available.


Offer-Level Cap

A cap configured at the offer level is shared by any Partner who is running the Offer.

For a detailed guide on setting up an Offer - [Click Here]

Partner-Level Cap (Custom Settings)

A cap configured in Custom Settings applies to a specific Partner/Offer combination.

For a detailed guide on setting up Custom Caps - [Click Here]

Group-Level Cap (Offer Groups)

Offer Groups can be configured if you would like to configure a shared cap for multiple Offers associated with the same Advertiser.

For a detailed guide on Offer Groups - [Click Here]


Soft Cap vs. Hard Cap

**This feature is not available by default. Please contact the Customer Success team to request access to this option.

Many networks prefer to assign "Soft Caps" to their Partners in order to avoid interrupting their Partners' user experience with blocked clicks. A soft cap allows you to be notified when a cap is met, but it still allows the traffic to flow normally.

A Hard Cap is always enforced, meaning that any clicks occurring after the threshold has been met will be blocked, and subsequent conversions and events are automatically set with "pending" status.

An offer-level cap cannot have both Hard and Soft cap defined together.

Please note that there is no difference in the way that a Soft Cap or Hard Cap is displayed to your Advertisers or your Partners. If a custom cap is configured, the Partner then it will be displayed to that Partner. If not, then the Offer-level cap will be displayed.

The Pacing Report is especially useful for monitoring how campaigns are trending toward advertiser budgets without blocking traffic. Navigate to Reporting - Pacing to access it.


Time Durations

  • Daily: 00:00:00 - 23:59:59

  • Weekly: Monday - Sunday

  • Monthly: First - Last day of Month

  • Global: All-time


Rules of Operation

**If multiple caps are configured, Everflow will execute based on the first cap reached.

**Clicks that occur after the cap is reached are automatically classified as Invalid. The error message on these clicks will read: "Cap has been exceeded"

**Clicks that occur before the cap is reached but do not convert until after the cap is reached are automatically classified with a Pending status. The error message on these conversions will read: "Over Caps"

Example scenario for one Offer associated with the following:

  • Offer-level Cap

  • Partner-level Cap

  • Group-level Cap

If you have an Offer-level cap of 1000 Daily Conversions as well as a Partner-level cap of 600 Daily Conversions, and the Offer-level cap of 1000 conversions is reached before the specific Partner reaches 600 conversions, then any clicks sent by the Partner after the Offer-level cap is reached are Invalid, and any clicks sent by the Partner before the Offer-level cap is reached, but convert after the Offer-level cap is reached are Pending.

If that Offer is part of an Offer Group that has a cap of 1500 Daily Conversions, and the Group-level Cap is reached before the specific Partner reaches 600 conversions, then any clicks sent by the Partner after the Group-level cap is reached are Invalid, and any clicks sent by the Partner before the Offer Group cap is reached, but convert after the Offer Group cap is reached are Pending. This is true even when those 1500 Conversions were for a different Offer within the Offer Group.

Example scenario for one Offer configured with multiple caps of varying durations:

  • Daily Cap larger than Monthly Cap

If you have a Daily Cap of 500 conversions (configured at any level) and a Monthly Cap of 250 conversions, then any clicks sent after the Monthly Cap was reached are Invalid, and all clicks sent before the Monthly Cap was reached, but convert after the Monthly Cap was reached are Pending.


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