Understand how credits are consumed
Why this matters
Credits are consumed only when RB2B successfully identifies person-level contact information. Understanding this helps you plan usage more effectively and estimate how many credits your site traffic will require over time.
How to achieve it
- Analyze the volume of your US-based website traffic
- Estimate how much of that traffic RB2B can identify
- Monitor credit consumption trends over time
- Adjust targeting settings based on actual usage patterns
Where to configure it
RB2B Dashboard → Credits or Usage reporting (for monitoring usage trends)
Quick win
Review your last 30 days of credit usage and compare it with US traffic volume to estimate future needs.
Focus identification on high-intent pages
Why this matters
Not every page visit represents buying intent. Identifying visitors on high-value pages such as pricing or demo pages produces stronger leads while reducing unnecessary credit usage from low-intent browsing.
How to achieve it
- Identify the pages that signal real buying interest
- Limit RB2B identification to those pages using URL restrictions
- Focus on pages like pricing, demo requests, and campaign landing pages
Where to configure it
RB2B Dashboard → Settings → URL Restrictions
Quick win
Start by allowing identification only on your pricing and demo pages.
Exclude low-value traffic
Why this matters
Internal employees, existing customers, and known partners often visit your site but rarely represent new sales opportunities. Allowing these visitors to consume credits reduces efficiency.
How to achieve it
- Add internal company domains to your exclusion list
- Exclude known customer domains
- Exclude partner or vendor domains that regularly visit your site
Where to configure it
RB2B Dashboard → Settings → Domain Exclusion List
Quick win
Add your own company domain first to immediately prevent internal traffic from consuming credits.
Evaluate international tracking usage
Why this matters
Company-level identification of international visitors also consumes credits. If your sales efforts focus primarily on US prospects, disabling global tracking can preserve credits for the highest-value leads.
How to achieve it
- Review whether international leads are relevant to your business
- If not, disable global tracking
- Focus credits on US person-level identification
Where to configure it
RB2B Dashboard → Account Details → Geographical Restrictions
Quick win
If most of your customers are US-based, disabling international tracking can extend your monthly credit allocation.
Continuously refine your targeting strategy
Why this matters
Traffic patterns change over time as campaigns, products, and markets evolve. Periodic adjustments ensure your targeting settings remain aligned with your lead generation goals.
How to achieve it
- Review URL restrictions and exclusions regularly
- Track which pages produce the best leads
- Adjust settings based on campaign or product changes
- Monitor identification rates and credit usage trends
Where to configure it
RB2B Dashboard → Settings → URL Restrictions and Domain Exclusions
Quick win
Review your targeting settings quarterly to ensure they reflect your highest-performing pages and audiences.
Closing
Why this matters
Credit optimization is ultimately about focusing resources on the visitors most likely to convert. Strategic targeting ensures that every credit used contributes to pipeline growth.
How to achieve it
Use URL restrictions, domain exclusions, and geographic settings together to focus identification on your most valuable traffic.
Quick win
Combine URL restrictions with domain exclusions to immediately improve both credit efficiency and lead quality.