Also refer to Orchestration Purchase Credits.
What are Contact Purchase Limits?
This feature allows administrators to control the maximum number of contacts that their organization’s users may purchase throughout 6sense’s product ecosystem.
What types of limits can be applied?
You may configure the following limits:
Monthly limits based on the type of the user, as determined within 6sense’s User Management.
A monthly limit for the entire organization, regardless of each individual user’s purchase history.
When does the monthly limit reset?
The monthly limit resets at the beginning of every calendar month.
Why should I configure any limits?
By default, no limits are configured – that is, the platform will not stop your team from purchasing as many contacts as they want. However, many customers have an annual allowance dictating the number of contacts that may be acquired through the 6sense platform – any contacts acquired in excess of the contractual allowance may incur additional charges. If you want to limit your organization’s usage to your contractual allowance, then you should consider adding limits using these configurations.
When should I configure limits based on User Type?
Consider the following scenarios:
You want to limit purchases to be acquired by marketing, ops, and AEs, but not by BDRs / SDRs. If you have not given BDRs / SDRs access to the 6sense web platform, then you could consider the limit for Sales Users to 0 so that they are unable to purchase contacts through Sales Intelligence, while you could allow other roles to purchase contacts with no limits.
You want to ensure that contacts are available to be purchased by every User Type. For instance, you may set an organization-level limit, but without any user-level Limits, a single user could purchase such a high volume of contacts that the organization-level limit is quickly hit, thereby preventing any other users from acquiring contacts through 6sense that month.
When should I configure a limit for the entire Organization?
It typically makes sense to set an organization-level limit when you do not want to incur additional costs for exceeding your contractual allowance. Remember that this limit takes precedence over user-level limits; if your organization hits their monthly limit, then no one will be able to purchase contacts for the rest of the month, regardless of whether they hit their user-level limit or not.
Can I control the number of contacts purchased through Orchestration?
Yes. Orchestrations allow you to control the maximum number of contacts that may be purchased per Account in the segment, but neither the Orchestration nor the Segment limits the number of accounts that may be processed, especially if the Segment is defined using dynamic criteria. Therefore if you want to limit the number of contacts that may be purchased through all of your Orchestrations, you should enable the limit for Orchestrations.
What happens if the limit for Automated Purchases is hit during the run of an Orchestration?
Any contacts purchased successfully during that run will still be processed. Any other contacts that may have been purchased during the run after that point will not be purchased, and the results section of the Orchestration will indicate that the limit was hit.
If a user does not hit their limit in a given month, do they receive a larger limit the next month?
No. Currently we do not support the roll-over of credits. Any “unused” allowance by a specific user will not roll-over to give them a greater allowance the next month.
Can I limit the number of contacts being purchased through Sales Intelligence?
Yes. If a user purchases contacts through Sales Intelligence, we will limit them based on the User Type of their 6sense user account. If they do not have a user account for the 6sense platform, then they will default to the limit of the Sales User type, see below:
How do I access the Contact Purchase Limits feature?
In ABM, go to Settings > App Settings > Orchestration > Contact & Lead Management > Contact Purchase.
Who can access and edit the Contact Purchase Limits?
Any user who has access to your organization’s Settings page within the 6sense Account Engagement Platform will be able to view and/or modify these limits. Currently, the Owner and all Users can access Settings, but Sales Users cannot.
Why doesn’t my organization have access to Contact Purchase Limits within Settings?
This feature is only enabled if your organization has a subscription enabling contact acquisition through 6sense. This requires either the Essentials Package or access to Sales Intelligence via at least one predictive model. If you know your organization has subscribed to either of these, please contact your Customer Success Manager to ensure this feature is enabled.