Context

When experiencing high website traffic volumes, not all visitors may match your target customer profile. This can lead to inefficient use of credits qualifying out visitors rather than identifying and engaging with potential leads. You can monitor your credit consumption breakdown at Settings → Workspace → Usage to identify which features are consuming the most credits.

Answer

There are two main approaches to optimize your visitor qualification and save credits:

1. Add Audience Filters

Use Unify's built-in database to filter visitors based on company attributes:

• Company size

• Employee count

• Industry type

Important Timing Consideration: When using employee count as a filter criterion, company data enrichment may occur after your filtering logic runs, leading to inaccurate categorization. If you encounter issues, add a 10–15 minute delay at the start of your workflow to allow enrichment before applying filters.

Field Options: You can filter using Unify's built-in database fields or any field from your Salesforce CRM, except for campaign fields and multi-select fields.

These filters work with Unify's own database and don't require the company to exist in your CRM.

2. Selective Tag Placement

Place your tracking tag only on high-intent pages where qualified leads are more likely to visit, such as:

• Pricing pages

• Product features

• Enterprise solutions

Additional Credit Optimization Strategies

Use External API Keys for Credit-Free Identification

Connect your Clearbit or 6Sense API keys to de-anonymize website traffic without using Unify credits:

• Unify will first attempt to identify visitors using your connected external API services

• Unify Intent will only be used as a fallback (at 0.1 credit per visitor) if these services fail to identify the visitor

• This allows you to reveal companies for anonymous users while minimizing credit consumption

Important Credit Consumption Details

Website reveals consume 0.1 credits per visitor session – meaning the same person visiting multiple times will consume credits on each session. This makes the external API approach more valuable, especially when current customers repeatedly access product or login pages where your tracking tag is installed.

Enhanced Tag Placement Strategy

Importantly, exclude product, app, and login pages to avoid consuming credits on existing customers who visit frequently.

Pages to exclude:

• Product/app pages

• Login pages

• Customer dashboard or portal pages

Note: You cannot see which pages have tags installed directly in Unify. Check your site code or consult your web team to identify where the Unify snippet is placed (global header/footer vs. specific templates).

Filter Limitations

Note: Audience filters help qualify traffic but cannot toggle credits by specific contacts or companies once the tag is firing. Filters work at the qualification level, not the billing level.

Emergency Credit Control

If you're experiencing unexpected credit spikes and need time to optimize your setup, you can temporarily turn off Website Reveal:

1. Navigate to Settings → Integrations → Unify Reveal → “Disconnect”

This stops all credit consumption from website reveals until you re‑enable the feature with optimized tag placement and filters.

Setting up industry filters in plays

1. Select Your Trigger: When building a play, choose your trigger type (e.g., “Record matches criteria” or “Website visitors”).

2. Add Filters: In the trigger configuration panel, add multiple filters to refine which companies the play will apply to.

3. Configure Industry Filter: Add “industry” as one of your filter criteria to target specific industries or exclude certain ones.

4. Preview and Save: Preview the records that match your filters before saving the trigger.

You can combine industry filters with other criteria like employee count or company size for more precise routing.