DocsDistributionRouting Methods

Routing Methods

Every way Lead Distro AI decides which buyer gets a lead: Round Robin, Weighted, Weighted (Fair Share), Priority (Waterfall), and Best Price. Compare all five side by side and pick the right one for your campaign.

Last updated:

What a routing method decides

Every campaign has one routing method (the setting is called Distribution Method, under Campaign Settings > Routing). It answers exactly one question: of the buyers who could take this lead, who gets offered it first, and in what order after that.

That is a smaller job than it sounds, and knowing what it does not control is most of the battle. The routing method never decides who is allowed to receive a lead. Caps, filters, schedules, suppression lists, and wallet balances decide that, and they run first. The routing method only sorts the survivors.

In the app, buyers are labelled Destinations on the campaign page, because the same routing runs for calls and for leads. Buyer and destination mean the same thing throughout these docs.

The five methods at a glance

MethodPicks the first buyer byThen whatBest for
Round RobinWhose turn it is (a rotating pointer)Falls through to the next buyer in the rotationEqual volume across similar buyers
WeightedA random draw inside a priority tier, in proportion to each buyer's shareFalls through to the next tier's winnerPercentage splits at high volume
Weighted (Fair Share)Whoever is furthest behind their daily targetFalls through to the next-emptiest buyerBuyers who commit to a number of leads per day
Priority (Waterfall)Rank order, lowest number firstFalls through to the next rank downFeeding your best-paying buyer first
Best PriceThe highest bid on this specific leadThe auction already picked one winnerSelling each lead for the most it can fetch

All five keep trying. If the first buyer says no, the lead moves to the next candidate rather than dying there. The methods differ in who the next candidate is, not in whether there is one.

Which one should you use?

Read down the left column until a row describes your campaign. The first match is almost always the right answer.

If this is true for youUseWhy
You just launched and have no performance data yetRound RobinEvery buyer gets the same volume, so after a few weeks you can compare acceptance and conversion on even footing.
Your buyers all pay about the same and want about the same volumeRound RobinThere is no economic reason to favor anyone, and equal turns is the easiest thing to explain to a partner.
Your buyers asked for percentages (60/40, 50/30/20)WeightedShare is exactly the promise you made, and at real volume the split lands on the numbers you typed.
Your buyers asked for a number of leads per dayWeighted (Fair Share)Weight becomes a daily target, and the campaign paces to it inside a single day instead of over hundreds of leads.
You run under about 50 leads a day and Weighted feels randomWeighted (Fair Share)The lottery only converges over hundreds of draws. Fair Share converges every day.
One buyer pays much more than the rest and caps outPriority (Waterfall)The top buyer gets first refusal on every lead, and the rest of the ladder absorbs what they cannot take.
You want your top buyer first but the rest to split the overflowPriority + Weighted tiersWeighted uses priority tiers too. Put the top buyer alone on tier 1 and the overflow buyers together on tier 2 with shares.
Your buyers bid a different price on every leadBest PriceSet the campaign to Ping-Post. Bids decide the winner, and rank is only a tiebreaker.

Eligibility runs before routing, every time

Before any method sorts anything, Lead Distro AI walks every buyer on the campaign and removes the ones that cannot take this particular lead. Only the survivors are handed to the routing method. This is why a capped buyer never appears to be skipped: it was gone before ordering started.

CheckA buyer is removed whenWhere you set it
StatusThe buyer is paused on the campaign, or the buyer record is archivedCampaign > Destinations
Availability hoursThe lead arrived outside the buyer's weekly windowEdit destination > Availability
Lead capsIts daily, weekly, monthly, or total cap is already metEdit destination > Caps
Budget capsIts daily, weekly, monthly, or total dollar cap is already metEdit destination > Caps
State filterThe lead's state is not in the buyer's allowed listEdit destination > Filters
Field filtersAny custom field rule fails (age, credit, insurance status, anything you map)Edit destination > Filters
SuppressionThe phone or email is on one of the buyer's suppression listsEdit destination > Suppression
Delivery setupThe buyer has no working delivery method configuredEdit destination > Delivery
WalletThe buyer pays from a wallet and the balance will not cover this leadBuyer > Billing
CalendarCalendar-aware routing is on and the buyer has no openingsEdit destination > Availability

If a buyer is not receiving leads, check eligibility before you touch the routing method. Nine times out of ten it is a cap, a filter, or a paused status, and changing the method will not fix any of those.

The same 10 leads under every method

One campaign, three buyers, all on the same priority tier, all eligible for every lead. Shares and targets are set to 50 / 30 / 20.

BuyerPriorityShare or targetPaysDaily cap
Acme Legal150$6025
Bright Path130$4525
Overflow Partners120$3025
MethodWhere leads 1 through 10 landAcme / Bright / Overflow
Round RobinA, B, O, A, B, O, A, B, O, A4 / 3 / 3
WeightedA random draw each time, weighted 50/30/20Expect 5 / 3 / 2, but 7 / 2 / 1 in a single batch of 10 is normal
Weighted (Fair Share)A, B, O, A, B, A, O, A, B, A5 / 3 / 2, on the nose
Priority (Waterfall)All 10 to Acme, since nothing stopped it10 / 0 / 0
Best PriceAll 10 to whoever bid highest on each leadVaries per lead

That table is the whole argument in one place. Weighted and Weighted (Fair Share) aim at the same 50/30/20, but Weighted gets there over hundreds of leads and Fair Share gets there inside the day. Priority ignores the split on purpose. Round Robin ignores the numbers entirely.

What happens when nobody can take the lead

If every buyer is blocked, or every buyer is tried and declines, the lead lands on a final status with a reason attached. You can see the reason on the lead's detail page and filter for it in Leads.

StatusReason shownWhat it means
ErrorDestination Cap(s) ReachedEvery buyer was already at a cap when the lead arrived.
ErrorRejected by Filter(s)Every buyer was filtered out by state, field rules, or suppression.
ErrorNo Destinations ConfiguredThe campaign has no buyers attached, or none are active.
ErrorAll Destinations RejectedBuyers were reached and every one of them declined the lead.
ErrorDelivery FailedA real transport problem: a bad URL, an HTTP error, or a timeout.
ErrorInsufficient Wallet BalanceWallet-billed buyers could not cover the lead price.
QueuedOutside Availability HoursEvery buyer was outside its hours. The lead is held and retried when the first window opens.
DuplicateDestination Reported DuplicateA buyer answered that it already has this person.

There is no unmatched status. A lead that nobody took is an Error lead with a reason, which means you can build an automation on it: route Error leads to an uncapped overflow buyer, or send yourself a Slack alert the moment the reason is Destination Cap(s) Reached.

Selling one lead to more than one buyer

Routing methods assume the lead is exclusive: the first buyer to accept ends the run. If you sell shared leads, set Sells per lead on the source (Campaign > Sources > edit) to 2 or more. Distribution then keeps walking the same order and stops once that many buyers have accepted. Each one pays its own price, and the lead's revenue is the sum.

Changing the method on a live campaign

  • Open the campaign, go to Settings > Routing, and pick the new method. The change applies to the very next lead that arrives.
  • Nothing is rewritten retroactively. Yesterday's leads keep the buyer they were delivered to.
  • Priority is used by both weighted methods, so a campaign moving from Waterfall to Weighted keeps the tiers you already built. Buyers sharing a rank become one tier that splits by share.
  • Round Robin ignores share and priority completely, so those values sit unused until you switch back.
  • Watch the Routing card on the campaign page after you switch. It shows a worked example of what your current buyers will do under the method you just picked.

Go deeper on each method

  • Round Robin: the rotation pointer, what happens when a buyer is paused mid-rotation, and why turns are not the same as acceptances.
  • Weighted: shares, priority tiers, why a 10-lead sample never looks like your percentages, and what to do when a tier does not add up to 100.
  • Weighted (Fair Share): daily targets, the fill-ratio math, and the difference between a target and a cap.
  • Priority (Waterfall): overflow ladders, why caps are what make a waterfall work, and multi-tier patterns.
  • Best Price: how the ping auction picks a winner and prices the lead.
  • Ping-Post Guide: the two-step protocol itself, which is a separate setting from the routing method.

Frequently Asked Questions

What is the difference between routing method and campaign type?
They are two independent settings. Campaign type (Direct Post or Ping-Post) is how leads arrive from your source: one POST with the whole lead, or a ping with partial data followed by a post. Routing method is how the lead is sent out once it is here. A Direct Post campaign can use any of the ladder methods. A Ping-Post campaign resolves by bid instead, which is why it shows a Best Price pill where the routing selector would otherwise be.
Which routing method makes the most money?
Priority (Waterfall) if one buyer clearly pays more than the rest, because every lead is offered to them first and the rest of the ladder only sees what they cannot take. Best Price if your buyers bid live, because the lead goes to whoever values it most on the day. Round Robin and the weighted methods optimize for a promised split rather than for revenue, which is often the right trade when your buyer relationships depend on predictable volume.
Can different campaigns use different routing methods?
Yes. The setting is per campaign, so a high-value legal campaign can run Priority while an insurance campaign runs Fair Share. This is the normal setup once you have more than a couple of campaigns.
Does the routing method affect how much a buyer pays?
No. Price is set per buyer, per campaign. Routing only decides who gets offered the lead. The one exception is Best Price, where the buyer's live bid is the price.
Why did my buyer get two leads in a row?
Under Weighted that is expected, because every draw is independent and a 50 percent share wins two in a row a quarter of the time. Under Round Robin it means the other buyers were not eligible for one of those leads, usually a cap or a filter. Open either lead and read the timeline: every buyer that was skipped is listed with the reason. If you want strict pacing rather than probability, use Weighted (Fair Share).
When do daily caps reset?
Daily caps and the Fair Share day both reset at 08:00 UTC, which is midnight Pacific. Weekly counters reset on Monday and monthly counters on the 1st, on the same clock. Total caps never reset, since they are lifetime limits.
Where do I see which buyer was picked and why?
Open the lead and read its timeline. It lists every buyer that was considered, every one that was skipped with the exact reason (cap reached, filter name, not picked in the tier draw), and the delivery attempt itself with the response the buyer returned.

If you have any questions, send us an email at support@leaddistro.ai