Credit Preferences

Spectre’s Credit Preferences page is a centralised tool designed for company administrators to manage credit consumption across all branches. This interface provides a clear overview of credit usage, allowing you to implement controls and ensure your marketing efforts run smoothly without interruption.

This page allows you to:

• Automate top-ups to prevent service disruption.
• Receive low balance alerts in advance.
• Apply company-wide or branch-specific credit limits.
• Control campaign credit spend per branch.
• Monitor real-time usage trends to make informed decisions.

By using these tools, you can effectively manage your company's credit pot and ensure your marketing efforts are always on track.

To access Credit Preferences from the Spectre Dashboard, go to: Management and Reporting → Credit Preferences.

Automatic Top-Up

Enable Automatic Top-Up to ensure your company never runs out of credits.

• Tick the checkbox to activate.
• Set the threshold at which Spectre should automatically purchase a new credit package (e.g., when balance falls below 10).
• Define the number of credits to top up each time (e.g., 50).

This feature helps avoid inactivity due to low credit balance.

Low Credit Warning

Get notified when your credit balance runs low.

• Enable via checkbox.
• Set the threshold for triggering the email alert (e.g., 10 credits).
• An alert is sent to the lead user of the account when the threshold is met.

Set Global Limits for All Branches

Apply the same credit usage restrictions across every branch under your company account.

• Enter values for:
  
  • Generic credit usage
    
  • Land Registry purchases
    
  • Campaign sends
    
• Click Set all to apply to all branches simultaneously.
• To remove limits from all branches, click Remove all limits.

This streamlines management of credit allocation company-wide.

Manage Branch-Specific Credit Limits

Set tailored credit rules for each branch individually.

• Scroll to Manage credit spending for branches and users.
• Use the search bar to locate a branch quickly.
• For each branch, view:
  
  • Credits used (last month and this month)

• • Land Registry purchases (last month and this month)

• • Current monthly limits (if any)

You can then:

• Set or update Generic credit limits
• Set or update Land Registry purchase limits
• Select No Limit for either category if preferred

Campaign Credit Limits

Limit campaign-related credit spend per branch.

• Scroll to Manage campaign limits for branches
  
• Select a branch.
• Enter a value and click Set to apply.
• Repeat for each branch as needed.

This ensures that campaign activities remain within budgeted limits.

Permissions Required

To manage credit preferences or set limits, your account must have Credit Limit User permissions.

If you do not see these options or cannot apply changes, please Contact Us to request access.