Optimizing your use of RB2B starts with understanding how credits function within our platform. This guide explains credit allocation, usage, and management to help you maximize value while controlling costs.
What is a Credit?
A credit represents the person-level identification of a unique visitor within a 30-day period. Each visitor identified during this timeframe consumes one credit. Identification is based on whether a visitor’s profile includes a LinkedIn URL or matches a known profile within your connected CRM. RB2B Pro users are entitled to unlimited company-level identifications per cycle as company-level identifications do not consume credits.
Credit Allocation
Each RB2B plan includes a set number of credits per billing cycle (monthly or annually) to be used toward person-level identification of visitors. These credits:
Refresh at the start of each billing cycle
Expire at the end of the cycle and do not roll over
For example, if your plan includes 500 credits per month, you will start each month with 500 new credits, regardless of how many were used or unused in the previous month.
Note: If your account has consumed all of its person-level identification credits in a given billing period, your company-level identification will pause along with your person-level identification.
Maximum Annual Credits per Visitor
Each identified visitor can consume up to 12 credits per year—one per monthly cycle in which they are identified. This ensures ongoing visibility into repeat visitors without exceeding your credit limits. Visitors identified multiple times within the same monthly cycle will only consume one credit for that period.
Credit Usage and Visitor Identification
RB2B identifies all visitors without filtering based on ICP criteria, meaning each identified visitor consumes a credit. While not every visitor may align with your ideal customer profile, all identified visitors provide valuable insights. Understanding audience trends, referral sources, and unexpected engagement can help refine your marketing and sales strategies.
To optimize credit usage, you can restrict specific URLs from running the identification process. By excluding low-intent pages—such as careers, support, or blog pages—you can ensure that credits are focused on high-value areas of your site.
Managing Overages
To prevent unexpected charges, you can set an overages threshold in your account settings. If you exceed your allocated credits within a month, overages will be billed separately. You have the option to:
Upgrade your plan mid-cycle, which will incur prorated charges based on the remaining period.
Monitor your credit usage regularly via the dashboard to avoid overages.
Buying More Credits
If you find that your current plan’s credits are insufficient, you can buy more credits at any time.
How Credit Purchases Affect Your Billing Cycle
When you purchase more credits:
Your current billing cycle ends immediately.
A new billing cycle begins, and your existing unused credits are rolled into your new credit pool.
You’ll be billed immediately based on your new credit selection.
If you're downgrading to a lower-priced plan, the change takes effect right away and you’ll be charged the new, lower rate immediately.
Checking Your Credit Balance
Visit the credit usage page at https://app.rb2b.com/subscription/credit_usage.
Or, click Subscription Details in your sidebar menu.
On the lefthand side of the "Plan Details" section you will see your credit usage for the current billing cycle. If you are using the free version of RB2B, you will be limited to 150 credits collected per month. You may want to consider upgrading to a Pro plan if you find yourself hitting your monthly collection cap.