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.

A credit represents the identification of a unique visitor within a 30-day period. Each visitor identified during this timeframe consumes one credit regardless of how many times they visit your site during that cycle. This applies to both contact-level identification (U.S.) and company-level identification (global).

This distinction is important because company-level identification often involves resolving visitors to organizations even when individual identities are not determined, which can lead to higher credit consumption.

Each RB2B plan includes a set number of credits per billing cycle to be used toward identification of visitors. These credits:

For example, if your plan includes 600 credits per month, you will start each month with 600 new credits, regardless of how many were used or unused in the previous month.

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.

Additionally, person-level resolutions consume credits differently compared to company-level resolutions, as company-level resolutions may involve identifying multiple visitors under a single organization, potentially increasing credit usage.

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.

Factors such as company-level visitor identification and international traffic tracking can significantly influence credit consumption. Identifying company-level visitors, including international traffic, requires additional resources and contributes to higher credit usage.

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.

Credits are used whenever a visitor is resolved, whether at the person level or the company level. This means that even if a visitor is not identified as an individual person, resolving them to a company still uses credits. As a result, credit usage can sometimes be higher than anticipated, especially when there are many company-level resolutions.

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:

Overages can be set on the Subscription Details page in your dashboard.

If you find that your current plan's credits are insufficient, you can buy more credits at any time.

When you first purchase a credits plan, your account will display "0 of [total] credits used." This doesn't mean you have zero credits available — it indicates that all your credits are fresh and ready to be used.

When you purchase more credits:

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.

In the "Credit Usage" 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.