First, select the bidder account linked to your campaign:
Choose Worldwide Bidder for global campaigns.
Choose US-based Bidder for US-only campaigns.
Your agency should have invited the business manager account, which will appear for selection here.
You can also select from agency members who will place bids in their own name.
Choosing Your Specialized Profile
When sending proposals, the specialized profile used matters for ranking your proposal among competitors.
Use the profile that best matches the job niche for higher visibility.
This topic is beyond onboarding scope; reach out to customer support for details.
Knowledge Base & Cover Letter Templates
Link the Knowledge Base profile that filters jobs contextually for this campaign.
Select the cover letter template to use when sending proposals in this campaign.
You can experiment with these using Test Mode before finalizing.
Daily Proposal Limits & Work Schedules
Set the number of proposals per day to control spend and pacing.
Define work schedules to specify when Lancer can send proposals automatically.
Outside of defined hours, jobs go into a "leads queue" for manual approval.
Most users leave this off for continuous automation; it’s useful if you want more manual control.
Bidding Delay & Strategy
Bidding delay is the wait time before sending a qualified job proposal.
Default is 5 minutes, aiming to be first without rushing.
Strategies:
Send immediately to beat competition.
Wait to boost and send proposals when clients are more active.
Choose to wait for manual approval before proposals get sent.
Handling Criteria Warnings
If a location or vendor criteria warning appears:
Choose Bid Anyway to maintain visibility (recommended if boosting).
Choose Skip to avoid lower-ranking proposals if not boosting.
Skip Already Hired Jobs
Automatically skip jobs where the client has already hired someone to save connects.
This feature helps avoid wasting resources by responding quickly to client updates.
Hourly Rate Strategy
Decide how to target hourly jobs:
Match job’s max, mid, or hourly rate.
Use your profile’s established hourly rate, or set a fixed bid rate manually.
Boosting Proposals
Boosting improves proposal visibility and ranking among competitors.
Recommended if your budget allows investing in connects to dominate top positions.
Setup:
Set minimum boost connects (e.g., 20 or 30).
If a competitor boosts higher, your boost automatically adjusts to be one step above, up to your max limit.
If maximum boost is exceeded by others, Lancer skips boosting that job or bids without boost based on settings.
Key Takeaways
Proper campaign configuration balances automation, budget, and competitive strategy.
Experimenting with delays, boosts, and work schedules can optimize your success.
Manual approvals provide control but typically reduce speed and efficiency.