Docs · Leads & Prospecting

Setting up a campaign (and why the product setting matters most)

A campaign is a pipe: it takes leads from an outside source into the CRM, tags them with a product, and decides which rep gets them. The product you set is what the AI assumes every lead from that source asked about — get it wrong and it opens about the wrong thing.

Who this is for

Admins and anyone connecting a lead source.

Before you begin

  • Know what the leads from this source actually opted in for. This is the thing that must be right.
  • Decide which reps should receive them.

What a campaign is here

A pipe that takes leads from an outside source — a Facebook form, a landing page, an aged list — into your CRM, and decides which product they're for and which rep gets them.

The webhook

Each campaign gets a unique URL you paste into your lead source. When a lead comes in through it, they land already tagged with that campaign's product and settings. That tag is what tells the AI what these leads asked about.

Round-robin assignment

Sets which reps new leads from this campaign are split between, and in what order. Changing the pool changes who gets tomorrow's leads — it takes effect on the next lead in, not retroactively.

The thing to be careful with

The product/intent you set is what the AI assumes every lead from this source wants. It must match what they actually opted in for. If you point a mortgage-protection form at a campaign tagged for final expense, every one of those leads gets an opening text about a product they never asked about — and the damage is done before anyone notices.

How to check it worked

  • Submit a test lead through the webhook URL and confirm it arrives tagged with the right product.
  • Confirm it was assigned to a rep in the pool you configured.
  • Read the first AI message it receives and check it matches what the lead opted in for.

Common mistakes

  • Product intent that doesn't match the opt-in. The single most damaging campaign misconfiguration.
  • Expecting a routing change to reassign existing leads. It only affects new arrivals.
  • Leaving a campaign with no reps in the round-robin pool.

Related

Importing leadsUpload a CSV, map the columns, pick the product, and confirm consent.Workflows — triggers, sequences and stopping when a lead repliesA workflow enrols leads on a trigger and runs a sequence.Adding agents, permissions and lead routingAdding someone is the easy half.

Where this lives in the app

Open this screenOpens in the app

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