Overview
A campaign is a set of rules, filters, and delivery settings for a specific type of lead. Each campaign controls what leads you accept, how they're validated, and where they get delivered.
For example, you might have one campaign for roofing leads and another for window leads, each with different zip codes, budgets, and delivery endpoints.
Or you might have one campaign that has a specific set of rejection rules and another that lets everything through.
Creating a Campaign
There are two ways to create a campaign:
Start from scratch:
Click Create a new... in the sidebar, then select Create Campaign. This creates a blank campaign you'll configure from the ground up. Or click New Campaign from the campaign list.
Clone an existing campaign:
Click Create a new... in the sidebar or New Campaign from the campaign list, then select Clone Campaign. In the clone dialog, select the campaign you want to copy, enter a name for the new campaign, and choose which parts to bring over:
Fields
Compliance
Validation
Sources
Budget
Rules
Lead flow
You can toggle All to copy everything, or pick only what you need. Useful when you're setting up a similar campaign with minor changes like different zip codes or budgets.
Campaign States
Campaigns have three states:
State | What it means |
Active | Receiving and processing leads. |
Inactive | Paused. No leads are accepted. Configuration is preserved. |
Archived | No longer in use. Hidden from the default view. |
You can filter campaigns by state using the tabs at the top of the Campaigns list page.
Campaign Management Tabs
Once inside a campaign, you'll see several tabs in the left sidebar. Each one controls a different aspect of the campaign.
Tab | What it controls |
Configure | Campaign details (name, state, dates), field configuration, compliance settings (TrustedForm, Jornaya), and validation rules for email, phone, address, and IP. |
Sources | Link lead sources to the campaign, set per-source budgets, and block specific sub IDs. |
Rules | Duplicate detection windows (email, phone), cross-campaign duplicate settings, and filters for state, zip code, Blacklist Alliance, IP-to-state matching, and scheduling. |
Webhooks | Configure webhooks that notify your lead sources when leads are received or processed. |
Lead Flow | Build the post-acceptance flow: create filters, route leads to your endpoints, and apply enrichment. |
Repost | Repost previously accepted leads to your endpoint based on specific criteria. |
History | View a log of all changes made to the campaign. |
Need Help?
For questions about campaigns, contact [email protected].