Audience and Recipients

This article explains who actually receives a campaign and how the audience count is built.

The three filters

Every campaign applies three filters in order. A lead must pass all three to be included.

1. Entity binding

A campaign is tied to exactly one Entity. Only leads belonging to that Entity are eligible. If you have separate Entities for "Investments" and "Roofs", a campaign on Investments can never reach Roofs leads.

2. Pipeline stages

You pick which pipeline stages should receive the email. The picker shows every stage configured on the Entity. Tick the ones you want. The audience count updates as you change selections.

Common patterns:

• Single-stage announcement. Tick "Interested" to message everyone currently sitting at that stage.
• Multi-stage broadcast. Tick "Interested" and "In Progress" to reach all active leads, while excluding "Lost" and "Closed".
• Reactivation push. Tick a "Cold" or "Nurture" stage to wake up dormant leads.

The audience is a live snapshot. When you send (or when a scheduled campaign fires), Leadflip recomputes the audience at that moment. A lead that moves out of the selected stages between the time you set up the campaign and the time it sends will not receive it.

3. Unsubscribe filter

Any lead who has unsubscribed from campaigns is excluded automatically. There is no way to override this, by design (and by law in most jurisdictions). See Unsubscribe Management for how unsubscribes are recorded and what counts.

The unsubscribe filter is account-scoped per lead. If a lead unsubscribed in the past, they stay unsubscribed for every future campaign on that account until you (or they) explicitly re-subscribe them.

How the audience count is computed

The number you see in the editor is calculated this way:

audience = leads
  WHERE entity_id = {campaign entity}
    AND status IN ({selected stages})
    AND lead NOT IN (campaign_unsubscribes for this account)

The count refreshes every time you toggle a stage. If the number does not match your expectation:

• Lower than expected? Some leads in your target stages may have unsubscribed. Or some leads may sit in a stage you forgot to tick.
• Higher than expected? You may have ticked a stage you didn't intend (double-check the list), or there are more leads in that stage than you remember.
• Exactly zero? Either no leads match your filters, or every matching lead has unsubscribed.

What does NOT exclude a lead

• No email address. Leads without an email are included in the audience count but will skip delivery (the campaign's Failed counter increments). It's worth scrubbing leads without an email before sending if you care about clean stats.
• Hard bounces and previous failures. Leadflip does not currently auto-suppress leads who have bounced from past campaigns. If a lead's email is dead, every campaign will try to deliver to them. Spam complaints, however, do unsubscribe the lead (source: spam_complaint).
• The lead's assigned owner being inactive. When the sender is set to "Assigned user" and the assigned user has no email or is inactive, Leadflip falls back to the account-level From address.

Sending to a test recipient

Before going wide, use Send Test in the editor. This sends one rendered copy of the email to an address you specify, with variables resolved against the first lead in the audience. It does NOT count toward your tracking stats and does NOT create a delivery record.

Related articles

• Campaigns Overview
• Creating a Campaign
• Unsubscribe Management
• Status Groups and Pipelines