Campaigns Overview
Where to find it
Sidebar > Campaigns
Campaigns Overview
Campaigns let you send a single email to many leads at once. Use them when you need to notify a group of leads about something time-sensitive: a regulatory change, a new product, a price update, a webinar invite.
Campaigns complement Automations. Automations handle one-to-one triggered emails ("send X when a lead reaches stage Y"). Campaigns handle one-to-many announcements ("send X to every lead currently in stages A, B, and C").
Where to find it
Click Campaigns in the left sidebar (the megaphone icon, right below Distribution). You'll land on the Campaigns page for your active Entity. Switch between Entities using the Entity selector at the top.
Prerequisite: Campaigns send via your account-level SMTP server, the same one used by Automation emails. Go to Account Settings > Email Settings if you haven't configured it yet. See Email Setup (SMTP & IMAP).
What a campaign is
A campaign is bound to one Entity (e.g. "Investments", "Roofs") and targets specific pipeline stages within that Entity. When you send it, every matching lead receives one email.
A campaign has:
- A subject line and HTML body with variable support like
{{ lead.first_name }}. - A sender. Either the account-wide From address, or each lead's assigned owner.
- An audience. One or more pipeline stages. Leads who have unsubscribed are filtered out automatically.
- Tracking. Every delivery is tracked individually for opens, clicks, and unsubscribes.
Lifecycle and statuses
| Status | What it means |
|---|---|
| Draft | You're still editing. Nothing has been sent. |
| Scheduled | The campaign will fire automatically at the date and time you picked. |
| Sending | The queue is processing deliveries. Emails go out in chunks of 100 with throttling. |
| Sent | All deliveries have been processed. Open the campaign to see results. |
| Failed | The send could not start. Most often: no SMTP server is configured. |
What Campaigns is not
- Not a marketing automation drip. For multi-step nurture sequences (Day 1 email, Day 3 follow-up, etc.), use Automations.
- Not transactional email. For receipts, confirmations, password resets, and similar one-off triggered emails, use Automation actions.
- Not a cold-outreach tool. Campaigns target leads already in your CRM. Sending to people who never opted in is against the law in most jurisdictions and against Leadflip's terms.
Related articles
- Creating a Campaign. Step by step setup
- Audience and Recipients. How stages and unsubscribes filter who receives the email
- Tracking and Analytics. Opens, clicks, delivery stats
- Unsubscribe Management. How recipients opt out and how that is tracked