Managing Campaigns
Understanding campaign cards, tracking progress, and managing your campaigns.
Managing Campaigns
Once you've created campaigns, you'll manage them from the dashboard and the campaigns page. Here's what you'll see and what you can do.
Campaign cards
Each campaign is displayed as a card showing:
- Campaign name — The name you gave it when creating it
- Criteria summary — A quick reminder of the filters you set
- "New" badge — Shows how many unreviewed leads are waiting in the queue (e.g., "12 new")
- Stats — Total matching leads, number approved, number dismissed
- Progress bar — The percentage of matching leads you've reviewed (approved + dismissed out of total)
Actions on a campaign card
- Review — Opens the review queue for this campaign. Only appears when there are unreviewed leads.
- Leads — Opens your approved leads list for this campaign, where you can manage your pipeline.
- All Reviewed — Shown instead of "Review" when you've caught up on all leads. Nice work.
- Delete — Permanently removes the campaign. You'll be asked to confirm. Deleting a campaign does not delete the underlying leads — they still exist and can match other campaigns.
Reading your stats
The stats on each campaign card tell you how your campaign is performing:
- Total matching — How many leads in the system match this campaign's criteria. This number grows as new data comes in.
- Approved — Leads you've marked as "Interested." These are in your pipeline.
- Dismissed — Leads you've passed on.
- Progress bar — Approved + dismissed as a percentage of total. A full bar means you're caught up.
If your approval rate is very low (dismissing most leads), consider tightening your campaign filters. If it's very high, you might want to create a more focused campaign alongside this broader one.
Multiple campaigns
You can run as many campaigns as you want. A few strategies:
- Broad + narrow — One campaign with loose criteria to see everything, plus focused campaigns for specific strategies.
- By strategy — Separate campaigns for fix-and-flip targets vs. rental candidates vs. wholesale opportunities.
- By geography — One campaign per neighborhood or city you're active in.
Since a single property can match multiple campaigns, you won't miss leads by splitting things up.
Dashboard overview
The dashboard shows all your campaigns along with top-level stats:
- Approved — Total approved leads across all campaigns
- Dismissed — Total dismissed across all campaigns
- Reviewed — Total reviewed with your overall approval rate
- Avg. Review Time — How long you typically spend per lead
If unreviewed leads are waiting, a banner at the top will prompt you to start reviewing.