Campaigns

Managing Campaigns

Create campaigns, organize them with tags, review status, and open the right record for editing or reporting.

The main Campaigns screen is the workspace-wide list for campaign records. Use it when you need to create a campaign, find an existing automation, review status, or reopen a record to continue building or monitoring it.

Open the campaigns list

Go to Messaging -> Campaigns from the dashboard sidebar.

This opens the campaign table for the current workspace.

Create a campaign

Use the Campaign button in the top-right corner to create a new record.

The create form includes:

  • Name
  • Description
  • Tags

After the campaign is created, open it to continue building the workflow in the editor.

What the table shows

The campaigns list includes:

  • campaign name and optional description
  • tags
  • status
  • created date

Use this screen to compare campaigns quickly and reopen the correct automation without searching through the editor first.

Search and organize campaigns

From the list view you can:

  • search by campaign name
  • filter by Tags
  • sort by name, status, and created date

This is useful when your workspace contains multiple drafts and live automations at the same time.

Common row actions

Each campaign row includes actions to:

  • View
  • Edit
  • Delete

Use Edit when you need to change the campaign name, description, or tags. Use View to open the campaign and continue in the Editor, Metrics, Messages, or Executions tabs.

Campaign status meanings

Leadpush uses a simple campaign status model:

  • draft means the campaign record exists and the workflow is still being prepared
  • running means the campaign has been published and contacts can enter it

Campaigns do not use a multi-step send wizard like newsletters. Instead, the record stays in draft while you build the workflow graph, then switches to running once it is published.

Best practices

  • Use clear names so teammates can find the campaign later in metrics and execution views.
  • Apply tags consistently if your team separates campaigns by lifecycle, funnel, or audience.
  • Keep descriptions short but specific enough to explain what the workflow is meant to do.
  • Review status before opening a record so you know whether you are editing a draft or monitoring a live automation.