Campaigns
Campaigns allow you to execute strategies on lists of existing leads. This is ideal for database reactivation — reaching out to leads that haven’t converted yet or re-engaging past customers.
How It Works
- Create a strategy with a Campaign trigger
- Upload a list of leads (CSV or XLSX)
- Map file columns to lead fields
- Execute the campaign from the lists page
- Monitor progress in the campaigns dashboard
Setting Up a Campaign
Step 1: Create a Strategy with Campaign Trigger
When creating a new strategy, select Campaign as the trigger type.
Build your workflow by adding action nodes (SMS, Voice, Wait, etc.) after the campaign trigger.
Step 2: Upload Your Lead List
Navigate to the Lists page and upload your leads file. BookedIn accepts CSV or XLSX formats.
Map columns from your file to the corresponding lead fields:
Step 3: Execute the Campaign
From the lists page, click the Campaign button on your uploaded list. Select the strategy you want to execute for these leads.
Start with a small test batch before running campaigns on your full list.
Monitoring Campaigns
Track your campaign progress at https://dashboard.bookedin.ai/campaigns.
The campaigns dashboard shows:
- Total leads — Number of leads in the campaign
- Processed — Leads that have been reached
- Pending — Leads waiting to be processed
- Status — Current campaign state (running, paused, completed)
Best Practices
Clean your lead lists before uploading — remove duplicates and invalid contact information.
- Segment your lists — Group leads by characteristics for targeted messaging
- Test your strategy — Run a small batch first to verify the workflow
- Monitor deliverability — Check campaign metrics regularly
- Respect opt-outs — Ensure your lists comply with communication preferences
