Editing a campaign
Go to Campaigns in the left sidebar
Click the campaign you want to change
Click Edit
[SCREENSHOT: Campaign detail page with Edit button]
From the edit screen, you can change any field on the campaign, including:
Campaign name
Service area (ZIP codes, cities, counties, radius)
Lead types and filters
Schedule and hours
Daily and weekly caps
Price per lead
Changes take effect immediately for new leads. Existing leads in your account aren't affected.
Pausing a campaign
If you need to stop receiving leads temporarily (vacation, full pipeline, crew shortage), pause the campaign instead of deleting it.
Go to Campaigns
Find the campaign you want to pause
Click the toggle to switch the campaign from Active to Paused
[SCREENSHOT: Campaign list with active/paused toggle]
When paused:
- No new leads will be delivered
- No charges will hit your card
- Your campaign settings stay exactly as they were
To resume, flip the toggle back to Active. The campaign picks up where it left off.
Common tuning moves
After your first week or two, you'll have data to make smarter decisions. Here are the moves contractors most often make.
Raise your price to get more volume
If you're not seeing enough leads, your price is almost always the reason. Bump it up by 10-20% above the recommendation and watch what happens for a few days.
Tighten your service area
If you're getting leads in ZIP codes too far from your shop, remove those ZIPs from your service area. You'll pay for fewer leads you can't really service.
Narrow your lead types
If you're getting too many leads for job types that aren't profitable (small repairs when you want replacements, for example), uncheck those filters.
Adjust your schedule
If you're getting after-hours leads that go to voicemail and never close, tighten your schedule to only deliver during hours you can answer.
Raise your cap
If you're hitting your daily or weekly cap before the day is done and your crew has capacity, raise the cap.
Deleting a campaign
You can delete a campaign you no longer need. Deleting is permanent. Existing leads from that campaign stay in your account for reporting and disputes, but the campaign itself is gone.
To delete:
Go to Campaigns
Click the campaign
Click Edit
Scroll to the bottom and click Delete campaign
Confirm
[SCREENSHOT: Delete campaign button with confirmation modal]
In most cases, pausing is better than deleting. A paused campaign can be reactivated instantly. A deleted one has to be rebuilt from scratch.
Creating additional campaigns
You can run as many campaigns as you want. The most common reasons to add more campaigns:
New trade (you offer HVAC and roofing, you need one campaign per trade)
New market (you've expanded into a second city)
Different lead types at different prices (high-ticket replacements at one price, lower-priced repairs at another)
To create another campaign, just click New Campaign again from the Campaigns page.
What's next
A useful thing to understand is what the status labels on your leads actually mean.
