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Managing your campaigns

Once a campaign is live, you can change almost everything about it without taking it down. This article covers what you can edit, how to pause campaigns, and the common tuning moves contractors make in the first few weeks.

Editing a campaign

  1. Go to Campaigns in the left sidebar

  2. Click the campaign you want to change

  3. 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.

  1. Go to Campaigns

  2. Find the campaign you want to pause

  3. 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:

  1. Go to Campaigns

  2. Click the campaign

  3. Click Edit

  4. Scroll to the bottom and click Delete campaign

  5. 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.

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