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Campaigns: Referral Funnels, Tracked URLs, and Drip Settings

Campaigns: Referral Funnels, Tracked URLs, and Drip Settings​

Turn your customers into your best salespeople. The new Campaigns system lets you build complete referral funnels with invitation emails, claim pages, and tracked URLs — plus configurable drip settings that respect your business hours and delivery pacing.

What's New​

  • Campaigns v1: Build full referral campaigns with multi-step claim funnels, branded invitation emails, and tracked URLs. Each campaign gets its own management page where you can edit settings, duplicate campaigns, and monitor performance from the admin menu.

  • Referral Claim Funnel: A multi-step claim flow guides referred contacts through email verification, phone verification, and account setup. Branded referral pages match your white-label design.

  • Tracked URLs with Custom Domains: Campaign links and SMS short links use your tenant's verified custom domain instead of a generic URL. Better deliverability, stronger brand recognition, and full click tracking on every link you send.

  • SMS Click Tracking: Every SMS link is automatically shortened and tracked. See exactly which contacts clicked, when they clicked, and which links drive the most conversions.

  • Campaign Invitation Email Templates: Branded email templates for referral invitations are automatically styled with your tenant's branding. Send professional, on-brand referral invites without touching HTML.

  • Drip Campaign Settings: Configure business hours so drip messages only send during appropriate times. Set the number of records per batch and the interval between sends (seconds, minutes, or hours) for precise control over delivery pacing.

  • Campaign Management: Edit, duplicate, and manage campaigns from the admin menu with a 3-dot dropdown on each campaign card. Quick actions for the operations you do most.

Why This Matters​

Referral Programs That Run Themselves: The complete campaign funnel — from invitation email to claim page to account setup — runs on autopilot. Set it up once and let your customers drive growth.

Deliverability That Converts: Custom domain tracked URLs and branded short links mean your messages land in inboxes, not spam folders. Every link is trackable, so you know exactly what's working.

Drip on Your Terms: Business hours compliance and configurable batch sizes mean your drip campaigns reach contacts at the right time, at the right pace — no more blasting messages at inappropriate hours.

Smart Call Tracking & Number Pools: Know Every Call, Control Every Number

Smart Call Tracking & Number Pools: Know Every Call, Control Every Number​

We've launched a powerful new call tracking system paired with intelligent number pool management. Track every inbound and outbound call with dedicated system fields, manage rotating number pools for high-volume campaigns, and control SMS plan allocations across your entire operation.

What's New​

  • Inbound & Outbound Call System Fields: Every contact now carries Last Inbound Call and Last Outbound Call system fields—automatically populated in real time. Instantly see when you last spoke with any lead, who initiated the call, and filter your CRM by call recency.

  • Number Pool Management: Assign pools of phone numbers to campaigns and let the system intelligently rotate through them. Avoid carrier flagging, maintain healthy caller reputation, and scale your outbound volume without burning numbers.

  • SMS Plan Controls: Assign SMS plans to specific numbers or pools with built-in usage limits. Control costs at the number level and prevent runaway messaging spend before it happens.

  • Dedicated Worker Queuing: High-volume campaigns now use dedicated worker assignment—ensuring no two processes compete for the same number. Cleaner execution, zero conflicts, maximum throughput.

Why This Matters​

Total Call Visibility: System-level call tracking means no more guessing when you last reached a lead. Sort, filter, and segment your entire contact database by call activity—instantly.

Protect Your Numbers: Number rotation and pool management keep your caller reputation healthy. Carriers won't flag you, leads will pick up, and your connect rates stay high.

Budget Control at Scale: SMS plan controls give you per-number spending limits. Scale your messaging without worrying about cost overruns—the system enforces your budget automatically.

Enterprise-Grade Reliability: Dedicated worker queuing eliminates race conditions in high-volume campaigns. Whether you're dialing 100 numbers or 10,000, every call gets handled cleanly.