Video walkthrough coming soon.
Create one
Go to Campaigns and create a campaign. Give it a name that says what the motion is, not what the list is — “UK manufacturers hiring engineers” ages better than “List 3”.Choose dynamic or static
This is the decision that matters most, and the one people get caught by.Dynamic
Starts from every lead in your workspace and narrows with filters. Anyone
who comes to match joins on their own. Anyone who stops matching leaves.
Static
Holds exactly the leads you put into it — by hand, by import, or through its
own webhook. Nothing arrives unasked.
Set the audience
Open Filters. On a campaign, this panel is not a view over a fixed list — it decides who is in the campaign. Add a condition and people who match join; remove one and the audience widens. Filter on anything you hold: job title, seniority, industry, company size, location, lead status, activity, custom fields, whether they have an open opportunity.Because the filter is the audience, narrowing it removes people from the
campaign. Leadey asks you to confirm before a change that moves a large number
of people either way — read that number rather than clicking through it.
Pinned leads
Anyone you add explicitly stays in regardless of the filter. That is deliberate: if you put someone in a campaign by hand, a filter change should not quietly evict them.Save a Smart View
A Smart View is a named filter you can come back to — “no reply after 3 touches”, “opened twice, never replied”. Saved views are shared with your team, so a definition of “warm” that one person works out is one everybody gets.Check before you launch
- The right dynamic or static badge
- A sensible count — if it says 40,000 and you expected 200, the filter is not doing what you think
- Spot-check a few rows
What you should have now
A campaign with the right people in it, and nothing sent yet. Sending starts in part 7.Part 7 — Automate with workflows
Triggers, steps, and the safety rails that stop a mistake reaching real people.