Campaign Rules

Campaign rules determine which leads trigger video generation and which campaign script to use.

Rule Structure

Each rule consists of:

• Field: The lead field to evaluate
• Operator: How to compare (equals, contains, etc.)
• Value: The value to match against

Operators

Creating Rules

In the Dashboard

1. Go to Campaigns > Your Campaign
2. Click Add Rule
3. Select field, operator, and value
4. Click Save

Rule Examples

Match HubSpot leads:

source equals "hubspot"

Match enterprise companies:

company_size contains "enterprise"

Match high-value deals:

custom_fields.deal_value greater_than 25000

Multiple Rules

When multiple rules exist, they’re combined with AND logic by default:

source equals "hubspot"
AND
company_size equals "enterprise"
AND
custom_fields.deal_value greater_than 10000

All conditions must be true for the campaign to trigger.

Rule Priority

If a lead matches multiple campaigns:

1. Most specific campaign wins (more rules)
2. If tied, lower priority number wins
3. If still tied, most recently created wins

Setting Priority

{
  "campaign_id": "camp-123",
  "priority": 10,
  "rules": [...]
}

Lower numbers = higher priority (priority 1 runs before priority 10).

Accessing Lead Fields

Standard Fields

first_name
last_name
email
company_name
source
job_title
industry

Custom Fields

Access custom fields using dot notation:

custom_fields.product_interest
custom_fields.budget_range
custom_fields.meeting_requested

Testing Rules

Preview Matches

Before activating, test your rules:

1. Go to Campaigns > Your Campaign
2. Click Test Rules
3. Enter sample lead data
4. See if the campaign would trigger

Example Test

Input:

{
  "email": "john@enterprise.com",
  "company_name": "Enterprise Corp",
  "source": "hubspot",
  "custom_fields": {
    "deal_value": 50000
  }
}

Result: Campaign would trigger.

Common Patterns

Source-Based Routing

Rule 1: source equals "hubspot"
→ Campaign: HubSpot Welcome

Rule 2: source equals "salesforce"
→ Campaign: Salesforce Welcome

Industry-Specific

Rule 1: industry equals "healthcare"
→ Campaign: Healthcare Demo

Rule 2: industry equals "finance"
→ Campaign: Finance Demo

Lead Scoring

Rule 1: custom_fields.score greater_than 80
→ Campaign: Hot Lead Outreach

Rule 2: custom_fields.score greater_than 50
→ Campaign: Warm Lead Nurture

Next Steps

• User Routing - Assign leads to users
• Core Concepts - Understand campaigns