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Desk · How it works

Campaign lifecycle

A campaign moves through a small, fixed set of states, and the desk's cron job is the only thing that ever moves it forward automatically. You control the pause.

Four campaign states in sequence: draft, running, paused, done, with an external state off to the side for CRM-measured campaigns
Draft → Running → Done is the normal path. Paused can happen, and be undone, at any point.

The four states

StateWhat it means
DraftBuilt but not started. Nothing sends.
RunningActively working its list, at whatever pace you set.
PausedHeld by you — the desk won't touch it again until you resume it.
DoneEvery lead in it has been sent to, skipped, or otherwise resolved. Nothing left to do.

There's a fifth, special-purpose state — external — for campaigns you're measuring rather than sending, covered in Measuring campaigns you send elsewhere. An external campaign never becomes a sending campaign; that's a deliberate wall, not a missing feature.

What moves a campaign between states

Per-lead progress, separately from the campaign's own state

Each lead in a campaign has its own status — pending, sending, sent, replied, bounced, opted out, and so on — tracked independently of whether the campaign overall is running or paused. A paused campaign doesn't lose or reset that progress; resuming picks every lead up exactly where it was.

What decides what happens to each lead: the journey

Once a lead is contacted, what happens next — wait, follow up, check for a reply, hand off, stop — is decided by the campaign's journey: a small decision graph rather than a fixed "email, wait 3 days, email again" script. It's built with a hard ceiling on how many times any one person can be emailed and a limit on how many decision steps it can take, specifically so a badly built journey can never loop forever or spam someone. If a journey doesn't validate for any reason, the desk simply falls back to the older, fixed follow-up cadence — a broken journey never stalls a campaign.

Reading a campaign's status honestly: "running" tells you the desk is willing to work it, not that every lead in it is actively mid-send right now — most leads in a running campaign are waiting on their next scheduled step.

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