Campaigns & Leads

What This Does

After contacts are uploaded to Email Bison, they become leads in active campaigns. The dashboard syncs campaign data back from Bison and tracks lead engagement — replies, interest signals, and conversation threads.

How Campaign Sync Works

A Celery Beat task runs every hour to sync campaign data from Bison:

1. Fetches all campaigns for each workspace
2. Pulls lead statuses, reply counts, and conversation data
3. Updates client_leads table with latest statuses
4. Bison API always returns 15 items per page regardless of per_page param — the sync paginates using meta.last_page

Lead Statuses and Interest Flow

Source of Truth: Bison

• is_interested is set ONLY by the lead_interested Bison webhook
• AI audit flags needs_review=True but NEVER sets is_interested=True
• sentiment_source='bison' means Bison classified this lead
• sentiment_source='pending_bison' means awaiting Bison's verdict
• sentiment_source='ai_audit' means AI classified (not interested per Bison)

Pipeline Stages

Note: Bison uses hyphens (follow-up) — the system normalizes to underscores internally.

How To Use It

Viewing Campaigns

1. Go to Campaigns in the sidebar
2. Select workspace — see all synced campaigns with send dates, open rates, reply counts
3. Click a campaign to see individual leads

Viewing Leads

1. Go to Leads in the sidebar
2. Filter by workspace, month, status, interest
3. Click a lead to see conversation thread (via bison_conversation_url)

Common Issues

Related Alerts

• BisonAPIHighErrorRate: Campaign sync will fail if Bison is down
• EmailPeriodicQueueDepthHigh: Campaign sync tasks queued >20