Campaigns
Fallback Campaigns
Configure fallback ordering and loop prevention for rejected leads.
Fallback Campaigns
Fallback campaigns provide a safety net when a lead can't be delivered to the primary campaign. If qualification fails or delivery caps are hit, fallback campaigns are tried in order.
How Fallbacks Work
- A lead is qualified for the primary campaign
- Delivery is attempted but fails (caps hit, schedule outside window, etc.)
- The system tries each fallback campaign in the configured order
- The first fallback that can accept the lead is used
- If no fallback can accept, the lead is queued or disqualified depending on the action configured
When Fallbacks Trigger
Fallbacks are triggered when:
- Delivery caps are hit (daily or lifetime) and the cap action is set to "Next Priority"
- Delivery schedule is outside operating hours and the schedule action is set to "Next Priority"
- Qualification fails for the primary campaign and another qualified client exists
Fallbacks are not triggered when:
- The cap or schedule action is set to "Queue" (lead waits for the primary campaign)
- The cap or schedule action is set to "Specific Campaign" (lead goes to a specific campaign, not the fallback chain)
Configuration
Navigate to the Routing tab on a campaign. The Fallback Campaigns section shows a drag-and-drop priority list.
- Add fallback campaigns from the dropdown
- Drag to reorder — position determines priority (top = tried first)
- Remove with the trash icon
Each fallback shows the campaign name, client, offer, active status, and whether it has a first submission action configured.
Important Notes
- Single level only — A fallback campaign's own fallbacks are not used. This prevents infinite loops.
- Order matters — Fallbacks are tried sequentially. Put your highest-priority backup first.
- Self-reference blocked — A campaign cannot be its own fallback.
- Unique entries — Each campaign can only appear once in the fallback list.