Routing Rules

Routing rules redirect incoming leads to a different campaign based on the lead's data. For example, you might route leads from California to a different campaign than leads from Texas.

How Routing Works

When a lead is submitted and Auto Routing is enabled in the campaign's processing settings:

1. Each routing rule is evaluated in priority order
2. The first rule that matches wins
3. The lead is re-routed to the destination campaign and qualified against that campaign's delivery endpoint
4. If no routing rule matches, the lead stays with the original campaign

Creating a Routing Rule

Navigate to the Routing tab on a campaign and click Add Rule.

Each rule has:

• Rule Name — A descriptive label (e.g., "Route CA leads to West Coast campaign")
• Active — Toggle the rule on or off without deleting it
• Conditions — One or more conditions using the conditional rules builder
• Route To — The destination campaign

Conditions

Conditions use the same conditional logic system used throughout LeadSail. You can combine multiple conditions with AND/OR logic.

Each condition specifies:

• Field — Any field from the field library (e.g., address.state, questionnaire.filing_for)
• Operator — equals, not equals, contains, not contains, starts with, ends with, greater than, less than, exists, not exists, and more
• Value — The value(s) to compare against

Example

Route leads where the state is California:

• Field: address.state
• Operator: equals
• Value: CA

Routing vs Fallback Campaigns

See Fallback Campaigns for more details.