Campaigns & Calls
Create Routing Rules
Build campaign rules that keep the right leads flowing to the right model.
Core question
A strong routing rule answers this:
When a lead comes from this source, which model should handle it?
Recommended setup order
- create the campaign
- name it clearly
- choose the lead source
- add a source ID if needed
- choose the target model
- set priority
- save and test
How to name campaigns
Use names that describe the routing job clearly:
Typeform Main FunnelWebinar RoutingHighLevel Appointment LeadsBook Funnel - Closers
When to use source ID
Use source ID when one platform sends multiple lead types and you need more specific routing inside that source.
How to test a rule
- send a lead from the intended source
- confirm the lead appears in Repen
- confirm the lead is associated with the correct workflow
- review the first call to confirm the right model behavior is used
Best practice
Keep rules easy to explain. If your team cannot say out loud why a lead went to a certain model, the routing setup is probably too messy.