Campaigns
Group contacts into a goal, move them through stages, and close with a retrospective.
Contacts answer "what do I know about this person?". A campaign answers the other question: "how is this effort going, and who moved it?"
A campaign groups contacts around one goal and gives each of them a stage within it. The stage belongs to the membership, not to the person — so someone can be at Interviewed in one campaign and Sourced in another at the same time, and neither claim leaks onto their record.
Creating one
The Campaigns section carries an inline create form. Pick a name, a type, and optionally a goal and a target date. A new campaign starts in planning; the Start button on its page moves it to active.
The type you pick seeds the stages and offers a matching vocabulary of roles:
| Type | Stages it starts with |
|---|---|
| Talent hunt | Sourced → Contacted → Replied → Screened → Interviewed → Offer → Hired / Passed |
| Lead generation | Identified → Contacted → Replied → Meeting → Qualified → Won / Lost |
| Job search | Target → Intro requested → Applied → Interviewing → Offer / Rejected |
| Custom | Active → Done |
The last pair of every set is terminal, and one of the pair counts as the positive outcome — which is what lets a retrospective tell a win from a loss later. On the three standard types those stages are the whole set and cannot be rewritten: a talent hunt with rewritten stages is a custom campaign with a misleading name. Custom is the type that declines to say what it is, and it is the one whose stages and roles you edit.
Adding people
From the extension sidebar on their profile, from their record in the dashboard, or — fastest — by pinning the campaign in the capture list, which turns every row's Save into Save + Add. See One-click capture.
Adding is always one click: the person lands in the first stage with no role. Roles are set afterwards, in the campaign's own table.
The board
The campaign's stages as columns, in order, with a card per person showing their photo, their role, and how long since anything happened with them. Terminal columns sit at the end and are tinted apart.
Dragging a card between columns is the only change this view makes, and it is never limited by your plan — shaping a funnel is one thing, working the one you have is the feature itself. Dragging is not keyboard-reachable, which is why the table beside it carries a stage dropdown per row.
The table
The same people as rows: role, stage, last interaction, and a pivotal checkbox. This is the editable surface — roles and the pivotal flag are set here. The last-interaction cell unfolds: click it and that person's whole history with this campaign appears under the row. Export CSV takes the rows exactly as filtered on screen.
Closing it, and reopening it
A campaign has six states: planning, active, paused, and three ways to end — completed (success), completed (failure) and cancelled. Three endings rather than one, because a hire that fell through and a role cancelled when the budget vanished are not the same outcome, and averaging them makes every number afterwards meaningless.
Closing asks for an optional outcome note and offers the retrospective; both are skippable, so closing is one click. Reopening loses nothing — the outcome note and every pivotal flag are kept, and reopening only sets the state back to active. Paused hides a campaign from the default list and deletes nothing.
The retrospective
Reachable from the moment you close, and from the campaign list at any time afterwards. It states the outcome and the note, the counts (people involved, people flagged pivotal, interactions logged, elapsed time against the target date), the stage funnel as it stood at close, and who moved this — each person you flagged as pivotal, with their role, stage and interaction count.
That flag is the point. A system can count interactions; it cannot know that two of Marco's intros produced both finalists. It is cheap to set while it is obvious, and impossible to reconstruct six months later when you are filling the next role and want to know who to go back to.
Campaigns still in planning, and cancelled ones, are left out of funnel aggregates — a campaign nobody worked is an absence of data rather than a failure, and the retrospective says so rather than drawing bars that mean nothing.
What your plan covers
The free plan holds 10 campaigns; paid plans are unlimited. Moving people between the stages you have is never limited, on any plan.
The custom type — and with it the editing of stages and roles — belongs to Pro.
Pro is not on sale yet, so those are announced rather than available; the pricing page is where that changes when it does.