Core concepts

If you understand these five objects, the rest of the product follows.

Campaign

A campaign is a single signup form. It owns its own form fields, embed widgets, leads list, email settings, and (optionally) a referral program. You’ll usually have one per product or one per launch.

→ Creating a campaign

Lead

A lead is a single signup. Every lead has an email, a position number (its place in line), an email-verified status, a source (direct, referral, UTM), and any custom field values you collected.

→ Viewing leads

Segment

A segment is a saved filter over your leads — for example “verified leads from a referral source in the last 30 days”. Segments are dynamic: they re-evaluate every time you use them. You target email blasts at segments.

→ Segments

Email template

A reusable email design. You build it once in the visual email builder; you can then send it as a blast, use it as your verification email, or use it as the welcome email when a lead signs up.

→ Email templates

Blast

A one-shot email send to a segment (or to all leads in a campaign). Blasts have a strict lifecycle: draft → scheduled → sending → sent. You can pause an in-flight blast or cancel before it sends.

→ Sending a blast

How they fit together

Campaign
  ├── Form builder        → defines what you collect
  ├── Embed               → how the form appears on your site
  ├── Leads               → who has signed up
  │     └── Segments      → filtered slices of leads (cross-campaign)
  ├── Referral program    → optional viral loop
  └── Email
        ├── Verification  → sent automatically
        ├── Welcome       → sent automatically
        └── Blasts        → sent on demand to a segment