Campaigns in depth

A campaign groups together everything for one business process: fields, statuses, booking forms, automations, pages, and files. Inside each campaign you define:

• Fields — text, numbers, dates, select values, structured JSON (data fields)
• Select fields — predefined options for categorisation, used in reports and automations
• Statuses — workflow steps (New, In progress, Completed, Won, Closed)
• Booking forms & pages — customer-facing interfaces
• Automations & action listeners — email/SMS, routing, status updates
• Files — uploaded internally or via customer forms

Campaigns ensure each process has its own independent structure and data model.

Placeholders and dynamic content

Placeholders automatically insert lead data into emails, SMS, or HTML pages. Examples:

• %lead_name% — lead's full name
• %assigned_person_name% — assigned team member
• %brand_name% — your company name
• %event_start_date% — booking date/time
• {{api_name}} — any custom field

Press Ctrl+K (Windows) or Cmd+K (Mac) inside any template or page to search all available placeholders using plain words like "lead name", "address", "event date".

Conditional logic (@if)

Show different content depending on lead data:

@if(%assigned_person_name%)
  Your contact: %assigned_person_name%
@else
  No contact assigned yet.
@endif

Works in emails, SMS, pages, and HTML components. Can also compare select field slugs.

HTML components

Reusable, styled content blocks that work with placeholders and conditional logic. Use them for signatures, footers, buttons, confirmation blocks, and document previews — included across all emails and pages.

Example: <hh-component.assigned-person-signature />