geni crm campaigns

Campaigns group people under one outbound purpose; sequence drafts are written into a campaign for its members. With no verb, geni crm campaigns lists them; the verb subcommands get one, create, update, delete, and manage members. Syncing a campaign to a sequencer (Instantly, Smartlead, CSV) happens in the dashboard, never from the CLI.

list (default)

geni crm campaigns "fintech"

List the workspace's campaigns with member and sequence rollups, or a person's campaigns with --person.

get

geni crm campaigns get cam_01HX --field purpose

Print one campaign with its rollups.

create

geni crm campaigns create --json '{"name":"Q3 fintech CFOs","purpose":"Book intro calls about closing automation"}'

Create a campaign. --json is { name, purpose? }. Names are unique per workspace; the purpose is the messaging angle every sequence drafted into the campaign should serve.

update

geni crm campaigns update cam_01HX --json '{"name":"Q3 fintech CFOs","purpose":"Lead with the October deadline"}'

Rename a campaign or change its purpose. --json is { name, purpose? }.

delete

geni crm campaigns delete cam_01HX

Delete a campaign. Its sequence drafts are removed with it.

members

geni crm campaigns members cam_01HX "acme"

List the campaign's people with their draft state: step count, recipient, and where each draft has been exported.

add

geni crm campaigns add cam_01HX per_01HX per_01HY

Add people to a campaign as members. Members can exist before any draft; sequences are drafted for them afterwards.

remove

geni crm campaigns remove cam_01HX per_01HX

Remove members from a campaign along with their drafts in it. Leads already synced to a linked sequencer are deleted there too, so removal is how "stop emailing them" propagates.