Lead Source
Campaign experiments

Compare a change before making it the default.

Review experiment assignments and results using consistent call and campaign criteria.

Reporting & monitoring · Built for US call workflows
Lead SourceIllustrative example
Sample activityQuestion

Which campaign approach performs better?

Define the comparison

Choose a focused campaign question and the result you want to review.

Explore the steps above. Sample details show the workflow, not a live account.

Reporting & monitoring

What changes in your day.

A new approach should be judged against a clear question. Use experiments to organize the comparison, inspect the results, and decide whether the change is worth keeping.

01

Make the question specific

Choose the change you want to evaluate and the outcome that matters. Keep unrelated changes out of the comparison where possible.

02

Review the groups and results

Inspect how the experiment was assigned and compare the available outcomes. Small or uneven samples deserve a closer look before you act.

03

Keep the final decision with your team

An experiment report is evidence for a decision. It does not mean the system automatically selects or deploys a winning configuration.

From setup to review

Put it to work.

  1. 01

    Define the comparison

    Choose a focused campaign question and the result you want to review.

  2. 02

    Run and observe

    Review assignments and allow enough relevant activity to assess the change.

  3. 03

    Decide what to keep

    Inspect the results and make a deliberate decision about the next configuration.

A closer look

Useful answers before you start.

Explore the workflow above, then bring your own requirements to an early-access conversation.

Does Lead Source automatically deploy the winner?

No. The experiment workflow provides assignments and comparative results. Your team decides whether and how to apply a change.

Is a small early difference enough to make a decision?

Not necessarily. Consider sample size, consistency, and whether the groups are comparable before treating an observed difference as reliable.

Meet your next growth tool

Let’s connect the dots on your calls.

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