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Adding Leads To A Campaign

Check this article to learn about the different ways to add leads to your campaign

Updated yesterday

Before launching your campaign, make sure to upload leads.

There are two ways to add leads to your campaign: directly from the campaign itself or from the CRM Campaigns section.


Method 1: Add Leads from the Campaign

  1. Open your campaign and go to the Leads section

  2. Click the Add Leads button

  3. Choose your preferred upload method:


Method 2: Add Leads from the CRM

You can also add leads through the CRM interface.

  1. Go to CRM -> Campaigns section

  2. Select the target campaign

  3. Click Actions -> Add leads

  4. Choose your preferred upload method (same options as above)


Troubleshooting Lead Upload Issues

Leads uploaded, but do not appear in campaigns

If you uploaded leads but no leads or only part of them appear, here are the most common causes:

Duplicates Were Skipped (Most Common)

  • "Check for duplicates" was enabled during upload. Leads already in other campaigns or lists were automatically skipped

  • Disable "Check for duplicates" if you want to add the same leads to multiple campaigns or lists.

  • To verify duplicates: Search for a few "missing" leads in CRM > All Leads. If they exist in any list or campaign, they were skipped as duplicates

  • Look for a banner after the upload: "Contact uploaded! x emails already exist!"

Missing or Invalid Email Addresses

  • Email addresses are mandatory - leads without emails won't upload to the campaign

  • Review your file and make sure that every lead has an email address in the correct format (e.g., [email protected]). Only domains(email.com) will not work.

  • Make sure the Email column isn't mapped as "Do Not Import"

  • Look for a banner after the upload: "X missing or invalid emai(s)"

Duplicate Emails Within Your File

  • If your CSV or Google Sheet contains the same email multiple times, Instantly automatically removes duplicates within your file.

  • Clear duplicate emails from your CSV/Google Sheet before uploading.

File Formatting Issues

  • First row must contain column names (Email, First Name, etc.)

  • Column names must be under 20 characters

  • No special characters

Leads on Blocklists

  • Emails or domains on your blocklist are automatically skipped

Whitespace in Data

  • Extra spaces, tabs, or line breaks can cause upload failures

  • Use the "Trim whitespaces" feature in your spreadsheet (e.g., Data → Data cleanup → Trim whitespaces) and try uploading again.

  • If the error persists, use Find & Replace (Ctrl+H or Cmd+H). In the "Find what" field, paste the zero-width space character, leave "Replace with" empty, and click "Replace All".

  • Save the cleaned file and re-upload. Walkthrough video

Lead Count Not Updating After Upload

The lead count updates every 5 minutes after upload. Force refresh your browser to see the updated count.

If the count still isn't updating, the leads may not have uploaded successfully due to duplicates or formatting issues.

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