You can easily transfer leads to another campaign, list, or subsequence. It gives you a chance to reach out to the leads again with a fresh copy and a different approach.
Move leads directly from the campaign
Please ensure you have sufficient uploaded contact limits when moving leads to the campaign.
To move leads directly from the campaign to another campaign, subsequence or list, please follow the steps below:
1. Go to the Leads section of the campaign
2. Filter leads by available lead statuses, lead ESP or conditions if needed. It is not possible to filter leads by custom columns or custom variables.
3. After the leads load, tick the box to select leads.
4. In the top right-hand corner, click on Move to another campaign, subsequence, or list. Moving leads from a campaign to a list will reset their campaign status and history.
5. Copy Leads: Enable the option if you wish to keep the original leads in the source campaign.
6. Reset lead interest status: Enable this option if you wish to reset the lead interest status when copying or moving leads. When disabled, the existing interest status will be preserved in the new campaign or list.
Move leads from the CRM
1. Move leads from the list
Please ensure you have sufficient uploaded contact limits when moving leads to the campaign.
Click the target list in the CRM-> Lists section
Select leads in the list
Move them directly to your campaign or another list. Please note that only leads with a work email will be moved to the campaign.
Copy Leads: Enable the option to keep the original leads in the source lists.
Reset lead interest status: Enable this option if you wish to reset the lead interest status when copying or moving leads. When disabled, the existing interest status will be preserved in the new campaign or list.
Check for duplicates across All campaigns: Check the options to prevent uploading leads that already exist in another campaign. Uncheck the options if you wish to allow duplicate leads in different campaigns.
Enable Evergreen: Enable this option to automatically move new leads in the list to the campaign on a recurring schedule(daily, weekly, or monthly).
2. Move leads from the campaign in the CRM
Click the target campaign in the CRM-> Campaigns section
Select leads
Move them to another campaign, subsequence, or list.
Copy Leads: Enable the option to keep the original leads in the source campaign.
Reset lead interest status: Enable this option if you wish to reset the lead interest status when copying or moving leads. When disabled, the existing interest status will be preserved in the new campaign or list.
Move leads from Unibox
You can also move leads to a subsequence or another campaign directly in Unibox. Here are the steps:
Open the email in Unibox
Click on the Move button in the top right corner to move this lead to a subsequence or campaign
