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Moving leads between campaigns
Moving leads between campaigns

How to move the leads from one campaign to another

Updated yesterday

You can easily transfer leads between campaigns that you have launched in your Instantly account. It will give you a chance to reach out to the leads again with a fresh copy and a different approach.

To move leads between campaigns, please follow the steps below:

  1. From the Leads tab in the Campaign section, choose a filter to apply a condition that you need

  2. Select one of the desired filters. After the leads load, click on the arrow to select all with the filter

  3. In the top right-hand corner click on Move to another campaign

  4. Select the campaign you want to send the leads to and click Confirm

    Note: Moving leads from one campaign to another will reset their campaign status and history. So only the data (variables) get copied, its status will not be copied.

  5. When you open the leads tab in the new campaign, you won't see all the variables from the Leads tab view, but when you click on a specific lead, the tab will show that all the variables have been transferred too, allowing you to use them in your email copy.

    The current fix is to import 1 lead (can be real or dummy that can be later deleted) through the CSV method and map the variables as you want them to. At that point, the variable will start showing up again.


Q: When I move leads, will the status be moved also?

A: When a lead is moved from one campaign to another, only the data (variables) get copied. Its status will not be copied with it.

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