Lead Management + Lists

How to use Lead Management feature

Updated over a week ago

Lead Management feature is designed to give you a consolidated view of all your campaign leads and the flexibility to move them between lists and campaigns seamlessly.

Lead management consists of 2 sections and one option:

  • Lists (available only on HyperGrowth and Lightspeed outreach plan)

  • All Campaigns

  • Send One-off emails


Lists

  • Leads that are in lists do not count towards the Uploaded leads limit for the HyperGrowth and LightSpeed plan

  • Lists contain leads that are not currently part of any campaigns.

  • You have the freedom to create as many lists as you want. There's no cap on the number of leads you can import into these lists, but the file size limit that you can upload in one go is 20MB.

Here are the steps to upload leads to a list in Lead management:

1. Click "+" to create a new list and name the list

2. Choose how you want to import the leads - the same way you upload leads to a campaign

3. Once uploaded you can move leads to a campaign, rename the list, download or delete the list

4. You can edit variables for leads in lists just like in campaigns


All Campaigns

When you access the campaigns section, you'll see the leads and stats for all your campaigns in a consolidated view. This includes total leads, contacted leads, unsubscribed, bounced leads, and completed leads.

You can filter the leads based on their status:

You can search for leads by email address across all campaigns:​

If you want to view stats for a specific campaign, select it from the dropdown

You can swiftly move leads from one campaign to another, to subsequence, or to lists. For instance, if you are on a Hyper Growth plan, and want to make space in Campaign A, you can move 'completed leads' to List A.

Just like in the lists section, you can edit all the variables for leads in campaigns.

Important: Moving leads from a campaign to a list immediately deletes them from the campaign.


Send One-off emails to your leads

Another feature of the Lead Management tool is sending one-off emails to a lead or a selection of leads from Campaigns. Here are the steps:

1. Select the leads that you want to send an email to and click on the Send Email button.


2. Select the sending account and craft the email copy. Once ready, click on "Send"


FAQ

Q: What will happen with my leads when I move them from list to the campaign and vice versa?

A: When you move leads from a campaign to a list and vice versa, immediately delete them from the campaign/list.

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