Learning Objective
By the end of this tutorial, you’ll know how to use lemlist Inbox to review contact conversation history, reply from one place, filter conversations, manage tasks, update lead status, push contacts to campaigns, and open a full contact card.
Why This Matters
The Inbox brings your outreach activity into a single view so you can respond faster, keep track of context across channels, and take the right next action (tasks, lead status, or campaign follow-up) without switching tools.
Prerequisites
You already have running (or past) campaigns in lemlist.
You have contacts who have been contacted from lemlist (to appear in Inbox).
Core Lesson: Step-by-Step Workflow
Phase 1: Navigate conversations in Inbox
Open Inbox
From the left sidebar, click Inbox to access all your conversations in one place.
Choose which conversation list to view
Click the Conversations dropdown, then select the list you want to review, such as Unread, Favorites, Snoozed, Archived, Sent only, or Untracked. This helps you focus on the right set of conversations before replying.
(Optional) Filter by teammate / owner
Click the owner avatar dropdown and select the teammate(s) whose conversations you want to display.
Open a conversation to review the full history
Select any conversation from the list to open the full timeline on the right, where you can review messages, campaign events, and replies.
Important: The inbox shows only the conversations that were initially started in lemlist.
You’ll see key campaign-related events, such as when a step was sent, opened, accepted, or replied to.
You may also see other tracked activities for the contact, such as tasks and status updates.
Phase 2: Reply directly from the Inbox
Open the conversation you want to answer
Select the contact in Inbox to load the conversation thread and reply box.
Choose the reply channel
In the reply composer, open the channel dropdown and choose the channel you want to use, such as Email, LinkedIn, WhatsApp, or SMS.
Write and send your reply
Type your message in the reply box, then click Send. Replying from Inbox helps you stay in context while taking action.
Phase 3: Manage tasks while viewing a conversation
Open the Tasks panel for a contact
In the conversation view, click the Tasks icon in the top-right corner to see tasks associated with that contact.
Review task status
In the Tasks panel, review what needs attention and what’s already completed for that contact.
Phase 4: Find the right conversations faster (filters)
If you need to quickly identify specific contacts or focus on a subset of conversations, use Inbox filters.
Open Inbox filters
Click the filter icon, then choose Add a filter.
Select filter criteria
Choose the contact, company, campaign, or other criteria you want to use to narrow your conversation list.
Phase 5: Qualify leads from Inbox (Contact status/lifecycle)
Update the contact status
In the conversation view, click the lifecycle/status dropdown (for example, Contacted) and select the appropriate status for the lead. This helps keep your pipeline clean and your follow-up strategy accurate.
Phase 6: Open the full contact card (and push to a campaign)
When you need more context, open the contact card. If a contact needs structured follow-up, you can also push them into another lemlist campaign from the same panel.
Open a contact’s details, review campaigns, and manage campaign follow-up
Click the contact name to open the contact panel, go to the Campaigns tab to review where they appear, and use the controls there to manage follow-up. From this panel, you can also mark the lead as interested or not interested.
From the contact panel, you can review available details such as contact information, activities, campaigns, and tasks.
Practical Application / Real-Life Example
Example workflow (Monday follow-ups):
Open the Inbox and switch to Unread to handle replies first.
Use Add a filter to narrow down conversations and identify contacts who need a nudge.
For warm responses, update the Contact status to reflect their stage.
For contacts who went silent, open the contact card and review their Campaigns before deciding on the next follow-up.
Open Tasks to complete due actions while the conversation context is visible.
Troubleshooting & Pitfalls
Issue: I can’t find a conversation in the Inbox.
Root cause: The inbox only shows conversations that were initially started in lemlist.
Fix: Confirm the contact was first contacted through a lemlist campaign/flow, then use Inbox filters to locate the thread.
Issue: I’m seeing the wrong set of conversations.
Root cause: You’re viewing a specific list such as Unread, Favorites, Archived, or Sent only.
Fix: Switch the Conversations dropdown list and, if needed, adjust the teammate filter.
Issue: I can’t stay organized while replying.
Root cause: Tasks aren’t being reviewed alongside the conversation.
Fix: Open Tasks from the top-right of the conversation and work through due items while replying.