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: Understand what Inbox includes
The Inbox section is designed to streamline interaction management and communication with your contacts. In Inbox, you can:
See comprehensive contact history
Review conversations and key activities related to a contact so you always have context.Communicate across channels
Engage with contacts via email, LinkedIn, or phone from one place.Manage contacts faster
Change contact lifecycle (e.g., new, interested, customer).
Mark as Interested / Not interested to qualify leads.
Push to campaigns to re-engage or continue follow-up.
View and manage tasks
Keep your to-dos visible while you’re reviewing the conversation.Use a unified interaction view
See emails sent/received (including teammates’ activity, depending on your view) plus notes in one timeline.
Phase 2: Navigate conversations in Inbox
Open Inbox and choose which conversation list to view
Go to Inbox, then click the Conversations dropdown to switch between lists such as Unread, Favorites, Snoozed, Archived, or Sent only. This helps you focus on the right set of conversations before you start responding.
(Optional) Filter by owner / teammate
Use the owner filter to show only your assigned conversations or include teammates, depending on how you work as a team.
Open a conversation to review full history
Select a conversation to view the complete timeline on the right. This is where you’ll see messages, events, and actions for that contact.
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, and the contact’s reply.
You may also see other tracked activities for the contact (for example: call tasks, bounces, and when a contact was marked as Interested/Not interested).
Phase 3: Reply directly from the Inbox
Find conversations that need your reply
When a contact replies, the inbox shows a notification badge so you can spot new activity quickly.
Write and send your reply
Open the conversation, choose the channel you want to reply from (for example, Email or LinkedIn), type your message in the reply box, then click Send. Replying from the inbox helps you stay in context while taking action.
Phase 4: 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. This helps you prioritize follow-ups without leaving Inbox.
Review task status
In the Tasks view, review what needs attention (and what’s already completed) from the tasks list.
Phase 5: 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 and choose Add a filter.
Select filter criteria
Filter by contact fields (e.g., Full Name, Email, Job Title, Lifecycle, Phone, LinkedIn, Owner), plus company/campaign/other criteria depending on what you’re trying to find.
Phase 6: Qualify leads from Inbox (Contact status/lifecycle)
Update the contact status
In the conversation view, click the Contact status (lifecycle) dropdown and select the appropriate status. This is useful for keeping your pipeline clean and your follow-up strategy accurate.
Phase 7: Open the full contact card (and push to a campaign)
When you need more context (personal details and campaign presence), open the contact card. If a contact needs structured follow-up (for example, after going silent or asking to stay updated), you can also push them into another lemlist campaign from the same panel.
Open a contact’s details, review campaigns, and push to the campaign
Click the contact name to open the contact card, go to the Campaigns tab to review where they appear, then click Add to campaign (or Push to campaign) to place them into the campaign you want. Here you can also mark leads as interested/not interested.
From the contact card, you can review available details such as email, phone (if available), LinkedIn URL, experience, and campaign status.
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 (e.g., by lifecycle or campaign) and identify contacts who need a nudge.
For warm responses, update the Contact status to reflect their stage (e.g., Interested).
For contacts who went silent, open the contact card and use Add to campaign / Push to campaign to start a targeted follow-up sequence.
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 (name/email) to locate the thread.
Issue: I’m seeing the “wrong” set of conversations (or missing teammates’ threads).
Root cause: You’re viewing a specific list (Unread/Favorites/Archived/etc.) or filtered to a specific owner.
Fix: Switch the Conversations dropdown list and/or adjust the owner filter to include the right scope.
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.
Knowledge Check (Quick Quiz)
Which Inbox list do you use first to prioritize replies: Unread, Archived, or Sent only?
What’s the key limitation of Inbox conversations (what must be true for a thread to appear)?
When would you choose Add to campaign / Push to campaign instead of replying directly?
What criteria would you filter by to find “silent leads” for follow-up?