Hey lemlister! 👋
Need to move leads between campaigns? No problem! Instead of exporting and re-importing, you can do it with just a few clicks. Here’s a quick guide to show you how.
There are two easy methods to transfer leads
Method 1: Push Leads from the Existing Campaign
1️⃣ Open the Campaign
Go to the campaign with the leads you want to move.
2️⃣ Go to the Leads List
Select the leads you want to push.
3️⃣ Push to Another Campaign
Click on the Push to another campaign button.
4️⃣ Select the Destination Campaign
A pop-up window will appear.
Choose the campaign you want to push the leads into.
On the right, you’ll see an overview of the steps and delays in the selected campaign to help you decide.
5️⃣ Import Leads
Click Import X leads in this campaign, and the leads will be moved immediately.
Method 2: Import Leads from the Existing Campaign
1️⃣ Open the Target Campaign
Go to the campaign where you want to import leads.
2️⃣ Import New Leads
In the Leads List section, click on Import new leads.
3️⃣ Select the Source Campaign
A pop-up window will appear.
Select the campaign from which you want to import leads.
4️⃣ Filter Leads by Actions
Choose leads based on their actions in the source campaign (e.g., received email, opened the email, replied, clicked).
Click Continue to move to the next step.
5️⃣ Choose Enrichment Options
Select any enrichment options if needed.
For more information, check out this article.
And That’s It!
In just a few steps, you’ve successfully transferred leads between campaigns without any hassle. If you have any questions or need assistance, feel free to reach out—we’re here to help!
Enjoy and happy emailing! ❤️