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Push Leads Across Campaigns in Seconds
Push Leads Across Campaigns in Seconds

Streamline Your Workflow with Bulk Lead Transfers 🚀

Updated over a month ago

Hey lemlister!

Managing your leads across campaigns has never been easier. With the ability to push leads in bulk to another campaign, you can save time and focus on what matters most—building relationships and driving results. 😍

How It Works

Here’s a quick guide to moving leads into a new campaign:

➡️ Option 1: Move a Single Lead

Need to move just one lead? It’s easy:
1️⃣ Click the three dots next to the lead.
2️⃣ Select the campaign where you want to send the lead. 🤗

➡️ Option 2: Bulk Transfer Multiple Leads

Save time by transferring multiple leads at once:

1️⃣ Select Your Leads
From your current campaign:

  • Manually select specific leads.

  • Use filters (e.g., leads who opened your emails).

  • Select all leads at once.

A pop-up menu will appear at the bottom. Click Push X leads to another campaign.

2️⃣ Choose the Destination Campaign
Select the campaign where you want the leads to go.

3️⃣ Review and Enrich
Open the new campaign to review or enrich your leads before launching. 😍

➡️ Option 3: Automate Lead Movement

Simplify your workflow by setting up automated triggers:

1️⃣ Add a trigger step to your campaign sequence.
2️⃣ When leads reach this step or meet the condition, they’ll automatically move to the selected campaign.
3️⃣ Choose between:

  • Manual Launch: Start the campaign yourself when ready.

  • Auto-Launch: Begin the new campaign immediately after leads are moved. 🤩


Why This Feature Works for You

  • Efficiency: Manage your leads effortlessly.

  • Flexibility: Choose between manual or automated transfers.

  • Customization: Use filters and triggers to organize your campaigns your way.


Give It a Try

Whether you’re transferring a single lead or automating the process for many, this feature is here to make your workflow smoother.

If you have any questions, feel free to reach out—we’re always happy to help! ❤️

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