Learning Objective
By the end of this guide, you'll know how to push leads from one campaign to another using three methods: single lead transfer, bulk manual transfer, and automated transfer using trigger steps.
Why This Matters
Moving leads between campaigns enables segmentation, follow-up sequences, and re-engagement strategies. Instead of managing all leads in one endless campaign, you can create focused campaigns for different stages (initial outreach, follow-up, re-engagement) and push leads between them based on behavior or timing.
Prerequisites
Before you start:
Source campaign with leads you want to move
Destination campaign created and ready to receive leads
Understanding of which leads need to be moved and why
For automated transfers: familiarity with campaign sequence steps
Three Ways to Push Leads
Lemlist offers three methods for moving leads between campaigns:
Option 1: Single lead transfer
Move one specific lead manually
Best for: Individual lead management
Option 2: Bulk manual transfer
Select and move multiple leads at once
Use filters to select leads by behavior
Best for: Segmenting engaged vs. unengaged leads
Option 3: Automated transfer
Set up trigger step in sequence to move leads automatically
Choose manual or auto-launch in destination
Best for: Workflow automation based on campaign stage
Step-by-Step Guide
Method 1: Move a Single Lead
Step 1: Select the lead
Go to Campaigns, open the campaign you want to move leads from, then click Lead list to view the leads in that campaign. Find the specific lead you want to move.
Step 2: Push to another campaign
Click to select the lead (checkbox appears checked), then click Push to another campaign in the bottom action bar.
Step 3: Choose destination
Select the campaign where you want the lead to go, then confirm the transfer.
✅ Verify: Lead disappears from source campaign and appears in destination campaign's Leads section.
Method 2: Bulk Transfer Multiple Leads
Step 1: Select leads
From your current campaign's Lead list, use one of these selection methods:
Manual selection:
Check boxes next to specific leads you want to move
Select as many as needed
Filter-based selection:
Apply filters to show only leads matching criteria (e.g., leads who opened emails, replied, clicked)
Select filtered results
Select all:
Use the checkbox at the top of the list to select all leads in the current view
Useful for moving entire campaign segments
Step 2: Open push menu
After selecting multiple leads (or selecting all), click Push to another campaign in the bottom action bar.
Step 3: Choose destination campaign
Select the campaign where you want the leads to go.
Step 4: Confirm transfer
Click Import or Confirm. Leads move immediately to the destination campaign.
✅ Success indicator: Selected leads disappear from source campaign. Check destination campaign to verify lead count increased.
Step 5: Review and enrich (optional)
Open the destination campaign, click Lead list, then review the newly pushed leads. Apply enrichment options if needed before launching.
💡 Best practice: Review leads in destination campaign before launching to ensure data looks correct and sequence is appropriate.
Method 3: Automate Lead Movement with Triggers
Step 1: Add trigger step to sequence
Open your source campaign and go to the campaign Sequence editor. Click the + where you want leads to move automatically.
💡 Strategic placement: Add trigger after final email in initial outreach sequence, or after a specific engagement point (e.g., after someone opens 3 times but doesn't reply).
Step 2: Configure trigger condition
In the step picker, click Conditions, then choose the condition you want to use (for example, Clicked on link in email).
Step 3: Choose the condition type
Select the condition you want to use to branch leads (for example, Clicked on link in email).
Step 4: Add the transfer action
On the branch where you want leads to be transferred, click the + to add a new step, then select Send to another campaign.
Step 5: Choose the destination campaign
In the Send to another campaign step, choose the destination campaign from the dropdown (you can search by campaign name).
Step 6: Save and activate
Save your sequence changes and ensure the campaign is active (not paused).
✅ Verify: When leads meet the condition and reach the transfer step in the sequence, they automatically move to the destination campaign. Check the destination campaign periodically to see transferred leads.
When to Use Each Method
Use Method 1 (Single lead) when:
Moving one specific lead that needs special handling
Testing the push process before bulk transfer
Individual lead requires different follow-up
Use Method 2 (Bulk manual) when:
Segmenting campaign mid-flight based on engagement
Moving groups of leads with specific characteristics
One-time transfer of selected leads
You need to review and decide which leads to move
Use Method 3 (Automated trigger) when:
Building multi-stage campaign workflows
Every lead should progress to next campaign at specific sequence point
Want hands-off automation
Running consistent processes that don't need manual review
Practical Workflow Examples
Re-engagement workflow:
Initial campaign runs 5-step sequence
Add trigger/condition at the end to push non-responders to a re-engagement campaign
Responders stay in original campaign or get pushed to a different nurture sequence
Segmentation by engagement:
Run campaign for 2 weeks
Use filters to select "Opened but didn't reply"
Bulk push these engaged-but-not-converted leads to targeted follow-up campaign
Sequential campaigns:
Campaign 1: Initial outreach (3 emails over 1 week)
At the end of the sequence, add a step to send leads to Campaign 2
Campaign 2: Nurture sequence (4 emails over 2 weeks)
At the end of Campaign 2, send leads to Campaign 3 (direct offer)
Troubleshooting
Issue: Push button doesn't appear
Root cause: No leads selected, or selection not registered
Fix: Ensure at least one lead is selected (checkbox checked). Refresh page if button doesn't appear after selection. Verify you have permissions to edit both campaigns.
Issue: Can't select destination campaign
Root cause: Destination campaign doesn't exist, is archived, or you lack permissions
Fix: Verify destination campaign is active (not paused or archived). Check you have edit access to destination campaign. Create destination campaign if it doesn't exist yet.
Issue: Leads not appearing in destination campaign
Root cause: Transfer still processing, or leads were duplicates and skipped
Fix: Refresh destination campaign page. Check for import summary message showing skipped duplicates. For automated triggers, verify leads actually reached the trigger step in sequence.
Issue: Automated trigger not working
Root cause: Trigger step not configured correctly, campaign paused, or leads haven't reached trigger yet
Fix: Verify campaign is active (not paused). Check the sequence configuration—ensure destination campaign selected. Confirm leads are actually progressing through the sequence to reach the step.
Issue: Leads pushed but in wrong status
Root cause: Auto-launch vs manual launch setting mismatch
Fix: If leads should launch automatically but didn't, review the destination campaign lead status and launch settings. If they launched when you wanted manual control, pause leads in the destination campaign to review before continuing.
Issue: Lost track of which leads were pushed where
Root cause: Multiple transfers without documentation
Fix: Use campaign names descriptively (e.g., "Initial Outreach," "Re-engagement - Non-responders"). Add notes in destination campaign about source. Export lead lists before major transfers as reference.
Optimization Tips
Use filters strategically - Before bulk push, filter by engagement (opened, replied, clicked) to segment leads by behavior. Creates targeted follow-up campaigns.
Test with single lead first - Before bulk transfer or automated trigger, push one test lead to verify destination campaign works correctly.
Set up sequential campaigns - Design campaign sequences that flow: Outreach → Follow-up → Re-engagement. Use triggers/conditions to automate progression.
Choose launch preference carefully - Use an automated path for proven workflows. Use manual review when you want to review, enrich, or time the launch strategically.
Document your workflow - Track which campaigns push to which destinations and why. Helps team understand lead journey and prevents confusion.
Monitor destination campaigns - After pushing leads, check destination campaign regularly to verify leads are progressing as expected.
Clean destination campaigns first - Before pushing leads, ensure destination campaign has correct sequence, schedule, and sender configured. Prevents re-work.
Use descriptive step names - When adding steps, name them clearly (e.g., "Send clickers to follow-up"). Makes sequence logic easy to understand










