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Push leads to another campaign

Streamline Your Workflow with Bulk Lead Transfers 🚀

Updated over a week ago

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.

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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.

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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.

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Step 3: Choose destination campaign

Select the campaign where you want the leads to go.

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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.

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💡 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.

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💡 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).

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Step 3: Choose the condition type

Select the condition you want to use to branch leads (for example, Clicked on link in email).

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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.

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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).

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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

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