The ability to add leads to campaigns helps streamline your outreach efforts by organizing your prospects into specific, targeted groups. This ensures that each lead is associated with the right campaign for effective tracking and management, allowing you to engage with them in a structured and purposeful manner.
Letβs get started π
Navigation
Step 1: Log in to your account and click on the contacts icon on the left side of the interface.
Step 2: You will navigate to the list dashboard, where you will see the created lists.
Add to Campaign
The Add to Campaign feature links leads to specific campaigns, enabling targeted outreach and efficient tracking of engagement efforts. This helps prioritize leads and organize outreach within relevant campaigns.
Step 1: Click on List in the left panel to view the leads under the selected list on the right side.
Step 2: Select the lead from the list you want to add to the campaign.
For demonstration purposes, we have selected the John Dee lead.
Step 3: After selecting the lead, click the Actions button at the top-right corner and choose Add to Campaign from the dropdown.
A modal window will appear titled Add to Campaign where you can search and select the campaign to add the lead.
Step 4: After selecting the campaign, click Save leads to finalize the process.
Step 5: Once the lead is saved, a flash message will appear indicating lead added to the campaign.
Post Result
Once the lead is saved, it will be visible in the selected campaign on the campaign dashboard. You can easily track and manage the lead within the campaign from there.