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Adding Prospects to a Campaign

An overview of the different ways to add prospects to outreach campaigns

Lee | Outreachly avatar
Written by Lee | Outreachly
Updated over a week ago

Every business is unique, and the most effective outbound campaigns use various methods to build a targeted prospect list. Outreachly provides four ways to add prospects to your campaigns:

πŸŽ“ The smaller and more refined the list, the more personalised you can make the content. Aim for around 500 - 1000 contacts per campaign.

🎯 Adding Prospects via a Search Link

Use a LinkedIn search URL to add prospects directly from specific pages or search results to your campaign. This method is quick and straightforward, allowing you to capture relevant contacts from any LinkedIn profile, post, or search results page. Just paste the URL, and Outreachly will extract the necessary details to build your prospect list.
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Follow these steps:
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  1. Open the campaign in Outreachly.
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  2. Select "Add Search".
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  3. Select "Search URL" & paste the link.
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  4. Select "Add Search".
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  5. Make sure the campaign is turned on so the prospects get pulled into the campaign
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πŸŽ“ You can read about the different search types here.

πŸ“ Adding Prospects via a CSV Upload

Upload a CSV file containing your contact list to import a large number of prospects into your campaign quickly. This option is ideal if you already have a curated list of contacts. Ensure your CSV file is formatted correctly with all required fields, such as name, email, and company so that the import process is smooth and efficient.

πŸŽ“ Follow this article with details on adding a CSV file to a campaign.

πŸ” Adding Prospects via the Search

Use Outreachly’s Search to search for and add contacts directly from within the platform. This built-in tool allows you to filter and refine your search based on specific criteria, ensuring you only add the most relevant prospects to your campaign. It's a powerful feature for building a high-quality list without leaving the Outreachly environment.

πŸ”— Adding Prospects via an API

Integrate your existing systems with Outreachly using the API to automatically sync and add prospects to your campaigns. This method is perfect for businesses that want to automate the process of transferring prospect data from other tools or databases directly into Outreachly, saving time and reducing the risk of manual errors.

πŸš€ Success! You know now the different ways you can add prospects to your campaigns


Frequently Asked Questions (FAQ):
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​Q: Can I delete a Search from a Campaign?
​A: No, you cannot delete a Search from a Campaign. However, you can delete the prospects from the search if there is an error. Alternatively, you can duplicate the campaign and delete the original.

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