Managing outreach campaigns often requires shifting prospects based on their responses, engagement levels, or new strategic priorities. Follow these steps to move prospects into a new campaign efficiently:
Follow these steps to move prospects into new campaigns in Outreachly effectively:
Navigate to the "Prospect" Section from the left menu.
Navigate to the "Filters" in the top right of the screen.
You can apply the appropriate filters to narrow down your prospect list based on the criteria you need.
From the top menu, select "Action".
Select "Change Campaign" and choose the desired campaign from the list.
Select "Move Prospects".
🚀 Success! You can now move prospects from one campaign to another via the Prospects feature.
Replied Prospects
💡 Note! By default, any prospect who replied in the original campaign will also be paused in the new campaign.
If you want these prospects to receive new messages, make sure to toggle 'On,' and "Enable Campaign for the moved prospects" at the bottom of the Campaign List.
If you don't do this at this stage, you can still activate the prospects by searching or filtering for them with the "Prospects" section and then resuming the campaign by selecting the prospect, selecting "Action," and then "Resume Campaign."