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How do I see and manage the leads in a campaign?

See every lead's status in a campaign, why leads were excluded, and pause, stop, remove or download them.

Written by Andre Haykal Jr

Open any campaign to see where each of its leads is, why some leads weren't added, and to pause, stop, remove or download leads while the campaign keeps running.

TL;DR

  • Open a campaign from the Campaign page to see its results by step and its leads.

  • For each list you imported, you see how many leads were added, how many were excluded, and why.

  • The campaign's contacts view counts leads by status: not started, in progress, completed, paused, stopped, blocked, bounced and unsubscribed.

  • Filter by reply category, such as Interested or Out of Office, or by replied and not replied.

  • Select leads to download them, pause or stop sending, change their status, or remove them from the campaign.

  • Changes here apply to this campaign only.


When you'd use this

Use it to check how far a campaign has got, to find out why an upload added fewer leads than expected, or to take leads out of a campaign while it's still running, for example everyone who sent an out-of-office reply.


How to use it

Step 1: Open the campaign

On the Campaign page, click the campaign. You see its performance by step and variant. See How do I see which step and variant is winning in my campaign?.

Step 2: Check your imported lists

Each list you imported shows how many leads were added to the campaign and how many were excluded, with the reason, for example because a lead bounced before or wasn't accepted by the sending platform.

Step 3: Open the contacts view

It shows the leads in this campaign as the sending platform holds them, with totals for each status:

Not started

Hasn't received the first email yet

In progress

Partway through the sequence

Completed

Finished the sequence

Paused or Stopped

Sending to this lead is paused or stopped

Blocked, Bounced or Unsubscribed

No longer being emailed

You can also filter by reply category, such as Interested or Out of Office, and by whether the lead replied.

Step 4: Act on the leads you select

Select the leads you want, then choose an action:

  • Download them, for example all your Interested leads.

  • Pause sending or stop sending to them.

  • Change their status.

  • Remove them from the campaign.

Changes in this view apply to this campaign only. Leads who unsubscribe are taken out of the campaign automatically.


Expected outcome

You know exactly where every lead in the campaign stands, why any were left out, and you can opt leads out without pausing the campaign.


FAQ

Why did my upload add fewer leads than were in my file?

Open the campaign and check the imported list. It shows how many leads were excluded and why.

Can I remove a lead while the campaign is running?

Yes. Select the lead in the contacts view and remove it from the campaign, or pause or stop sending to it.

Does removing a lead here affect my other campaigns?

No. Changes apply to this campaign only.

How is this different from the Contacts page?

The Contacts page lists leads across all your campaigns. This view is inside one campaign and lets you act on its leads. See How do I use the Contacts page?.


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