Add contacts to a campaign

You'll learn how to: Enrol selected contacts into an existing campaign so they start receiving the sequence.

Time: 30 seconds.

Prereqs: You have at least one campaign already configured. See Create a new outreach campaign to build one.

Steps

1. Open Contacts.
2. (Optional) Filter to the cohort you want to enrol.
3. Tick the checkboxes for every contact you want in the campaign.
4. The bulk-action toolbar slides up from the bottom.
5. Click More (three horizontal dots).
6. Click Add to Campaign (envelope icon).
7. A dialog appears listing your active campaigns.
8. Pick the campaign.
9. Confirm.

The selected contacts are enrolled. The campaign's first step fires for each according to the campaign's send strategy.

Per-contact validation

When you confirm, the dialog may warn you about contacts that can't be enrolled:

• Already in this campaign: they're skipped (no duplicate enrolment).
• Missing required field (e.g. no email when the campaign starts with an email step): they're skipped.
• On the do-not-contact blocklist: skipped.
• Recently completed this campaign: optional skip based on the campaign's re-enrolment rules.

The dialog lets you choose: skip with warning, or override and enrol anyway (where the campaign allows).

Different campaign types

The Add to Campaign action enrols contacts in the chosen campaign regardless of type:

• Email sequence: contacts get the email-step cadence.
• LinkedIn cadence: contacts get the LinkedIn-step cadence (requires the Chrome extension installed and a LinkedIn URL on file).
• Mixed: alternating channels.

The campaign's own configuration determines what happens; the Add to Campaign action just enrols.

Single-contact enrolment

From a single contact's profile, look for + Add to campaign in the more-actions menu. Same dialog, same campaign list, just for one contact.

Unenroll a contact

From the contact's profile, the active campaign appears as a chip on their record. Click the X on the chip to unenroll. The contact stops receiving the sequence as of next step evaluation.

If something goes wrong

• Symptom: "Add to Campaign isn't in the More menu." → Fix: Your workspace doesn't have any active campaigns, OR the entity is wrong (campaigns enrol contacts, not deals or companies). Switch the table to People and try again.
• Symptom: "Dialog says 0 contacts will be enrolled." → Fix: Every selected contact is either already in this campaign, missing the required field, or on the blocklist. Check the per-contact warning text.
• Symptom: "I enrolled but nothing has fired yet." → Fix: Campaign send-time settings respect business hours, quiet hours, and per-contact timezone. Check the campaign's schedule. The first send can be a few hours delayed by design.
• Symptom: "I want to enrol but at a specific step, not step 1." → Fix: Standard enrolment always starts at step 1. To start partway through, you'd need to clone the campaign with the steps you want, or skip steps via the campaign's per-contact override on the contact profile after enrolment.

Related: Create a new outreach campaign | Bulk-email selected contacts.