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Adding Leads to Campaigns (From Lists vs. CSV vs. Manual)

A deep dive into the three methods of ingesting data into your campaign engine and how to manage lead statuses.

Updated over 2 months ago

Method 1: Import from List (Recommended)

This is the most seamless workflow within the SendScale ecosystem.

  1. Navigate to the Leads tab inside your campaign.

  2. Click the "Import from List" button (folder icon).

  3. Select List: A dropdown will appear showing all your static lists created in SmartSearch.

  4. Action: Select the desired list (e.g., "SaaS_CEOs_Q3").

  5. Result: All enriched contacts from that list are instantly mapped and loaded into the campaign queue.

Method 2: Import CSV (External Data)

If you scrape leads from LinkedIn or use another database, use the CSV import.

  1. Click "Import CSV" (upload icon).

  2. Upload File: Drag and drop your .csv file.

  3. Map Fields (Critical Step): You will see a mapping screen. You must match your CSV headers to SendScale variables if you intend on adding layers of personalization to your campaign.

    • CSV "Email Address" β†’ SendScale "Email"

    • CSV "First Name" β†’ SendScale "firstName"

    • CSV "Company" β†’ SendScale "companyName"

Method 3: Manual Entry

Useful for testing or adding a specific high-value target ("Whale Hunting").

  1. Click the purple "+ Add Lead" button.

  2. Type in the email and name manually.

  3. This lead is added immediately to the "New" queue.

Managing Lead Status

Once imported, leads sit in a table with a Status column.

  • New: Queued. Not yet emailed.

  • Unsubscribed: Opted out.

  • Managing Queues: You can pause specific leads or delete them from the campaign using the "3 dots" menu on the right side of the row.

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