Add people to a campaign

Use this page to put people in a campaign and to find out why someone didn’t get in. Everyone is checked first, and nobody gets the same campaign twice.

Add people

Pick them

In People, select the people you want. A campaign’s People tab has an Add people button that takes you there. You can pick up to 500 at a time.

Choose the campaign

In Add to a campaign, choose one. Each shows whether it’s running, paused or a draft. Archived campaigns aren’t listed.

Read the check

The dialog says how many will be added and how many skipped. Click why? to see each reason with up to five names. On a very large selection it says the check covered the first part only.

Confirm

Click Add N people, with your number in place of N. The button is disabled if nobody would be added. A message says how many were added, with Open campaign to go straight to it.

Add to a campaign dialog: 9 people will be added, 4 skipped, with the reasons open under why? — The check before anything is added: who gets in, who is skipped and why, and when they start.

Large batches go in pieces. If something stops partway, the dialog says how many were added. Try again for the rest, and nobody is added twice.

When they start

Adding people doesn’t message anyone by itself. What happens next depends on the campaign’s status.

Status	When people start	What the dialog says
Draft	After you launch	”starts when you launch the campaign, a few each day at a safe pace.”
Paused	After you resume	”starts when you resume the campaign, a few each day at a safe pace.”
Running	Inside the campaign’s schedule, up to the New people a day you set	The day they start, such as “starts today, a few each day at a safe pace.”
Archived	They can’t be added

For a draft or paused campaign whose New people a day is above 10, the line says “up to N each day” instead of “a few each day”. With no limit, it says “everyone at once”. Nothing is sent until the campaign runs. Once someone starts, the campaign’s approval setting decides whether a message waits for you. If the campaign approves every message or first messages and sends an invite with no note, the dialog adds “Invites without a note go out without approval.” See Approvals. New people a day is in Settings, under Who gets in. Choose 5, 10, 20, 30, 50 or 100, or no limit. Everyone joins right away and waits their turn. Start days follow the campaign’s schedule. Changing the number moves those still waiting, and removing the limit starts them all. The section says how many are waiting and the day everyone has started.

Why someone is skipped

These people aren’t added. Each row is the reason the dialog shows.

Reason	What it means	What you can do
Already in this campaign	They are already going through it, so they won’t start twice.	Nothing needed
In another campaign	They are in another running campaign. A person is in one campaign at a time.	Finish or remove them there, or move them
On Do not contact	They are on your Do not contact list.	Change it in Settings, Do not contact
Their company is on Do not contact	Their company is on the list.	Change it in Settings, Do not contact
Waiting for your review	Their source asks for review first, and they’re still New. The dialog says: “Mark them Good fit first. The review switch is in the Radar menu (Where new people go) and in each watchlist’s settings.”	Mark them Good fit, or turn review off for that source. See Review before campaigns
Already connected on LinkedIn	The campaign sends an invite, and they’re already a connection.	Use a campaign that starts with a message
No name yet	We don’t have their real name. Campaigns only write to named people.	Add their name
Already contacted elsewhere	You marked them as already contacted outside this app, so they don’t get a first message.	Nothing, unless the mark is wrong
Sent to another tool	They were pushed to another outreach tool recently, so we don’t write to them too.	Follow them up in that tool
Campaign ended	The campaign’s end date has passed.	Change End on in Schedule
Works at a competitor	Their company is on your competitors list.	Change the list if it’s wrong
On your own team	Their company is your own company, or they are one of your connected accounts.	Nothing needed
On this campaign’s leave-out list	They are on the list this campaign leaves out.	See Who gets in
Already contacted from another campaign	A message already went out to them from another campaign.	See Who gets in
Already messaged by another sender	Another sender already wrote to them.	See Who gets in
This sender already wrote to them	This campaign’s sender wrote to them in another campaign.	See Who gets in
In a country you left out	Their country is excluded in this campaign’s settings.	See Who gets in
Rejected earlier	They were rejected before.	Recover them first if that was a mistake
Campaign archived	This campaign is archived and takes nobody.	Unarchive it, or pick another

Added, but waiting

These people get in and don’t go out yet:

Only one person per company. With One person per company on, the first person at a company is written to and the others wait their turn. This is checked when a message is about to go out.
Over the daily number. They wait for their start day under New people a day.
Under a fit rule. If the campaign only takes good matches, people below it report as waiting for review.

Choose who gets in

In Settings, under Who gets in:

Setting	What it does
New people a day	How many new people start each day
One person per company	Only the first person at a company is written to. The others wait.
Keep adding people from the lists	”New people who join a list start on their own, unless their source asks for review first (Radar does by default). Those wait until you mark them Good fit. Turn off to run only the people already here.”
Who joins on their own	Under More options. Everyone from the lists, Only good matches (7 or higher out of 10), Only strong matches (8 or higher), Only very strong matches (9 or higher) or Only people I marked Good fit.

Leave out rules skip matching people. Do not contact and the company blacklist always apply.

Already contacted in another campaign
Already talking to another sender
This sender already wrote to them elsewhere
Everyone in this list
At most this many new people per company a week
Countries to leave out

Saving a rule doesn’t affect people who already started.

Manage people already in

On the campaign’s People tab, filter by All, In progress, Waiting for you, Replied, Finished, Didn’t go out or Removed, and select people for these actions:

Action	What happens
Pause	They keep their place and continue from the same step when you Resume them.
Skip step	Nothing is sent for this step and they move on to the next. You can’t undo this.
Remove	They get nothing more from this campaign. Their history stays.
Try again	Retries a step that didn’t go out.
Change sender…	Only for people nobody has written to yet, because a LinkedIn chat can’t move between accounts.
Move to another campaign…	They leave this campaign and start at the first step of the other, or skip what they already got. What was sent stays in their history.

Resume, Try again, Change sender… and Move to another campaign… are under More.

Review people

Mark people Good fit so they can start.

Do not contact

People and companies you never write to.

Approvals

What happens once people start.

Upcoming sends

See when each person’s message goes out.

Get started

Sources

People

Campaigns

Your day

Settings

Integrations

Help

Add people to a campaign

Add people

When they start

Why someone is skipped

Added, but waiting

Choose who gets in

Manage people already in

Review people

Do not contact

Approvals

Upcoming sends

​Add people

​When they start

​Why someone is skipped

​Added, but waiting

​Choose who gets in

​Manage people already in

​Related

Review people

Do not contact

Approvals

Upcoming sends

Add people

When they start

Why someone is skipped

Added, but waiting

Choose who gets in

Manage people already in

Related