Add your contacts list

Discover how to quickly add and connect your contact list to your campaign.

Adding your contact list and connecting it with your campaign is a crucial step in personalizing your outreach. Here's a simple guide on how to do it, focusing on searching contacts within our system:

Search contacts and save contacts list

Step 1: Start by adding your contact list

• Go to the Configure option in your campaign setup to connect your contact list.

Step 2: Find or create a contact list

• The system will check for an existing contacts list. If there isn't one, click 'Create New List' and then select Search Contacts.

Search contacts

Step 3: Apply targeting filters

• Tailor your search to match your ideal customer profile by applying targeting filters. For the highest quality leads, we recommend focusing on:

  • Company Industry: Select industries relevant to your offering.

  • Company Size: Choose the size range of the companies you want to target.

  • Location: Specify both company and contact locations for geographic targeting.

  • Departments: Target specific departments within companies.

  • Seniority: Focus on contacts with the level of seniority you're looking to engage.

Step 4: Conduct your Search

• After setting your filters, click Search to generate a list of potential contacts.

Step 5: Review the results

• Look through the companies and contacts provided. Ensure they align with your campaign goals.

Search view - review companies and contacts

Step 6: Save and assign your List

• If you're happy with the list, select Save List. Remember to assign it to the desired campaign to ensure your messages reach the right audience.

By following these steps, you'll effectively add and connect your contact list to your campaign, setting the stage for a successful outreach effort.