Campaigns: Leads

12 articles

Upload a CSV of contacts and assign it to a list

Contacts you upload to OutreachFox live in the Contacts area and are organised into lists. A list can then be attached to any campaign, so you upload once and reuse the same leads everywhere. This …

Handle duplicates and map CSV columns to contact fields

After you upload a CSV and choose a list, OutreachFox asks two questions: what to do with contacts that already exist in your account, and which CSV column belongs to which contact field. Getting b…

Add more leads to an active campaign (from a list or a new CSV)

You do not need to create a new campaign when you have more leads. Open the running campaign, add contacts from a saved list or a new CSV, and resume. New leads join the sequence from step 1; leads…

Check lead statuses and replies inside a campaign

Every lead in a campaign has a status that tells you where it is in the sequence and how it responded. The campaign Contacts tab lets you search for a lead or filter the whole list by status, so yo…

Set up AI reply categorisation and create custom categories

AI reply categorisation reads every reply your campaigns receive and labels it with a category such as Interested, Not interested or Out of office. You can add your own categories for cases the def…

Lead statuses explained

Every lead in a campaign carries one status. It tells you where the lead is in the sequence and whether OutreachFox will send them anything else. You see statuses in the campaign Contacts tab and c…

Pause, stop or delete leads in a campaign

Sometimes one lead needs different treatment from the rest of the campaign: a prospect asks you to hold off for a month, a colleague is already talking to them, or the address turns out to be wrong…

Move or copy leads between campaigns

Leads often need a second campaign: people who never replied to your first sequence, leads who said "later", or a segment that turned out to deserve different copy. Because every lead in OutreachFo…

Export leads to CSV

Export leads when you need them outside OutreachFox: to push interested replies into your CRM, share a bounce list with your data provider, or keep an offline copy of an enriched list. You can expo…

Managing bounced leads and cleaning your lists

A bounce is an email the receiving server rejected. Bounces are the fastest way to damage sender reputation: mailbox providers treat a sender who keeps hitting dead addresses as a spammer. Keep you…

Lead activity log: see every email, open and reply for a contact

The activity log is the full history of one lead: every step that was sent, from which mailbox, when it was opened, which links were clicked, and the reply text. Use it before you answer a reply, w…

Import leads from Google Sheets or your CRM

OutreachFox imports contacts from CSV files. If your leads live in Google Sheets, HubSpot, Salesforce, Pipedrive or another CRM, export them to CSV, tidy the columns, and upload. This article gives…