Campaigns
Leads
The Leads step of the campaign builder decides who your sequence reaches. It offers three ways to add recipients, deduplicates against the campaign automatically, and gives you a working table of everyone queued up before launch.
In this guide you will:
- add recipients from your leads database, a CSV, or by hand
- map CSV columns to fields (including new custom fields)
- understand how duplicates and validation are handled
- manage and export the recipient list
The Campaign Recipients panel
The step opens with four stat cards — Total Leads, Valid, Invalid, and Duplicates — and an Add Recipients card with three tabs. Existing Leads is the default tab.
Existing Leads
A searchable, paginated view of your leads database, so a campaign can target people you already have in Contacts:
- Search plus a status filter (Active — the default — Converted, Lost, Unqualified, Archived).
- More Filtersadds tags, a lead-score slider (0–100), date-added and last-contacted ranges, quick checks like "Has phone" or "No tags", and a field/operator/value filter builder.
- Select rows and click Import Selected, or use Import All N Leads to pull in everything matching the current filters — selection works across pages.
Import CSV
Import CSV with Field Mapping opens a four-stage dialog: upload, Map Your Fields, import progress, and a results summary.
- Drop a file, browse, or paste rows into the Paste CSV Data box. Limits: 10 MB and 50,000 rows per import. A downloadable CSV template shows the expected shape (
email, firstName, lastName, company, phone, tags, notes). - Columns are auto-mapped by header name; anything unrecognized can be mapped to a standard field, skipped, or turned into a new custom field on the spot. Email is the one required mapping.
Manual Entry
For one-off additions: Email Address (required), Company, First Name, Last Name, and comma-separated Tags, then Add Contact. An address already in the campaign is rejected with "This email already exists in the campaign recipients!".
Every path deduplicates against the campaign by email address, case-insensitively. CSV rows that match an existing recipient are skipped and reported ("N duplicate email(s) were skipped from the CSV file") — you never send the same campaign to one address twice.
Managing the recipient list
Below the tabs, the Email List table shows every recipient with Full Name, Email, Status (Valid, Invalid, Duplicate, or Pending), and the date added.
- Search by name, email, or company, and filter by status.
- Validate Allre-checks each address's format and flags invalid entries.
- Select rows for bulk Validate or Remove; Export downloads the current list as CSV.
Validate All is a format check, not a mailbox check — it catches typos, not dead addresses. Sends to addresses that hard-bounce are recorded against your sender reputation, so clean bought-in or old lists before importing them. See Analytics & deliverability.
Suppressed addresses — unsubscribes, hard bounces, spam complaints — are excluded from sending regardless of what is in this list. The suppression list lives in Settings → Unsubscribers; see Security & compliance.
Do it via the API
Recipients can be added to campaigns programmatically, and your whole leads database is manageable through the Contacts API and Campaigns API. Suppression checks are exposed under Suppressions.