Add prospects to lists and campaigns

Before you start

Adding people to a list or a campaign needs a paid plan. A free account can search and preview the first page, but cannot select people. Unlimited free leads: what is included

Only people with a revealed email can be added. A person with no email found, or whose email is still loading, is left out and the dialog says how many.

Revealing does not save anyone. Adding to a list or a campaign is what keeps them.

Select people

On the Search tab, tick the boxes on the rows you want. The box in the header selects the whole page you are on, and a selection can span pages. In the table, x selects the row under the cursor and a selects every loaded row. A bar appears with Add to list, Add to campaign and Export CSV, and Esc clears the selection.

Add to a list

1. Choose Add to list.
2. Pick an existing list, or New list and give it a name.
3. Confirm. The result says how many were added, how many were already in the list, and why any were left out.

Lists live on the Lists tab of Prospects. There you can create, rename and delete lists, and open one to see its people, remove people from it, add everyone to a campaign or export it. A person who is already in the list is not added twice.

Adding a person to a list also saves them to your EmailPal CRM, marked with the source prospects. A person who is already in the CRM is left exactly as they were.

Export a CSV

Export CSV (from the selection bar or from a list) always exports a list, so what you download is what you keep. The columns are First name, Last name, Email, Phone, Job title, Company, Location, LinkedIn and Added.

A CSV is how you move leads into a tool EmailPal does not connect to, such as HubSpot, Salesforce, Instantly, Smartlead or lemlist. There is no native HubSpot or Salesforce sync. Once you export, the rules for the data go with it. Prospects coverage and acceptable use

Add to a campaign

1. Create the campaign in Engage first, if you have none. Create a campaign in EmailPal
2. In Prospects, select people and choose Add to campaign, or open a list and choose Add to campaign to enroll everyone in it.
3. Pick the campaign. From the table you can also choose a list to keep them in as well.
4. Confirm.

People are saved to your CRM and enrolled in the campaign. Adding does not send anything by itself, but on an active campaign the people you add start receiving email, so check the list first. The campaign's own checks still apply: its schedule, its sending limits, its blocklist and the launch checklist. The campaign launch checklist

Who is left out, and why

EmailPal checks every person again when you save them. The result lists a reason for anyone who was left out, such as:

• a personal email address, or a government, military or school address
• a person or company who asked not to be listed
• an address on a do-not-email list
• a result that is out of date (refresh your results and add again)
• a repeat of someone already included

Before you launch

Prospects emails come from third-party data and arrive in your CRM without a verification result. Export the list and run it through List check first, then remove invalid, disabled and full mailboxes. Lead data accuracy and verifying before you send, How to verify an email list before sending

FAQs

Do leads in a list count against anything?

No. Unlimited free leads means no credits and no per-lead charge. Your plan's mailbox, domain and verification numbers are unchanged.

Can I add someone who has no email?

No. Prospects only keeps people with a revealed email, because the workspace is built for email outreach.

What if my subscription lapses?

You can still open, rename and delete your lists and saved searches. Saving new contacts, revealing and adding to a campaign need an active plan.

Are my revealed emails stored when I just look at them?

No. They are held in your browser's memory for the search on screen and dropped when you leave or search again. Only lists, the CRM and campaigns keep people.

Need More Help?

Prospects: search for people and reveal business emails, Import leads and verify emails, or open a ticket.