Follow and manage the leads of a campaign

The Leads tab of a campaign shows every lead that entered the sequence: the step they're on, their status, their next action and what went wrong. From there you can stop a lead, skip a step, resume a stopped lead or restart one from the beginning.

The Leads tab

Open a campaign and click Leads. Leads appear once the campaign is launched: before that, the tab shows "Leads of the target list are added when you launch the campaign."

At the top, counters summarize the campaign: All leads, In progress, Paused, Completed, Replied, Accepted, Stopped, Errors and Failed. Click one to filter the table (except Accepted), or use the filter menu, which also offers Last action errored. Click Refresh to update.

The table shows:

• Lead: name and job.
• Current step: the step the lead is on.
• Status: see below. A red warning icon means the last action failed: hover it to read why.
• Next action: when the next action is planned, such as "in 2h" or Due now. On a wait step, "Waiting until …": the lead moves on as soon as the condition is met, or when the waiting period ends. On hold means the campaign is paused.
• Signals: an icon when the lead replied, and one when they accepted your invitation.

Lead statuses

Errors counts leads in progress whose last action failed. As the app says, "They are retried or skipped automatically." See Queue and failed actions.

Lead details and activity

Click a lead to open their panel: status, current step, next action, last error and the action buttons. The Activity section lists every step the lead went through, newest first, with its result:

• Done, Failed, Skipped, Scheduled (planned again after a temporary problem) or Running.
• For waits and conditions, the result: "Invitation accepted", "No reply in time", "AI analysis: positive", "Result: yes"…
• Notes and error messages, such as "The lead has not replied" or "No valid email address for this lead".

Actions on a lead

Use the … menu of a row, or the buttons in the lead's panel.

• Stop (leads in progress): no more actions for this lead in this campaign. Status Stopped manually.
• Skip step (leads in progress): moves the lead to the next step right away. On a wait, a condition or a filter, skipping sends the lead down the No branch. If there's no next step, the lead is Completed.
• Resume (stopped or failed leads): the lead continues from its current step right away, within working hours. If that step no longer exists, it starts again from the first step. A lead stopped because they replied is stopped again before their next LinkedIn action or email while Stop a lead when they reply is on.
• Restart from the beginning (any lead, after a confirmation): the lead goes back to the first step, and their reply and acceptance status are reset. Steps that already succeeded for this lead aren't sent a second time: the lead goes through the delays and conditions again, and steps that failed or were skipped are tried again.

Add leads to a running campaign

Add the leads to the campaign's target list, for example by importing them or saving them from Discover. See Add leads to useArtemis.

• A running campaign picks up new leads of its list automatically, within about 10 minutes.
• A paused campaign adds them when you resume it.
• You can also change the list in the Start step: leads of the new list join, and leads already in the campaign continue.

Remove a lead

Removing a lead from the list doesn't remove it from a campaign that already started it. To stop sending to a lead, click Stop in the Leads tab.

The same lead in several campaigns

A lead appears only once in a campaign, even if the list contains them twice. The same lead can be in several campaigns at the same time, and each campaign runs its own sequence for them.

• A LinkedIn reply counts in every campaign where the lead is and that uses the LinkedIn account that received it.
• An email reply counts in the campaign that sent the email.
• An unsubscribe stops the lead in all your campaigns.

To avoid contacting the same person twice, keep each lead in one running campaign. See Manage lists.

FAQ

Why is a lead's next action "Due now" but nothing happens?

The action waits for the campaign's working hours and daily limits. Check the campaign settings. See Working hours, daily limits and sender accounts.

Do the counters follow the date range of Analytics?

No. The counters of the Leads tab are totals since the launch. For results over a period, see Campaign analytics.