SUMMARY

Prospect transfer function allows you to move leads from one campaign to another. However, keep in mind this option is possible when transferring contacts from a connector campaign to a messenger campaign or message campaign to message campaign if it fits the campaign outreach rules.

Example steps for contact transfer in Connector to a Messenger campaign:

  1. Click on Campaigns menu and select the campaign from which you would like to transfer contacts

  2. Click on Actions button to open actions selection menu

  3. Either select desired leads only or choose to transfer all

  4. Click on Transfer (selected or all)

  5. Select which messenger campaign to transfer these contacts to

  6. Click either Delete and Transfer or Pause and Transfer

    Delete and Transfer - removes the person from the current campaign and moves them over to the new one

    Pause and Transfer - simply pauses the current campaign for the person and moves them over to the new one. Keep in mind that by choosing this option, you would have o unpause transferred leads in the new campaign.


IN DETAIL

Note: this option is possible when transferring contacts from a connector campaign to a messenger campaign or message campaign to a message campaign if it fits the campaign outreach rules.

e.g. Group and Open Inmail campaigns are both eligible for 2nd and 3rd-degree network outreach, hence you can transfer contacts from Group to Open InMail (if the person in Group campaign has an open profile) and Open InMail to Group (if the person in Open InMail campaign is also in the same LinkedIn group as you are).

Example steps for contact transfer in Connector to a Messenger campaign:

  1. Click on Campaigns menu and select the campaign from which you would like to transfer contacts:

  2. Click on Actions button to open actions selection menu:

  3. Either select desired leads only or choose to transfer all:

  4. Click on Transfer (selected or all)

  5. Select which messenger campaign to transfer these contacts to from the given drop-down selection menu

  6. Click either Delete and Transfer or Pause and Transfer:

Delete and Transfer - removes the person from the current campaign and moves them over to the new one

Pause and Transfer - simply pauses the current campaign for the person and moves them over to the new one. Keep in mind that by choosing this option, you would have o unpause transferred leads in the new campaign.


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