How to See which Prospects are in Each Campaign

How to See which Prospects are in Each Campaign

                             How to See Which Prospects Are In Each Campaign in Messages

Each prospect belongs to a different campaign which determines the type of outreach - which message sequence they will receive.

  1. From the home page, click on the Messages tab at the left hand side of the screen
Home dashboard with the Messages tab highlighted in the left sidebar

  1. Once on Messages, click on the desired prospect’s name at the top of the screen.

Messages screen with the prospect name at the top of the conversation highlighted, which opens their details

  1. You will then be directed to a screen that looks like this, where you can view the campaign name to which this prospect belongs. This sequence determines the type of message they will receive. To see these messages, click on the relevant campaign name in ‘Campaigns.’

Prospect detail panel open beside the conversation, with the campaign name highlighted

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It's a simple formula. Time-based personalization means more replies, which means more opportunities, which means more sales!