How to Upload a Companies List and Assign It to a Campaign

How to Upload a Company List and Assign It to a Campaign

Overview: The Companies List feature lets you upload a CSV of target accounts and route them directly into campaigns. The most common issue: completing the upload but missing the final assignment step — the list gets saved but never activates in any campaign.

Step 1 — Go to the Lists page

Navigate to Lists in the left sidebar of your Spear dashboard.

Step 2 — Create a Companies List

1. Click "Create list"

        2. Select Companies List

1. Upload your CSV file — one company name or domain per row

Step 3 — Assign the list to a campaign ⚠️ This is the step most users miss.

1. Open the Campaign you want to target
2. Under company filtering, select "Selected Companies"
3. Choose the list you just uploaded

Without this step, the list will be saved in the profile but will not be active in any campaign.

Step 4 — Choose your filter mode

When assigning the list to a campaign, you'll be asked to choose between two modes:

• Regular company domain filter — your list is added alongside any existing company domain filters already configured in the campaign
• Override company domain filter — your list replaces all other company domain filters in that campaign. Only companies from your uploaded list will be targeted

Notes

• Once uploaded, a list stays saved in your profile and can be reused across campaigns at any time
• If you see "no lists found" inside a campaign → go to Lists first and confirm the upload was fully completed
• You can filter prospects by their origin list in the Prospects page

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