An Exclusion list can be added to a campaign when it is being launched or afterwards by editing the campaign.
šØ Lead lists imported from a non-LinkedIn source (CSV, API, Clay, etc.) cannot be used as an exclusion list. The lead's data is in our system, but needs to be enriched and cross-checked on LinkedIn before being used for exclusion.
š”As a workaround, it is best to use the non-LinkedIn source lead list in a campaign with 'View Profile'. By doing so, HeyReach will execute an action on the lead. Once done, the lead will be enriched and cross-checked. As such, the lead list can be used as an exclusion list.
Adding an Exclusion list before starting a campaign
Step 1: Create a campaign or open a Draft campaign
Navigate to the Campaign tab. Click 'Start a new campaign' or open a campaign with Draft status.
Step 2: Choose and select the exclusion list
Once the campaign is open, you will see the first panel, 'Leads'. In the upper-right corner, there will be an option 'Select Exclude List'.
Click on it, and a drop-down menu will appear with all the lead lists imported inside the Workspace you're in. Choose and select the desired lead list, but keep in mind the workaround about lead lists imported from a non-LinkedIn source.
š” A campaign cannot have an identical lead and exclusion list.
Step 3: Review and launch
If the total setup for your campaign is ready, then the last thing to do is to hit the 'Launch campaign' button.
That said, you can review the chosen exclusion options on the last panel, 'Preview'. You can also click 'Edit', which will take you back to the first panel and make additional changes.
š§āš» HeyReach will exclude all leads in the exclusion list from entering the sequence.
Adding an Exclusion list after starting a campaign
Step 1: Open a Paused or Ongoing campaign
Navigate to the Campaign tab. Open a Paused or Ongoing campaign.
Step 2: Click 'Edit Campaign'
Once the campaign is open, click 'Edit Campaign' in the top right corner.
Step 3: Select and choose the exclusion list
Once the campaign is open in edit mode, you will see the first panel, 'Leads'. In the upper-right corner, there will be an option 'Select Exclude List'.
Click on it, and a drop-down menu will appear with all the lead lists imported inside the Workspace you're in. Choose and select the desired lead list, but keep in mind the workaround about lead lists imported from a non-LinkedIn source.
š” A campaign cannot have an identical lead and exclusion list.
š” An exclusion list can be substituted with another one once a campaign is launched.
š§āš» HeyReach will exclude all leads in the exclusion list from entering the sequence or before the next step in the sequence is executed for them.
Adding new leads to an Exclusion List
New leads can be added to a selected exclusion list through three methods.
The first one is to open the exclusion list and add a single lead using 'Add Lead'.
The second one is to open the exclusion list and add a CSV file of leads using 'Import CSV'.
An alternative way to do this is to use the 'Import from CSV' import method and choose the exclusion list as the lead list to add the lead to.
The third one is to use the AddLeadsToListV2 API endpoint.