Managing Leads in Reachkit

This guide explains how to add contacts to your Reachkit campaigns.

Three Ways to Add Leads

You can add leads to your campaign through:

1. Lead Finder - search and add verified leads directly (uses credits)
2. CSV Import - for adding multiple leads at once
3. Manual Entry - for adding individual leads

Method 1: Finding Leads with Lead Finder

Lead Finder lets you search a database of 500M+ leads, preview matching results, and add verified leads to your campaign. See Finding Leads with Lead Finder for a full guide.

Method 2: Importing Leads with CSV

Step 1: Prepare Your File

• Save your contacts as a CSV file
• Include a header row (column names)
• Make sure you have an email column

Step 2: Upload Your File

1. Go to the Leads tab in your campaign
2. Click Add Leads
3. Click Import from CSV
4. Upload your CSV file

Step 3: Map Your Columns

1. For each column, choose what it contains:
   • Email (required)
   • First Name
   • Last Name
   • Company
   • Phone
   • Website
   • Custom Variable (for any other information)
   • Do Not Import (for columns you don’t need)

Step 4: Complete the Import

1. Click Import Leads
2. Reachkit will check for valid emails
3. You’ll see how many valid and invalid leads were found
4. Click Import Leads again to confirm

Method 3: Adding Leads Manually

For adding one lead at a time:

1. Go to the Leads tab in your campaign
2. Click Add Leads
3. Click Add Manually
4. Enter leads one per line
5. Click Import Leads

Note: When adding leads manually, you can only enter email addresses and full names (which will automatically be parsed into first and last names), unlike CSV imports which support additional fields and custom variables.

What Order Leads Are Contacted In

Leads are picked at random, not in the order they appear in your CSV.

This means you don’t need to do anything special to mix lists. If you import two CSVs into the same campaign, leads from both are mixed together automatically. You won’t get through all of the first file before the second one starts.

There is no setting for this. It is how new leads are always selected.

Follow-ups are not random. Once a lead has been contacted, two things stay fixed:

• Who goes next: whoever has been waiting longest for their next step is sent first, so nobody gets skipped
• Which inbox sends it: the follow-up comes from the same inbox that sent the first email, so it lands in the same email thread the lead already has

Stopping Follow-Ups to a Specific Lead

If a lead replies, follow-ups to them stop automatically. Every campaign has Stop on Reply on by default (in campaign Options), so once someone responds, Reachkit removes them from the sending queue and sends nothing further.

To stop follow-ups to a lead who has not replied, you have two options:

• Blocklist their email (Settings > Blocklist). This stops all sending to that address across every campaign, and takes effect immediately. Use this when you want to be sure they are never contacted again.
• Delete the lead from the campaign, in the Leads tab. Select the lead and use Delete. This removes them from this campaign only.

There is no per-lead “unsubscribe” or “mark as finished” control in the Leads tab. The tab shows each lead’s status (including whether they have unsubscribed themselves via an unsubscribe link), but you stop sending using Stop on Reply, the Blocklist, or Delete as above.

Out-of-Office Replies

When a lead’s inbox sends an automatic out-of-office reply, Reachkit handles it for you. There is nothing to configure.

• An out-of-office reply does not count as a real reply, so it does not stop the sequence
• If the reply mentions when the person is back (for example “back on Monday” or a specific date), their follow-ups are held and resume on that date
• If the reply gives no return date, the sequence simply continues on its normal step delays
• If a real reply arrives in the meantime, the hold is dropped immediately

Held leads show a small pause icon next to their status in the Leads tab. Hover over it to see the date their follow-ups resume.

Exporting Leads

You can export leads from your campaign as a CSV file:

1. Go to the Leads tab in your campaign
2. Select the leads you want to export using the checkboxes
3. Open the selected dropdown and click the Export CSV button
4. Your selected leads will be downloaded as a CSV file

This is useful for backing up your lead data, sharing lists with team members, or importing leads into other tools.

Using Lead Information in Your Emails

Use double curly braces to insert lead information in your emails, like {{first_name}} or {{company}}. For more details on variables, fallbacks, and spintax, see Variables and Spintax.

Tips for Better Results

• Make sure your lead information is accurate
• Use clear names for custom fields
• Remove any duplicate emails before importing