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How to Add Leads to an Email Nurture Campaign

Add individual or multiple leads to an email nurture campaign directly from the Lead Manager Screen to maintain engagement with prospects through automated email sequences.

Gabriel Buck avatar
Written by Gabriel Buck
Updated yesterday

Overview

The Email Nurture feature allows you to enroll leads into predefined nurture strategies directly from the Lead Manager Screen. This enables automated email follow-up sequences to keep in touch with prospects who aren't ready to buy immediately, keeping your brand top of mind until they're ready to engage.

For a detailed process on how to create Nurture Strategies, see our article: How to Create an Email Nurture Campaign.

Key Functionalities

  • Bulk Nurture Management: Add multiple leads to nurture campaigns simultaneously

  • Strategy Selection: Choose from pre-configured nurture strategies

  • Remove Capability: Easily remove leads from nurture campaigns when appropriate

  • Direct Interface Access: Initiate nurture actions directly from the Lead Manager Screen column headers

How to Add Leads to a Nurture Campaign

Step 1: Select the Lead(s) You Want to Add

  1. From the Lead Manager Screen, mark the checkbox next to the lead(s) you want to add to a nurture campaign, or select them by clicking the first lead you want to choose, then press and hold Shift, and click the last lead you want to pick.

  2. Locate the Nurture icon in the column header above the leads list.

  3. Click the Nurture icon to open the nurture options menu.
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Step 2: Select the Nurture Strategy

  1. From the Nurture menu, select your desired nurture strategy from the available options.

  2. The selected leads will be enrolled in the chosen email nurture campaign.

How to Remove Leads from Nurture

  1. To remove leads from nurture campaigns, select the desired lead(s).

  2. From the Nurture menu, select Remove to take the selected leads out of their current nurture strategy.

Best Practices

  • Segment your nurtures: Use different nurture strategies for different lead types or behaviors

  • Monitor engagement: Regularly check which leads are in nurture campaigns and their response rates

  • Automate nurture placement using automated events: Ensure you automate and streamline nurture placement based on their specific criteria or their stage in your sales workflow using automated events

  • Keep strategies updated: Ensure your nurture strategies contain relevant, current content before adding new leads

Troubleshooting

  • Nurture icon not visible
    Verify you are on the Lead Manager Screen and have the appropriate permissions
    Check that nurture strategies have been previously configured in the system

  • Cannot add leads to the nurture campaign
    Confirm the leads are in a workflow status that allows nurture enrollment
    Verify the selected nurture strategy is active and properly configured

  • Leaves not receiving nurture emails
    Check that the nurture strategy has active email templates scheduled
    Verify lead email addresses are valid and not bouncing

  • Remove function not working
    Ensure you have selected specific leads before attempting to remove them from nurtures
    Confirm the leads are currently enrolled in a nurture strategy

Related Articles
Navigate The Lead Manager Screen
How to Use Email to Engage with Your Prospects
How to Create an Email Nurture Campaign
Create a Nurture Strategy
Control How Leads are Updated with Automated Events
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