Create New Campaigns in Lead Finder

What a Lead Finder Campaign Does

Campaigns help you save search setups so you can repeat them later without rebuilding filters from scratch. The two things you’ll use most are:

• Tags: the labels/filters you apply to narrow results (industry, location, role, etc.).
• Sources: saved groupings that help you track where leads came from (and reuse that setup later).

Step 1: Create a New Campaign

1. Click New Campaign in the left sidebar.
2. Enter a clear Campaign Name.
3. Select a campaign type:
   • Industry
   • People
   • Single
4. Click Create.

Industry Campaign Settings

Industry campaigns are designed for searches based on business categories and related filters.

1. Find your campaign in the sidebar and open Settings.
2. Open Tags and add your filters (example: location, date, industry).
3. Open Sources and assign a source name for this saved filter set.
4. Click Save.

People Campaign Settings

People campaigns are designed to find leads by job role or position.

1. Create the campaign and choose People.
2. Open Settings for the campaign.
3. Add Tags that match roles (example: CEO, Owner, Marketing Manager).
4. Create a Source label so you can reuse the same role-based search later.
5. Click Save.

Single Campaign Settings

Single campaigns focus on one company—useful if you want to keep lead details organized around a specific brand.

1. Create the campaign and choose Single.
2. Open Settings for the campaign.
3. Add a Tag (commonly the company name) for filtering and organization.
4. Set a Source name to keep results grouped consistently.
5. Click Save.

Why This Matters

• Repeatability: Run the same search tomorrow without rebuilding filters.
• Clean organization: Tags and sources keep results grouped and trackable.
• Better follow-up: When you send leads to Contacts, your segmentation is already in place.