Quick Answer
Open Lead Finder, click New Campaign, enter a campaign name, and choose Industry, People, or Single. Create the campaign, add the appropriate tags and source, and save your settings.
What a Lead Finder Campaign Does
Rebuilding the same lead-search filters every time can slow you down and make your searches inconsistent. Lead Finder campaigns let you save an organized search setup so you can reuse it later.
Campaigns use two important organizational tools:
- Tags: Labels and filters used to narrow results by details such as industry, location, company, or job role.
- Sources: Saved groupings that help you identify where leads came from and reuse an established search setup.
Basic workflow: Open Lead Finder → click New Campaign → choose a campaign type → add Tags and a Source → save.
At a Glance
Tool
Lead Finder
Campaign Types
Industry, People, and Single
Organization
Tags and sources
Primary Benefit
Repeatable lead searches
Before You Begin
Decide what kind of leads you want the campaign to organize before creating it.
- Choose a clear campaign name that will be easy to recognize later.
- Determine whether the search targets an industry, specific people, or one company.
- Identify the tags you will use to filter and organize the results.
- Choose a source label that clearly describes where the leads came from.
Create a New Campaign
Step 1: Open the Campaign Creator
In Lead Finder, click New Campaign in the left sidebar.
Step 2: Name the Campaign
Enter a clear, descriptive Campaign Name.
A structured name such as HVAC – Dallas – Owners makes the campaign easier to locate and understand later.
Step 3: Select a Campaign Type
Choose the option that matches your search:
- Industry: Search using business categories and related filters.
- People: Search for leads based on roles or job titles.
- Single: Organize lead information around one company.
Step 4: Create the Campaign
Review the campaign name and type, then click Create.
Configure Your Campaign Settings
Industry Campaign
Use an Industry campaign for searches based on business categories, locations, dates, or similar company-level criteria.
- Find the campaign in the sidebar and open Settings.
- Open Tags and add the appropriate filters, such as location, date, or industry.
- Open Sources and assign a source name to the saved filter set.
- Click Save.
When available, you can also select a premade industry campaign from the Lead Finder search screen and customize its settings.
People Campaign
Use a People campaign to find leads according to a job role or position.
- Create the campaign and select People.
- Open the campaign’s Settings.
- Add role-based tags such as CEO, Owner, Marketing Manager, or Sales Director.
- Create a source label for the role-based search.
- Click Save.
Single Campaign
Use a Single campaign when you want to keep lead information organized around one specific company.
- Create the campaign and select Single.
- Open the campaign’s Settings.
- Add a tag—commonly the company name—to support filtering and organization.
- Set a source name to keep the results grouped consistently.
- Click Save.
Why Campaign Organization Matters
Repeatable Searches
Save an established search setup so you can run it again without rebuilding every filter.
Cleaner Organization
Consistent campaign names, tags, and sources make lead results easier to group, filter, and track.
Better Follow-Up
When leads are sent to BizStackPro Contacts, the existing segmentation can support more organized outreach and automation.
Frequently Asked Questions
What types of campaigns can I create in Lead Finder?
You can create Industry, People, and Single campaigns. Each type helps you save and organize searches using tags and sources.
How do I create a new Industry campaign?
Click New Campaign, enter a campaign name, and choose Industry. After creating the campaign, add tags such as location, date, and industry, assign a source, and save the settings.
What tags can I use for a People campaign?
Use tags that represent job titles or roles, such as CEO, Owner, Marketing Manager, or Sales Director.
What is a Single campaign?
A Single campaign focuses on one company. The company name is commonly used as a tag so its lead data remains filtered and organized.
