Campaigns work by executing a flow of interactions on a specific set of targets. All targets enrolled in a campaign are considered “locked”.
By default, locked targets will not be enrolled in new campaigns on the workspace, even if they match the filters. This is expected behavior for most campaign use-cases such as cold outreach.
Targets that are not enrolled, will be excluded, and will not show up in the campaigns Audience screen once it’s created.
You can review all targets that were excluded from the campaign by reviewing the Detailed View in the targeting screen.
Additionally, leads may be excluded from campaigns if there are issues with the CSV file used for uploading. For example, blank fields in required columns, such as the Title column, can result in the corresponding leads being excluded. To avoid this, ensure all required fields in the CSV file are populated before uploading.
Managing locked targets
When creating a campaign, users can choose to allow enrollment of locked targets by using advanced settings.
If you wish to re-engage locked leads, consider using a different Aimfox account to target the same leads. Alternatively, for email outreach, you can export the locked contacts from Aimfox and upload them into an external email tool.
Advanced settings decide whether the campaign should exclude certain types of targets.
Campaign-level exclusion:
Exclude targets currently active in a campaign - the campaign will automatically exclude targets that are currently going through another campaign flow.
Exclude targets that were ever enrolled in a campaign - the campaign will automatically exclude targets that were ever enrolled in any other campaign on the workspace. This includes deleted campaigns. Automatically includes option “Exclude targets currently active in a campaign”.
Other exclusion criteria :
No profile picture - the campaign will automatically exclude targets that do not have a profile picture.
Notes:
Deleting a target from a campaign still considers them as “ever enrolled”
The blacklist is completely separate from target exclusion, and is always in effect.
If leads are locked and you need to re-engage them, you can use a different Aimfox account or export the locked contacts for use in an external email tool.
Troubleshooting: Leads Not Appearing
If you encounter issues with leads not appearing on the Leads page, try the following steps:
Refresh your browser.
Clear your browser cache and cookies.