How to add search results to a campaign

After finding prospects in Search, you can save them to lists or add them directly as a campaign audience.

Available on: all plans.

Who can do it: any user with access to Search and Lists.

Module: Main screen > Side menu > Search

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What you need before you start

• Have run a search with filters in the Search module (advanced filters or LinkedIn via URL)

• Access to the Lists module to save the results

Select results in the search

After applying the filters and viewing the results in the search table:

1. Use the checkbox in the table header to select all results visible on the current page

2. Or check records one by one by clicking the box next to each row

3. The selection counter at the top of the table shows how many records are selected

Save to a list

With the records selected, click the Add to list button in the action bar.

Create a new list

1. Click Add to list

2. In the dialog that opens, select Create new list

3. Type the list name (max. 200 characters)

4. Click Save

5. Wait for the confirmation – the system shows how many records were added

Add to an existing list

1. Click Add to list

2. Choose Select existing

3. Search for or select the destination list

4. Click Save

5. Wait for the confirmation

Columns added automatically

When you save Search results to a list, the system automatically adds columns with data from the profile found:

For People:

For Companies:

Save as records in the database

Besides saving to lists, you can save prospects directly as records (contacts or companies) in the Nuvia database, without linking them to a specific list.

1. Select the records you want in the results table

2. Click Save to records

3. Confirm the operation in the dialog

The contacts or companies are created in the Nuvia database and become available in any module (Lists, Campaigns, Smart Funnels, Conversations).

What happens during processing

For large volumes (above 1,000 records), the operation is processed in the background. You'll get a notification when processing is complete.

• The system processes records in batches of 1,000

• The list or database won't be fully updated until processing is complete

Use the list in a campaign

After saving the results to a list, you can use it as a campaign audience:

1. In the side menu, go to Campaigns

2. Create a new campaign or open an existing draft campaign

3. In the audience setup step, select the list you created as the source

4. The side panel shows how many contacts are eligible (have the required contact channel) and ineligible (missing a phone number for WhatsApp, for example)

5. Continue setting up the campaign

Limits and rules

Common errors and solutions

Frequently asked questions