Leads & import

Clean lead lists, before the first send

Bring leads in from CSV, see exactly what was imported and skipped, and fix gaps before they reach a campaign.

Leads table with search, state and campaign filters and colour-coded lead states

How do I get leads into Engage?

Upload a CSV file (up to 10 MB). Engage recognises standard columns such as email, first name, company, phone and LinkedIn URL, keeps any other column as a merge variable, and reports how many leads were imported and why any were skipped, for example because they are on the do-not-contact list or already in the campaign. You can also add leads one at a time or through the REST API.

CSV import

Up to 2,000 rows import straight away; larger files run in the background.

Do-not-contact list

Block single addresses or whole domains. Matching leads are skipped at import and never emailed.

Bulk actions

Select leads (or every lead matching a filter) to add to a campaign, assign for enrichment, suppress or delete.

Saved views

Save the filters you use most and come back to them in one click.

Enrichment queue

Leads missing a phone or LinkedIn URL go to a queue your researchers claim and complete.

Lead details

Open any lead to edit details, add it to a campaign and read its history.

Watch

See it in the product

Do-not-contact settings with addresses and domains that are never emailed
Do-not-contact settings with addresses and domains that are never emailed. Demo data.

Frequently asked questions

How do I get leads into Engage?

Upload a CSV file (up to 10 MB). Engage recognises standard columns such as email, first name, company, phone and LinkedIn URL, keeps any other column as a merge variable, and reports how many leads were imported and why any were skipped, for example because they are on the do-not-contact list or already in the campaign. You can also add leads one at a time or through the REST API.

Does Engage find email addresses for me?

No. Engage does not sell or look up contact data. You import your own leads; the enrichment queue helps your team fill in missing phone numbers and LinkedIn URLs.

What happens to duplicates?

A lead already in the campaign is skipped and counted in the import summary, so nobody is enrolled twice.

See Engage with your own sending setup

Book a short demo. We will connect a mailbox, check your timing and walk through replies and the pipeline with you.