Skip to content
NewSee how
New

Move and copy contacts between campaigns

Transfer contacts from one campaign to another — move them or copy them — without double-enrolling anyone or disrupting a sequence already in progress.

Plans change. A contact you put in a nurture campaign turns out to be sales-ready; a whole segment belongs in a different sequence than the one you first chose. Until now, fixing that meant fiddly exports and re-imports. You can now transfer contacts between campaigns directly — safely, and in bulk.

Move or copy, your choice

Select the contacts you want and choose where they should go. You decide whether to move them — taking them out of the source campaign — or copy them, leaving the original enrollment intact. Either way, the transfer respects the rules that keep your sending safe.

Safe by construction

Transferring people between campaigns is exactly where things can quietly go wrong, so this is built defensively:

  • No double-enrollment — a contact already in the destination campaign won't be added again, so nobody ends up receiving two parallel sequences.
  • Sequences stay intact — moving a contact never yanks them out mid-step in a way that double-sends or skips a planned email.
  • Bulk and select-all — transfer a handful or an entire filtered audience; large transfers run in the background with progress you can watch.
  • Clear outcomes — when a transfer finishes, you can see how many contacts moved, how many were copied, and how many were skipped because they were already there.

How to use it

  1. In a campaign's contact view, select the people you want to transfer — or select all.
  2. Choose Transfer, then pick the destination campaign.
  3. Decide whether to move or copy them.
  4. Confirm, and let the transfer run. A summary tells you exactly what happened when it's done.

Why it matters

Your campaigns are living things, and the right person for a sequence today may belong somewhere else tomorrow. Being able to reshuffle contacts without exports, spreadsheets, or the risk of accidentally emailing someone twice means you can keep your campaigns aligned with reality. The safety guarantees matter most here: the whole point of a transfer is to tidy your outreach, never to jeopardize the careful pacing that protects your sender reputation.

Think of the moments this unlocks. A lead replies with interest, so you copy them into a higher-touch sequence while leaving the nurture running. A reorganization splits one broad campaign into two focused ones, and you move whole segments across in a couple of clicks. A teammate built a campaign in the wrong place, and you relocate its contacts rather than rebuilding from scratch. In each case the work is fast, the outcome is auditable, and nobody gets an email they shouldn't.

All updates

Outreach that keeps going after you log off.Leads, emails, follow-ups and replies, handled.

Connect unlimited mailboxes and let AI agents find leads, write each email and follow up. Or send your own templates in manual mode. From $29/mo.

$1 for 3 days · Cancel anytime · No contract

Install with AI

Your coding agent sets up the FirstSales CLI and skills for you.

Prompt for Claude Code

I'm setting up FirstSales (https://firstsales.io), an AI outbound sales platform: campaigns, contacts, a reply inbox, deliverability and lead signals. Help me get my workspace sending real, good emails end to end, from Claude Code.

Read these first so you know how FirstSales works:
- Developer docs and API: https://developer.firstsales.io
- CLI: https://www.npmjs.com/package/@firstsales.io/cli
- Skills for coding agents: https://github.com/firstsalesio/firstsales-skills (read README.md and GUIDE.md)

Setup
1. Install the CLI: npm install -g @firstsales.io/cli
2. Install the FirstSales skills:
   claude plugin marketplace add firstsalesio/firstsales-skills
   claude plugin install firstsales@firstsales
3. Ask me if I already have a FirstSales account. If not, send me to https://app.firstsales.io to sign up.
4. Ask me to create an API key under Settings → API → API Keys, with only the scopes we need.
   Never ask me to paste the key into this chat. Tell me to run this in my own terminal, so the key stays hidden:
   read -rs FS_KEY && firstsales auth login --api-key "$FS_KEY"; unset FS_KEY
5. Run `firstsales whoami` and tell me which workspace and organisation we are connected to.

Then ask me about my business: what I sell, who I sell to (roles, company size, countries), my best customers, and what I use today for outbound (tools, lists, mailboxes). Walk me through:
1. Teaching FirstSales my business: website, offer, proof points and case studies in the knowledge base, so the AI writes like someone who knows the product.
2. Connecting my sending mailboxes and checking my sending domain: SPF, DKIM, DMARC and warm-up. If anything is unhealthy, tell me the exact DNS record to add.
3. Bringing in contacts: import my CSV or CRM export into a clean list, remove duplicates and bad emails, and block domains I must never email (customers, competitors, my own).
4. Building my first campaign: the right list, senders, steps and timing. Write the sequence with me, show me the drafts, and do not launch until I say yes.
5. Setting up Signals if it fits: find people engaging with LinkedIn posts about topics my buyers care about, and turn them into leads.
6. Inviting my team and giving each person the right access.

Once campaigns run, show me how to work the reply inbox from here: which replies need an answer, draft responses in my voice, and move good conversations into deals. If I use Cal.com, connect it so follow-ups can offer my booking link (not the first email).

Throughout, as you learn about my business, proactively suggest and help create:
- Reply templates for the questions and objections my prospects are likely to raise, based on my product, site and codebase if you can see them.
- Campaign ideas and segments worth testing, with the reason for each.

Safety rules:
- Show every change as a dry run (--dry-run) first and wait for my yes. Never send emails, launch campaigns or delete anything without my yes.
- Tell me before anything that spends credits, and how many.

Be opinionated. If the docs give a sensible default, just use it. Don't make me choose between five options.