NewSee how
FirstSales
All updates
New2 min read

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.

New

Move and copy contacts between campaigns

Contact transfer dialog with the move-or-copy choice highlighted

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.