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Turn a StackShortlist list into a running campaign

StackShortlist finds the companies and people. StackOutreach writes to them. The two are built to meet in the middle.

Upload the file

Export the Contacts file or the whole workbook from StackShortlist and upload it on the Import page. The file is recognised by its columns. A workbook folds each company's description into its people's notes.

Upload a CSV or a whole workbook.
Upload a CSV or a whole workbook.

Or let lists arrive by themselves

Copy your delivery address from the Import page into StackShortlist under Connections and save the signing secret. Each finished list then arrives as its own dated list. Test events add nothing, and repeat deliveries update the same people.

Delivered lists show up here, ready for a campaign.
Delivered lists show up here, ready for a campaign.

Point a campaign at it

Open a campaign's Audience tab and tick the list. The tab shows who is ready and skips anyone already active in another campaign, so nobody gets two sequences at once.

Tick a delivered list as the campaign's audience.
Tick a delivered list as the campaign's audience.

Your checklist

  1. Buy or filter a list on StackShortlist.
  2. Upload it, or connect delivery once.
  3. Check the notes on a few people.
  4. Tick the list in your campaign.

Screens show a fictional workspace with example data.

Turn a StackShortlist list into a running campaign · StackOutreach