This article outlines the process for identifying people who replied to past campaigns and enrolling them into a new follow-up campaign within OttoMatey.
This is ideal for creating campaigns specifically for warm leads, such as those who have shown interest or replied positively to earlier outreach, without having to manually export lists from Sales Navigator.
đ ď¸ Tools / Resources Needed
OttoMatey Platform â for managing and tracking campaigns
Labels in OttoMatey â to categorize past responders (e.g., âHot Leadsâ)
STEP 1: Filter Past Responses
Goal: Identify everyone who has previously replied to a campaign.
Go to Prospects within OttoMatey.
In the filters, set the Status to Replied.
Optional: Apply a specific label (e.g., âHot Leadsâ or âWarm Responsesâ) to narrow down to only the most relevant prospects.
STEP 2: Select Prospects to Move
Goal: Choose which responders to include in the follow-up campaign.
Once filtered, review the list.
Select all prospects OR manually deselect individuals you donât want to include.
Pro Tip:
Use labels to group and identify prospects for more efficient selection.
STEP 3: Move Selected Prospects to the New Campaign
Goal: Enroll responders into the new campaign.
After selecting prospects, click Action.
Choose Change Campaign from the dropdown.
Select the new follow-up campaign where you want to move them.
Confirm the move.
STEP 4: Activate the Campaign for These Prospects
Goal: Ensure prospects actually receive the new campaign messages.
Important: By default, prospects often enter a new campaign as Inactive, which means messages will NOT send until you turn them on.
Go to the new campaign and open the list of prospects you just moved.
Review the steps they are enrolled in to confirm they match your follow-up strategy.
If they are Paused, you have two options:
For individual prospects: Click the Resume button next to their name.
For multiple prospects: Select all, click Action, then choose Resume Campaign.
Verify they are now Active and ready to receive messages.
â FAQs
Can I do this directly from Sales Navigator?
No, this process is entirely within OttoMatey. Sales Navigator is not needed for this step.
What if some prospects are in multiple campaigns?
OttoMatey will default to keeping them paused until you manually Resume Campaign to prevent duplicate or conflicting messaging.
Can I use labels to separate different types of responders?
Yes, labels are highly recommended for organizing by engagement type (e.g., âHot Leads,â âGeneral Replies,â âNot Interestedâ).
If you have any questions or encounter issues, donât hesitate to contact our Customer Support team. Weâre here to help!