Prospect enrollment is how you add people into your campaign so they can receive your messages and move through your workflow. In Overloop, you can enroll prospects manually, automatically, or through conditions inside your sequences.
🎬 Watch Video Tutorial
You can follow this video tutorial to learn how to enroll prospects.
Note: The prospect enrollment section starts at 5:18.
Or scroll down to follow the written instructions below.
Ways to Enroll Prospects
During campaign creation
You can enroll prospects while creating a campaign by:
Sourcing prospects from Overloop’s database using your ideal customer profile.
Selecting triggers (event-based enrollment).
Choosing existing prospects from your Prospects hub.
From the Prospects tab
Select one or multiple prospects and click Add to Campaign to enroll them manually.
When importing prospects
When you upload a CSV into the Prospects hub, you can choose to enroll them directly into a campaign upon import.
Enrollment Settings in the Campaign
Automatically enroll prospects
Overloop database: Source prospects that match your ideal customer profile.
Event triggers: Enroll prospects automatically when they meet specific trigger conditions.
Manually enroll prospects
LinkedIn: Use the Overloop AI Chrome Extension to add profiles directly into this campaign.
Existing prospects: Select prospects already in your account and enroll them.
Import: Upload a CSV to import and enroll multiple prospects at once.
