How does "Add Prospects from Existing Campaigns" work?

The Add Prospects from Existing Campaigns setting controls how prospects are shared across campaigns when a search is run. Understanding the underlying rule can help you avoid unexpected results when managing prospects across multiple campaigns.

How the setting works

When a prospect already exists in one campaign and a search is run on another campaign, the system determines which campaign "owns" that prospect based on a single rule:

For example, if you have:

• Campaign A – created June 24 (toggle ON)

• Campaign B – created July 13

Let’s say your goal is for prospects from Campaign B to move into Campaign A by enabling the toggle in Campaign A.

Even though Campaign A has the setting enabled, prospects will remain in Campaign B because it was created more recently. The toggle on the older campaign does not override the creation-date rule.

Why is it designed this way?

This behavior is intentional and is designed to prevent prospects from bouncing back and forth between campaigns when two campaigns share overlapping lists and one of them reruns a search. The creation date acts as a stable tie-breaker.

How to move prospects into a specific campaign

If you want prospects to be moved into a particular campaign, that campaign needs to be the most recently created one. To achieve this:

1. Duplicate the campaign you want prospects moved into, or create a new campaign.

2. Because the duplicated/new campaign will have a later creation date, it will take ownership of prospects on the next search run.