Understand Review to send and lead statuses

Q: Does Review later send anything?

No. It only moves the lead to the Review later status, so you can come back to it.

Q: What is the difference between Only pre-assign and Assign & send out?

Only pre-assign links the lead to a campaign without contacting them. Assign & send out starts the outreach, as long as the campaign is running.

Q: Can I undo Unsubscribe?

Only by removing the entry under Do Not Contact → Blacklist with Remove from Blacklist. Do this only if the person has agreed to be contacted again.

Which leads you see here

Only leads that have not been contacted yet appear here. As soon as a lead is scheduled, sent to, or in a running campaign, it moves to the Outbox; when they reply, to the Inbox.

Use the filters at the top to choose which leads you work on:

Status: New (the default), Review later, Ignored, or All of these.
Score: All qualified leads (the default, Prio 1 to 3), Only Prio 1 leads, Only Prio 2 leads, Only Prio 3 leads, Only Disqualified leads, Only ? leads (no verdict), or All qualified & disqualified leads.
Select Lists, Sort by, and Filter narrow the queue further.

Typing a name in the search box searches all three statuses, whatever filters are set.

The Review to send page: a queue of leads on the left, the message composer on the right, and the lead actions in the bar at the bottom.

Chat or Campaign

Each lead can be contacted in two ways, shown as two tabs:

Chat: you write and send individual messages to this one lead.
Campaign: the lead is contacted by a campaign's sequence. The tab shows the sequence of the lead's campaign. If the lead has none yet, choose Assign to campaign or Create campaign.

When you select a lead, the page opens the tab that fits: Campaign if the lead has a campaign, otherwise Chat.

Write and send a message (Chat)

Optionally click Generate 3 draft messages to let the AI write drafts. This costs 1 credit per lead; generating again for the same lead is free. Create drafts for the next 5 leads prepares drafts for the next leads in the queue, at 1 credit per lead.
Check From (sender) and To (channel), and edit the message. Insert variable and templates help with personalisation.
Choose when it goes out with Send: Now, Tomorrow, In 3 business days, up to In 3 months, or Custom date.
Use Add Follow-up to plan the next message, by default one day after the previous one.
Click Send message (or Send N messages when there are several).

The lead then leaves this page and appears in the Outbox, and a message confirms it with a link there.

For a LinkedIn invitation, Add note to LinkedIn invite adds a note: at most 200 characters, or 300 with LinkedIn Premium or Sales Navigator. The option is not available when you are already connected to the lead. If the sender is on LinkedIn Free, the note starts switched off, because LinkedIn allows Free accounts only a few notes a month; switch it on when you want one.

Put a lead into a campaign (Campaign)

Assign to campaign opens a picker. Only pre-assign links the campaign without sending anything; the lead stays here and later shows Confirm & send. Assign & send out starts the outreach.
If the lead already has a campaign, Send sequence schedules its sequence after you confirm with Schedule.
If the campaign is not running yet, Signalist asks Start the campaign? Choose Start campaign & assign to start it, or Assign only to keep it stopped. Leads are only contacted while their campaign is running.

Lead actions in the bottom bar

Action	What it does
Review later	Moves the lead to the Review later status. Nothing is sent; the lead stays on this page under that filter.
Ignore Lead	Moves the lead to Ignored. Nothing is sent or deleted.
Snooze Lead	Snoozes the lead until a date and time you choose.
Stop sending after date	Sets a date after which no more campaign messages go to this lead, for example after an event. The button then shows the date.
Unsubscribe	Adds the lead to your blacklist, and optionally the whole company. The lead is not contacted again unless the entry is removed on the Blacklist page.

Troubleshooting

Problem	What to check
A lead is missing	The Status and Score filters: the default shows only New, qualified leads. A lead that was already scheduled or contacted is in the Outbox.
The note toggle is greyed out	You are already connected to the lead, so an invitation is not needed. On LinkedIn Free the note is only switched off at first; you can switch it on.
Nothing happened after assigning a campaign	You chose Only pre-assign, or Assign only while the campaign was stopped. Start the campaign to contact the lead.
The wrong sender is selected	Change From before sending. For campaigns, the senders are set in the campaign.

Frequently asked questions

Why is the sidebar item called Review Leads and the page Review to send?

It is the same page. Review Leads is the sidebar label; Review to send is the page title.

Does Review later send anything?

No. It only moves the lead to the Review later status, so you can come back to it.

What is the difference between Only pre-assign and Assign & send out?

Only pre-assign links the lead to a campaign without contacting them. Assign & send out starts the outreach, as long as the campaign is running.

Can I edit AI drafts?

Yes. Edit the text in the composer before sending. Editing does not cost credits.

Can I undo Unsubscribe?

Only by removing the entry under Do Not Contact → Blacklist with Remove from Blacklist. Do this only if the person has agreed to be contacted again.

Keep reading

Add your email signature to emails

Signalist can add the signature of the sending mailbox to your emails: to campaign emails and to the emails you write yourself. One setting decides it for your whole company, and every email draft lets you change it for that one message. The signature never appears twice.

Manage Inbox, Outbox, and replies

The Inbox holds the leads who replied. The Outbox holds everything you are sending or have sent that has not been answered yet. A lead moves from the Outbox to the Inbox as soon as they reply.

Email sending, limits, and delays

Signalist sends email from your own mailbox. How much goes out, and when, depends on three things: the mailbox's daily limit, the campaign's sending window, and the delay you set on each campaign step.