Move from HeyReach

Move a running HeyReach campaign to B2B Signals, with every person in their place, without anyone getting a message twice.

Use this when you want a campaign that runs in HeyReach to run in B2B Signals instead. People keep their step and their sender. The campaign arrives paused, and you resume it when you’ve checked it.

The move is built so the campaign never runs in both places at once. HeyReach is paused only after everyone is safely here, and the campaign here can’t start until HeyReach is paused.

Before you start

You need	Why
To be the workspace owner or an admin	Only they can move a campaign
HeyReach connected	We read the campaign with your HeyReach key. See HeyReach
The same LinkedIn accounts connected here	Each person keeps their sender. See Connect LinkedIn
A campaign that is running or paused in HeyReach	Finished, draft, canceled or failed campaigns can’t move

You do the move in the app, signed in. It can’t be done with an API key.

Move a campaign

1. Start from Campaigns

   Open Campaigns and press New campaign. At the bottom of the dialog, press Move a running campaign from HeyReach.

   If HeyReach isn’t connected, you see “HeyReach isn’t connected”. Press Connect HeyReach, connect it, then come back.

2. Pick the campaign

   Under Which campaign?, pick it from your HeyReach campaigns. Each shows its status and number of people. Then press Check what would happen.

   You can pick only a campaign that is Running or Paused, and that hasn’t moved before. To use another HeyReach account, press Switch account.

   

   Step 1 of 2: pick a HeyReach campaign, then press Check what would happen. A campaign that already moved is marked Already moved.

3. Read the trial run

   Here’s what would happen is a trial run. Nothing has moved yet, and nothing changes in HeyReach. Read each line, see What the trial run tells you.

4. Match the senders

   If you see Who sends from here?, pick the matching account for each HeyReach sender under Choose the same person here. When every sender matched on its own, you see Senders match.

5. Confirm people we can't place

   If some people are mid-sequence and we can’t tell their step, tick “They stay in HeyReach. Until you confirm this, we won’t pause the HeyReach campaign.”

6. Move it

   Press Move it, paused. When it’s done, you see ““Name” moved”, with how many people kept their place.

7. Check, then resume

   Press See steps to check the steps, or Open the campaign. Check the senders and the leave-out rules, then resume the campaign.

Move it, paused stays greyed out when the trial run shows “It can’t move yet.”, when the campaign is already here, or when people we can’t place are not confirmed yet.

What the trial run tells you

Line	What it means
N people continue where they are, same step and same sender	They come here and carry on from their current step
N already replied	Their threads come to Inbox. They get nothing more from this campaign
N finished	Kept for your results. They get nothing more
N are on Do not contact	Left out
N have no identifiable person	Left out
N are already in another campaign here	Not added twice
N steps copied as they are	Your wording stays yours. We don’t rewrite it

Steps we can copy are View profile, Like a post, Follow, Invite, Message and InMail. An InMail’s subject line doesn’t come across. These HeyReach steps can’t be copied, and the trial run lists them: email lookup, the open profile check, and sending to Instantly, Smartlead or EmailBison.

Why a campaign can’t move yet

If you see “It can’t move yet.”, the reason is listed:

Reason	What to do
”The campaign has no LinkedIn steps that can be moved.”	Nothing in it can run here. Keep it in HeyReach
The campaign’s lead list could not be read, or is unknown	Try again later. People who haven’t started yet would be missing
”Connect or map the LinkedIn sender account(s): …”	Connect those accounts here, or pick a match under Choose the same person here
”A campaign in status X cannot be moved.”	Only running or paused campaigns move
”This campaign was already moved.”	It’s here already. Open it from Campaigns

Warnings to read before you resume

The trial run can also list warnings. Read them before you resume:

• Leave-out rules aren’t copied. HeyReach rules that skip people in other campaigns, with existing conversations or on blacklists don’t come across. Set the leave-out rules on the new campaign before you resume it.
• A sender isn’t connected here right now. People of that sender can’t continue until you reconnect it.
• A sender isn’t matched to an account here. That sender is skipped for people who haven’t started yet.
• The HeyReach inbox couldn’t be read. People already messaged mid-sequence stay in HeyReach.
• A variable has no value for some people. Their message would go out without it. Check the drafts in Approvals.
• A step is not moved. The step and the reason are named.
• People already in your workspace but not in your People list yet. “They were left out of this move (counted under ‘already in another campaign’) and will not be messaged from here.”

What you get

• A new campaign named “Name (from HeyReach)”, paused.
• Every message waits for your OK in Approvals before it goes. You can change this in the campaign’s settings later.
• No new people join it on their own. Only the people who moved are in it.
• Custom variables from the HeyReach lead list come with each person.
• People who were already in your workspace keep their details. Values from HeyReach are added, never written over.
• The HeyReach campaign is paused.

If HeyReach is still running

If HeyReach couldn’t be paused, you see “It’s paused here, but HeyReach still shows it as running. Pause it there too so nobody gets a message twice.”

Pause the campaign in HeyReach yourself before you resume the one here. Otherwise the same people can get messages from both.

If the move stops part way

If something goes wrong, you see “The move didn’t finish. Nothing was lost: you can try again.” Press Move it, paused again in the same window. The move carries on where it stopped. Nobody is added twice.

If some people couldn’t be saved, HeyReach is left running so nobody is dropped. Run the move again.

You can also run it again later, after you closed the window:

1. Open Move from HeyReach

   Go to Campaigns, press New campaign and choose Move from HeyReach.

2. Pick the same campaign

   It shows ” · Move not finished, move it again” after its name. Pick it and press Check what would happen.

3. Read the banner

   You see An earlier move didn’t finish. with “Moving again picks it up where it stopped: nobody is added twice. The campaign here stays paused until HeyReach is paused. HeyReach may have messaged some people since the first try, so check their next step before you resume.”

4. Move it again

   Press Move it, paused.

Until the move is done, the campaign here refuses to start. If you try, you see: “This campaign was moved from HeyReach but the move is not finished: HeyReach may still be running or some people are not imported yet. Finish the move first (in New campaign, choose Move from HeyReach, pick the original campaign and move it again), then activate.”

If another move of the same campaign is already running, you see “This HeyReach campaign is being moved right now. Wait for it to finish, then check the result.”

If HeyReach is busy, wait a minute and try again.

Does the trial run change anything?

No. Check what would happen writes nothing, here or in HeyReach.

Does anything send when the move is done?

No. The campaign arrives paused, and every message waits for your OK in Approvals.

Can I move the same campaign twice?

Not once it’s done. A finished move shows Already moved in the list and can’t be picked again. A move that didn’t finish shows Move not finished, move it again, and you can run it again. See If the move stops part way.

What happens to people who replied in HeyReach?

Their threads come to Inbox. They get nothing more from the moved campaign.

HeyReach

Connect HeyReach and send people to it.

Approvals

Approve the first messages after the move.

Senders and limits

Check your senders before you resume.

Connect LinkedIn

Connect the accounts that send.