A campaign lets you send messages at scale to a list of contacts via WhatsApp, LinkedIn or other channels.
Available on: all plans.
Who can do it: any user with permission to view campaigns.
What you need before you start
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At least one connected LinkedIn account
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A contact list with the LinkedIn column filled in
Step 1 – Start creating the campaign
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In the side menu, click Campaigns
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Click New Campaign
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Fill in the Campaign name field (up to 100 characters). E.g. “Enterprise Prospecting Q1”
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Select the Campaign type – choose LinkedIn for your campaign
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Click Next
Step 2 – Define the audience
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For the activation type, select Manual (for your first campaign, start with manual activation)
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For the audience source, select List
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Choose the contact list to use as the audience
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In the side panel, check the audience preview showing the number of eligible and ineligible contacts per channel
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Optionally, turn on Ignore business hours if you want to send outside the default hours (8 a.m. to 6 p.m., Monday to Friday)
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Click Next
Step 3 – Set up the message sequence
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Click Add step to create the first step of the campaign
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For each step, set up:
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Message – type the text to send. To personalize the message, use variables by typing
var_and selecting the option you want from the list. -
Interval – set the wait time between this step and the next one (if there's more than one step)
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Who will receive the contacts' replies:
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AI agent – replies are handled by the Smart Funnel set up on the channel
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Human agent – replies go straight to the team's inbox
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Use the preview in the side panel to see how the message will look with a contact's real data. Move between contacts using the Previous and Next arrows
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If you want, add more steps by repeating the process
Step 4 – Launch the campaign
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On the summary screen, review all settings: name, channel, audience, steps and variable mapping
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Click Launch campaign
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Confirm in the dialog that appears
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The campaign status changes to Active and sends start being processed