Overview

This campaign will allow you to send emails to the contacts who have an email available on LinkedIn. If they don't have an email available, you will have some options to take action over that.

Please note that the email follow-ups and LinkedIn follow-ups will be sent once the contact has accepted the invite or once the invite is sent.

How to create a campaign?

1. Head over to the campaigns tab, and click Add New Campaign

2. You will see five options, click on New Connections LinkedIn and Emails and click Next
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3. Name your campaign and click Next

4. The next step would be deciding if you would like the campaign to drop a like in one of the contact's posts, visit the profile, or endorse your skills. You can select as a first step or prior to each step.
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   ​As a first step: this means the action will be the very first step the campaign will take. This means, that it will visit the profile, then like the latest post and then skill endorsement.
   ​Prior to each step: this means the campaign will visit the profile, like the latest post, then proceed to send the invite. After that, it will visit the profile again, like the latest post and send a follow-up, and so on with each subsequent action from the campaign.
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5. You will need to send a LinkedIn connection request in order to send an email. You can send empty connection request messages, or send them with a connection message.

   
   ​NOTE: Currently LinkedIn has limited the amount of personalised connection messages for Basic Licenses to up to 20 personalised connection messages a month. A solution for this is to send empty connection messages or upgrade to Sales Navigator.
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6. Toggle the follow-up button and you will be prompted to select the count next actions from option. You will have two options:

   1. Connection Request: the campaign will start counting the days to send the next follow-up when the invite has been sent.

   2. Connection date: the campaign will start counting the days to send the next follow-up when the contact has accepted the invite.
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      ​NOTE: Make sure the selection is the appropriate one, since this selection can't be changed.
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7. Select if you would like a LinkedIn follow up or an email follow up.
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8. If you select Add Email Message, please select an action in case the contact's email doesn't exist:
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   ​Send Follow-up: will send a normal LinkedIn follow-up in case the email doesn't exist.
   ​Skip to the next step: will skip the current email follow-up and move on to the next step. This means that if you configure an email follow-up, and then configure a LinkedIn follow-up, if the email doesn't exist, it will skip directly to the Linkedin follow up.
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   ​NOTE: if all the follow-ups are emails, the campaign will skip them all.

   
   ​Mute: it will mute the contact automatically, meaning, it will be taken out from the sequence and won't receive any type of follow-ups if it gets connected.
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9. Once you set the action if email doesn't exist, you will be prompted to configure the message.

   

   
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10. Once there, name the template, and enter an email subject. If you have already created a template, click templates and add the desired template.
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11. After that, set the amount of days so the message can be sent after the set connection days.
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    This means that if you set the number to 0, the message will be sent as soon as the contact gets connected. If you set it to 2, the message will be sent two days after connection date.
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12. If you would like to add a new email follow-up click the Add Email Message option. If you would like to add a LinkedIn follow-up, click that option. You can mix them up, it doesn't need to follow an order.

    

    
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13. Once you finish your message sequence setup, click on next.
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14. Here, you will be able to configure how many emails and how many follow-ups to be sent per day
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15. In the email settings section, make sure the Maximum Emails per Campaign run is not greater than the daily sending limit. The limit of emails per day is 100.
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16. Set the campaign schedule. This time is in the timezone selected, this means that if you selected Eastern Timezone, this schedule is Eastern Timezone, Always make sure the settings are aligned with each other.
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    Meaning, if you set a maximum of 100 emails, and set a maximum per day of 20. This means the campaign only needs to run for 5 days.
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    After setting the schedule, click next
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17. Review the setup, make sure everything is set up as intended. Click create.
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18. Now, it's time to add some contacts. Please check this article that shows exactly how to add contacts to a campaign.

NOTE: if the message sequence has several emails in it, and those emails have the same subject, they will be sent as part of one thread. This means that after sending the first follow-up email, instead of sending a separate email, you will follow up with the original email thread.

We hope you found this article helpful. If you have any questions please reach out to our support team via the support chat or at support@dotsimple.io