Articles on: Campaign Management

Creating and Managing Campaigns

Creating and managing campaigns effectively is key to a successful LinkedIn outreach strategy. This guide will walk you through the step-by-step process of setting up, launching, and managing your campaigns to maximize engagement with your prospects.

1. Setting Up a Campaign

Step 1: Access the Campaign Dashboard

Once logged into your account, navigate to the Campaigns section from the main dashboard. Here, you’ll find options to create new campaigns, manage existing ones, and view performance metrics.

Step 2: Click "Create Campaign"

To start a new campaign, click the "Create Campaign" button located at the top right corner of the page. You’ll be prompted to select one of the template or check more.

Step 3: Select Campaign Template You Want

Choose between the following outreach methods:

LinkedIn: For automated LinkedIn connection requests, follow-ups, and messages.
Email: For email outreach campaigns, particularly effective in combination with LinkedIn.
Multi-channel (LinkedIn + Email): Combine both methods to ensure a higher engagement rate.

**Note**: if you click on "Check more templates", you will see a popup with all templates that you can filter, and for each one there is a "preview" button. that shows the elements of the template and how it works.

Step 4: Define Campaign Goals

Set clear objectives for your campaign, such as increasing lead generation, securing meetings, or promoting a product. Having defined goals will guide your messaging and follow-up sequences.

2. Select prospects for your campaign

Step 1: Select a list

Step 2: Select all prospects from one list or few prospects.

3. Personalizing Campaign Messages

Step 1: Customize Outreach Messages

To increase the chances of engagement, craft personalized messages using the message editor. You can include:

Variables like first name, last name, and company name.

Step 2: Create Message Templates

Save frequently-used messages as templates. This will save time when setting up future campaigns, and you can still edit them for personalization when needed.

Step 3: Sequence Your Messages

Create a sequence of messages with delays between each step:

Message 1: Initial connection request or outreach.
Message 2: Follow-up after a set number of days if no response.
Message 3: A final message if they haven’t responded.


4. Managing Live Campaigns

Step 1: Pause and Resume Campaigns

If needed, you can pause an active campaign at any time. This might be useful if you need to tweak messaging or pause outreach during holidays or weekends. You can resume the campaign whenever you’re ready.





Step 2: Monitor Campaign Progress

Once your campaign is live, monitor its progress in the Campaign Dashboard. You’ll be able to see key metrics such as:

Connection acceptance rate
Message open rate
Reply rate
Overall engagement rate

Step 3: Track Responses and Engage

When a prospect responds to your outreach, you’ll receive a notification. From the dashboard, you can track replies and manually engage with those who show interest. You can also stop further automated follow-ups for these prospects.


Some of the templates:

Invitation + (1) Message



Follow + Invitation



Invitation + Message + Email



Email Finder



Invitation + Message + CRM

Updated on: 14/09/2024

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