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How do I set up my campaign sequence?

Written by Amir Maoz

Before you start, you should already have your campaign type, name, and ICP defined.

Step 1: Build your sequence

Sequences are free-form; you can add steps in any order you want. The connection request is no longer pinned to the top; it's a step you place and reorder like any other.

You can warm up a prospect with real engagement before sending the connection request by adding views, follows, likes, or endorsements first. This creates visibility and familiarity before the ask.

Click + Add step to add steps to your sequence. Available step types:

  • Profile actions: engage with the prospect's profile before or after the connection request.

  • Send connection request: Tailored (trigger-based) or Custom (same message for all)

  • Follow-up message: sent after connection is accepted. Set a delay between steps.

  • Send invite to event: paste an event URL and send it as an event invitation instead of a regular message.

  • Send email: follow up by email once the connection request is accepted (or right away as a follow-up in Existing Network campaigns, which don't require a connection-request step). Sent through an email tool (Gmail or Outlook) connected in the agent's Tools tab, to the prospect's enriched work email. See Sending Emails in Your Sequence for the full details.

Note: Follow-up message and Send invite to event are disabled until a Send connection request step is already in your sequence. Send email follows the same rule in cold campaigns — but in Existing Network campaigns it can be added directly, like a follow-up message.

When you select Profile actions, you can toggle on the actions you want to include:

  • View LinkedIn profile — Required. Every other profile action needs a profile view first.

  • Follow LinkedIn profile

  • Like last three posts

  • Endorse top five skills

Step 2: Finalize and create: Review your sequence, then click Create Campaign in the bottom-right corner.

Step 3: Activate: Click Save and toggle the campaign on to start receiving prospect suggestions.

Want to reuse a winning sequence? Click Copy from to pull the sequence from any active campaign.

Select the profile and campaign from which you want to copy the Sequence, and press Confirm.

Messaging A/B Testing: Run two campaigns with different copy strategies to determine which drives higher engagement. Change just one variable at a time — tone, CTA, or message length — and compare results. Use Copy From to duplicate your sequence, then tweak only what you want to test.

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