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Campaign Management

C
Written by CS Team
Updated over 2 weeks ago

Campaign Overview

This section contains Campaign Name, Campaign Type, Campaign Status and Status Controls, and Campaign Progress.

Understanding Campaign Progress

Green Progress – Connection Requests

The green progress bar shows the percentage of connection invites sent out of the total contacts in your campaign.

  • This includes all invites that were attempted, whether they were successfully delivered or not.

  • The bar updates automatically each time an invite is sent.

Blue Progress – Messages

The blue progress bar shows the percentage of messages sent out of all planned messages for your campaign.

  • This includes both regular follow-up messages and Open InMails that have been sent or attempted.

  • Contacts that have been muted or whose invitations were withdrawn are excluded from this count.

  • The bar updates as soon as each message is sent.

Progress Colours

The colour of each progress bar changes to help you quickly understand how close your campaign is to completion:

  • Green/Blue: Normal progress (below 80%)

  • Yellow: Almost finished (above 80% but below 100%)

  • Red: Completed (100%)

When the progress reaches 100%, it means all invites or messages for that campaign have been sent.

Campaign Alerts

Campaigns that are close to finishing or have no remaining activity will appear in the Campaign Alerts section on your home page.



You’ll see a campaign listed there if:

  • The progress of invites or messages is above 80% (the alert will show “Almost finished”).

  • There are no more contacts left to send connection requests to.

  • There are no more messages left to send.

  • There’s no remaining activity, meaning all contacts or messages have been actioned.


Navigation Menu

Here, you will find your campaign members, statistics of that specific campaign, campaign settings, message sequence, schedule, and integrations.

Campaign Members

Here, you will find all the members in the campaign and their status.

TIP: double click on the contact to see the activity of that specific contact, and some other actions that can be done directly from there.

In the campaign members section, you will find the Search & Filter, and Actions button for your campaign data.

Search & Filter button will display filters so that you have a better view and you are able to search contacts with a specific status.

Actions button will show a list of actions that can be done to the selected contacts. Those actions are mute, unmute, remove from campaign, Re-invite and Withdraw invitation. Also, the general actions at the top that you can apply to the campaign: Reload Grid, Import Emails by .CSV, and Export All Contacts.


You can also change the number of contacts to view per page. You can view them by 10, 20, 50 and 100 contacts per page. Find this option at the bottom of the screen.

Statistic

Find insights like: total members, invites sent, the amount of connected contacts and more.

NOTE: information in this section may vary depending on the selected campaign.

You can also view the information in a graph.

  1. This option will display all information from the last week, last 14 days and last 30 days.

  2. This option will display information from a date range. You will be able to select a from date and a to date.

  3. This button will reload the graph.

  4. This button will download a CSV file of the statistics from the selected range.

Campaign settings

Here, you will be able to change the campaign name, campaign type and description.

Message Sequence

Here, you can configure how many connection requests you would like the campaign to send, and configure the follow ups as well. We recommend to always stay within the limits.

This section changes depending on the campaign type. In this example, we are using a New Connections campaign.

You can add as many follow ups you wish. To add a new follow up simply click on Add New Follow-Up Message

NOTE: hyperlinks are not allowed in follow-up messages.

Schedule

You can set the campaign to run on a certain schedule. The time set here depends on the timezone that you have selected for the account. If you select EST, and you set the campaign to start at 10:00 AM, the campaign will start at 10:00 AM EST.

You can also set the campaign to run on certain days, or set the campaign to work on a certain hour interval. Keep in mind the campaign runs every three hours by default, and cannot run less often than that.

Integrations

Here you will be able to add webhooks to your campaign. You can use Zapier or other webhooks. To understand how to create a webhook using Zapier, click here.

NOTE: you will be able to add the created webhooks. That means that you need to create the webhook first, and then the webhook will show in the integrations section of the campaign.

You can also Jump to another campaign by going into the upper right corner, and select the desired campaign.

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