Skip to main content

New Connections with Emails campaign Type

C
Written by CS Team
Updated this week

Overview

This campaign will allow you to send emails along with LinkedIn connection invite and follow ups.

Please note that emails can be sent after an invite is sent, regardless of whether the connection is accepted or not. However, LinkedIn follow ups can only be sent once the connection is accepted.

How to create a campaign?

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

  2. Select the New Connections LinkedIn and Emails and click Next

  3. Name your campaign and click Next

  4. Select one or multiple engagement methods: visit profile, post like, and skill endorsement

    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.

  5. A LinkedIn connection invite is required before emails can be sent. You can send an invite with or without a message


    NOTE: Basic LinkedIn licenses can send up to 20 personalised connection messages a month. To avoid issues, send empty connection messages or upgrade to Sales Navigator.

  6. Toggle the follow-up button and you will be prompted to select the count next actions from. There are 2 options:

    1. Connection Request: follow up actions are counted when the invite has been sent.

    2. Connection date: follow up actions are counted when the invite has been accepted.


      NOTE: Check out recommended workflows here.


      NOTE: This option ​cannot be changed once the campaign is created.

  7. Select if you would like a LinkedIn follow up or an email follow up.


  8. If you select Add Email Message, please select an action in case the contact's email doesn't exist:

    Send Follow-up: if email does not exist, send a normal LinkedIn follow-up.

    Skip to the next step: if email does not exist, skip to the next step of your choice ​

    NOTE: if all the follow-ups are emails, the campaign will skip them all.

    Mute: if email does not exist, the contact will be muted automatically and no further action taken


  9. Once the action is set, you can begin configuring the message.


  10. To configure the message: enter the template name (not visible for contacts), subject line and message body. If you have already created a template, click templates and add the desired template.

  11. Then set the amount of days so the message can be sent after the invite or connection date ​depending on the flow you chose earlier.

  12. Select the next action. You can mix them up, it doesn't need to follow an order.


  13. Once you finish your message sequence setup, click on next.

  14. Here, you will be able to configure how many emails and how many follow-ups to be sent per day

  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.

  16. Set the campaign schedule to the days and times you want this campaign to run (timezone follows your LinkedIn settings). After setting the schedule, click next.


  17. Review the setup and click create.

  18. Now, it's time to add some contacts. Please check this article to know more

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@salesflow.io

You might be interested in

Did this answer your question?