The steps
Creating a campaign takes you through these stages:
Campaign Name
Select Audience
Create Sequence
Add your accounts (LinkedIn, and email if you're using email steps)
Verify & Launch
Step 1: Campaign Name
Go to Linkedin + Email Outreach → Campaigns and start a new campaign. Give it a descriptive name — including the segment and month makes campaigns easy to find later.
Step 2: Select Audience
Add the leads you want to target. You can pull them from a saved list, from Lead Explorer, or by uploading them.
Leads need a LinkedIn profile URL. Anyone without one can't be actioned and will be filtered out.
Step 3: Create Sequence
Build your sequence on the visual canvas. Click Add Step to add an action, and Add Conditions to branch the sequence.
Available actions
Action | What it does |
Send LinkedIn Connection Request | Sends an invite, with an optional note up to 300 characters |
Send LinkedIn Message | Messages a lead you're connected with |
View LinkedIn Profile | Visits the prospect's profile |
Like LinkedIn Post | Likes their most recent post |
Comment on LinkedIn Post | Comments on their most recent post |
Endorse Skill | Endorses a skill on their profile |
Send Email | Sends an email within the same sequence |
Delays are set on each step — choose how many days or hours to wait after the previous action, rather than adding a separate delay step.
Conditions let the sequence branch based on what happened:
If Connected — continue only if your invite was accepted
If Email Opened — branch on email engagement
If Email Clicked — branch on a link click
The most common structure uses If Connected after a connection request, so only people who accepted receive your follow-up message.
AI Personalization can be enabled per step — see How to Use AI Message Writing.
Step 4: Add your accounts
After building your sequence, choose the accounts the campaign will run from:
Select LinkedIn Accounts (required) — pick one or more connected LinkedIn accounts to run the campaign from. Selecting more than one spreads the activity across them, which helps you stay within each account's safe daily limits.
Select Email Accounts (optional) — only needed if your sequence includes a Send Email action. Choose the email account(s) those emails should send from. You can skip this if your sequence is LinkedIn-only.
If a LinkedIn or email account you want isn't listed, connect it first from the Accounts page (LinkedIn) or Email Accounts page, then come back to the campaign.
Step 5: Verify & Launch
Review your audience, sequence, and selected accounts, then click Launch Campaign.
A recommended structure
Step | Action | Delay |
1 | View LinkedIn Profile | — |
2 | Like LinkedIn Post | 1 day |
3 | Send LinkedIn Connection Request (with note) | 1 day |
— | If Connected | — |
4 | Send LinkedIn Message | 2 days |
5 | Send LinkedIn Message (follow-up) | 4 days |
Warming up with a profile view and a like before the invite consistently improves acceptance rates.