The LinkedIn Lead Engine is We-Connect's visual workflow builder. Unlike the Legacy Smart Sequence, which follows a fixed series of steps, the Lead Engine lets you build dynamic, branching workflows that respond to how each contact behaves so the right message reaches the right person at the right time.
This article walks you through creating and configuring a new campaign from start to finish.
Step 1: Create a new campaign
From the Campaign Manager, click + Create a new campaign in the top-right corner.
A modal will appear asking you to select a campaign type. Select The new LinkedIn Lead Engine and click Continue.
Note: If you are not yet on the beta access list, the LinkedIn Lead Engine will appear as Coming Soon. Join the waitlist to be notified when access is available for your account.
Step 2: Select a campaign template
You will be prompted to choose how you want to build your campaign. Three options are available:
Create from scratch: Build a fully custom campaign workflow from the ground up with complete control over triggers, actions, and conditions.
Warm outbound prospecting (Coming soon): Warms up cold prospects with engagement before connecting, then nurtures them with follow-ups until they reply. Best for: Sales teams, SDRs, Founders. Channels: LinkedIn + Email.
Post Engagement Prospecting (Coming soon): Finds prospects engaging with competitor or industry-relevant LinkedIn posts, scores them for fit, and routes outreach accordingly. Best for: Sales teams, SDRs, Agencies, Founders. Channels: LinkedIn + Email.
Select Create from scratch and click Continue to open the workflow canvas.
Step 3: Configure campaign settings
The workflow canvas will open with a Start campaign setup node at the center. Click on this node to open the settings panel on the right. There are three tabs to complete: Audience, AI & Business Snapshot, and Settings.
Audience
The Audience tab defines where your contacts will come from. The fields displayed will change depending on the source you select.
Click Select source and choose one of the following options:
Source from LinkedIn
Select this to import contacts directly from LinkedIn. You will then be prompted to select a LinkedIn source type:
LinkedIn post: Enter a list name, paste up to 3 LinkedIn post URLs, select who to include (Reacted, Commented, Reposted), and toggle Auto re-sync if you want the list to update automatically as new people engage with the post.
LinkedIn group: Enter a list name and paste the LinkedIn group URL.
LinkedIn event: Enter a list name and paste the LinkedIn event URL.
LinkedIn newsletter: Enter a list name and paste the LinkedIn newsletter URL.
LinkedIn search: Enter a list name and paste a search URL from Sales Navigator, Recruiter, or LinkedIn.
Profile visitors: Enter a list name and select the source profile whose visitors you want to target. Available for premium LinkedIn accounts only (personal and company profiles).
Import CSV
Enter a list name and upload your CSV file (max 25MB). Your CSV should include email and/or LinkedIn URL depending on the actions in your campaign. If your workflow includes both LinkedIn and email steps, it needs both. Download the sample CSV for the correct format.
Saved Lists
Select an existing contact list that has already been imported into We-Connect.
Note: Source from external integration, ICP search, and Push via API or Webhook are coming soon.
Once your source is configured, click Save.
AI & Business Snapshot
This tab connects your company context to the campaign so AI-powered features can personalize messages and make decisions on your behalf.
AI provider
Select We-Connect AI (Auto-Optimized) which automatically routes each task to the best-fit AI model. External AI Vendor support is coming soon.
Business snapshot
Click the Business snapshot area to open the Select Business Context modal. Here you can select an existing snapshot or click + Add Business snapshot to create a new one.
To create a new snapshot, fill in the following fields:
Business name: Your company name.
What is the main product or service your company offers? Describe your product or service so the AI can generate relevant content.
Upload files: Optionally upload supporting documents (PDF only, max 10MB).
What is your goal? Describe the outcome you want from this campaign, e.g. booking a meeting or demo.
Product or Service link: Add a link to your product or website.
Who is your target audience or customer base? Select from B2B, B2C, Startups, Enterprises, Freelancers, or Others.
What problem does your product or service solve? Select from Automating processes, Improving sales & conversions, Enhancing customer engagement, Reducing costs, Increasing productivity, or Others.
AI Language: Select the language for AI-generated content. Defaults to English.
Tone of voice: Select from Professional, Friendly, Optimistic, Casual, or Informative.
Click Save to save the snapshot, then click Select Business to apply it to the campaign. Once selected, the snapshot will appear in the tab and you can click Change Business to swap it at any time.
Tip: A well-written snapshot significantly improves the quality of AI-generated messages and routing decisions. Take a few minutes to fill it in accurately before launching your campaign.
Click Save to confirm your selection.
Settings
The Settings tab is divided into four sections. Click each section to expand it.
General Settings
Timezone: Select the timezone that campaign actions will run in.
Weekly Schedule: Toggle each day on or off and set the start and end time for each active day. Click Set to all on any day to apply that day's time window to all other active days.
Advanced Settings
Exclude contacts if found in another campaign: Prevents the same contact from being enrolled in multiple campaigns simultaneously.
Exclude contacts if found in other LinkedIn accounts within the team: Prevents contacts already being reached by a teammate from entering this campaign.
LinkedIn Settings
LinkedIn account: Displays the LinkedIn account connected to this campaign.
Daily action limit: Set the maximum number of LinkedIn actions the campaign can take per day.
Randomize daily actions: When enabled, varies the timing of actions throughout the day to mimic natural activity. Recommended for most campaigns.
Advanced Settings
Exclude contacts without profile picture: Skips contacts with no profile photo.
Exclude contacts with less than 500 connections: Filters out contacts who may have lower LinkedIn activity.
Send invites without a custom message if LinkedIn limits are reached: Falls back to a blank connection request if your custom message limit is hit.
Auto Reply Settings
Select how incoming replies are handled:
Manual: No AI involvement. You review and reply to all incoming messages yourself.
Co-pilot: AI drafts replies for your review with one-click sending.
Fully Autonomous: AI sends replies automatically without requiring approval. When selected, an additional No-response follow-ups option becomes available. When enabled, the AI automatically sends follow-up messages to contacts who have not replied. Set the Max follow-ups and the Time delay between each attempt. Delays are calculated from the last message sent.
Note: You can switch between modes at any time, even after the campaign is published. Changes take effect immediately.
Email Settings
Only required if your workflow includes email steps.
Select mailbox: Choose the mailbox to send emails from. Click Add new + to connect a new one.
Daily email limit: Set the maximum number of emails the campaign can send per day.
Tracking: Enable Link tracking to track clicks, and Open tracking to track email opens.
Click Save to confirm all settings.
Step 4: Build your workflow
With settings configured, click the + button below the Start campaign setup node to open the actions panel. You can also use the Search actions bar at the top to find a specific node quickly. Nodes are organized into four categories:
Orchestration: Controls the flow of your workflow.
Conditions: Branch the workflow based on contact data or behavior. Supports LinkedIn conditions (If connected, If Open profile, If visited your profile, If replied to LinkedIn message, If replied to InMail, If InMail credit remaining) and Email conditions (If email exists, If email opened, If replied to email).
Wait for delay: Pause the workflow for a set amount of time before the next step. Set the delay in Days, Hours, or select Immediately.
Channel actions: Send outbound communications and perform actions, organized into three groups:
LinkedIn actions: Connection request, Visit profile, Send message, Send InMail, Send premium InMail, Like post, Follow profile, Endorse skills, Remove connection, Withdraw invite, Unfollow, Invite to follow company, Withdraw company follow invite, Invite to event, Withdraw event invite.
Email actions: Send email, Follow-up email.
Other actions:
Add tag: Add one or more tags to the contact.
Send to integration: Send contact data to a connected CRM. Select from HubSpot, Pipedrive, Zoho, or Salesforce. If not yet connected, click Connect next to the relevant integration to set it up.
Move to another campaign: Move the contact to a different campaign.
Mark as lead: Mark the contact as a lead in your pipeline.
Send using Webhook: Send contact data to an external URL. Select the method (Post) and paste the destination URL.
End workflow: Stop the workflow for this contact.
Agents: AI-powered nodes that analyze contacts and route them automatically.
Sentiment analysis agent: Analyses post engagement and segments contacts by sentiment.
Profile analysis & Lead scoring agent: Scores leads based on their LinkedIn profile and fit criteria.
Competitive research agent (Coming soon): Researches the contact's company and surfaces competitive insights.
Note: The Sentiment analysis agent requires LinkedIn post as the source type to be enabled.
Enrichment (Coming soon)
Email enrichment: Find and append a verified email address for the contact.
Company data enrichment: Append firmographic data to the contact's company profile.
Step 5: Name your campaign
Click the pencil icon next to the campaign name at the top of the canvas and enter a descriptive name that makes it easy to identify in your Campaign Manager.
Step 6: Save and publish
Save: Stores your progress without launching. You can return to edit at any time.
Run test: Preview how the workflow will behave before going live.
Publish: Activates the campaign. Contacts will begin moving through the workflow according to your schedule.
Note: All required settings must be completed before you can publish. Incomplete fields will be highlighted.
