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How To Create and Manage a Smart Sequence Campaign
How To Create and Manage a Smart Sequence Campaign

Create a new campaign, campaign setup, Master Multi-Channel Outreach With Smart Sequences

Camden B avatar
Written by Camden B
Updated this week

You can use a ‘Smart Sequence’ campaign to build multi-step LinkedIn and email outreach without limits. These campaigns can help you meet a variety of business and personal goals, including: finding leads, marketing events, recruiting talent, and promoting your services.

If you want to automate messages or actions within LinkedIn, a We-Connect smart sequence is the place to begin. Using our outreach campaign, you can automate a number of actions on LinkedIn – everything from profile views and endorsements to connection requests and follow-up messages.

Our outreach campaigns provide users with the ability to meet all kinds of business goals. Our customers have used We-Connect to start and nurture conversations with leads, increase registrations for events, recruit talent, build relationships with sponsors or donors, and expand their overall network.

What can you automate with a smart sequence campaign?

A We-Connect smart sequence allows you to automate:

Here’s how you can set up a smart sequence in We-Connect:

Like any campaign type, you’ll launch a smart sequence from the campaign manager.

Step 1: Add a new campaign from the ‘Campaign’ tab.

You can build and manage LinkedIn or email campaigns from the ‘Campaigns’ tab on the left side of the menu bar. Click ”Add new” in the top right corner of the page to start building your next campaign.

Step 2: Name your campaign and select the ‘Smart Sequences.’

There are three types of campaigns, smart sequences, follow company, and invite for an event. If you want to build a multi-step campaign with specific LinkedIn and email actions, choose ‘Smart Sequences’.

Step 3: Add a lead source

No matter the type of campaign, you’ll need to add a lead source. There are a number of lead sources you can choose from, including:

  1. Search: Import contacts from a LinkedIn search URL, LinkedIn group URL, LinkedIn event URL, or LinkedIn post URL (this can also be a Sales Navigator or Recruiter URL).

  2. Saved Lists: The ‘saved list'' tab allows you to use any of your previously saved lists.

  3. Paste Profile URL: You can paste a single or multiple LinkedIn profile URLs.

  4. CSV Import: Upload a CSV file containing contact information such as: first name, last name, company name, LinkedIn profile URL, and email address.

If you’re planning to run a multi-channel campaign, you can add a mailbox below your lead source. This option is only available for users on our Professional plan (LinkedIn and email automation).

When you’re done setting up your campaign details, click ‘Continue’ in the bottom right corner of your screen.

Step 4: Build your campaign sequence.

The ‘Sequence’ tab of the campaign manager is where you put together the steps of your campaign.

There are a number of actions you use in your campaign prior to connecting with a contact:

  1. Follow: Follow a contact on LinkedIn.

  2. Invite to Connect: Send a connection request to a contact.

  3. Like a Post: Like the most recent post from a contact.

  4. Visit Profile: Visit a contact’s profile.

  5. Unfollow: Unfollow a contact on LinkedIn.

  6. Send an InMail: Send an InMail to any users with an open profile.

  7. Disconnect: Remove your connection with a contact (only works on lists of 1st-degree contacts).

  8. Send Email: Customize an email to a contact with or without an unsubscribe link.

Whether the contact accepts, declines, or ignores your connection request changes the actions that are available in your sequence

If they accept, you can:

  1. Endorse: Endorse the skill of a contact.

  2. Follow-up Message: Send a follow-up message, attachment, voice message, or GIF without character limits.

If they do not accept, you can:

  1. Do Nothing: Perform no action.

  2. Withdraw Invite: Withdraw your invitation after a set number of days.

  3. Like a Post: Like the most recent post from a contact.

  4. Visit Profile: Visit a contact’s profile.

  5. Send Email: Customize an email to a contact with or without an unsubscribe link.

  6. Unfollow: Unfollow a contact on LinkedIn.

Don’t forget to set your preferred time between actions. After sending a connection request, you can choose to change that time frame from days to hours (for example, sending a follow-up message one hour after your invitation is accepted).

Step 5: Fine-tune your campaign details

  • Action Limits: Your ‘Action Limit’ is the number of actions We-Connect will take on your behalf each day. For more details on LinkedIn limits, check out our recommendations.

  • Advanced Filters: Adjust who you’re targeting with more filtering options.

  • Send If Only The Job Title Matches: Toggle on to target only users with the job titles of your choosing.

  • Campaign Schedule: Set the date and time you want your campaign to run.

  • Randomize Actions: Allow We-Connect to randomize your daily action limit to mimic human behavior.

Step 6: Launch or schedule your campaign

Once you review your sequence and campaign details, choose to launch or schedule your campaign for a later date.

If you have any additional questions, don’t hesitate to contact our support team by clicking on the chat button on the right-hand corner of your screen.

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