Documentation

Campaigns

Automated outreach workflows on LinkedIn.

What Is a Campaign?

A campaign is an automated series of actions that the platform runs on LinkedIn for you. Instead of manually visiting profiles, sending connection requests, and writing messages one by one, you set up a workflow once and let it run.

For example, a simple campaign might look like this: send a connection request, wait 3 days, check if they accepted, then send a follow-up message. The platform handles every step automatically.

Campaign Lifecycle

Every campaign goes through these stages:

Draft

The campaign is being set up. You are building the workflow, choosing your leads, and configuring settings. Nothing is sent to anyone yet.

Active

The campaign is running. The platform is working through your lead list, executing each step of the workflow on your behalf.

Paused

You have temporarily stopped the campaign. No actions are being taken, but your progress is saved. You can resume anytime and it will pick up where it left off.

Completed

All leads in the campaign have been fully processed. The campaign is done.

Tip: You can also reset a completed or paused campaign. This clears all progress and returns it to Draft so you can start over with the same workflow.

The Workflow Builder

Campaigns are built visually, like a flowchart. You add steps one after another to define what the platform should do.

The first step is always a Lead List — this is where you choose which group of leads the campaign will target. After that, you add actions (things to do) and the platform will execute them in order for each lead.

The builder saves your work automatically as you make changes.

Available Actions

These are the things a campaign can do on LinkedIn:

Send Connection Request

Sends a request to connect with the person. You can include a short personalized note.

Send Message

Sends a direct message to the person. They must already be a 1st-degree connection (they accepted your request).

Send InMail

Sends a message using LinkedIn's InMail feature. This works even if you're not connected, but requires a LinkedIn Premium account.

View Profile

Visits the person's LinkedIn profile. They will see that you viewed their profile, which can spark curiosity.

Like Post

Likes one of the person's recent LinkedIn posts.

Comment on Post

Leaves a comment on one of the person's LinkedIn posts. You write the comment text in advance.

Follow

Follows the person on LinkedIn so their posts appear in your feed.

Wait Steps

A wait step pauses the campaign for a set amount of time before moving to the next action. You choose the delay — it can be minutes, hours, or days.

Wait steps are important for making your outreach feel natural. For example, after sending a connection request, you might wait 3 days before checking if they accepted and sending a follow-up message.

Conditions and Branching

After certain actions, the campaign can check what happened and take different paths depending on the result. This is called branching.

For example, after sending a connection request, the campaign can check: “Did they accept?” If yes, it goes down one path (like sending a message). If no, it goes down a different path (like viewing their profile instead).

Branching happens automatically when you add certain actions. You don't need to set it up manually — the platform creates the “yes” and “no” paths for you.

Actions that support branching:

  • Send Connection Request — checks: Did they accept the connection?
  • Send Message — checks: Did they reply to the message?
  • Send InMail — checks: Did they reply to the InMail?

Scheduling

You can control when a campaign runs so it only takes actions during appropriate hours. This includes:

  • Which days of the week to run (e.g., Monday through Friday only)
  • What time window to use (e.g., 9 AM to 5 PM)
  • Which timezone to follow
  • Optional start and end dates for the campaign

Scheduling helps your outreach appear natural and avoids sending messages at odd hours in your prospects' timezone.

Templates

If you build a workflow that works well, you can save it as a template. Templates let you reuse proven workflows without rebuilding them from scratch.

When creating a new campaign, you can choose to start from a template instead of a blank workflow. The template's steps will be pre-filled, and you can adjust them as needed.

Tracking Progress

Each campaign has a Status page where you can see exactly what is happening with every lead:

  • Which step each lead is currently on
  • Whether a lead is active, completed, or encountered an error
  • Which LinkedIn account is handling each lead
  • When the next action is scheduled
  • A full history of every action taken for each lead

This gives you full visibility into your outreach so you always know what's been sent and what's coming next.