What actions can I do with the smart sequence?

🚀 Visit profile - when you visit a lead's profile they will receive a notification that you were browsing their profile

🚀 Follow profile - rather than connecting with someone automatically, you are able to follow their profile first so you can see what they are posting but have not requested to connect

🚀 Follow company - you can follow the company page of any lead in the campaign so that you can see what they are posting and maybe use this as a point of conversation

🚀 Skill endorsement - you can endorse the skills of the people who are in your network which is a nice way of popping up in their satisfaction and a nice conversation starter

🚀Connect request - as always, you can outreach leads with a connection request and a connector message

🚀CSV Connection Request - if you have the email address associated with the lead's LinkedIn account you can send a bulk invite connection request. (it's the same as this type of campaign)

🚀Follow up message - again, as always, you can set up a flow within Expandi so that when they accept your connection request you are able to set up follow up messages to be sent automatically

🚀Open InMails - if you are outreaching someone who has an 'Open Profile' you are free to send them an Open InMail.

🚀Email - you read that right! Email sequences can be added to a campaign right within Expandi - no more need for 3rd party tools and webhooks!

🚀 Like post - you are now able to set up some conditions which will allow you to automatically like the lead's most relevant/recent post

What about conditions?

Within the sequence, you are able to set conditions as well as create some of your own custom conditions. These conditions will allow you to set up boolean flows depending on the outcome i.e. if one thing has happened there will be one action, if it has not happened, there will be another action

🔥 If connected

🔥 If followed you

🔥 If visited your profile

🔥 If email was opened

🔥 If email bounced

🔥 If email was clicked

🔥 If email exists

🔥 If Open account

🔥 If post liked

You can also set up your own custom conditions based on more than one condition.

The example above would create a condition that if the lead has visited my profile but has not followed me. If the lead meets these conditions I can set up one flow and if they do not meet the conditions I can set up another flow with different actions.

So, how can I set up my own flow?

  1. Go to Campaigns

  2. Select the button Add Campaign

  3. Scroll to where you see Campaign Builder

  4. Select the button Create Campaign

  5. Set a campaign name and press next

  6. Decide whether you want to use a template or scroll to the button Create without template

  7. You can add your search into the campaign now, or you can build the campaign first. You will add the search into the people tab. To find out about how the searches work you can read this guide.

Time to build the flow

There is no right or wrong way to build a flow. You can completely customize your own outreach and make each campaign super in depth, or as basic as you like.

All you need to do is drag and drop the action or condition you wish to use. Then connect the action with a condition from the circular nodes.

In the screenshot above, you can see from the Start point, the action Visit Profile was connected. You can set up whatever time delay you like, in this case it will wait 1 day.

Then, a custom condition was connected. Within the custom condition there is 3 endpoints with different outcomes.

Outcome 1 is:
☑️ If connected

☑️ If visited profile

If the lead falls within both these conditions, the system will send a follow up message that you can set up.

Outcome 2 is:

☑️ If connected

If visited profile

If the lead falls within both these conditions, the system will endorse their skills. You can set up a list of skills you wish to endorse.

Outcome 3 is:

If connected

If visited profile

If the lead falls within both these conditions, the system will follow their profile.

You can leave the flow here or you can continue to add conditions to the new actions depending on what the lead does.

You must set time delays between steps within the campaign. For example Wait 1 day then send the connection request. But, for example, If you have a condition 'if connected', and the time delay is 5 days, but on day 2 they accept your connection request, the lead will continue through to the next step.

Then, the same as any campaign, you will need to complete the settings to set it live. In the screenshot below you can see the limits are set to 30 connection requests per day and 30 follow up messages per day.

To set it live just turn the Status button on and during the active hours of the profile the campaign will begin.

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