Builder campaign is the most advanced campaign type that we offer, combining powerful tagging automation and versatile messaging capabilities.

Therefore, before using it, we recommend getting familiar with how it works, how it has to be set up, what actions and conditions displayed in the builder campaign steps mean, and how to set up a flow/sequence that would work smoothly and give you great results.

This campaign type allows you to automate repetitive tasks, organize contacts with tags, and efficiently manage both manual and automated communication with your leads. In this article, you will find all the answers to these questions, as well as tutorial videos and screenshots with examples of possible flows.

Note: only actions and conditions that make sense (are logically possible) are available to be used after specific builder campaign steps. If an action or condition cannot be added/used, it will be greyed out, not clickable.

To learn more about how to add/remove steps in a builder campaign (before it's activated) please check the 'Editing Builder Campaign Flow' article for more information.

While you build or edit a draft campaign, you can undo or redo a change using the back and forward arrows in the toolbar on the 'Steps' canvas, or by pressing Ctrl+Z / Ctrl+Shift+Z (Cmd on Mac). Please learn more in 'Editing Builder Campaign Flow'.

As you build your campaign, Expandi checks it and flags any problems as errors and warnings. You can save your campaign as a draft at any time, even while steps are incomplete or have errors. You can only turn the campaign on once you've fixed the errors (blockers). To learn how this works, see Builder Campaign Issues: Errors and Warnings.

Keep in mind that, once the campaign is activated, you won't be able to add/remove steps or undo/redo any changes. You will only be able to adjust the time delays or the content of your messages and emails. That's why all the steps must be set correctly from the very beginning and added in the right order that makes sense.

However, if you need to make changes to an active campaign, you can always duplicate it and edit the steps in the new inactive campaign.

We also have builder campaign marketplace templates available that could be used instead of creating a flow from scratch. Please click here to see where the templates can be found.

You can also check the preview of your builder campaign message or email for each lead before you activate the campaign. Please learn more about it and how it works here.

Actions available in the builder/inbound campaigns:

The 'Signals' action allows you to automatically add people to the campaign who visited your profile, visited your company page, or engaged with a selected LinkedIn post on LinkedIn. The system adds/syncs new people to the campaign approximately every 24 hours.

Note: To use the ‘Profile visited’ or ‘Company visited’ options, you need an active LinkedIn Premium or Sales Navigator subscription. If you already have one but still see a warning saying LinkedIn Premium is required, simply click the ‘I have a premium account’ button to confirm your LinkedIn account status.

The 'Signals' action can only be used as a first campaign step, the first step after the 'Start'.

If people are being added to the campaign using the 'Signals' action, you will not be able to add additional leads to the campaign via a search, CSV file, or API, and vice versa.

If you added people to the campaign before building your builder campaign flow, then add the 'Signals' actions in your builder campaign sequence, save the steps, and try to activate the campaign, you'll receive a warning message saying "Signals and searches can't be combined."

If you click on the 'Continue with Signals' button on the warning received, the system will remove current people from the campaign and use the 'Signals' action to import new leads. If you click on the 'Cancel' button instead, no changes will be made, and you can proceed with leads assigned from a search and not use the 'Signals' action to add people to your campaign.

The same rule applies if you already have the 'Signals' action in your builder campaign, and you try to add/assign leads, a search, a CSV file, or add people via the API to the campaign. When assigning leads from the 'My contacts', 'Inbox', or the 'Search' pages, the campaign that has the 'Signals' action included won't be clickable, and you won't be able to select it from the list:

Additionally, in the 'Webhooks' tab of the campaign, a warning message will be displayed: "This campaign uses Signals. Webhooks can’t be used to import leads here; any leads added through webhooks will be blocked and won’t enter the flow."

With the 'Profile visited' Signals option, the system would add leads to the campaign who visit your profile on LinkedIn.

You can only use this option if you have a premium or Sales Navigator subscription on LinkedIn. Free LinkedIn accounts cannot use the 'Profile visited' Signals option.

The 'Profile visited' Signals option can only be used in one active builder campaign at a time. If you try to use it in another campaign, you won't be able to activate that campaign.

To use the 'Profile visited' option, add the 'Signals' action in your campaign (as a first step) and under the 'Properties' section, where it says 'Automatically add the leads to my campaign:' select the 'Profile visited' option from the drop-down list:

With the 'Company visited' option, the system will import leads who visit your company page on LinkedIn. Admin rights to the company page are required. If you're not the admin of the company, the system won't be able to check people who visit the company page and import them to the campaign.

You can only use this option if you have a premium or Sales Navigator subscription on LinkedIn. Free LinkedIn accounts cannot use the 'Company visited' Signals option.

If you have multiple builder campaigns using the ‘Company visited’ Signals option, each campaign must have a different LinkedIn company page URL. You cannot use the same LinkedIn company page URL across multiple builder campaign Signals. Each company page can only be linked to one campaign at a time.

To use the 'Company visited' option, add the 'Signals' action in your campaign (as a first step) and under the 'Properties' section, where it says 'Automatically add the leads to my campaign:' select the 'Company visited' option from the drop-down list:

Now, open your company page on LinkedIn (as the company page admin) and copy the URL. Paste the company page URL into the 'Page LinkedIn account' section:

Keep in mind that once you save the steps and activate the campaign, you won't be able to modify or change the company page URL anymore. Therefore, make sure that the correct company page URL is provided before activating the campaign.

With the 'Post engagement' signals option, the campaign will import leads who like or comment on the selected post(s) on LinkedIn. You can add/include a maximum of 3 posts.

You can use the 'Post engagement' Signals option with a free LinkedIn account. LinkedIn Premium or Sales Navigator is not required for it.

If you have multiple builder campaigns using the ‘Post engagement’ Signals option, each campaign must have a different LinkedIn post included. You cannot use the same LinkedIn posts across multiple builder campaign Signals. Each post can only be linked to one campaign at a time.

To use the 'Post engagement' option:

Add keywords (optional). The keyword filter lets you import only those leads whose comments contain the keywords you specify (e.g., Interested, Yes, More info, Tell me more, etc). Only people who leave a comment that includes one of your added keywords will be brought into the campaign. Each keyword added must be separated by a comma, or you can click 'enter' or 'space' after entering a keyword. This step is optional; you can also leave it blank, so all leads who wrote a comment (any comment) are imported to the campaign.

If you want to include multiple 'Signals' options in the same builder campaign, you can do that by clicking on the '+Add rule' button and selecting another rule (option) you wish to be included:

Each type of signals can be included only one time. Once you've already added it, the signal type becomes disabled if you want to add another one.

To remove any of the selected rules from the Signals, click on the trashcan icon next to it:

You will also notice the 'AND' / 'OR' buttons next to the second (or third) 'Signals' options added. The 'AND' button will be there by default, but if you click on it, you can see/select the 'OR' option instead.

What do both of these options do?

To ensure that more people are added to the campaign via the 'Signals', the 'OR' option is recommended.

However, if you wish to have a more focused audience, add people who checked multiple things related to your LinkedIn profile, then the 'AND' option could be used instead.

The 'Visit profile' action allows you to visit the lead's profile on LinkedIn and retrieve the most up-to-date profile information. Once the profile is visited on LinkedIn, the lead receives a notification that you viewed their profile.

This step (action) is essential if you import people to your campaign via a CSV file that was not exported from Expandi and has only names and profile links included in it (such people on Expandi appear with the connection status 'imported'). In such a case, using the 'visit profile' action in a builder campaign will make the system check the lead's current connection status with you on LinkedIn. Once that happens, and the profile is visited, the status on Expandi from 'imported' will change to the current one on LinkedIn ('searched' - for the 2nd- 3rd-degree connections, 'new contact' or 'contact' - for the 1st-degree connections).

We always recommend using the 'Visit profile' action at the beginning of your builder campaign sequence (the first step after the 'start'), so the system can visit the profile and check the most recent information on it, as well as update it and import it to Expandi. You can always check/locate the information about the lead in the 'Placeholders' section on the sidebar menu on Expandi. Please see an example of the flow below:

With the 'Follow profile' action, you can follow the lead's profile on LinkedIn.

Keep in mind that the LinkedIn profile can only be followed if you're not connected with that lead (not 1st degree connections) on LinkedIn. When you connect with people on LinkedIn, you also follow their profile automatically. Therefore, it would not make sense to use this action for the 1st-degree connections since their profiles are already followed by you.

However, you can use this action to follow your 2nd, 3rd+ degree connections to show that you're interested in their LinkedIn profile activity. After doing this and, for example, liking their post on LinkedIn (with the 'Like a post' action), you could send them a connection request, and they would most likely accept it since you were following their profile and liking their posts before. This helps to increase the connection request acceptance rate and make your profile more visible and engaging on LinkedIn. Please see an example of a flow below:

With the 'Follow company' action, you can follow the lead's company page on LinkedIn. This would allow you to see what they are posting on their LinkedIn company page and maybe use this as a point of conversation in your campaigns with the dynamic placeholders to make your outreach more personalized. Please see an example of a flow below:

The 'Invite to follow company' action allows you to select the company page on LinkedIn (by adding its URL) you'd like to send an invitation to the lead to follow.

The company page URL must include the company's name. If there's no company's name in the URL and the company's ID is displayed instead, the campaign won't be able to send the invites.

Please see the company page URL examples below:

Correct/supported URL - https://www.linkedin.com/company/expandifamily/

Incorrect/unsupported URL - https://www.linkedin.com/company/9271306/

The correct URL (with the company's name in it) can be accessed/found by opening the company's page, not as the admin of the company, but as a regular LinkedIn user or visitor.

The incorrect URL is usually accessed when opening the company's page on LinkedIn as the admin of the page. That's when you would see the company's ID displayed in the URL instead of the company's name. Such links shouldn't be used in the campaign's set-up.

Additionally, make sure that the company added doesn't have more than 5000 followers on LinkedIn.

This action is very useful if you wish to increase the number of followers of your company page on LinkedIn and make sure that the information you post on the page is visible to more people.

Keep in mind that you can only invite your 1st degree connections (contacts, new contacts) to follow your company page on LinkedIn. Please learn more about this feature and how it works here.

Below, you can see an example of what part of the sequence the 'Invite to follow company' action could be used:

'Event invite' action allows you to invite people to your LinkedIn event. Only 1st degree connections ('Contact', 'New contact') can be invited to the event.

You can only invite people to the future events (past events won't be available for selection). Also, if you changed the name or the date of the event on LinkedIn, please reach out to our customer support team so we can update it on our end as well.

The 'Event invite' action can only be added as a second campaign step. The first step in this case would be the 'If connected' condition. That is added automatically when you click on the 'Event invite' action option. 'Event invite' action will be added to the positive 'If connected' condition path. This way, only 1st-degree connections on LinkedIn move to the 'Event invite' step and receive an invite to the event.

If the 'Event invite' action is added to your campaign, the search types such as Basic, Company followers, Sales Navigator, Recruiter, Post Engagement, Group, and Event can be used to add people to the campaign. Other search types won't be displayed as an option.

If you added people to the campaign from a different search type ( CSV search, 'People you may know' search) already, and only then included the 'Event invite' step into your campaign steps. You should remove the already added leads from the campaign and add new ones from the supported search types instead. Otherwise, the leads will get stuck on the step and won't be able to receive the event invite or move anywhere else in the flow.

To use the 'Event invite' action, click on it to add it to your builder campaign flow and set up the 'Properties' for the action. Under the 'Properties' section, you need to add/select a time delay for the action and choose a LinkedIn event that you wish the leads to be invited to.

If you don't see the relevant event in the list, please click on the 'Click here to sync' button to sync your most recent events. Also, make sure that you are the event owner or attendee. Otherwise, the event won't be displayed in the list as well.

Once the campaign is activated, you won't be able to change the event selected; so, please make sure that you select the right event. Also, when the date of the event passes, the campaign will stop sending invites to the event.

Side note: If you want to boost your event invites at a Workspace level, please check out Event Pods. With this feature, you can automatically invite all your selected contributors' 1st degree connections, no need for a campaign.

Only the 'Add tag(s)', 'ICP filter', and 'Transfer to campaign' steps can be connected to the 'Event invite' action. The rest of the actions and conditions won't be clickable, and you won't be able to select them.

The 'Group participants message' action allows you to send a message to a member of a LinkedIn group you are a part of.

This action can only be added as the first step of a builder campaign flow.

When using the 'Group participants message' action in your campaign, only people from a Sales Navigator, Recruiter, or Group search can be added to the campaign. Other search types won't be available/displayed for this campaign.

Keep in mind, if you are creating a search on Sales Navigator or Recruiter, you must make sure that a 'Group filter' with the relevant LinkedIn group selected is applied to a search before adding the search link to Expandi. The group selected must be the same as the one selected in the 'Properties' of a 'Group participants message' action. Otherwise, the system won't be able to recognise from what group the leads came from and match the selected groups (on LinkedIn and Expandi) and send them a group message from a campaign. This would also lead to the leads getting stuck on the 'Group participants message' step in a campaign.

To use/set up the 'Group participants message' action in your builder campaign flow, add the 'Group participants message' action as a first campaign step and navigate to the 'Properties' section on the right side of the screen.

Under the Properties section, you have to:

Only the '(Follow-up) message', 'Add tag(s)', 'ICP filter', and 'Transfer to campaign' steps can be connected to the 'Group participants message' action. The rest of the actions and conditions won't be clickable, and you won't be able to select them.

Once all the steps are added to the campaign and it's complete, make sure to click on the 'save' icon to save the changes and the campaign flow.

The 'Skill endorsement' action allows you to endorse the skills of the people who are in your network (1st degree connections), which is a nice way of popping up in their satisfaction and a nice conversation starter.

On this action, you can add (include) specific skills that you'd like the system to endorse (make sure to separate them with commas) or leave the keywords section blank so any skill that is found on a LinkedIn profile is endorsed.

One 'Skill endorsement' action in a builder campaign endorses one skill. If you wish to endorse more skills for the same LinkedIn account, you'd have to add the 'Skill endorsement' step multiple times in your builder campaign sequence.

Please see an example of the flow with the 'Skill endorsement' action below:

Using the 'Connection request' action in the builder campaign sequence allows you to send a connection request to the lead.

Only people who do not have a pending connection request (status 'connect requested') and are your 2nd, 3rd+ degree connections on LinkedIn ('searched' on Expandi) can receive a connection request.

A personalized (connector) message can be included in this step by clicking on it and adding it to the message field (body) on the right side of the screen. You can also add a short alternative message so it can be sent in case the initial message is too long. Additionally, if you have a free LinkedIn account, keep in mind that LinkedIn limits the number of how many personalized connection requests you can send (connection requests with a note) per month. For this reason, we recommend enabling the setting 'Allow to send without the connector message'; this way, if the limit is reached, your campaign can continue sending connection requests (only without a message). Please see below:

Also, to use this action in a builder campaign, the system first needs to check the current connection status with the lead, which is done by using the 'If connected' condition before the 'Connection request' step in the campaign. When you add a 'Connection request' step to your builder campaign, the 'If connected' condition will be added automatically before the 'Connection request' step. Please see below:

The 'If connected' condition should also be added after the 'Connection request' step, only this time have a longer time delay (this would give more time for people to accept your connection request). Please see below:
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As per the example above, the 'If connected' condition that is added after the 'Connection request' action has a 7-day time delay set. This means that once the connection request is sent from the campaign for 7 days, the system will check if the lead has accepted your connection request or not.

The 'Mobile connection request' action is a text-free connection request and can only be used successfully if you have enabled 2FA on LinkedIn and connected it to Expandi. If you do not have 2FA set up on Expandi, you won't be able to add this action to your campaign flow, and the system will prompt you to the steps to enable 2FA. Once the 2FA is set up, you can use the 'Mobile connection request' step and add it to your builder campaign sequence.
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Additionally, to use this action, the 'If connected' condition would have to be used before and after the 'mobile connection step' in the campaign. This is necessary to check the current connection status of the lead as well as to give them more time to accept the sent mobile connection request. When you add the 'Mobile connection request' step to your builder campaign flow, the system will include the 'If connected' condition automatically before the 'Mobile connection request' step. Please see below an example of a flow with the 'Mobile connection request' step:

The 'Follow-up message' action allows you to send a message to your first-degree connections on LinkedIn (contacts, new contacts on Expandi) or once the lead accepts your connection request in the campaign and becomes your 1st-degree connection.

You can also use this step as a follow-up message after sending a free open InMail to the lead in the campaign. But keep in mind that if you use this after the free 'Open InMail' step, the follow-up message will only be scheduled and sent if the initial open InMail was accepted on LinkedIn (not ignored). Please see an example of using this action in the builder campaign flow below:

Using the free 'Open InMail' action, you can send free Open InMails (the ones that do not require Open InMail credits on LinkedIn) to the open accounts on LinkedIn. Please see here what filter should be used in the campaign or the 'Lead lists' section on Expandi to check if the lead has an open account on LinkedIn or not.

Also, keep in mind that free Open InMails can only be sent to people you have had no previous interaction with (previous conversation) and you're not a 1st degree connection with on LinkedIn. Only 2nd- and 3rd+ degree connections can receive an Open InMail.

It's important to note that before adding the 'Open InMail' step in your campaign sequence, you must use the condition 'If open profile' and add an 'Open InMail' step only to the positive path of the 'If open profile' condition. This condition checks whether the lead has an open profile on LinkedIn or not. If they do, they will go to the positive 'If open profile' path; if they don't, they will go to the negative 'If open profile' path. Please see an example of a flow below:

The 'Paid InMail' action allows you to automatically send LinkedIn Paid InMail messages to leads using your Sales Navigator InMail credits.

This action is designed for reaching leads you can’t contact through connection requests or free Open InMail, such as users with closed profiles or leads you’re not connected with.

Paid InMail is sent through LinkedIn Sales Navigator when the lead reaches this step in the campaign and requires an active Sales Navigator subscription and available InMail credits.

To use the 'Paid InMail' action:

The 'Email' action allows you to send an email via the builder campaign. To send an email via a builder campaign on Expandi, you must first integrate your email into the software. Please see the steps on how to do it here.

Once the email is integrated, you can send emails to LinkedIn profiles that have their email addresses public on LinkedIn or if the email addresses were imported to Expandi and provided via a CSV file. In other words, they are visible and available in the 'Placeholders' section on Expandi.

Before adding this action as a step in the campaign, you must first use the condition 'If email exists' so the system can check if the email address for the lead is available.

If it is, the lead would go to the positive path of the 'If email exists' condition, where an 'Email' step would be added, and the email would be scheduled and sent. If the email is not available, the lead would go to the negative path of the 'If email exists' condition and could receive different actions from the campaign instead. Please see how this would look in the campaign below:

You can have multiple 'Email' steps with different emails (messages) added one after another. The system would send them all in the same email thread if the subject of all emails is the same. If the subject is different for every email step added, they'll be sent as separate email threads.

Yes. If the lead responds to one of your emails sent from the campaign, they will get paused in it, and the next email will not be scheduled. Expandi detects a reply whether the lead replies in the same email thread or sends a separate email from the same address, matching it to the lead by their email address.

For replies to be detected, your email needs to be connected with its inbox (IMAP) details, not only its sending (SMTP) details. This works for Gmail and custom email providers that support IMAP.

Important notes:

Email content is not shown inside Expandi. To read and manage replies, simply open the inbox of your connected email account.

Yes, it is possible to include an image or a video in your email message. It can be done using the HTML button on the email step in the campaign and inserting the HTML code in the yellow field:

This can be used to further format or embed the content of the email. You are free to input the code yourself.

The code in the example below embeds a Loom video; hence, when you close the HTML code box, you can preview the email (the Loom link has a preview of its content instead of being displayed just by its link). As shown below:

Here is the HTML code snippet used for this example:

<a href=" https://www.loom.com/share/72470a3801864d3b92de210aa0cef335"> <p>Kristina Lenss - Watch Video</p> <img style="max-width:300px;" src="https://cdn.loom.com/sessions/thumbnails/72470a3801864d3b92de210aa0cef335-with-play.gif">> </a>

You can use the same code; just replace the name of the video and video URLs or insert the URL of an image or GIF instead.

You can also preview how the email will look for each lead (the subject and body, with placeholders resolved and your formatting kept) before activating the campaign.

Click on the email message step and the step details panel will appear on the right side of the screen. That's where you can see your original campaign message and check the message preview for each lead who is a part of your campaign. Learn more about previews here.

Note: Your account email signature isn't shown in this preview.

The 'Like a post' action in the campaign allows you to automatically like the lead's most relevant/recent post on LinkedIn. This is a great way to show the lead that you're interested in the content they share and engage with it by liking their post.

This can also help increase your connection request acceptance rate by first engaging with leads' profiles, for example, by following their profile, liking their posts, and only then sending a connection request. In most cases, this will lead to your connection request being accepted and a new great connection on LinkedIn! Please see an example of a flow below:

Also, by adding a 'Like a post' action in a builder campaign and clicking on it, you can adjust properties for this action:

Properties such as:

Additionally, only one post can be liked with one 'Like a post' action (step) added in a builder campaign. If you wish to like multiple posts, you have to add more 'Like a post' actions in your builder campaign (use multiple ones).

Using the 'Like a company post' action, you can like a post that was created and published on the lead's company page on LinkedIn. This is a great way to show them that you are interested in the content posted by their company and their company's work.

On this step in the campaign, just like on the 'Like a post' step described previously, you can set the settings of the 'Last engagement (days ago)', 'Minimal number of likes', and 'Contains the following keywords' (add keywords). Please learn more about all these settings and what they mean here. Please see an example of a flow below:

The Webhook action in a builder campaign sequence allows you to trigger the webhook after any action in a builder campaign.

For example, if you'd like your webhook to trigger after a second follow-up message is sent to the lead, you can add the Webhook step after the second follow-up message step in your campaign, like in the example below:

Once the step is added, in the properties section, on the right side of the screen, you'll need to add your webhook URL. This would be the target URL to which information should be sent upon triggering the webhook. You can get your target URL by creating a webhook on Zapier, Google Sheets, or any other CRM you decide to use.

Once the target URL is added, you have to test your webhook by clicking on the Test webhook button on Expandi and then on the Test button on Zapier (or your CRM):

Once the webhook is tested on Expandi and on Zapier (or your CRM), you'll see that the webhook is connected successfully:

The webhook history for the webhook action added in your builder campaign can only be checked on your CRM. The webhooks that are triggered in a builder campaign won't be located in the webhooks history section on Expandi.

You can also check if the webhook was triggered successfully and for what leads in the 'Tasks' section on Expandi. Please see where to find them here.

Once the campaign is set to active, you won't be able to delete the "Webhook" action from the campaign steps. You will only be able to change the target URL and test it.

Using the 'Integrations' action in a builder campaign, you can sync (send) people's information from your builder campaign to a selected/integrated CRM. However, to use this action on Expandi, you must first set up the integration. On Expandi, available CRM integration options are:

The 'Integrations' action can be used anywhere in the campaign; you can add it at the beginning of the sequence, the middle of it, or the end, it's up to you!

Below, you can see a simple builder campaign flow created with it:

When you add the 'Integrations' action to your builder campaign and click on it, on the right side of the screen, you will see the Properties section. That's where you can select the CRM option that you set up the integration for on Expandi - Smartlead, HubSpot, Pipedrive, or Salesforce.

Once selected, the name of the 'Integrations' action in the campaign will change to the name of the selected CRM (Smartlead, HubSpot, Pipedrive, Salesforce).

Smartlead

Smartlead integration allows you to seamlessly transfer(sync) leads from your Expandi builder campaign to a SmartLead campaign. This enables synchronized outreach across multiple platforms (Expandi+Smartlead) within your campaign workflow.

To use it, add the 'Integrations' action in your builder campaign flow and select the 'Smartlead' option in the 'Properties' section of the action:

Then select a Smartlead campaign where you'd like the lead to be transferred to when they reach the 'Integrations' step in the campaign. To select your SmartLead campaign, navigate to the section called 'Select SmartLead Campaign' and click on the 'Campaign' dropdown menu

Select the Smartlead campaign from the list by clicking on the campaign's name

Once all the steps in your builder campaign are completed and set, make sure to click on the 'Save' button to save the flow

Now, create a search on Expandi or use an existing one and assign it to the campaign. Once the leads are added to the campaign, activate the campaign!

What will happen next is that the leads will start moving through your builder campaign flow (steps), and whenever they reach the 'Integrations' step, they will be sent to the selected Smartlead campaign and appear on your Smartlead account (campaign).

Example ⬇️

In the example below, 6 leads have reached the 'Integrations' step in the campaign and were sent to the selected Smartlead campaign:

The Smartlead campaign that was selected for this test was called 'Product-Devs Test':

Now, if we go to the Smartlead account and open the 'Product-Devs Test' campaign (that was the campaign selected for the 'Integrations' step) -> 'Lead list,' we will see that those 6 leads from the Builder campaign are displayed there:

In the screenshot above, you can see that the list includes 12 people. This is because the same Smartlead campaign was connected to a different campaign's 'Integrations' step before, and leads from it were sent to this Smartlead campaign as well.

HubSpot

The HubSpot Integration allows you to sync qualified leads from Expandi to your HubSpot CRM - either automatically based on triggers (actions) on Expandi or manually when needed. Please click here to learn more and see how you can integrate HubSpot to Expandi.

To use it, add the 'Integrations' action in your builder campaign flow and select the 'HubSpot' option in the 'Properties' section of the action:

Once it's done, save the steps, and whenever your campaign is active, and the lead reaches the HubSpot step, their information will be synced to your HubSpot 'Contacts' section.

Pipedrive

The Pipedrive integration allows you to sync qualified leads from Expandi to your Pipedrive CRM. Leads can be synced automatically based on triggers in Expandi or manually when needed. Please click here to learn more and see how you can integrate Pipedrive to Expandi.

To use it, add the 'Integrations' action in your builder campaign flow and select the 'Pipedrive' option in the 'Properties' section of the action:

Once it's done, save the steps, and whenever your campaign is active, and the lead reaches the Pipedrive step, their information will be synced to your Pipedrive account.

Salesforce

The Salesforce integration allows you to sync qualified leads from Expandi to your Salesforce CRM. Leads can be synced automatically based on triggers in Expandi or manually when needed. Please click here to learn more and see how you can integrate Salesforce to Expandi.

To use it, add the 'Integrations' action in your builder campaign flow and select the 'Salesforce' option in the 'Properties' section of the action:

Once it's done, save the steps, and whenever your campaign is active, and the lead reaches the Salesforce step, their information will be synced to your Salesforce account.

This action allows you to automatically apply a tag or tags to leads after any step in a builder campaign sequence.

To do that, click on the + button below the actions after which you want to tag the lead and select the 'Add tag(s)' action from the list.

Click on the 'Add tag(s)' action that was added in the sequence, and under the 'Properties' section, select a tag(s) from the list (if you already have some tags created) that you wish to be applied to the lead in the builder campaign sequence.

If you don't have any tags created, you can click on the 'Create tag' button instead and create a new tag.

If you wish to manage (make changes) to existing tags, click on the 'Manage tags' button to do so.

Please see below how a selected tag would look

If you wish to remove this tag and select a different one instead, simply click on the X icon next to the selected tag

Once the campaign is set to active, in the 'Steps' tab of the campaign, you can still change the tags selected on the 'Add tag(s)' action. Simply click on the 'Add tag(s)' step and, under the properties section, remove selected or select more tags that you wish to be applied to leads who reach that step

The 'Transfer to campaign' action in a Builder or Inbound campaign allows users to transfer leads to another campaign.

This action can only be used after the 'If connected' condition and can be added at the end of the campaign flow (sequence). When you select (click on the) 'Transfer to campaign' action, the 'If connected' condition will be added automatically.

When you connect the 'Transfer to campaign' action with the 'If connected' condition, that is connected to the rest of the builder campaign flow. By clicking on the 'Transfer to campaign' action, you can select a campaign where you'd like the leads to be transferred to.

Available campaigns displayed depend on the 'If connected' condition outcome and if the 'Transfer to campaign' action is added in the positive or negative 'If connected' condition path:

Please see an example of a Builder campaign flow created with the 'Transfer to campaign' action below. Make sure whenever you connect and click on the 'Transfer to campaign' action to select a campaign from the list you wish the leads to be transferred to:

Where to check if the leads were transferred to the campaign successfully?

You can check what leads and when they were transferred to another campaign in the campaign 'History' tab. There, you will also see information about the unsuccessful transfer if, for some reason, the lead could not be transferred to another campaign. Please learn more about it here.

Within the sequence, you can set conditions as well as create some of your own custom conditions. These conditions will allow you to set up 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. In other words, positive and negative paths (outcomes)

Please see all available conditions, their explanations, and use cases below:

The ICP (Ideal Customer Profile) Filter condition helps segment leads based on predefined criteria like location, industry, company size, and job title. This ensures that only relevant leads move forward in the campaign, improving efficiency and engagement.

Note: The 'Location' ICP filter works based on keyword matching. This means that if you add 'Serbia' as a location, only leads whose LinkedIn location field explicitly contains the word 'Serbia' will be routed to the ICP endpoint path.

For example, leads with 'Belgrade Metropolitan Area' set as their location will not be included, even though Belgrade is part of Serbia, because the keyword 'Serbia' is not present in the location field.

The 'If connected' condition checks whether a lead is currently a 1st, 2nd, or 3rd+ degree connection on LinkedIn.

In Expandi, 1st-degree connections appear as 'Contact' or 'New contact', while 2nd- and 3rd+ degree connections show as 'Searched', 'Disconnected', 'Revoked', or 'Connect requested'.

If leads are imported via a CSV file (that was not exported from Expandi) and marked as 'Imported', you must add a 'Visit profile' action before the 'If connected' condition. This lets Expandi visit each profile, determine the connection level, and update the status (e.g., from 'Imported' to 'Searched' or 'Contact').

After the visit, Expandi uses the updated status to direct leads to the correct 'If connected' path - positive (for 'Contact' or 'New contact') or negative (for 'Searched', 'Disconnected', 'Revoked', etc.).

Certain actions in a campaign require the 'If connected' condition to be placed before or after them. The system will place the 'If connected' condition before or after certain actions automatically for you.

Add the 'If connected' condition when you try to add (click on) one of the actions mentioned below:

The 'If followed you' condition lets you check whether a lead in your builder campaign has followed your LinkedIn profile.

For example, you might first follow the lead through the campaign, then apply the 'If followed you' condition with a delay of at least a couple of days to give them time to follow you back. During the time you set under 'How long should we wait for them to follow you?' (shown as 'Check for: X' on the condition block), the system monitors whether the lead follows you.

If the lead follows you at any point during the checking period, they move to the positive path immediately (as soon as possible) - no need to wait the full period. If they haven't followed you by the end of the checking period, the flow takes the negative path.

On the positive path, you could add a 'Connection request' step to reach out and connect with them. If they don’t follow you back, you might take a softer approach -such as engaging with their content, liking their posts, or following their company.

The 'If visited your profile' condition allows you to check if the lead visited your profile (in the past 90 days) on LinkedIn. The system checks profile visits every 4 hours during the active times on Expandi.

This is very useful if, for example, you only wish to send a connection request to somebody who visited your profile after you liked their post or followed their profile (or performed other actions). And take different actions for people who have not visited your profile recently. An example of such a flow could look like this:

Under 'How long should we wait for them to visit your profile?' (shown as 'Check for: X' on the condition block), you can set how many days the system will check if the lead visited your profile.

If the lead visits your profile at any point during the checking period, they move to the positive path immediately. If they haven't visited your profile by the end of the checking period, the flow takes the negative path.

The 'If email opened' condition is especially useful if you have multiple 'Email' actions in your builder campaign sequence (send multiple emails). It allows you to check if the lead has opened the email that was sent in the campaign. If they did open your email, you could, for example, send them a follow-up email, and if they did not open your email, you could try to send them different actions from the campaign. Please see an example of such a flow below:

The 'If email bounced' condition allows you to check if the lead received an email in the previous step or if the email bounced back and did not reach the lead's email inbox (wasn't received).

If the email bounced, the lead will go to the steps added in the positive 'If email bounced' condition path; if the email does not bounce, the lead will go to the negative 'If email bounced' condition path. Please see an example of a flow that includes this condition below:

Additionally, the email can bounce for multiple reasons, some of them are: the email address provided is incorrect; the lead's mailbox is full; the email is too large; email was blocked by the receiving server (email provider); spam filters on the receiver's mailbox; the recipient has an out of office reply set-up; the mail server is overloaded; the receiving server doesn't trust the content; your integrated email to Expandi has a poor reputation due to the spam complaints; the message content contains flagged content; the sending domain has a restrictive DMARC record.

The 'If email clicked' condition allows you to check if the lead has clicked on the link (or links) included in the content of the sent email.

This can be used if you wish to check if the email you sent was not only opened but also if the receiver of the email checked (opened) the links provided in the email message sent. Using this condition, you'll be able to see what leads checked the links in your email (clicked on them) and what leads did not. Accordingly, decide what leads should receive the next email from you (maybe those who are more interested in your content) and what leads could receive different actions instead. Please see an example of the flow below:

The 'If email exists' condition allows you to check if the lead's LinkedIn email address was retrieved by the system (is public on LinkedIn) and is available in the 'Placeholders' section on Expandi.

If it is, you can send an email to the lead using a builder campaign. If the email is not available, was not retrieved via search from LinkedIn, or was imported via a CSV file, the system won't be able to send an email to the lead.

This condition must be used before the 'Email' action in the builder campaign. The 'Email' action can only be added to the positive path of the 'If email exists' condition. Please see an example of the flow below:

The 'If open profile' condition allows you to check if the lead has an open account on LinkedIn and a premium subscription. If they do, they can receive a free 'Open InMail' from the campaign. If they do not, a free open InMail cannot be sent. In this case, if you have a Sales Navigator subscription and available InMail credits, you could send them a 'Paid InMail'. Please learn more about it here.

'If open profile' condition must be used in the campaign before the 'Open InMail' and 'Paid InMail' action.

An 'Open InMail' action should be added to the positive path of the 'If open profile' condition, so all leads who have an open account on LinkedIn and a premium subscription could receive an open InMail.

On the other hand, the 'Paid InMail' action should be added to the negative 'If open profile' condition path. Please see an example below:

The 'If post liked' condition allows you to check if you have liked the lead's post on LinkedIn. Usually, it is used after the 'Like a post' action in a builder campaign to check if a post was successfully liked or not, or if there was a post to like in general. Please see an example below:

With the 'Custom condition', you can set multiple endpoints with different conditions included in each of them. However, when using this condition, you must make sure that your endpoints include all possible outcomes. Otherwise, the leads might get stuck in the sequence and won't move through the custom condition step. You can add a new endpoint by clicking on the 'Create new endpoint' button in the 'Properties' section:

All the possible outcomes from the example with the custom condition, 4 endpoints added:

They all must be included for the custom condition to work smoothly, and for all people to go through the endpoints and the paths created for each endpoint.

Endpoint 1 is:

☑️ If connected (If the lead is your first-degree connection on LinkedIn)

☑️ If visited profile (if the lead visited your profile)

If the lead falls within both of these conditions (they are your first-degree connection on LinkedIn and visited your profile in the last 90 days), the system will send a follow-up message as per the campaign example.

Endpoint 2 is:

❌If connected - If not (if the lead is not your first-degree connection on LinkedIn)

❌If visited the profile - If not (if the lead did not visit your profile)

If the lead falls within both of these conditions (they are your 2nd, 3rd+ degree connection on LinkedIn and did not visit your profile in the last 90 days), the system will like their post on LinkedIn (as per the flow in the screenshot above).

Endpoint 3 is:

☑️ If connected (if the lead is your first-degree connection on LinkedIn)

❌If visited the profile - If not (if the lead did not visit your profile)

If the lead falls within both these conditions (they are your 1st-degree connection on LinkedIn and did not visit your profile in the last 90 days), the system will follow their company on LinkedIn (as per the steps added in the screenshot above).

Endpoint 4 is:

❌If connected - if not (if the lead is not your first-degree connection on LinkedIn)

☑️ If visited the profile (if the lead visited your profile)

If the lead falls within both of these conditions (they are your 2nd, 3rd+ degree connections on LinkedIn, and they visited your profile in the last 90 days), the system will visit their profile as per the action (step) added in the 4th endpoint flow. Please see the screenshot of the flow above.

Please check the video below on how you can create a builder campaign flow to visit profiles, send connection requests, follow-up messages, and like posts:

The time delays set on steps within the campaign builder determine when a specific action or condition will be added to your daily tasks. They do not control how quickly the tasks are processed. Task processing depends on the sending limits defined in your campaign and LinkedIn settings, as well as the active hours of your account.

Once the sequence is saved by clicking on the save icon and is activated, you will not be able to add/remove steps in the campaign. However, you will still be able to edit messages or change time delays on the actions.

First of all, make sure that you have integrated email into Expandi so that the emails can be sent. You can find the steps on how to do it here.

Once the email is integrated into Expandi, there are a few options for a simple email sequence in the builder campaign. One of them would be if the LinkedIn emails are provided in the CSV file assigned to the campaign, and the other option would be if not all the emails are provided in the CSV file, or the search, and you would like to retrieve the rest of the public emails from LinkedIn before sending an email in the campaign.

In this case, you can add steps like If email exists, If yes - Email, If no - visit profile. You can see an example of such a flow below:

In this scenario, you can add steps like Visit profile, If email exists, If yes - Email, If no, use other actions, as shown in the screenshot below. You can see an example of such a flow below:

Time delays determine when an action in your campaign is scheduled to take place. When you set a time delay on a specific action, the system will wait for the set amount of time (minutes, days, weeks, or months) after the lead reaches that step before scheduling and processing the corresponding task (action).

The delay appears at the top of each node. Click on the delay chip to open the dropdown menu and select another option.

An action that the time delay is set for will only be scheduled once the time delay set for that action passes.

Important: Not every step has a delay. some run immediately. In those cases, the delay chip is deactivated and you won't be able to change it.

This section provides tips for setting up your builder campaign steps in a logical order to ensure it runs efficiently. You define what actions the system performs on LinkedIn and in what sequence. Even a small mistake in step logic can affect results. Below, you’ll find FAQs and guidance on when and where to use each step in your sequence.

If you have any more questions, please reach out to our customer support team for assistance!