What actions can I do with the smart sequence?

  • πŸš€ Visit profile - when you visit a lead's profile they will receive a notification that you were browsing their profile.

  • πŸš€ 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.

  • πŸš€ 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.

  • πŸš€ 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.

  • πŸš€Connect request - as always, you can outreach leads with a connection request and a connector message.

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

  • πŸš€ 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.

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

  • πŸš€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!

  • πŸš€ 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

  • πŸ”₯ If connected - allows you to check if the contacts in your outreach campaign have already connected with you on Linkedin. If you're connected to someone, you will both be able to see each other's shares and updates on your LinkedIn homepages. You can also send messages to your connections on LinkedIn.

  • πŸ”₯ If followed you - allows you to check if the contacts in your outreach campaign have already followed your Linkedin account. People can follow the 1st-degree connections. Following someone on LinkedIn allows you to see the person's posts and articles on your homepage without being connected to them. But the person you’re following won't see your posts.

  • πŸ”₯ If visited your profile - allows you to check if contacts visited your profile in the past 90 days.

  • πŸ”₯ If email was opened - allows you to check if contacts have already opened the email you sent in the previous steps.

  • πŸ”₯ If email bounced - allows you to check if contacts received an email in the previous steps. If the condition is met and your email bounces back, it will never reach your contacts’ inbox at all.

  • πŸ”₯ If email was clicked - allows you to check if contacts have already clicked on links in the email you sent in the previous steps.

  • πŸ”₯ If email exists - allows you to check if you have contacts’ email addresses on your contacts list. If a contact in your list has just a LinkedIn profile URL, you can’t send emails to this contact.

  • πŸ”₯ If Open account - allows you to check if the contacts have an open profile and premium subscription. If these criteria are not matched open Inmail won't be sent.

  • πŸ”₯ If post liked - allows you to check if you have liked a post of the contact, most useful after a "like a post" action.

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 to 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.

I just want to draw your attention to one thing. We always recommend starting the flow with a "Visit the profile" action. It's not required, but it will help to pull the recent data about the profile you may need for the next steps.

In the screenshot above, you can see from the Start point, that 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 are 3 endpoints with different outcomes.

Outcome 1 is:
β˜‘οΈ If connected

β˜‘οΈ 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:

β˜‘οΈ If connected

❌If visited the 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 the 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 Active button on and during the active hours of the profile, the campaign will begin.

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