Permissions: Job Admin and above with CRM access, a Sourcing Automation seat, and LinkedIn RSC

Product tier: Available for all subscription tiers with the Sourcing Automation add-on

With LinkedIn RSC enabled, you can add both email and LinkedIn InMail steps to a campaign pool. Each step equates to one message. While you can add as many steps as you like, it is recommended to have at least three, but no more than four steps for optimal results.

This workflow can only be used on existing campaign pools. Click here to learn how to create a campaign and set up its settings. 

Add steps to a campaign pool

Navigate to the campaign pool and click Add Step.

Screenshot of the add step button.

Set the wait time.

Screenshot of the wait time.

Note: Set the wait time in step one to 0 days to send the message after 10 minutes of either launching the pool or adding prospects to an active pool. The email will be delivered anytime within the schedule configured in the campaign owner's account settings.

Contrarily, InMails don't adhere to the campaign pool schedule and are delivered within an hour of sending the message.

From the Action dropdown, select whether this step is delivered as an email or LinkedIn InMail. This selection can't be changed once the step is created.

Screenshot of the action dropdown.

Next, follow the instructions below based on your delivery selection to finalize the step:

Add LinkedIn InMail step

Add a subject line and email copy using plain text.

Use the token dropdown to add default tokens and/or custom candidate tokens to your subject line and email body. Once the InMail is sent, the tokens automatically fill in information such as the prospect's current company.

Screenshot of the linkedin subject line and email copy.

As you write the InMail, a feature called Email Coach flags behaviors that might mark the message as spam.

Click View to see all of the suggestions.

Screenshot of the view button.

Any suggestions with an X require your attention. Click Done to return to the email and make the suggested changes.

Note: While the suggestions are highly recommended, they are not required. InMail steps can still be saved in the campaign pool and sent to prospects even if the suggestions are not incorporated.

InMail messages appear on the Task page for finalization before sending.

Click Save Changes when done and repeat this process for each step in your campaign pool.

When you create additional steps, the wait time must be set at a value above 0. For example, if you set the wait time to 3 days, the InMail message appears in the Tasks tab at least three days after the previous message was sent.

Alternatively, click Save & launch if you're adding another step to an existing campaign.

Screenshot of the save buttons.

Add email step

Add a subject line and email copy.

Use the token dropdown to add default tokens and/or custom candidate tokens to your subject line and email body. Once the email is sent, the tokens automatically fill in information such as the prospect's current company.

Tip: Review this article for delivery recommendations for each step, email templates, token glossary, and best practices.

Screenshot of the email step.

As you write the email, a feature called Email Coach flags behaviors that might mark the email as spam.

Click View to see all of the email suggestions.

Screenshot of the view button.

Any suggestions with an X require your attention. Click Done to return to the email and make the suggested changes.

Note: While the suggestions are highly recommended, they are not required. Email steps can still be saved in the campaign pool and sent to prospects even if the suggestions are not incorporated.

Each email step can require personalization. When enabled, prospects who reach this step in an active campaign pool are paused in the pool until their message is personalized.

Click the toggle to enable personalization.

Screenshot of the require personalization toggle.

Once your first email step is configured, click Save Changes and repeat this process for each step in your campaign pool.

Alternatively, click Save launch if you're adding another step to an existing campaign.

Screenshot of the save buttons.

When you create additional steps, the wait time must be set at a value above 0. For example, if you set the wait time to 3 days, the email will be delivered at least three days after the previous message was sent.
Additionally, if the campaign pool contains an existing email step, you can select if the email should be a reply or a new thread.

Screenshot of the reply and new thread button.

Additional resources

Now that the email steps are created, visit this article to learn how to send the InMail message to your prospects. 

If you have questions about the integration, review answers to our frequently asked questions