Linkedin Account setup

To initiate the multichannel setup for LinkedIn, we first need to configure the multichannel setup. There are two methods to accomplish this: 1) During the campaign creation process & 2) Directly within the SmartReach settings.

I'll guide you step-by-step through both approaches as outlined below.

1. LinkedIn Account Setup While Creating A Campaign:

Step-1: To set up your LinkedIn account during the [SmartReach](7 June 2024) campaign creation process, click on channel setup and choose LinkedIn.

Step-2: Select Add LinkedIn Account from the Select LinkedIn account dropdown.

Step-3: Enter your first and last name, email, and account owner information, and then click on Next.

Step-4: After that, you can set limits for viewing profiles, sending messages, In-mails, and connection requests for your LinkedIn account in SmartReach. Once done click on Save.

Step-5 (Optional): If you're interested in automating LinkedIn tasks, it's essential to integrate your PhantomBuster API key. To proceed:

i) Click on "Enable Automated LinkedIn Campaign". If you wish to continue without automation, select "Continue Without Automation".

ii) After making your choice, click on "Save".

Step-6 (Optional): If you've chosen to enable automated LinkedIn campaigns, you'll next be prompted for your PhantomBuster API key. First, we need to link this key to SmartReach.io. For detailed instructions on retrieving your PhantomBuster API key, follow these steps.

Step-7 (optional): After getting the API key, go to the "Connect Your PhantomBuster Account" section and paste the key as shown below and then click on Save.

Step-8 (optional): Finally, click on Save. A confirmation message stating "Updated API Key Successfully" will appear on the subsequent screen.

Step-9 (optional): To set up your LinkedIn account for automated campaigns, click on the "gear icon" as mentioned below.

Step-10 (optional): Now, simply click "Sync Logged-in LinkedIn Account", and you're ready for seamless LinkedIn automation.

2. Linkedin Account Setup Directly Within The SmartReach Settings:

Step-1: To set up your LinkedIn account within the SmartReach settings, please click on settings and then Team settings.

Step-2: On the next screen click on LinkedIn Accounts.

Step-3: Next click on Add LinkedIn Account at right hand side top corner.

Step-4: Enter your first and last name, email, and account owner information, and then click on Next.

Step-5: After that, you can set limits for viewing profiles, sending messages, In-mails, and connection requests for your LinkedIn account in SmartReach. Once done click on Save.

Step-6 (Optional): If you're interested in automating LinkedIn tasks, it's essential to integrate your PhantomBuster API key. To proceed:

i) Click on "Enable Automated LinkedIn Campaign". If you wish to continue without automation, select "Continue Without Automation".

ii) After making your choice, click on "Save".

Step-7 (Optional): If you've chosen to enable automated LinkedIn campaigns, you'll next be prompted for your PhantomBuster API key. First, we need to link this key to SmartReach.io. For detailed instructions on retrieving your PhantomBuster API key, follow these steps.

Step-8 (optional): After getting the API key, go to the "Connect Your PhantomBuster Account" section and paste the key as shown below and then click on Save.

Step-9 (optional): Finally, click on Save. A confirmation message stating "Updated API Key Successfully" will appear on the subsequent screen.

Step-10 (optional): To set up your LinkedIn account for automated campaigns, click on the "gear icon" as mentioned below.

Step-11 (optional): Now, simply click "Sync Logged-in LinkedIn Account", and you're ready for seamless LinkedIn automation.