Plan Requirements

• LinkedIn Semi- automations are available with the Sales Engagement plans only.
• Available on trial

How to add your LinkedIn account for semi-automations

Step by step instructions

• Step 1: Navigate to LinkedIn Settings
  -> Settings -> LinkedIn Accounts under General settings
• Step 2: Add Your LinkedIn Account by submitting the details of your account
  -> Linkedin URL
  -> Linkedin login country (this is where you use the account from)
  -> Choose an account owner from SmartReach
• Step 3: Click on "continue without automations"

How to set up a LinkedIn semi-automation campaign

• Step 1: Click on create a new campaign -> Select Drip campaign. [Learn more about Drip campaigns]
• Step 2: Add Prospects. [Learn how to add prospects]
• Step 3: Next, in the content step, build your LinkedIn sequence using the "manual steps" touch points.

• Step 4: Launch the campaign, then do its tasks from the Tasks page.

Executing semi-automation tasks

• Step 1: Navigate to tasks: Click Tasks, then Start session
• Step 2: Do each task: Click Copy message and open LinkedIn (or Copy note and open LinkedIn). Send it on LinkedIn, then click Sent it: Done

FAQs

Q: Do I need LinkedIn Premium for semi-automation?

A: LinkedIn Premium is only required if you want to send InMails. All other actions work with free LinkedIn accounts.

Q: What happens if I don't complete tasks immediately?

A: Each task stays open for its step's window, set under If nobody does it in time (7 sending days by default). If nobody does it in time, it expires and the campaign follows the step's rule: skip the step and carry on, or end the sequence.

Q: What plan includes the LinkedIn manual tasks?

A: With our Sales Engagement plan, you can run semi automated, manual LinkedIn tasks.