Overview
Set up a smart campaign to automate LinkedIn and email outreach in Leadsourcing. Choose audience triggers, personalize all messaging, and select the correct sender accounts before launch.
Requirements
Campaign creation access in Leadsourcing.
Connected Gmail and LinkedIn accounts for sending.
Messaging copy drafted for each channel.
Awareness of advanced triggers (some require an upgraded plan).
Step 1: Start Your Campaign
Open the campaign tool.
Select “Start from campaign.”
Step 2: Choose Campaign Type
In the Campaign Type dropdown, select your desired group:
Email Only
LinkedIn Outreach
LinkedIn Connection Only
Multi-channel (Email & LinkedIn)
Multi-channel reaches prospects via both email and LinkedIn for maximum engagement.
Step 3: Set When Opportunities Are Added
Under Add Opportunities to the Campaign, choose your import trigger:
Profile found: Add when company profile is identified (default).
Email found (locked): Add when valid email is found (requires upgrade).
Shortlisted (locked): Add when marked high-potential (requires upgrade).
Info icons beside each trigger give instant hints; hover for detailed tooltips.
Step 4: Expand and Adjust Advanced Settings (Optional)
Click Advanced Settings to reveal more filters, trigger rules, or adjust step timing as needed.
Hidden by default to streamline the setup process for most users.
Step 5: Set Up Outreach Workflow
Define the outreach path:
If you want an automated Linkedin campaign
Visit Profile (LinkedIn)
After chosen delay, Invite Prospect (LinkedIn)
If you want a multi-touch campaign
Send automatic email
After chosen delay, Send follow-up email
Step 6: Add Messaging Copy for Each Outreach Step
For each email or LinkedIn step, click to open the content editor.
Add your subject and message body.
Personalize using Insert variable or Add custom variable.
Click Preview to check format and personalization before saving.
Draft distinct messages for each channel for best results.
Step 7: Select Sending Account for Each Action
For email steps:
Use the “Choose Sender Email” dropdown to select your Gmail.
For LinkedIn steps:
Use the “Choose LinkedIn Account” dropdown to pick the correct profile.
Verify that all accounts are integrated and active in Leadsourcing. If not visible, check your Connections or Integrations settings.
Step 8: Review and Proceed
Double-check all messaging, account assignments, step timing, and campaign flow.
Fix any missing details or errors that are highlighted.
When complete, click Next Step at the upper right to move to launch or review.
Verification, Results, or Next Step
After clicking Next Step, review the summary screen or dashboard confirmation.
Your campaign will launch only after every required message and account is set.
Tips & Best Practices
Personalize each message and double-check variables for improved reply rates.
Choose trusted sender accounts to maximize deliverability and credibility.
Use info icons and tooltips for instant help on triggers and workflow options.
Support
Contact Leadsourcing support if you encounter issues with triggers, messaging, or sender account selection. Completing these steps ensures your AI-powered smart campaign launches correctly, reaching opportunities with the right message from the right account for the highest engagement.