Overview
Set up a custom campaign to automate outreach by combining email, LinkedIn automation, and smart lead segmentation for your website visitor opportunities.
Requirements
Access to Leadsourcing and campaign creation permissions
Connected Gmail and/or LinkedIn account
At least one lead source (CSV, CRM, or stream) added and visible
More time than you would need if you went with an automated Smart Campaign
Step 1: Add a Lead Source
In the campaign setup screen, find Streaming from 0 sources.
Click Add new stream to choose the opportunities from your web visitors to target in the campaign.
Select and confirm your lead source. The source count should update.
Step 2: Enable “Start from…”
Once at least one lead source is present, ensure the Start from… button is now active.
Step 3: Add Your First Step
Click Start from... and choose your first automation step:
Send Automatic Email (Email)
Visit Profile (LinkedIn)
Send Message (LinkedIn)
Invite Only (LinkedIn)
Related Reading: Linkedin Strategies
Step 4: Build Your Campaign Sequence
Use the + button below your step to add further actions or conditions:
Add additional email/LinkedIn steps.
Insert conditions (e.g., Has email address, Has LinkedIn URL) to segment opportunities.
Adjust wait times between each step as needed.
Step 5: Review & Organize Steps
Ensure all steps and conditions are in the correct order in your flow.
Step 6: Add Messaging Copy for Each Step
For every messaging action (Email or LinkedIn), click the content editor in that step.
Enter the subject and body for each email or LinkedIn message.
Use the Insert variable or Add custom variable tools to personalize messages.
Click Preview to check formatting before moving to the next step.
Write separate, channel-appropriate content for each type of message.
Step 7: Select Sending Account for Each Action
For Email Steps:
Click the Choose Sender Email dropdown.
Select your Gmail account (must be connected and authorized).
For LinkedIn Steps:
Use Choose LinkedIn Account to select which profile will send messages or connection requests.
Make sure each account is properly integrated; reconnect if not visible.
Step 8: Final Review and Proceed
Double-check all message content, sender/account selections, step delays, and the entire campaign flow for errors or missing information.
When everything is ready, click Next Step in the upper right to proceed.
Verification, Results, or Next Step
After clicking Next Step, you'll see a campaign summary/dashboard confirmation.
Your campaign won’t fully launch unless all messaging copy and account selections are completed.
Tips & Best Practices
Personalize every message using variables for higher engagement.
Review each channel’s content and sender account to avoid technical errors.
If an account isn’t showing, check your integrations and reconnect as needed.
Support
If you need further help activating steps, adding messaging, or selecting sending accounts, contact Leadsourcing support. Completing each setup step ensures your AI-powered lead generation campaign runs smoothly.