Emails are the only fully automated step when they follow one another. SourceWhale augments LinkedIn tasks to reduce clicks and time taken to complete. General Task and Phone Call steps both need to completed manually, before you "Mark as Done".

Contents

  1. Email - Automated

  2. LI InMail - Augmented

  3. LI Connection Request - Augmented

  4. Phone Calls - Manual

  5. General Task - Manual


Emails - Automated Step

Email steps are automated if they are either the first message or follow another email in a campaign sequence. This is because SourceWhale can see any email responses, automatically stopping follow-ups once you receive a response from a contact.

If an email follows an augmented or manual step you have the option to confirm the outcome of that step before the following email will be sent. You can set this in your profile - don't forget to press save!

You will have a reminder on your "To Do" under "Approve emails" (you can turn this feature on/off in your profile) when the email is scheduled to be sent.


InMail - Augmented Step

InMails are an augmented step, as SourceWhale streamlines the process through a couple of clicks. You can create an Inmail step in Campaign Editor and add hyper-personalisation for this step when you add someone through the Chrome Extension or Spreadsheet Upload.

Once you have added a contact to a campaign with an Inmail step, you will receive a reminder in "To Do" under "Send InMails", shown below.

Once you have sent the Inmail, click "Mark as Done" and SourceWhale will then take you straight to the next person on your InMail list to repeat the process.

You can also "Mark as replied" or "Mark as interested" via the pop-up, without having to go back to Sourcewhale.


LI Connection Request - Augmented Step

Similar to the Inmail step previously, Connection Requests are augmented so you will receive a reminder on your "To Do" list, under "Connection Request". Connection Requests can be created in Campaign Editor and you can add hyper-personalisation when you add someone through the Chrome Extension or Spreadsheet Upload.

Once you have sent your request, remember to "Mark as done" as this will take you to the next person on your connection request list.


Phone Calls - Manual Step

Phone Calls are a manual step and therefore require you to make the call yourself and confirm whether or not you reach that person through your To Do's.

  • When setting up Phone Call steps in the Campaign Editor, the template text box provides personalised notes you can reference on the call so you may want to insert your phone script, or even use some variables to quickly reference their role, location, company etc.

  • You can also add further hyper-personalised notes when you add someone through the Extension or Spreadsheet Upload, as per below.

Once you have added someone to a Campaign with a Phone Call step, you can complete this in your To Do's, as per below.


General Task - Manual Step

General Tasks are a manual step that reminds you to do something that sits outside of SourceWhale's functionality. Similar to the Phone Call step, you can add hyper-personalised notes when you add someone through the Extension or Spreadsheet Upload. A reminder will appear in your To-Do list when it is time to action it. You will need to "Mark as Done" once you have completed it.


Now you are comfortable with the different task types, go and give them a try in one of your campaigns! Learn how to add contacts to your campaign here.

Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬


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