Getting Started with LeadGen (Basics)

Watch an Overview of the Caroline Leadgen Dashboard

Basic steps for LeadGen beginners. Articles included for initial setup and more

How to Connect Your LinkedIn Account to Your LeadGen Account

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Getting your LeadGen account connected to your LinkedIn profile

1. Once you're signed into your LeadGen account (using Google Chrome), you can start the connection process by clicking "+ New LinkedIn Account" in the center of the screen. You can also find the option by clicking in the upper left panel where the connected LinkedIn account will show. 

2. In the pop-up window, click "Get Started."

3. Choose your country (or the closest if yours is not listed)

4. Selected your Time Zone and choose your Working Hours (this is the time frame that the software will run during)

5. Enter your LinkedIn Log-In credentials. Please manually enter them even if they populate, as the auto-populated are typically inaccurate since you are not on LinkedIn's website. 

6. Once you click "Connect," you will get a loading screen. You are now waiting for an email from LinkedIn to be sent to the email you sign in to LinkedIn with. This will have a PIN that you will need to enter inside the platform. If you receive the PIN, but the window does not appear in LeadGen for you to enter, try refreshing the browser. It can take several minutes for the PIN email to be sent. 

7. Once you have entered the PIN, the platform will start fetching your info. Within a couple of minutes, you will see your LinkedIn profile picture and a green dot indicating the connection.

If you run into any issues during this process, please don't hesitate to reach out to us at support@coachcarolinedoyle.com for assistance!

Account Limits

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If you are brand new to LeadGen, you want to accept LeadGen's default account limits. It is in your best interest to keep your activities in LinkedIn at a safe level to avoid experiencing any restrictions or even worst LinkedIn jail.

Important: Any activity (i.e. connection, messages etc) counts as part of your Linked Limits. LeadGen DOES NOT have visibility to the activities your perform manually in LinkedIn

To access your account limits:

  1. Click Setting

  2. Select Account Limits. Browse through the different limits.

  3. Views of Profiles: This is the number of views that LeadGen will do for you automatically.

    Note your minimum number of views should be equal or less than your maximum number of connection requests. Keep your settings Green. Avoid yellow and worse red. You don't want to your LinkedIn account to be restricted or worst go to LinkeIn jail. It's not worth the hassle.

  4. Connection Requests: This is the number of requests that LeadGen will do for your based on your target market. We're going to start at somewhere between 10-20 connection requests. Depending on your subscription, and your LinkedIn SSI index, you could increase your daily connection reuest to 30, 60 or 100 invites. Just make sure you are in the green area. Don't go to red or yellow

  5. Number of Messages: This is the number of messages that you can send. You can increase your numbers of messages per day to a number that's still within the green area.

  6. InMail Messages: This is the number of InMail messages that you can send. InMail messages is only available if you subscribe to Sales Navigator. These are messages that you could send to people outside of your network. You can increase your number of InMail messages per day to a number that's still within the green area.

If you run into any issues during this process, please don't hesitate to reach out to us at support@coachcarolinedoyle.com for assistance!

If you run into any issues during this process, please don't hesitate to reach out to us at support@coachcarolinedoyle.com for assistance!

How to Create a Message Template

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LeadGen templates are a great way to start your outreach campaigns. Here’s how to use them.

Are you looking to begin a targeted messaging campaign but don’t know where to start?

Creating and utilizing LeadGen templates can be hugely beneficial for you and your company. It’ll save you masses of time, making your life easier in the long run.In this guide, we’ll take you through how to create and use LeadGen templates step by step.

To successfully produce impactful and effective campaigns with LeadGen templates, follow these simple steps:

  1. On your home dashboard, click on “Templates” from the left-hand side menu.Click on the blue “+ Create New Template” Button in the top right corner.

  2. Give your template a title and choose its type - whether that’s a LinkedIn message, a post, an email, or an InMail.Write your message. You’ll need to input a few

    variables, but you can easily select these from the suggestions just below the message box. You can find some common variables further down this article.

  3. Once your message is finalized, click on “Create template” at the bottom. Your new template is now ready to be used in your future campaigns.

  4. Some popular variables that are frequently used in message templates include:

    {first_name}

    {last_name}

    {company_name}

    {years_in_company}

    {occupation}

    {location}

    {college_name}

If you run into any issues during this process, please don't hesitate to reach out to us at support@coachcarolinedoyle.com for assistance!

20 LinkedIn Invitation Templates

High converting templates are designed to grow your network and build your 1st-degree connections.Invitation messages are a great way to build rapport and attract new people to join your network. Think about who you are trying to open up a dialogue with and what your call to action is. The spirit of your new business relationship can be made or broken in the first correspondence.

20 Invite Templates

Hey {first_name}! I'm trying to expand my network with ((TARGET INDUSTRY)) professionals. I came across your profile and thought there might be some synergy.

Hello {first_name}! I wanted to connect as I feel we might have some common business interests.

Hi {first_name}! I'm trying to expand my network with professionals in {location}. I look forward to connecting with you.

Hi {first_name}! I'm trying to expand my network with professionals in {location}. I look forward to connecting with you.

Hey {first_name}! I have a fantastic product I know will help you generate more revenue. If you have XX minutes, I'd love to show you how it works.

Hey {first_name}, you have an impressive resume! I'm trying to expand my network of marketing professionals in {location}. I look forward to connecting with you.

Hi {first_name}! Yes, this is a sales pitch! But I have a fantastic product I know your company will benefit from. All I need is “XX” minutes of your time.

Hey {first_name}, I'm a sales executive at ((YOUR COMPANY)). We have an innovative way for ((INDUSTRY)) companies to save money.

Hey {first_name}, I'm also {location}-based and want to grow my network with people in ((INDUSTRY)). I look forward to connecting with you.

Hey {first_name}, I'm ((YOUR NAME)) from ((YOUR COMPANY)). I see our business interests align. I hope you're open to connecting with me.

Hi {first_name}, I'm always looking to grow my network in {location}. I hope you're open to connecting!

Hey {first_name}, we don't know each other, but I also went to {college_name}. I hope you're open to connecting.

Hi {first_name}, I've been trying to connect with people in {company_name}'s sales team. I hope you're open to connecting with me.

Hi {first_name}, I also went to {college_name}. Would you be open to connecting?

Hi {first_name}, I love networking with people in {location}. I hope you're open to connecting.

Hello {first_name}! I came across your profile while looking for ((INDUSTRY)) professionals. I look forward to connecting.

Hello {first_name}. I was hoping to connect and set up a meeting with you. It'll only take “XX” minutes of your time.

Hi {first_name}! Since we both went to {college_name}, there might be some synergy for us to connect.

Hi {first_name}, I see you've been in the ((INDUSTRY)) for {total_years_in_career}! I have a fantastic product I know someone with your experience will find interesting. I hope you're open to connecting.

Hi {first_name}, I've been networking with professionals in ((INDUSTRY)), and your name keeps popping up in my suggestions. I hope you're open to connecting!

Building out your first campaign steps

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Welcome to LeadGen campaign creator! You’ll now want to begin your marketing campaigns, no doubt, so here’s how you do it.

With Leadgen, you can automate your marketing campaigns to optimize your outreach. Improving your sales - and thus your revenue - is made easier with our sophisticated tracking and targeting systems.

Before you begin your marketing campaigns, you’ll first want to consider a bit of preparation. When you’ve planned ahead, you’ll find creating your campaigns with LeadGen to be a walk in the park.

How to plan your campaign

1. First things first, it’s important to plan what kind of campaign you want to run. You must make a decision on what copy you should use, whether that’s emails or short direct messages, to ensure maximum effectiveness of your campaign.

2. Next, it’s a good idea to decide on an ideal customer profile (ICP). This will ensure you target the right potential customers, and will help you formulate what the overall message will be in your copy. Most of all, knowing your ICP will ensure you receive the best possible response rate.

3. Lastly, find any posts or events that you want to target. You can include the links to these in your campaign, and LeadGen will automatically target everyone who’s engaged with the chosen event or post.

Creating your campaign

Once you’ve planned out your campaign you’ll want to head to your home dashboard. On the right of the Dashboard click on Campaigns. This is the first item on the left menu of your Dashboard.

Follow these next steps to create a successful campaign with LeadGen:

1. In the top right-hand corner, click on the big “+Create New Campaign” button.

2. You will be asked to choose either a "simple" campaign or a "smart campaign"

3. Once you have selected your campaign (a.k.a. sequence type), you can name your campaign, insert any links to posts or events you want to target, and select  the sequence for your outreach. You can also insert any search URLs you want from the LinkedIn Sales Navigator, but you don’t need this to

4. Next, click on the “+Add Step” button after selecting your sequence. This will present you with a number of different actions you can add to create your campaign.

5. Select your actions as you desire. For a LinkedIn campaign, we recommend using “Send connection request” and “Send message”.

6. Adjust the delays on your actions - you don’t want them all to happen at once! Use the timer buttons on the action widget once you’ve added it to adjust the delays.

7. Add any additional automated actions, such as auto-following LinkedIn profiles or liking posts, or give recommendations.

8. After it’s all looking good, it’s time to run the campaign. Click the toggle button button to the right. Or, if you’re not quite finished, you can save your campaign to access again later.

If you run into any issues during this process, please don't hesitate to reach out to us at support@coachcarolinedoyle.com for assistance!

How to Recover My Password

How to recover my password?

This will be a quick guide on how to reset your password. FOLLOW THESE STEPS:

1. Go to https://app.carolineleadgen.com. Beside the Password tab, hit the blue highlighted word (FORGOT PASSWORD?)

2. Once you hit FORGOT PASSWORD you will be redirected to a page to Recover Your Password. Put your password and hit Continue.

3. An email will then be sent to your registered email address. Click on the provided link and you will be led to change your password as needed.

4. Input your new password click on finish and login. 

5. If after these steps, you are still not able to reset your password, please don't hesitate to contact us at support@coachcarolinedoyle.com and one of our representatives will assist you out accordingly.

InMail Feature

Users with a LinkedIn Premium or Sales Navigator account can take advantage of the LeadGen InMail feature. Learn more by following the guide in the article below.

The LeadGen software allows all Premium and Sales Navigator users to send up to 200-300 free Inmails per month. 

In this article we will share:

All about Inmails

Insightful Tips when Crafting

Inmails - Steps to create an InMail sequence

First, let's start with what is an Inmail. 

InMail is a credible, private, and customized messaging tool helping you contact 2nd-degree connections with 1 message and no invite. 

Why are they free Inmails?

It will not consume any of your Inmail credits from your LinkedIn Premium or Sales Navigator. 

Who can receive my Inmails?

Only profiles who have turned on "Allow Inmails" in their LinkedIn profile settings (OPEN Accounts) We suggest targeting 2nd-second degrees. Third degrees most likely are not going to be able to receive Inmails based on our testing.

Insightful Tips:

InMail will count against your total messages per day.

Targeting 2nd-degree connections is highly recommended. 

30 Inmails per day are suggested.

Only profiles who are open to receiving messages will receive Inmails. 

A LinkedIn Premium or Sales Navigator account is required to use the feature.

Insightful Tips when Crafting Inmails

Choose wisely: Create a hyper-targeted search and engage with insights. You only get a limited quantity of Free InMails each month, so optimize the quality of your message.

Write a compelling subject line: The Inmail is very similar to an email. Therefore, grab their attention immediately by including a business topic and/or a personal touch in the subject line. 

Short, Sweet but Direct: More than half of InMails are read on mobile. Keep your personalized message brief - 150 words or less - to increase your likelihood of response.

Add a call to action: Use InMail to start the conversation, not seal the deal. Use InMail to open the door - “Would you be open to a 15-minute call on Thursday at 10 AM?” 

Steps to create an InMail sequence (TBD):

Prospect Data Features

Suppression Feature and Options

The SUPPRESSION button will allow you to stop all automated messages from going out to 1st Degree connections made using the software.

Apply the Suppression feature if you encounter any of the scenarios below:

If someone you've connected with, replies they're not interested and do not want to receive future messages from you, suppress them. In the future, if you create a First Degree Message sequence, they will not receive the message.

If someone turned into a client from an outreach/campaign from LeadGen, you need to suppress them so they won't receive any of your first-degree messaging. 

2 different ways to use the suppression button

1) Suppress contacts from the Prospect Data

Go to Prospect Data

Filter by Accepted

Click the Suppression Icon

 A pop-up message will show "Person has been blocked", click OK.

2) Suppress contacts from the Inbox 

FAQ's

Frequently Asked Questions, common issues, general help articles, and more

Why is the software sending DOUBLE messages?

First-Degree Messaging Sequence Sent to the Same Prospect more than once

In any automation platform, double messages are a common thing. It happens when the software sends the same message to the same prospect.

HERE ARE A FEW REASONS WHY THIS HAPPENS:

1. If the same person, appears twice on different pages (THIS IS A LINKEDIN ISSUE) of your search URL, the software will still send invites to those prospects. Our messaging sequence has no blocklist capabilities. This allows our users to send follow-up messages to their prospects as needed.

2. If you are running an invitation and a messaging sequence at the same time with the same audience. The software will not send invites to the same person, but will still send a message if the prospect appeared on the messaging sequence that you created. This can also cause the "results list order" to change, which can cause the duplication of a message to someone who had already received it. 

HOW TO AVOID THIS FROM HAPPENING:

1. Make sure to double-check your search URL. Try to scan through your prospects and if you are able to see duplicates, tweak your filters accordingly. 

2. Creating unique messages for your sequences. Not only will this help make your campaigns stand out, but this will also prevent you from sending the same message to the same prospect in any case they appear twice on your searches. 

3. DO NOT run the same message for an invitation sequence and a messaging sequence at the same time.

4. Monitor your sequences frequently. Note that any changes that you make, will affect how your sequences are running. 

Note: If you still experience these issues, please don't hesitate to contact us at support@coachcarolinedoyle.com or message us through our Live Chat inside the software.

LinkedIn Notification - "Use of Automated Tool"

Key Factors to Avoid and Guidelines to Follow

LinkedIn may email or show this message upon log-in when an account has increased activity levels over a sustained period. This is a message to ensure your activity is staying within LinkedIn's guidelines regarding sending invites, messages, InMails, and profile interaction.

Things to Avoid:

1.) Sudden change of activities like sending too many invitations or messages abruptly

2.) Too many profile views -  Removing "People also Viewed" from Your LinkedIn Profile

3.) Manually sending invitations through LinkedIn while using Kennected

4.) Not being accepted by 3rd Degree Connections

5.) Too many pending invites

Sudden Change in Activity

New users or inactive users must turn on the account warmup feature to properly grow their activity based on LinkedIn's standards. Even if you were previously sending invites manually, you will still need to turn on the account warmup feature.

Account Warm-up Feature

If you take weeks or months off from sending invites and messages, then you will need to restart the account warmup process each time you restart sending out messages after a break.

Removing "People also Viewed"

Removing "People also Viewed" from Your LinkedIn Profile

Manually Sending Invitations

LeadGen, even with the account warmup activated, is sending out the maximum amount of activity your profile can handle before being flagged. To prevent overuse out of your accounts, do not manually send invites or direct messages to people, while LeadGen is doing all of that for you.

Sending 3rd-Degree Invites

3rd Degree connections have the ability to mark invite requests as someone they don't know because they don't have any mutual connections with you. Reaching out to 3rd Degree connections unsuccessfully can result in your accounts being marked as spam. Always focus on going after 2nd Degree Connections to achieve the best results.Too Many Pending InvitesPending Invite ThresholdView Pending Invites on LinkedIn 

How to Create a Lead List in Sales Navigator?

Steps required to create and use a List as Target Audience in a Sequence

1. Go to Sales Navigator.

2. Go to Saved Searches.

3. Choose a search item under Name. Click on it to open.

4. When you go through the list from the search item that you opened, you won't necessarily need to connect to all of them. You can choose the ones you really need and tick on the boxes beside the name of those who you want to connect with.

5. Before you go to the next page, go up to the top of the list and click on Save To List button.

6. Click on Create a lead list. Fill out the boxes.

7. You can do the same page by page.

Advanced LinkedIn Filtering Options

Wondering how you can create hyper-targeted searches using LinkedIn?

Keep reading, we did our research and you'll find a list of over 5,000 keywords for Industries, Services, and Titles you can target when creating your audience for a LeadGen Sequence. 

In this article we will review:

Basic Filters

Filter by Titles

Filter by Industries and Services?

LeadGen requires you to use the following 4 filters:

Keywords in the search bar (Boolean Search)

Filter by People

Location (State or City)

Degree of Connection (1st or 2nd)

Your search should be less than 1K if using a regular LinkedIn Search, when using Sales Navigator the max is 2.5K

Adding more than 1 state to your search is possible, just be mindful of their time zone.

Filter by Titles

Targeting decision-makers will make your sequences efficient.

According to the Social Selling pillars, it will also help improve the score for Building Relationships. 

Here is a list to start with:

(C-Suite)

CEO—Chief Executive Officer

COO—Chief Operating Officer

CFO—Chief Financial Officer

CIO—Chief Information Officer

CTO—Chief Technology Officer

CMO—Chief Marketing Officer

CHRO—Chief Human Resources Officer

CDO—Chief Data Officer

CPO—Chief Product Officer

CCO—Chief Customer Officer

Adding Titles in the Keywords under the All Filters tab will give you a list of profiles with their current experience as the title you are looking for. If this filter is not applied you will have a list of profiles that do not match your search criteria. 

Filter by Industries and Services?

Select any predetermined Industries and Services in the "All Filters" tab

LinkedIn Industries:

Accounting

Airlines/Aviation

Alternative Dispute Resolution

Alternative Medicine

AnimationApparel & Fashion

Architecture & Planning

Arts and Crafts

Automotive 

Aviation & Aerospace

Banking

Biotechnology 

Broadcast

MediaBuilding

Materials

Business Supplies and Equipment

Capital Markets

ChemicalsCivic & Social Organization

Civil Engineering

Commercial Real Estate

Computer & Network Security

Computer Games

Computer Hardware 

Computer Networking

Computer Software 

Construction

Consumer

Electronics

Consumer Goods

Consumer Services

Cosmetics

Dairy

Defense & Space

DesignEducation Management

E-LearningElectrical/Electronic

Manufacturing

Entertainment 

Environmental Services

Events Services

Executive Office

Facilities Services

Farming

Financial

Services

Fine Art

Fishery

Food & Beverages

Food Production

Fund-Raising

Furniture

Gambling & Casinos

Glass, Ceramics & Concrete

Government Administration

Government Relations

Graphic Design

Health, Wellness and Fitness 

Higher Education

Hospital & Health Care 

Hospitality

Human Resources 

Import and Export

Individual & Family

Services

Industrial

Automation

Information Services

Information Technology and Services 

Insurance 

International Affairs

International Trade and Development

Internet 

Investment Banking

Investment Management

Judiciary Law Enforcement

Law Practice

Legal Services

Legislative Office

Leisure, Travel & Tourism

Libraries

Logistics and Supply Chain

Luxury Goods & Jewelry 

Machinery

Management Consulting

Maritime

Market Research

Marketing and Advertising

Mechanical or Industrial Engineering

Media Production

Medical Devices 

Medical Practice 

Mental Health Care 

Military Mining & Metals

Motion Pictures and FilmMuseums and InstitutionsMusic 

Nanotechnology

Newspapers

Non-Profit Organization

ManagementOil & Energy

Online Media

Outsourcing/Offshoring 

Package/Freight

DeliveryPackaging and ContainersPaper & Forest Products

Performing Arts

Pharmaceuticals

Philanthropy

Photography

Plastics

Political Organization

Primary/Secondary Education

Printing

Professional Training & Coaching

Program Development

Public Policy

Public Relations and Communications

Public Safety

Publishing Railroad

ManufactureRanching

Real EstateRecreational

Facilities and Services

Religious Institutions

Renewables & Environment

Research

Restaurants

Retail

Security and Investigations

Semiconductors

Shipbuilding

Sporting Goods

Sports

Staffing and Recruiting 

Supermarkets

Telecommunications

 Textiles

Think Tanks

Tobacco

Translation and Localization

Transportation/Trucking/RailroadUtilitiesVenture

Capital & Private Equity

Veterinary

Warehousing 

Wholesale

Wine and Spirits

LinkedIn Services

Accounting

Accounting

Bookkeeping

Financial Accounting

Financial Advisory

Mortgage Lending

Personal Tax Planning

Small Business Tax

Tax Preparation

Coaching & Mentoring 

Career Development

Coaching Change Management

Corporate Training

Diversity & Inclusion

Executive Coaching

Interview Preparation

Leadership Development

Life Coaching

Negotiation

Public Speaking

Resume Review

Resume Writing

Team Building

Training

Consulting 

Advertising

Brand Consulting

Business Consulting

Educational Consulting

Email Marketing

Environmental Consulting

Finance Consulting

HR Consulting

Healthcare Consulting

Legal Consulting

ManagementConsulting

Marketing Consulting

Nonprofit Consulting

Political Consulting

Pricing Strategy

Project Management

Public Relations

Search Engine Marketing (SEM)

Search Engine Optimization (SEO)

Tax Advisory

Design 

3D Design

Ad Design

Animation

Brand Design

Engineering

Design Graphic

Design Illustration

Industrial Design

Interaction Design

Interior Design

Logo Design

Packaging Design

Presentation Design

Print Design

UX Research

User Experience Design (UED)

Video Editing

Video Production

Videography

Visual Design

Web Design

WordPress Design

Events 

Audio Engineering

Bartending

Catering

Corporate Events

DJing Event

Coordination

Event Photography

Event Planning

Event Production

Floral Design

Live Events

Photo Booths

Product Launch Events

Sound Design

Trade Shows

Wedding Officiating

Wedding Planning

Finance 

Budgeting

Financial Accounting

Financial Advisory

Financial Analysis

Financial Planning

Financial Reporting

Insurance Loans

Retirement Planning

Wealth Management

Home Improvement

Architecture

Interior Design

Landscape Design

Information Technology 

Backup & Recovery

Systems

Computer Networking

Computer Repair

Cybersecurity

Data Recovery

Home Networking

IT Consulting

Network Support

Telecommunications

Insurance 

Auto Insurance

Commercial Insurance

Health Insurance

Homeowners Insurance

Life Insurance

Small Business Insurance

Title Insurance

Law

Bankruptcy Law

Business Law

Consumer Law

Copyright Law

Corporate Law

Criminal Defense Law

DUI Law

Divorce Law

Entertainment Law

Estate Planning Law

Family Law

IT Law

Immigration Law

Intellectual Property Law

Labor and Employment Law

Legal Consulting

Notary Patent Law

Personal Injury Law

Property Law

Startup Law

Tax Law

Trademark Law

Trust and Estate Litigation

Wills Planning Law

Marketing

Advertising Blogging

Brand Marketing

Content Marketing

Content Strategy

Demand Generation

Digital Marketing

Direct Mail Marketing

Email Marketing

Event Marketing

Growth Marketing

Lead Generation

Market Research

Marketing Consulting

Marketing Strategy

Mobile Marketing

Performance Marketing

Product Marketing

Public Relations

Real Estate Marketing

Search Engine Marketing (SEM)

Search Engine Optimization (SEO)

Social Media Marketing

Operations 

Administrative Assistance

Appointment Scheduling

Customer Service

Customer Support

Data Entry

Data Reporting

Executive Administrative Assistance File

Management Filing

Human Resources (HR)

Invoice Processing

Online Research

Outsourcing Payroll Services

Personal Assistance Program

Management Project

Management Research

Strategic Planning

Technical Support

Transcription Typing

Virtual Assistance

Photography 

Commercial Photography

Corporate Photography

Event Photography

Food Photography

Headshot Photography

Nature Photography

Pet Photography

Photo Booths

Portrait Photography

Real Estate Photography

Restaurant Photography

Sports Photography

Stock Photography

Video Animation

Video Editing

Videography

Wedding Photography

Real Estate

Commercial Lending

Mortgage Lending

Property Law

Property Management

Real Estate Appraisal

Real Estate Marketing

Relocation

Software Development 

Android Development

Application Development

Business Analytics

Cloud Application Development

Cloud Management

Custom Software Development

Database Development

Enterprise

Content Management

Information Management

Information Security

Mobile Application Development

SaaS Development S

Software Testing

User Experience Design (UED)

Web Design

Web Development

iOS Development

Writing 

Blogging Content

Strategy

Copywriting

Editing

Ghostwriting

Grant Writing

Technical Writing

Translation

User Experience Writing

Cool Down Period

If Account is under Cooling Period or Having Trouble Sending New Invites

Why did this happen to me? 

In efforts to keep your LinkedIn account healthy, your LeadGen Account will stop you from sending out new invites for a period of time one week, per the recent update, which is refreshed every Monday.

Important: Any activity (i.e. connection, messages etc) counts as part of your Linked Limits. LeadGen DOES NOT have the visibility to the activities your perform manually in LinkedIn

You will see a notification bell at the upper right hand portion of the page which will indicate that your account is under cool down. 

What might have caused this?

More than 250-500 pending connections or close to that number on LinkedIn can cause your account to be flagged. Check your LeadGen Dashboard to find how many pending invitations you currently have. If you are over 500 or close to that number, begin withdrawing the invites one by one or reach out to our support team for help.

You may have been too active on LinkedIn. 

LinkedIn tracks your activity:

If you started using LeadGen without being too active on LinkedIn, it’s best that you use the Account Warmup feature to ready your account.  

Instead of sending 60-100 invites daily, only send between 20 and 30. Sending too many invitations with less than 500 connections can cause some major LinkedIn alarms to go off

Using multiple automation tools at once: When using LeadGen, we suggest that you do not use other automation tools alongside it. This is bound to cause discrepancies and result in your account being flagged

Manual and automated outreach: Maximizing your efforts on LinkedIn will get you better leads without a doubt, but using both LeadGen and sending manual invites could get your account restricted

Power Searcher Tag: If you have a Free LinkedIn Account and are currently enrolled in a plan for 100 invites per day, you might encounter an invitation restriction called "Power Searcher" 

LinkedIn Jail: If you think you’ve been restricted from sending invites using LeadGen or have been put in LinkedIn Jail, find out by checking if you are able to send manual invites to people. 

Note: If you have any questions regarding "Cool Down Period", contact us at support@coachcarolinedoyle.com 

Can I change my Login Details?

Learn how to change your login details for your LeadGen account just in case you would like to switch to your personal or work email.

Change your Login in 3 steps:

1. Access your Settings (left bottom page of LeadGen main page)

2. Select Change Email

3. Type the email of preference and click Change Email 

Login to your account using the email you recently changed to!

Sequence

In this section, you will learn how to sequence your messages based on your target audience.

Group Targeting Sequence

Create a Messaging Sequence to Target Group Members

Targeting group members can help you build stronger relationships. LeadGen allows you to build a messaging sequence and make great use of up to 300 message credits per day. 

In this article we will review:

1) Benefits of becoming a member in a group

2) To consider before your outreach

3) Limitations

4) How to Target Group Members

Benefits of becoming a member in a group:

LinkedIn allows you to send direct messages to any member of the group you are in. 

There is no limit to how many direct messages you send to other group members (you don’t need to be connected to them to send them a message and no InMail credits are required)

Great opportunity to raise your profile in your industry and become better known in your target market

Searching for a Group? There are around 2 Million groups in LinkedIn (Take a Look at the Group Directory in LinkedIn)

Our suggestion is to create a messaging sequence with no connection invite, therefore it will count against your message credits. 

To consider before your outreach:

Try to become active in the group

Post original content that is relevant to the group;

Create a poll, offer help, celebrate an occasion, share an invite to an event, look or offer help. 

Your post will only be visible in the group’s homepage and not your feed. Group admins have the access to delete group posts at their discretion. Contact your group admin if your post is deleted.

Limitations in LinkedIn Groups:

LinkedIn allows you to join up to 50 groups

Posting the same content across multiple groups could get your account restricted. 

When creating a sequence for group members use a regular LinkedIn list (not a sales navigator)

You can’t filter a group (Unless using sales nav but then must create an invitation campaign)

Some admins are strict when managing a group, posts might be rejected if your content is unrelated.

Be mindful of the content you are sharing with members and read the group rules if they have any.  

If you’re a group member or admin, you can share content in your group’s feed.

If your group owner has enabled the post review settings, then the post will only be available after the admin reviews and approves the post.

Group Targeting Sequence is applicable for,

Sales Navigator URL:                               

Invitation Sequence - Yes                             

Message Sequence - No

Regular LinkedIn URL:                               

Invitation Sequence - Yes                               

Message Sequence - Yes

How to Target Group Members

1. Go to your LinkedIn account.

2. If you are part of any groups, click on the group name. 

3. On top, you can see the number of members in your group.

4. From the group name, click on See all. It will give you the list of the members of the group.

5. Copy the URL of the group

6. Go to your LeadGen account, go to Sequences click on Add New button 

8. Add a sequence name, set working hours, and click Next.

9. Paste the LinkedIn URL for the group which we click on and copied earlier. 

10. Set up your message to the Targeted Group and Submit it. 

11. Assign the message credits per day as desired when creating a messaging sequence. 

Insightful Tip:

You can send an invite to all members with an invitation sequence or you can create a messaging sequence which we suggest since you can send a ton of messages without sending an invite. 

Note: If you have any questions regarding "Group Targeting Sequence", contact us at support@coachcarolinedoyle.com or file a ticket on the top of this page

How to use a Saved Search from Sales Navigator

Steps required to use a Saved Search URL as Target Audience in a Sequence

Saved Searches on LinkedIn requires an additional step to make it compatible with LeadGen. In this guide, we will review the steps required so you can use your saved

searches. 

6 Steps:

1. Access your Saved Searches

2. Choose a Saved Lead Search

3. Remove any of the filters from the left side, this will reset the URL into a compatible one.

4. Re-apply the filter you previously removed.

5. Copy the URL and use it in your LeadGen Sequence.  Now you can use your "Saved Search" for an Invitation Sequence for 2nd-degree connections, Free Inmails, or a Messaging Sequence if your search is catered to 1st-degree connections.  

Note: If you have any questions regarding the "Saved Search" Sales Navigator feature, contact us at support@kcoachcarolinedoyle.com or file a ticket at the top of this page 

LinkedIn Event Targeting

Connect with global individuals attending an online webinar

They say knowledge is power! Sharing knowledge looks different today than 2 years ago. We use to attend massive conferences to have the opportunity to meet our mentors, learn from them and network with individuals in our same space.

In 2020 technology and connectivity gave us the opportunity to attend any event online. All of a sudden we started joining live conferences in any part of the world. We went global!

Looking to attend an online webinar/ event? Searching for this event on LinkedIn has never been easier. Better yet, you can target Attendees and start conversations using LeadGen

In this article we will share:

1) How to search and join an event on LinkedIn

2) How to view all attendees

+ Insightful tips

How to search and join an event on LinkedIn?

Look for a topic or industry of interest. You can have 2 different approaches when looking for an event to attend. This could be for networking or for prospecting. If you are looking to network with individuals in a similar space, targeting event attendees can connect you with international individuals. When prospecting think of a topic they will be interested in. 

Steps:

1) In LinkedIn, search for a topic using the boolean search and select "Events"

2)  Find an Event of your interest. Ideally, scheduled at least 5 days from today with less than 1,000 attendees.

 If the event has more than 1,000 apply filters to your search when creating a sequence. 

3) To join select "Register" or "Attend". In some cases, they will ask for your email to send you updates. You have the option to add the event to your calendar as well. 

How to view all attendees?

You can only view attendees if you are registered or attending the event. 

1. Click "attendees"

2. Select "Networking" and scroll all the way down to click "see all". 

3. Now you can apply filters or use the URL for a Messaging or Invitation Sequence. Results should be under 1000.

If you have any questions, please contact us at support@coachcarolinedoyle.com

Create a LinkedIn Event Targeting Sequence

Send a direct message with a messaging sequence or send them an invite through the invitation sequence.

Create a Messaging Sequence:

Target all attendees with a Messaging Sequence. LinkedIn allows you to message them directly without being a connection, therefore you don't need to apply any filters to this search. 

Note: Online events can be attended from anywhere in the world, when targeting all attendees you might connect with people internationally. If you want to keep it local use filtering options like "Locations"

Steps:

1. Confirm your search results have less than 1,000. Copy the URL on top. 

2. Go to app.leadgen.com Select "Outreach Sequences" + "Add New" + "Messaging Sequence".

3. Name your sequence with the "Date of the Event / Event Name" and select working hours

4. Paste the LinkedIn URL and press "ENTER" on your keyboard, click "Next"

5. Add your Message and "Submit"Script:

Message 1

Hi {firstname | fallback:"ENTER FALLBACK HERE"},

I'm also attending the ADD NAME OF THE EVENT HERE!

I'm always trying to expand my network with fellow ADD YOUR INDUSTRY HERE Professionals.

Message 2 ( 6 minutes after Message 1)

I've been in the industry for almost 2 years and loving it so far! How about you?

Note: When using the following script, be mindful to pause the sequence after the event. 

6. Add the "per day limit" and "Start"Create an Invitation Sequence:Invite them to connect with an Invitation Sequence.

Create an Invitation Sequence:Invite them to connect with an Invitation Sequence.

Steps:

1. Filter your search by targeting 2nd-degree connections. Apply "All Filters" if you are looking for specific industries or services. Copy the LinkedIn URL. 

2. Go to app.leadgen.com select "Outreach Sequences" + "Add New" + "Invitation Sequence".

3. Name your sequence with the "Date of the Event / Event Name" and select working hours

24 April/LeadGen Event

4. Paste the LinkedIn URL and press "ENTER" on your keyboard, click "Next"

5. Add your Message and "Submit"

Note: When using the following script, be mindful to switch your per day limit to "0" after the event. 

If you have any questions, please contact us at support@coachcarolinedoyle.com

Can I Delete a LinkedIn URL from a Sequence?

Learn about modifying a sequence to target a new LinkedIn Search URL by following the guide below.

Can I Delete a LinkedIn URL from a Sequence?

If the Sequence has already started, then you CANNOT!

The workaround for this will be pausing the sequence, cloning it, and using a new URL for the desired target audience.

If the Sequence was created but not started, then you CAN!

You will find the trash icon inside the URL box. Click on it to remove the old target URL, then paste in your new one and press "Enter" on your keyboard to make the modification.

If you have questions, please contact us at support@coachcarolinedoyle.com

Sequence Search Limitations

Learn about the search limitations of LeadGen sequences and how to factor in the numbers when building them.

Is there a limitation on the number of results for my target audience search?

We advise keeping your target audience at a number that's within reach. Consider the invites per day that you can send out and how many days it will take you to reach out to everyone in your target audience on the search.

The limitation on the number of pages to navigate on LinkedIn is page 100. You can view 10 profiles per page, therefore your search should be under 1000 results. Once your sequence has reached that maximum, LeadGen will send you an email to notify you.

You will also find a blue triangle next to your sequence, and this means that your search has run out of target users.

If you end up experiencing out of target audience, you should create another sequence with a new a search. 

If you have any questions, please contact us at support@coachcarolinedoyle.com

Pause, Stop or Delete - What You Should Know

Learn about the various actions you can take regarding the continuity of your LeadGen sequences.

Pause, Stop or Delete - What You Should Know

In this article,  you will learn the difference between stopping, pausing, and deleting a sequence and how you can apply those various functions.

Pause

When you pause a sequence, you can choose to resume it at any time. However, after clicking this button, you cause all of your sequence activities to be halted.

If you prefer to stop sending new invitations while the sequence has not yet completed its queued activities, you can set the Per Day Limit to 0 so the rest of the actions in the sequence will take place.

Follow-up messages - Yes

Withdraw pending invitations - Yes

Sending New Invitations - No

Stop

When you choose to "Stop" a sequence, you can't restart that sequence again. If you wish to restart again, you'll have to Clone the sequence and use the new one. Otherwise, you may delete the stopped sequence.

Delete

If your sequence has completed its queued actions or you wish to remove any given sequence, you can select "Delete". Here's how:Go to "Sequences"Click the three dots in line with the name of the sequenceSelect "Delete"

If you have any questions, please contact us at support@coachcarolinedoyle.com

How to Set Up a First-Degree Messaging Sequence

Learn how to effectively utilize LeadGen's Messaging Sequence feature and leverage the network you've already built on LinkedIn.

In this article we will review:

Ways to use First Degree Messaging

How to set up First Degree Messaging

Setting Up Follow-Up Messages

How to Start your 1st Degree Messaging Sequence

Ways to use First Degree Messaging

Say you posted something on LinkedIn and you wanted to get more eyes on it:

a) Consider adding a link to your post in your message to increase impressions, likes, comments, and reposts: "Hey, I just created this new piece of content, would love to hear your feedback! Thanks in advance."

Invite them to an Event:

If you decide to host a live webinar or podcast, you can invite existing connections and include the registration link. If you're hosting a local event, you can filter down your audience based on the location. 

Just Changed Carreers:

Inform your connections that you just changed careers. This would be a good opportunity to reconnect with people in the industry and

ask for advice, insights, and more. 

Endorsements and Recommendations:

Skills Endorsements and Recommendations play a big role in building your credibility online.

Ask for endorsements for your top 3 skills. Your skills add a lot of weight to your SEO and the LinkedIn Algorithm. 

Message example: Hi {firstname | fallback:"ENTER FALLBACK HERE"}, my 3 top skills are in need of some endorsements, would you be open

to endorsing me? I would be happy to return the favor!

Ask for recommendations. These add a lot to your credibility. People are interested in knowing how easy you are to work with, the unique skills you

have, and the general impression you leave on those you've worked with. Consider asking current or past managers or coworkers

Message example:Hi {firstname | fallback:"ENTER FALLBACK HERE"}, would you be open to adding a recommendation to my profile?

I would be happy to return the favor!

How to set up First Degree Messaging

Because you are already connected on LinkedIn, these sequences are only sending messages, not invitations. Follow the steps below:

  1. Navigate to the "Outreach Sequence" tab, and click on "Add New" from the top left

  2. Click "Messaging Sequence"

  3. Enter a "Sequence Name" + "Working Hours", and click "Next"

  4. When building your search, make sure you still follow best practices for building searches. The only difference is you will choose "1st Degree" for your Connection filter.

  5. Once your search URL is ready, copy and paste it into your sequence. Hit "Enter" on your keyboard, and then click "Next"

Setting Up Follow-Up Messages

Since you're reaching out to your existing connections, you will need to set up follow-up messages

Craft your message, use tags to personalize it and then click "Add"

If you would like to follow up with them after the first message, click on "Set Follow-Up Message" and then click "Submit"

How to Start your 1st Degree Messaging Sequence

  1. Your message sequence will appear below your invitation sequences, and you will notice that the Message limit will be different from your Invites limit

  1. Enter your Per Day Limit number and click on "Start" - If you haven't been running first-degree sequences, to avoid restrictions start low (usually 50 or lower depending on your SSI score), and then you can safely add around 20 per week. 

If you have any questions, please contact us at support@coachcarolinedoyle.com

How to Create an Invitation Sequence (2nd Degree Connections)

Automate Invitations and Follow-Ups. Create a Sequence for your 2nd Degree Connections

In this article we will review:

Create a New Sequence

Search for your Target Audience on LinkedIn with the Boolean Search

Setup Connection Message and Follow-Up Messages

Setup your Delays and Withdraw Connections Request

Start Sequence + Account Warmup

Step 1: Create a New Sequence

1) Click on "Add New"

2) Select Sequence Type (Invitation Sequence)

3) Name the Sequence related to your target audience, select your Working Hours and click "Next"

Step 2: Search for your Target Audience on LinkedIn

Your LinkedIn Search Results should be:

Less than 1,000 results for Free or Premium LinkedIn

Less than 2,500 results for Sales Navigator

1) Click on LinkedIn Search or Sales Navigator; the link will redirect you to a LinkedIn tab

2) Please refer to this article for steps to building your search in LinkedIn.  How to Search for Your Target Audience on LinkedIn

Step 3: Setup Connection Message and Follow-Up Messages

1) Click on "Set Connection Message"

2) Type a new message and personalize it with the "Insert Tag" function or select a template you've already created from the template tab

3) Your personalized message should resonate with your target audience.

4) Click on "Set Follow-up message"

5) Create your 1st follow-up message and click "Add"

6) If you would like to add a 2nd follow-up, click on "Set Follow-Up Message", create your message, and click "Add"

Step 4: Setup your Delays + Account Warmup

1) Set up your Delays

The first follow-up message will be sent after the setup delay, if the connection is accepted. 

Future Follow-ups will be sent if your prospect does not reply. 

The automated messages will stop when you receive a message back. 

2) In case your request to connect was not accepted, set up the days before withdrawing the connection request between 5 and 10 days

3) Click on "Submit"

4) Your sequence is ready to start!

Recommended Delays:

1st Follow Up: Same Day + random minutes or 1 day + random minutes after the connection is accepted.

2nd Follow Up: 3-5 days after 1st Follow Up

3rd Follow Up: 4-6 days after 2nd Follow Up

There is no magic formula for delays. It is up to you and your audience how you set up the delays for each follow-up.

We suggest you test them and find out what is ideal. 

Step 5: Start your Sequence

1) Assign a "Per Day Limit"

2) If you are running several sequences at a time, your Daily Limit should be distributed between the sequences you will be running

3) Apply Account Warm-Up if it's the first time you run an Invitation Sequence or Reset your Account Warmup if you had an Active sequence. 

4) Press "Start" 

5) Your sequence is now Active!

6) If you would like to make any changes to your sequence, click on "Pause" under the "Action" column

Caution:  Apply Account Warm-Up if it's the first time you run an Invitation Sequence or Reset it if you have an Active sequence. If you have an active sequence, count how many invites you sent out the day before and set up the account warm-up starting from that number.  For Example:You sent 30 invites yesterday, then you'll set up the account warmup starting at 30. 

If you have any questions, please contact us at support@coachcarolinedoyle.com

Sequence Stopped Working

Learn why one or more of your sequences may have stopped working on LeadGen and how to resolve the issue.

Help, my Sequence isn't Running!

Whether your LeadGen account has been disconnected from LinkedIn, your Sequence is outside of its target audience, or you’ve been restricted and moved into a cooling period, finding out that your tool for lead generation is on hold can be frustrating. 

In this article, we will provide insight on how to resolve the issue, what to look for in the future, and how to ensure your account stays up and running.  

Verify that you are Connected to LinkedIn

Check the top right corner of your LeadGen account.

The following article will guide you in the case that your LeadGen and LinkedIn accounts are not synced: Connect to LinkedIn - LeadGen and LinkedIn Account Not Synced

Assuming you are connected to LinkedIn, look for any LeadGen notifications - some possible ones you might see include:

"Sequence is out of Target Audience"

"Account under cooling period"

"Trouble sending new invites"

The sequence is Out of Target Audience -  Blue or Yellow Triangle Next to Sequence Name 

No matter how many search results you have for your target audience, LinkedIn will only allow you to see up to page 100  (1000 prospects). Once LeadGen has reached 100 pages, we will notify you that your sequence has run out of its target audience.

What to Do Next

Verify that your search actually exhausted the target audience

If your search results displayed 550 users and the sequence enrolled 547 of them, then that is likely CORRECT. Your sequence will change to "Completed" after all activities in queue are complete.

If your search results displayed 7,000 users and the sequence enrolled 990 of them, then something went wrong with your targeting.

If this is the case, please follow these steps: How To Refresh Your Target Audience

If the Account is under Cooling Period or Having Trouble Sending New Invites

Why did this happen to me? 

In efforts to keep your LinkedIn account healthy, your LeadGen Account will stop you from sending out new invites for a period of time between 6 and 72 hours. 

What might have caused this?

If pending connections are between 250-500 on LinkedIn can cause your account to be flagged. Check your LeadGen Dashboard to find how many pending invitations you currently have. If you are over 1500 or close to that number, begin withdrawing 100 invites at a time using our Withdraw Pending Connection button in the settings. 

You may have been too active on LinkedIn. 

LinkedIn tracks your activity: If you started using LeadGen without being too active on LinkedIn, therefore make sure you started your outreach with the Account Warm-up Setup. Sending too many invitations with less than 500 connections can cause some major LinkedIn alarms to go off

Using multiple automation tools at once: When using LeadGen, we suggest that you do not use other automation tools alongside it. This is bound to cause discrepancies and result in your account being flagged

Manual and automated outreach:  Maximizing your efforts on LinkedIn will get you better leads without a doubt, but using both LeadGen and sending manual invites could get your account restricted

Power Searcher Tag: If you have a Free LinkedIn Account and are currently enrolled in a plan for 60-100 invites per day, you might encounter an invitation restriction called "Power Searcher" 

LinkedIn Jail: If you think you’ve been restricted from sending invites using LeadGen or have been put in LinkedIn Jail, find out by checking if you are able to send manual invites to people. Read more here - Am I in LinkedIn Jail? 

If you have any questions, please contact us at support@coachcarolinedoyle.com

How to Start your Sequence: Assign a Per Day Limit and Click Start

Quickly learn how to launch your sequence and ensure the connection invite limits are set how you want them.

Launching your Sequence

1) Assign a number of invitations per day on the column titled "Per Day Limit"

2) If you are running several sequences at a time, your Daily Limit should be distributed between the sequences you will have ACTIVE.

3) Keep the Account Warmup in mind!

4) Press "START"

5) Your sequence is now Active!

6) Confirm the Account Warmup is applied

If you have any questions, please contact us at support@coachcarolinedoyle.com

Connection Message Sent Outside of Working Hours

Why does my inbox show the message time stamp being outside of working hours?

"How long does it take to send invitations to new prospects?"

It will typically take between 1-3 minutes before an invitation is sent out. This is a security feature of LeadGen to help ensure the safety of your LinkedIn account. Random intervals between sent requests are implemented to mimic human behavior

Your invitations and follow-ups will be sent during the working hours you have set up for your sequences

"Someone received my connection message outside of my working hours!"

The connection message was sent when you sent out the invite, but it will populate inside of your LeadGen Inbox when your prospect accepts the connection invitation (which could potentially be outside of working hours)

Notice the 2 different timestamps: The Activity will show you the time the invitation & connection message was sent.

The message in the inbox will appear when the prospect accepts the invitation. 

If you have any questions, please contact us at support@coachcarolinedoyle.com

How to Clone a Sequence

Learn how to clone a sequence in LeadGen. Follow the detailed guide below to find out how.

The clone feature can be used when creating a new sequence with same messages, delays and withdraws from a previous sequence. Below are the steps on how to use the Clone feature:

1) Click "Sequences"

2) Under "Options" column, click the 3 dots in line with the sequence you would like to clone

3) Click "Clone"

4) Name and select the working hours for your cloned sequence

5) Define a new Target Audience. Create a new search on LinkedIn, copy the URL, paste it into LeadGen, hit Enter on your keyboard, and then click "Next"

6) The messages, delays, and withdraws will remain the same as the previous sequence. Make edits to your sequence if needed

7) Click "Submit"

8) Assign a "Per Day Limit value" if you are running multiple sequences at a time to distribute your invites as desired

9) Start your sequence

If you have any questions, please contact us at support@coachcarolinedoyle.com

How to View or Edit your Sequence

If you want to view or make changes to any of your sequences, follow the steps in the guide below.

View details of your Sequence  (Name, Schedule, Target Audience, Messages and Delays)

1) Click on the "Sequences" tab

2) Click on the three dots below "Options" for the sequence that you're wanting to view

3) Click on "View"

4) Your Sequence Details (Name, Sequence Type, Working Hours, LinkedIn URL, Messages) will appear in a list

5) If you would like to view your target audience, click on the blue hyperlink

6) LeadGen will redirect you to the target search on LinkedIn

7) You're also able to see your connection, follow-up messages, delays and withdraw request setup

8) Go back to your Sequence window by clicking "Close"

Edit your Sequences (Name, Schedule, Messages, Delays and Withdraw Request)

1) Pause your Sequence

2) Click on the three dots below "Options" for the sequence that you wish to edit

3) Select "Edit"

4) Change the Sequence Name or set different working hours

5) The Define Target Audience window will load. Here you can reset/refresh your LinkedIn search URL

6) If you would like to edit your messages, click on the corresponding "Edit" icon

7) Once you finish editing your message, click "Add"

8) Submit your changes

9) After submitting your changes, the "Sequences" tab will load

If you have any questions, please contact us at support@coachcarolinedoyle.com

How to Properly Activate a URL on your Sequence (Press Enter)

Having issues getting your URL to work for your sequence? Follow the steps in the guide below to troubleshoot.

Steps to Properly Entering a Sequence URL

1) Once you have defined your target audience on LinkedIn, copy the URL at the top of the webpage

2) Paste the URL where asked to Define Target Audience

3) Press Enter on your keyboard and select "Next"

What happens when you don't press ENTER?

1) Your DEFINE TARGET AUDIENCE will turn red and you will have a small note at the bottom saying THIS FIELD IS REQUIRED

2) When this happens, move your mouse and click inside the URL and press ENTER on your keyboard

3) Click "Next" and continue with the setup of your sequence

If you have any questions, please contact us at support@coachcarolinedoyle.com

Sequences Not Showing

If you are having issues getting your sequences to show up, follow the simple steps below to attempt to resolve the issue.

Troubleshooting Steps:

First, try reloading the page by clicking the refresh button on the top left of your browser

Try using Google Chrome. If the account is in use on Safari or Firefox, try using Chrome and this should fix the issue. If user is already on Chrome, retry step one

Attempt to close out of your web browser and reopen it

You may have too many tabs open. Excessive numbers of tabs can cause slower load times all around and could interfere with LeadGen sequences showing up. If this is the case, try closing any unnecessary/less necessary tabs

If you have any questions, please contact us at support@coachcarolinedoyle.com

Can I Add Images or Documents to my Message?

Learn how to strategically share content through a message sequence through the use of hyperlinks.

How to Add Content to a Message Sequence

You can ONLY add links to your message (Drive, URL)

PNG, JPEG, or PDF file types CAN NOT be added as attachments in a Message or in a Template 

UNLESS Hyperise Direct Integration is used. 

For more information, click on Hyperise Direct Integration

If you have any questions, please contact us at support@coachcarolinedoyle.com

How to Search for your Target Audience on LinkedIn

Learn how to properly search for your desired target audience on LinkedIn via Boolean search to maximize success.

1) Steps for Performing a Boolean Search

2) Go to your LinkedIn Profile

3) Start your search with quote marks (") and type the name of the position, company, or keyword that you are targeting

4) Enclose the word or phrase in quotation marks and combine keywords with Boolean expressions like AND, NOT, and OR during your search

a. If you would like your search to include multiple criteria together use AND (ex. "Sales" AND "Technology")

b. If you would like your search to include multiple criteria options use OR (ex. "Sales" OR "Marketing")

c. If you would like your search to exclude criteria use NOT (ex. "Marketing" NOT "Print Advertising")

5) Press Enter and start your search

6) Select "People"

7) Click on the "Connections" dropdown and click "2nd Degree" 

8) Your search must include a minimum of one selection in "Locations"

9) If you would like to filter your target by Industry, Company, Language, or other filters, click on "All Filters"

Special Note: If you want to search based on a school, please do not use the built-in school filter. Include the name of the school in your Boolean search with "AND" using the exact wording for the school's LinkedIn page.

10) It's important that your search has under 1,000 results (2,500 if you're in a Sales Navigator search) for the sequence to be able to access the full list of results. You may need to make adjustments to your filters. Splitting a large audience up by "Locations" is typically a good strategy. Once you have defined your target audience on LinkedIn, copy the URL at the top of the webpagePaste the URL under Define Target Audience while building your sequence and hit enter on your keyboard

11) Click "Next" to finish building your sequence!

If you have any questions, please contact us at support@coachcarolinedoyle.com

How to Create an Invitation Sequence Using a CSV file

Automate Invitations and Follow-Ups.

In this article we will review:

Create a New Sequence

Search for your Target Audience on LinkedIn with the Boolean Search

Setup Connection Message and Follow-Up Messages

Setup your Delays and Withdraw Connections Request

Start Sequence + Account Warmup

Step 1: Create a New Sequence

1) Click on "Add New"

2) Select Sequence Type (Invitation Sequence)

3) Name the Sequence related to your target audience, select your Working Hours and click "Next"

Step 2: Search for your Target Audience on LinkedIn

Your LinkedIn Search Results should be:

Less than 1,000 results for Free or Premium LinkedIn

Less than 2,500 results for Sales Navigator

1) Click on LinkedIn Search or Sales Navigator; the link will redirect you to a LinkedIn tab

2) Please refer to this article for steps to building your search in LinkedIn. How to Search for Your Target Audience on LinkedIn

Step 3: Setup Connection Message and Follow-Up Messages

1) Click on "Set Connection Message"

2) Type a new message and personalize it with the "Insert Tag" function or select a template you've already created from the template tab

3) Your personalized message should resonate with your target audience.

4) Click on "Set Follow-up message"

5) Create your 1st follow-up message and click "Add"

6) If you would like to add a 2nd follow-up, click on "Set Follow-Up Message", create your message, and click "Add"

If you have any questions, please contact us at support@coachcarolinedoyle.com

How to Use Tags in Messages

Personalization tags are used to help establish rapport with your target audience. Learn how to leverage them by following the guide below.

Personalize your message in your Sequence Setup with the Insert Tag feature

The tags can be found in the message window when creating your Connection Message or Follow-Up. Tags can also be found when creating Templates. Our software plugs LinkedIn user profile information into the message to add a personal touch.

Note: "ENTER FALLBACK HERE" is an alternative piece of data that you want to add just in case the subject that you want to call out is not available in their LinkedIn profile.

Select the following tags when reaching out to:

All {firstname | fallback:"ENTER FALLBACK HERE"}

Ex: {firstname | fallback:"there"}

Dr. {lastname | fallback:"ENTER FALLBACK HERE"}

Ex: {lastname | fallback:""}

Work Place {company 1 | fallback:"ENTER FALLBACK HERE"}

Ex: {company 1 | fallback:"your company"}

Alumni {education 1 | fallback:"ENTER FALLBACK HERE"}

Ex: {education 1 | fallback:"your school"}

Industry {industries | fallback:"ENTER FALLBACK HERE"}

Ex: {industries | fallback:"your industry"}

Location {location | fallback:"ENTER FALLBACK HERE"}

Ex: {location | fallback:"your location"}

If you have any questions, please contact us at support@coachcarolinedoyle.com

Sequence is Out of Target Audience

If one of your sequences is enrolling users outside of your set search parameters, follow the steps below to troubleshoot the issue.

What do I do if my Sequence is Enrolling Users Outside of my Target Audience?

No matter how many search results you have on your target audience, LinkedIn will only allow you to see until page 100 (1000 prospects). Once LeadGen reaches 100 page, we will notify you that you have run out of target users.

If your search shows as 772 and you enrolled 750, that is CORRECT

If your search shows as 772 and you enrolled 50 then that is NOT CORRECT

Insightful Tip:

It is advised to target only 2nd degree connections. When targeting 3rd degrees, some users might be out of your reach.

If you have 3rd degree connections in your search, remove them when recreating the search. 

If you have more prospects to enroll, follow these troubleshooting steps:

1) Go to the "Sequence" tab, choose the sequence that has the issue, and assign cero "0" to the "Per Day Limit". This will allow messages and withdraws in queue to go out.

2) Click on the 3 dots under options and "Clone" the sequence, this will populate the messages from the sequence into the new one.  Name the new sequence + select working hours

3) Go to LinkedIn. Create a similar search, change the location to a particular state/region or add an additional filter (e.g. industry), this will generate a brand new group of people apart from the ones that you have already reached out to.

4) Copy the new LinkedIn URL and paste it into the "Target Audience" section + ENTER then click "Next"

5) Review all messages and Submit

6) Assign a per day limit + Start

7) Adjust the Account Warmup if needed

If this still doesn't solve the issue after several minutes, kindly check if you have been either tagged as a power searcher or have been placed in LinkedIn Jail.

If you have any questions, please contact us at support@coachcarolinedoyle.com

How to Add or Edit Working Hours

If you want to change or add new working hours to a LeadGen sequence, follow the steps in this knowledge base article.

How to Add or Edit Working Hours

Depending on who you are reaching out to, or if you are reaching out to people that are in different time zones, adding/creating new Working Hours in LeadGen will help ensure that connection invitations are sent during their working hours.

There are currently two methods for setting working hours in the LeadGen app.

From Global Settings

1) Click "Settings"

2) Click "Global Settings"

3) Click "Add New"

4) Enter a name for the new Working Hour, select the days and time frequencies, then click "Add" to save it

From Sequence Creation

Click "Sequences"

Click "Add New" (if it is a new sequence) or any of the 3 dots from your available sequences to bring up the "Edit" action button

Click "Edit"

On the Details tab, Click "Add New", select the days and time frequencies, then click "Add"

In order to use the newly created Working Hours, ensure the circle on the left is selected

Click "Next" and "Submit" to save and complete the sequence

Note: If it's a new sequence, complete first your connection message and Follow-up messages prior to clicking Next and Submit

***Alternatively, if you need to edit Working Hours, simply click again on Settings then  Global Settings. Navigate to the Working Hours you would like to edit and click the 3 dots to bring up the "Edit" action button again

Your daily limit will reset every 24 hrs.  The moon icon next to each sequence will show you the cooldown time remaining before they will begin sending out invitation again. The moon will also show next to a sequence that is currently outside of its set working hours.

If you have any questions, please contact us at support@coachcarolinedoyle.com

Daily Limit Reset

What is my Daily Limit?

Your daily limit can be any of 30, 60 and 100 sent invitations per day. This number will vary depending on your current monthly plan with LeadGen.

To view your current number sent out, go to your LeadGen Sequences page.

The number will appear in the top right above your sequences.

When do Daily Invites reset?

Your daily limit will reset every 24 hrs.  The moon icon next to each sequence will show you the cooldown time remaining before they will begin sending out invitation again. The moon will also show next to a sequence that is currently outside of its set working hours.

If you have any questions, please contact us at support@coachcarolinedoyle.com

LeadGen

Getting Started with LeadGen Reach

How to archive and star messages

Use the archive and star tools to efficiently sort your LeadGen inbox!

Sorting your LeadGen inbox is not only possible, it’s really easy to do. The archive and star options allow you to do a bit of digital housekeeping and keep your inbox neat and tidy.

LeadGen users find this helps them to stay on top of their correspondence (because you’ll most likely have a whole heap of messages to go through!) and lets them achieve maximum efficiency.

To find out how to archive and star messages, follow the simple steps below:

1. Head to your inbox. You can get there by clicking “Inbox” on the left-hand menu on your home dashboard.

2. Find the conversation you want to star or archive and click on the symbol with the three vertically-arranged dots. You’ll find this next to their name.

3. Next, click either “Add to starred” or “Add to archived", depending on how you want to categorize the conversation 

4. At the top of your inbox, just under the search bar, you’ll find a list of message categories. Scroll across to find “Starred” and “Archived”, so you can find any marked conversations quickly and easily!

Introduction to Reporting

LeadGen provides you with detailed analysis of all its automated processes. Here’s your guide to understanding the reports.

While LeadGen is working its magic in the background, it’s also compiling digital reports on its automated processes. This means that you can be sure LeadGen is working in the best way for you, and it improves the transparency of its operations.

To access your reports section, simply click on the “Reports” button on the left-hand side of your home dashboard.

As you scroll down, you’ll see reports of the operations that LeadGen has performed automatically over your chosen time period.

On the right-hand side, you can select the period of time you want to view the reports for, as well as choose the particular campaign you want the analysis from.

The criteria that LeadGen reports on and the actions it performs are limited by your preferences. For example, if you wanted to change the limits of how many connection requests LeadGen sends every day, you can adjust the sliders in the “Account Limits" section of your settings.

You can even get a more detailed analysis of LeadGen’s automated operations by clicking the “Get Detailed Report” button in the top right-hand corner.

Looking to export your reports to assess in other software's, such as Excel? Hit the “Export as CSV” button, also found in the top right-hand corner.

InMail credits

Every month, up to 50 InMail messages go unused as credits roll over to the next month. Don’t let yours go to waste.

LinkedIn Premium users can benefit from InMail credits, which dictate the amount of messages you can send to 2nd and 3rd degree connections each month. Different Premium accounts have different credit limits. 

If an InMail message is responded to - whether accepted or rejected - within 90 days then it’s credited back to your account.

LeadGen finds that many users roll over their credits month by month without properly utilizing their potential. Here’s how you can automate LeadGen to make the most of your InMail credits:

1. Begin by heading to “Settings” in the left-hand menu and then selecting “Account Limits”.

2. Find the slider at the bottom which reads “InMail credits per month”. Adjust this according to the number of InMail credits you want LeadGen to use every month.

3. Next, start creating a campaign and proceed until it’s time to add the InMail action.

4. As you’re adding the InMail action, select the option “Allow LeadGen to use my InMail credits”.

5. Complete your campaign, and LeadGen will now automatically use your InMail credits!

LinkedIn Sales Navigator Lead Lists

Lead lists are curated lists built inside of LinkedIn that allow you to hand pick select profiles and add them to your Sales Navigator dashboard under "Saved Lists"

LinkedIn Sales Navigator Lead Lists

These are hyper-focused dictated Sales Nav Lists and are different from Filter Lists Sales Navigator Lead ListsLead List

LeadGen Reach Tips:

* Use Lead Lists to focus your target URL even further;

* Find profiles in Sales Navigator search results and across LinkedIn;

* Excellent for targeting smaller groups or prospecting with a fine-tuned approach;

* Great way to get rid of the noise when targeting LinkedIn post URLs.

How to Pause/Resume a Prospect in an Active Campaign

This article provides a guide to pausing & resuming specific prospect(s) within a currently active campaign

1.0. What is Pausing a Prospect

Pausing a prospect within a campaign occurs in one of two ways: Automated pausing, and manual pausing. 

1.1. Automated Pausing

Automated pausing is the system automatically pausing the campaign for a prospect within an active campaign. 

The system will only automatically pause a campaign when a prospect has responded to a message within the campaign.  

This occurs to ensure that once a prospect has responded, no further unnecessary outreach is occurring.  

If the prospect has responded with something that may be following up with a part of their already set campaign, they may choose to "resume' the campaign, as will be outlined below in section 2.0. 

1.2. Manual Pausing 

Once a prospect has entered into the users campaign, they are automatically filtered into the automated messaging system set up within said campaign.

If the user does not wish to initiate or continue messaging to a specific prospect, they may choose to "pause" this messaging.

Pausing the prospect ensures that no more outreach will occur for those chosen prospect(s) past the steps that have already occurred. 

If the user later decides they would like to continue messaging, they may 'resume" this prospect to initiate messaging as outlined below in section 2.0. 

2.0. What is Resuming a Prospect 

Resuming a prospect is the option to resume automated outreach messaging for a chosen prospect once they have been paused. 

In resuming a prospect within a campaign, the user may choose which step in a simple sequence that they would like to resume on.

This means that the user may choose to skip step 2 and move on to step 3, if they so choose, based on the response of the prospect. 

3.0. How to Pause a Campaign for a Prospect In the Inbox

1. To pause a campaign, the user will click into their inbox located on the navigation bar on the left of their screen.

This will bring the user to the inbox of sent messages and responses.

2. Click on the conversation with the prospect whose campaign is to be paused

3. On the right, the profile card will be open and show the information of the prospect, the name of the campaign, the stage at which they are in the campaign, and a button that says "pause campaign" as pictured below. 

4. To pause the campaign, click "pause campaign" as highlighted in yellow in the photo above. 

5. The button will now say "resume campaign" [section (5.0)] as the campaign has now been paused. 

4.0. How to Pause the Campaign in the Prospects Tab 

1. Click on the prospects tab, the user will be in the "my prospects" folder

2. The user may now search for the prospect that they would like to pause by either scrolling through their tab or using the filter icon  found in the top right corner to search for specific names 

3. Once the prospect has been found, the user may click anywhere in the white tab to open the conversation. This area is highlighted in yellow in the reference picture. 

4. Now the conversation with the prospect will open and show the same information as listed in section 3.0. Click "pause campaign" to pause the campaign for this user. 

5.0. How to Resume a Campaign for a Prospect In the Inbox 

1. To resume a campaign, the user will click into their inbox located on the navigation bar on the left of their screen. This will bring the user to the inbox of sent messages and responses.

2. Click on the conversation with the prospect whose campaign is to be resumed

3. On the right, the profile card will be open and show the information of the prospect, the name of the campaign, the stage at which they are in the campaign, and a button that says "resume campaign". 

4. To resume the campaign, click "resume campaign". 

5. The button will now say "pause campaign" [section (3.0)] as the campaign has now been resumed. 

6.0. How to Resume a Campaign in the Prospects Tab 

1. Click on the prospects tab, the user will be in the "my prospects" folder

2. The user may now search for the prospect that they would like to resume by either scrolling through their tab or using the filter icon  found in the top right corner to search for specific names 

3. Once the prospect has been found, the user may click anywhere in the white tab to open the conversation. This area is highlighted in yellow in the reference picture. 

4. Now the conversation with the prospect will open and show the same information as listed in section 5.0. Click "resume campaign" to pause the campaign for this user. 

How to duplicate your templates

For multiple copies of the same template, follow this guide.

LeadGen templates are great for enhancing the efficiency of your outreach, particularly if you find yourself saying the same thing over and over again. By including different variables, your messages can retain a personal touch without having to be typed out individually each time.

You may want to duplicate your templates for a variety of reasons. You might, for example, feel the need for two very similar but still different template messages. In this case, you’d want to duplicate one template to then edit slightly.

For guidance on how to duplicate your templates (don’t worry, it’s very easy!), follow the simple steps below.

1. Firstly, head to the “Templates” section from the left-hand side menu on your dashboard.

2. Find the template you want to duplicate and click on the three dots in its bottom left-hand corner.

3. Click on “Duplicate” and the template creation window will pop up. Edit the message how you’d like and give it a title, along with other details.

4. Click “plate” and your new duplicated template will be created!

How to edit your campaigns

Making changes to your ongoing campaigns is easy to do with LeadGen. Find out how here.

How to edit your campaigns

Making changes to your ongoing campaigns is easy to do with LeadGen. Find out how here.

Finalized a campaign and then realized you forgot to include something? Started a marketing outreach process that isn’t as successful as you’d like, and want to change the order of your actions?

With LeadGen, it’s easy to edit a campaign’s details even after you’ve started it. So don’t worry about getting it exactly right the first time, you can always go back and make small changes to increase your chances of success.

To edit your campaigns, follow the simple steps below:

* Head to your “Campaigns” tab from the left-hand side menu on your dashboard.

* Find the campaign you want to edit and click on the symbol with the three dots at the end of its widget.

* Next, click on “Edit Campaign”. This will open the campaign’s window where you can edit its title, search parameters, action order, and other details.

Understanding Lead Forwarding

Got some hot leads and want to forward them on? Here’s how.

Once you’ve assigned your prospects the “lead” label, things start getting exciting! You might now find that you want to forward your leads to a colleague, or another email address, especially if there’s too many to handle by yourself!

It’s not as difficult as you might think to forward your leads on, simply follow the steps below:

1. On your home dashboard, head to your “Inbox” - you can access this from the panel on the left-handed side

2. Next, select the filter icon, which is adjacent to the search bar at the top of your messages

3. Scroll down until you find “Lead”. Check the box to bring up all the prospects marked as a lead in your inbox.

4. Click on the lead you want to forward, then in the top right-hand corner you’ll see a symbol with three horizontal lines. 

5. Click on this symbol  and then click “Forward to Email"

How to Create a Deal

Can’t work out how to log a new deal in LeadGen? Check out this guide for all the answers.

LeadGen users will no doubt consider making deals as one of the most important functions of the software. The pipeline system allows salespersons to create, manage, and close deals with ease and efficiency.

For guidance on how to create deals using LeadGen, check out the steps below:

1. From your home dashboard, click on “Pipeline” from the menu on the left-hand side.

2. Next, click in an empty space on the Pipelines tab and a window to create your deal will pop up.

Alternatively at this stage, you can create a deal directly from a conversation. Simply head to your inbox and click on a prospect you want to open a new deal with. On the right hand side, scroll down their profile until you find “Create New Deal”

3. Enter the details for your deal. You can title it, assign it to a specific pipeline and stage, and even add relevant prospects alongside the deal.

4. Once you’re happy with all the details, simply click on “Create” at the bottom of the window.

Your deal will now appear in your chosen pipeline! As it progresses, you can click and drag deal widgets from stage to stage - until (hopefully) it’s closed and paid!

Adding copy to your campaigns

You’ve got an idea for a campaign, but how do you add copy to it? Find out in this handy guide.

Before you begin a campaign, it’s vital that you consider what kind of copy to use to produce the best results and ensure the maximum response rate.

You can get a sense of the best copy to use by checking your ideal customer profile (ICP), which will also tell you which factors you should target.

How to add copy to your campaigns

Once you’ve followed the first few steps to create your campaign, you’ll want to insert your copy. When the time comes to add actions to your campaign, follow these few simple steps to add copy:

  1. Select the type of action you want. This could be sending a connection request, a direct message, or an email.

  2. Insert your copy in the space provided. Make sure to use different automated variables depending on your target audience. See this guide on using LeadGen templates for more information.

  3. Adjust the delays on your actions so that your copy doesn’t overload your potential customers.

And there we go, your copy has been added to your campaign and is ready to be sent off!

LinkedIn Message Sequence # 1

A cadence designed to get meetings booked.

Step 1

Thanks for accepting my invitation {first_name}. Would you be open to an XX-minute meeting? I’d love to demonstrate one of our new products that I know will help you and {company_name} generate more revenue.

I promise not to take more than XX minutes of your time. Is it possible to set something up for next week?

Step 2

Hi {first_name}. I realize you might not have the time to meet with me. Could I send you a summary?

Step 3

Hey {first_name}, sorry to bother you again. I promise this will be my last message. :)

It’s just that I know our product will help you generate the results your company seeks. It’d be also a great pleasure to have {company_name} as a client! This LinkedIn post provides a quick overview of our product and how it’s helped companies similar to {company_name} generate numerous business outcomes.

How to View the Prospects Tab

Looking to find your prospects? Here’s how.

Wouldn’t it be great if you had all your prospects and potential leads in one place? Well, it’s good news for LeadGen users! You can access all your prospects in a single place via the prospects tab, and it’s so simple to get there.

1. First off, head to https://www.carolineleadgen.com and log in using your LeadGen credentials.

2. Next, head to the left-hand side menu and click on “Prospects”.

3. And boom! You can now view a comprehensive list of your entire prospects and potential leads.

Tips for finding prospects

Before you begin finding prospective customers you can sell your product to, you’ll want to establish an ICP - an ideal customer profile. This will tell you what kind of companies and industries you should be targeting, and will facilitate your searches.

Ideal customer profile (ICP)

Are you looking for guidance on how to create an ICP? Check out our advice here.

Ideal customer profiles are an incredibly beneficial tool for sales teams. It’s vital that you identify and utilize your ICP in the most effective way possible to enhance your sales. Read on for guidance on how to define your ICP and how best to use LeadGen to implement it.

What is an ICP?

In short, an ICP indicates which specific demographic of customer you should be targeting and why. This helps you make the right decisions when it comes to spreading the word about your product. 

Your product must interest a prospective customer within moments, as most consumers make instant decisions when buying products. Granted, this is more relevant to the B2C world, but B2B purchases are also being made a lot faster nowadays.

How do I create an ICP?

To identify your ICP, you should do your research around the type of customers you are already attracting, and the type of customers you want to attract. Once you’ve gathered your data, you need to identify the trends.

Spot similarities between your customers and clients, keeping a lookout for factors such as industry, size, location, status, value, and investors. When you’ve identified the common features, you can start searching for similar companies and begin composing outgoing mail.

But it’s not just about new markets - you’ll also want to connect with your current customers. LeadGen can provide you with the tools you need to create effective targeted mail, all while automating the process.

Get the most from your ICP with LeadGen

At LeadGen, you can streamline your sales outreach with automated and optimized systems. You’ll have access to a huge internal database and a wide range of tools that allow you to target your own specific demographics.

How to filter your templates

Do you use a lot of templates? Here’s how to filter out the ones you need.

LeadGen templates are ideal for substantial marketing campaigns, as they allow for more efficient automation. What’s more, they don’t compromise the personal feel of your messages, as you can include variables that automatically insert the details relevant to each specific person.

Depending on how many campaigns you have, you might start to find that you’re amassing a large amount of templates. As a result, finding the right templates to use might be increasingly difficult.

That’s why LeadGen has introduced filters for your templates. When creating your templates, you can assign labels to them, such as “First Message” or “LinkedIn Message”. In this way, you can filter your templates to find the ones with specific labels.

To do this, first head to the “Templates” tab from the left-hand side menu on your dashboard.

On the right-hand side, there will be a “Filter” section. Here, you can select which types of filter you want to apply, and filter your templates by label and type. You’ll also be able to see which templates you’ve assigned the “Favorite” label to.

Now you can successfully manage your templates without worrying about collecting too many. After all, the more the merrier with LeadGen!

How to use Templates

LeadGen templates are a great way to start your outreach campaigns. Here’s how to use them.

Are you looking to begin a targeted messaging campaign but don’t know where to start? Creating and utilizing LeadGen templates can be hugely beneficial for you and your company. It’ll save you masses of time, making your life easier in the long run.

In this guide, we’ll take you through how to create and use LeadGen templates step by step. We’ll also round off with a few message templates, so make sure to keep reading if you need any inspiration!

To successfully produce impactful and effective campaigns with LeadGen templates, follow these simple steps:

  1. On your home dashboard, click on “Templates” from the left-hand side menu.

  2. Click on the blue “+ Create New Template” Button in the top right corner.

  3. Give your template a title and choose its type - whether that’s a LinkedIn message, a post, an email, or an InMail.

  4. Write your message. You’ll need to input a few variables, but you can easily select these from the suggestions just below the message box. You can find some common variables further down this article.

  5. Once your message is finalized, click on “Create template” at the bottom. Your new template is now ready to be used in your future campaigns.

Some popular variables that are frequently used in message templates include:

{first_name}

{last_name}

{company_name}

{years_in_company}

{occupation}

{location}

{college_name}

Here are a few templates to inspire you:

Using Templates in the LeadGen Help Centre

19 LinkedIn Invitation Templates

LinkedIn Message Sequence # 1

LinkedIn Message Sequence # 2 - Sales & Marketing

LinkedIn Message Sequence #3 - Recruiters Targeting HR

LinkedIn Message Sequence #4 - IT & Infrastructure

LinkedIn Message Sequence #5 - Pitching Local

LinkedIn Message Sequence #6 - Logistics/Trucking

We hope this guide has been helpful, and we wish you all the best in your campaigns!

LinkedIn Message Sequence #5 - Pitching Local

Targeting local profiles is a great way to start conversations and engage nearby opportunities. Don't forget to target location by postal code/zip code to get really granular!

Step 1

Great to connect with you {first_name}! Thank you for accepting my invite.

I see you're also {location}-based. I work for ((YOUR COMPANY)) based in {location}, and our product ((PRODUCT NAME)) is perfect for companies like {company_name}.

Do you have XX minutes during the next week for a quick call to discuss the benefits more in detail? I promise not to take more than XX minutes of your time!

Step 2

Hi {first_name}, I hope you're having a great week.

I know you're probably busy, so I thought I'd give you a brief overview of what ((PRODUCT NAME)) does and how {company_name} can benefit.

((INSERT ELEVATOR PITCH - 4-5 sentences MAXIMUM))

Are you available for a XX-minute call during the next week or so?

Step 3

Hi {first_name}, I thought I would try one last time to connect.

If you don't have time for a XX-minute call, I can send you a PDF with an overview of ((PRODUCT NAME))?

How to Use Labels

Labels are a great way to categorize your prospects and get the best out of LeadGen. Here’s how to use them.

Assigning labels to your prospects will help you achieve maximum efficiency and get the most out of LeadGen.

To create and manage your labels, just follow the simple steps as outlined below: 

1. Firstly, you’ll want to head to your inbox. You can get there from your home dashboard, just head to the menu panel on the left-hand side

2. Next, click on the prospect you want to label and then “Add Label” - found underneath the prospect’s name on the right-hand side.

3. The dropdown menu will display all the labels you’ve already created, but you can also select “Create New Label” to add any additional labels you might want.

Using labels to filter prospects

Labels are a great way of switching between different prospects for different campaigns and sorting the leads from the customers. Filtering your prospects with labels can optimize your efficiency and give you further insights into who is worth pursuing.

If you’re looking to export your prospects, labels are certainly a good idea. They remain attached to your prospects, so if you export them to Microsoft Excel, for instance, you can easily filter and sort your prospects.

How to Target Using LeadGen

With LeadGen, you can target specific demographics in a number of ways. Here’s how.

There are several means of targeting the right people through LeadGen and unearthing new leads. You can use LeadGen campaigns to target LinkedIn profiles that have engaged with any given data source, whether that’s a post, an advert, or an event.

To target a specific demographic of LinkedIn users, follow the simple steps below:

1. On your home dashboard, click on “Create New Campaign” in the top right corner. 

2. Next, you’ll want to head to LinkedIn and find the data source you want to use to target its audience. This could be a post by an influencer, an upcoming event, or your own company’s advert.

3. When you’ve found your data source, click on the three dots in the top right corner. Select “Copy link to post” or “Copy link” if it’s an event.

4. Return to your LeadGen campaign, give it a title, and click on the blue “+New Search” button.

5. You’ll then be presented with multiple options to link whichever data source you chose. Click the one that’s most appropriate - often this will be either “From Post URL” or “From Event”.

6. Paste the URL into the box and finalize the campaign. All done!

Following these simple steps will allow you to target an audience that has engaged with a specific LinkedIn post, or has RSVP’d to an upcoming event.

And there are further ways you can target using LeadGen if you have more specific recruitment needs, such as using the LinkedIn Sales Navigator or LinkedIn Recruiter Lite.

We hope this guide was helpful!

Linkedln Message Sequence #4 - IT & Infrastructure

A cadence designed to get meetings booked in IT and Infrastructure.

Step 1

Hi {first_name}, thank you for accepting my invitation! It's great to connect with someone from {company_name}.

I work with ((COMPANY NAME)). We provide IT services and infrastructure to many companies in your industry.

Our systems feature robust security, and we are ((ACCREDITATION TYPE)) accredited.

I’m certain there are many ways {company_name} can benefit from ((COMPANY NAME)) solutions. Are you available for a call sometime over the next week to discuss it more thoroughly? I promise not to take more than XX minutes of your time.

Step 2

Hey {first_name}. I just thought I'd follow up on my previous message.

((INSERT ELEVATOR PITCH - 4-5 sentences MAXIMUM))

Once I know your main challenges and requirements, I can put together a custom IT solution for you.

If you aren't available for a call, perhaps we can connect over email?

Step 3

Hi {first_name}. I thought I'd try to set up a call between us one last time.

We can design a bespoke, flexible IT solution to meet {company_name}'s requirements.

If you have XX minutes for a call, I'd love to demonstrate how ((COMPANY NAME)) help save you money, mitigate IT vulnerabilities, and increase your cyber security.

I'm happy to connect at a time that's suitable for you.

How to change your Linkedln Profile Picture

Are you looking to change your LeadGen profile picture? We’ve got you covered.

Your LeadGen account is directly connected to your LinkedIn account, so all your profile information will be taken from LinkedIn.

This means that to change your profile picture, you’ll have to do so on LinkedIn, which will then be updated in LeadGen. To head straight to your LinkedIn profile from the LeadGen dashboard, follow these simple steps:

  1. In your dashboard, head to “Settings” which you’ll find on the left-hand menu.

  2. Then select “LinkedIn Account”.

  3. Next, find the widget entitled “LinkedIn Account” which will have your profile picture next to it. To the right, there’ll be a blue hyperlink that reads “Open with LinkedIn”.

  4. Click the link and that will take you to your LinkedIn profile, where you can upload and edit your profile picture.

This will take you directly to your LinkedIn Profile. 

  1. Simply click directly on your LinkedIn Profile Photo.

  2. Select "Edit" or "Add photo" depending on which you'd prefer

  3. Upload your new profile picture or update your existing photo.

  4. Finally, select "Save Photo" to update your LinkedIn profile picture.

How to view conversations for a campaign

Looking to find all the messages related to a specific campaign? Check out how to do that here.

So, you’re running a campaign and you want to check what messages you’re actually sending and to whom they’re going. How do you go about doing this?

With LeadGen, it’s super easy to filter out all the messages for a specific campaign. It’s a great way of highlighting which specific messages are getting more responses for a given campaign.

* To do this, first head to the “Campaigns” tab - you’ll find this on the left-hand side of your dashboard. Next, you’ll want to find the campaign you want to view the conversations for. 

* Along the end of the campaign’s widget - on the right-hand side - you’ll see a symbol with three dots.

* Now click on “Open Chat” and you will be transported to your inbox. Here, your messages will now be automatically filtered by your chosen campaign, leaving you free to scroll down and check who’s actually responded and what messages have been sent.

How to delete a campaign

Follow this guide to remove a campaign from your list.

It’s a sad time when a marketing campaign ends, but when it’s time to remove it from your operations it’s easy to do. Just follow the basic steps outlined below:

1. Head to the “Campaigns” tab - accessible via the left-hand menu on your home dashboard.

2. Find the campaign you want to delete and click on the symbol with the three dots at the right-end of its widget.

3. Click on the red “Delete Campaign” button, and your campaign will be deleted successfully.

Building out your first campaign steps

Welcome to LeadGen! You’ll now want to begin your marketing campaigns, no doubt, so here’s how you do it.

With LeadGen, you can automate your marketing campaigns to optimize your outreach. Improving your sales - and thus your revenue - is made easier with our sophisticated tracking and targeting systems.

Before you begin your marketing campaigns, you’ll first want to consider a bit of preparation. When you’ve planned ahead, you’ll find creating your campaigns with LeadGen to be a walk in the park.

How to plan your campaign

1. First things first, it’s important to plan what kind of campaign you want to run. You must make a decision on what copy you should use, whether that’s emails or short direct messages, to ensure the maximum effectiveness of your campaign.

2. Next, it’s a good idea to decide on an ideal customer profile. This will ensure you target the right potential customers, and will help you formulate what the overall message will be in your copy. Most of all, knowing your ICP will ensure you receive the best possible response rate.

3. Lastly, find any posts or events that you want to target. You can include the links to these in your campaign, and LeadGen will automatically target everyone who’s engaged with the chosen event or post.

Creating your campaign

Once you’ve planned out your campaign you’ll want to head to your home dashboard by typing https://www.carolineleadgen.com into your search engine and logging in with your LeadGen credentials.

Follow these next steps to create a successful campaign with LeadGen:

1. In the top right-hand corner, click on the big blue “+Create New Campaign” button.

2. You will be asked to choose either a "simple" campaign or a "smart campaign"

3. Once you have selected your sequence type, you can name your campaign, insert any links to posts or events you want to target, and select the sequence for your outreach. You can also insert any search URLs you want from the LinkedIn Sales Navigator, but you don’t need this to use LeadGen.

4. Next, click on the blue “+Add Step” button after selecting your sequence. This will present you with a number of different actions you can add to create your campaign.

5. Select your actions as you desire. For a LinkedIn campaign, we recommend using “Send connection request” and “Send message”. For each action, add the copy of your choice.

We also have best practices templates available in the send message tab

6. Adjust the delays on your actions - you don’t want them all to happen at once! Use the timer buttons on the action widget once you’ve added it to adjust the delays.

7. Add any additional automated actions, such as auto-following LinkedIn profiles.

8. After it’s all looking good, it’s time to hit the “Run Campaign” button at the bottom of the screen. Or, if you’re not quite finished, you can save your campaign as a draft to access again later.

19 LinkedIn Invitation Templates

High converting templates are designed to grow your network and build your 1st-degree connections.

Invitation messages are a great way to build rapport and attract new people to join your network. Think about who you are trying to open up a dialogue with and what your call to action is. The spirit of your new business relationship can be made or broken in the first correspondence.

19 Invite Templates

  1. Hey {first_name}! I'm trying to expand my network with ((TARGET INDUSTRY)) professionals. I came across your profile and thought there might be some synergy.

  1. Hello {first_name}! I wanted to connect as I feel we might have some common business interests.

  1. Hi {first_name}! I'm trying to expand my network with professionals in {location}. I look forward to connecting with you.

  1. Hey {first_name}! I have a fantastic product I know will help you generate more revenue. If you have XX minutes, I'd love to show you how it works.

  1. Hey {first_name}, you have an impressive resume! I'm trying to expand my network of marketing professionals in {location}. I look forward to connecting with you.

  1. Hi {first_name}! Yes, this is a sales pitch! But I have a fantastic product I know your company will benefit from. All I need is “XX” minutes of your time.

  1. Hey {first_name}, I'm a sales executive at ((YOUR COMPANY)). We have an innovative way for ((INDUSTRY)) companies to save money.

  1. Hey {first_name}, I'm also {location}-based and want to grow my network with people in ((INDUSTRY)). I look forward to connecting with you.

  1. Hey {first_name}, I'm ((YOUR NAME)) from ((YOUR COMPANY)). I see our business interests align. I hope you're open to connecting with me.

10. Hi {first_name}, I'm always looking to grow my network in {location}. I hope you're open to connecting!

  1. Hey {first_name}, we don't know each other, but I also went to {college_name}. I hope you're open to connecting.

  1. Hi {first_name}, I've been trying to connect with people in {company_name}'s sales team. I hope you're open to connecting with me.

  1. Hi {first_name}, I also went to {college_name}. Would you be open to connecting?

  1. Hi {first_name}, I love networking with people in {location}. I hope you're open to connecting.

  1. Hello {first_name}! I came across your profile while looking for ((INDUSTRY)) professionals. I look forward to connecting.

  1. Hello {first_name}. I was hoping to connect and set up a meeting with you. It'll only take “XX” minutes of your time.

  1. Hi {first_name}! Since we both went to {college_name}, there might be some synergy for us to connect.

  1. Hi {first_name}, I see you've been in the ((INDUSTRY)) for {total_years_in_career}! I have a fantastic product I know someone with your experience will find interesting. I hope you're open to connecting.

  1. Hi {first_name}, I've been networking with professionals in ((INDUSTRY)), and your name keeps popping up in my suggestions. I hope you're open to connecting!

Managing your pipeline

As you create more and more deals, your pipeline will build up. Here’s what to expect from your pipeline.

With any luck, you’ll be opening and closing several deals in no time with LeadGen! After you create your deals, they’ll be presented to you in a sequence of stages.

You can access your pipeline through the “Pipelines” tab from the menu on the left-hand side.

As you can see, you’ll have a variety of different deals spread over a number of stages. Beginning with the early appointment stages, if you scroll across you’ll find your settled deals (whether they’re won or lost).

As a deal progresses, you’ll just want to drag the respective box across as it moves through the stages. If more details emerge that you want to add, such as prospects or prices, you can always click on the deal you want to edit and input your changes.

You can update and create your deals within LeadGen itself, or from your integrated CRM that you’ve linked, such as HubSpot.

What copy should I be using?

LeadGen is a brilliant automation tool for sales teams, so what forms of copy produce the best results?

B2B marketing doesn’t have to be complicated. Wisdom and professionalism go a long way, but that doesn’t mean your copy should be overloaded with business jargon. Quite the opposite, in fact. Simplicity works wonders in sales because people won’t buy something they don’t understand.

What is the best copy?

To create meaningful and engaging sales campaigns, the copy you should be focusing on includes emails, inmails, LinkedIn posts, and simple direct messages. With LeadGen, you can use templates to send high-quality mass copies via a number of different channels.

Emails will generally tend to be longer and are a great way to engage your customer instantly. Include a hook in the subject line of an email, or ask a direct question to make the customer want to read more.

The best copy to use varies on your intended customers. If you’re selling to the public (B2C marketing), you’re definitely better off using shorter, more succinct copy. If you’re a B2B marketing company, you’ll want to expand a little more on the quality of your product and why it’s absolutely necessary that another business buys your product.

How should you phrase your copy?

With both B2B and B2C marketing, it’s important to engage whomever you’re selling to. This can be achieved with an inviting and friendly tone, and by ensuring you avoid being overly invasive. The last thing you want to do is come across as threatening.

Short copy that’s polite and engaging gets the best results. Asking direct questions and introducing points of interest to the client produce the best response rates. With B2C marketing, this is especially relevant, as consumers tend to make instant decisions on whether to buy products or not.

B2B marketing is different because the consumer - i.e., the business - you are selling to will take a lot longer to make their mind up about your product. They tend to respond well to logic, so your copy should reflect this.

Essentially, B2C marketing requires a lot more emotion and B2B marketing is more about appealing to necessity. Your copy should be phrased accordingly, but that doesn’t mean your B2B emails should be dry and emotionless. It just means you’ll have to find more of a balance between emotion and logic.

How to Filter the Prospects Tab

Looking to find specific prospects but can’t work out how to filter the unnecessary ones out? Look no further than this guide.

So, you’ve compiled a big list of prospects - but how do you filter them for specific needs and campaigns? It’s easy stuff, just take a look at the following guide.

Filtering your prospects

To filter your prospects, follow these simple steps:

1. On your home dashboard, click on “Prospects” - you’ll find this in the menu on the left-hand side.

2. Now you’re viewing your entire prospect list. Click on “Filters” in the top right corner to view a list of criteria that you can filter by.

3. Select whichever campaign or label it is you want to filter by, and view the results.

Alternatively, you can instantly filter your prospects from the “Campaigns” tab. Simply click on any of the filters along the bottom of each campaign, such as “connected”, “replied” and “lead”. This will instantly take you to the prospects page and filter them according to the label and campaign you clicked on.

So there are multiple ways of sorting your prospects by campaign, label, status, and other factors. We hope you’re enjoying how helpful LeadGen is for finding new leads!

Using Templates in the LeadGen Help Centre

ATTENTION: Check this out before using our Help Centre templates.

A/B Tested Outreach Templates are composed of connection requests and cadence variants and include three different introduction and follow-up messages.

These are great building blocks to help you get started with your outreach campaigns in the easiest and most effective way. All LeadGen’s templates have been tested by our team to build your first-degree connections successfully, ensuring you can easily see your inbox filled with replies.

Use our cadences as inspiration! Our clients see a lot of success when they get creative. For instance, you can apply the following sequence to your initial campaign: 

* Take Step 1 from Cadence #1

* Step 2 from Cadence #3

* and Step 3 from Cadence #5 to build your own personalized outreach strategy using our in-built templates. 

Some templates available within LeadGen’s library are industry-specific, so you can be sure your outreach message is personalized, facilitating better results. At the same time, there is always room for you to alter communication to match your style, tone, and voice. Include your brand’s unique selling point (USP) or unique value proposition (UVP) in your emails to stand out and attract more prospects to your offering.

Our team has identified several key elements to be included in the first message of each cadence to introduce your USP, ensuring clarity and driving conversion.

LeadGen's messaging includes variables that allow you to leverage the most important data points and personalize your messaging for each prospect that you are connecting to.

How to Check Your Prospect Search List For a Campaign

Read our guide on how to quickly access all your prospects for a given campaign.

Are you running a campaign and want to check which prospects are involved in it? There’s several ways you can do this, one of which is by filtering your prospects by campaign.

The easiest way to do this, however, is to check them from your campaigns tab. Head there from your home dashboard and find the campaign you want to check your prospects for.

Next, find the symbol with the three blue dots at the end of the campaign’s widget. Clicking this will bring up a number of options, the top of which is “Check Prospects”.

Clicking this option will take you to your prospects page and automatically filter them by that specific campaign. Now you can view all the people related to that campaign.

.CSV Search Lists

Upload your own data directly into LeadGen. This allows you to put exported lists and other profile data to work.

How to format and upload .CSV files from 3rd party data sources

LeadGen accepts .CSV files from 3rd party data sources that contain at least the column "Link" with the URLs of the profiles you want to target. Before uploading your file into LeadGen, make sure it’s properly formatted. You may also use other variables that exist within your file. 

.CSV File Formatting Best Practices

All column headers are case-sensitive and must be spelled exactly as shown in the sample. The CSV file must contain a column named "Link" that includes the URL of each of your leads. It may also contain such fields as:

* Email; 

* Work_email;

* Full_name;

* First_name;

* Last_name;

* Position;

* Phone;

* Company_name;

* Twitter;

* Website.

Using Your Own Data Points

Using the fields above will override the data our system pulls. If you have a good source, you will be able to pull work emails and other key data with ease.

Using {Custom_Fields}

Custom fields allow you to pull variables of your choice (i.e. Seed Round Funding, Company Revenue, or Relevant News) directly from your favorite data source and use that data point in your outreach campaigns.

How to Upload a CSV

Adding a CSV file to your dashboard is as easy as using any other source or filter list. To start, proceed with the following steps:

  1. Go to Campaigns Tab

  2. Click the Add Search button

  3. Select From CSV File

  4. Navigate to your file and upload it

  5. Finally, click Start Campaign or Save as Draft

LinkedIn Message Sequence #3 - Recruiters Targeting HR

Step 1

Hello {first_name}! Thank you for accepting my invitation. It's great to connect.

I see you're in {company_name}'s HR department. I work with ((COMPANY NAME)) and specialize in ((INDUSTRY)) recruitment. I’d love to help fill your job cards.

Do you have time for a quick call over the next week or so? I'll only take XX minutes of your time.

Step 2

Hi {first_name}, I trust you are well.

I just wanted to reach out again and see if there's an opportunity to connect on a call?

I promise not to take more than XX minutes of your time. I look forward to connecting with you.

Step 3

Hi {first_name}, I know you're busy, but I thought I'd try to set up a call one last time.

We have helped many companies like {company_name} to find exceptional candidates. We have worked with some big clients like ((LIST 3 or 4 BEST CLIENTS)).

I'd love to chat about how we can help you find new team members who align with your brand and culture.

I promise not to take more than XX minutes of your time. I'm happy to accommodate your schedule.

How to Edit and Upload an Image

Are you looking to change your LeadGen profile picture? We’ve got you covered.

Your LeadGen account is directly connected to your LinkedIn account, so all your profile information will be taken from LinkedIn.

This means that to change your profile picture, you’ll have to do so on LinkedIn, which will then be updated in LeadGen. To head straight to your LinkedIn profile from the LeadGen dashboard, follow these simple steps:

  1. In your dashboard, head to “Settings” which you’ll find on the left-hand menu.

  2. Then select “LinkedIn Account”

  3. Next, find the widget entitled “LinkedIn Account” which will have your profile picture next to it. To the right there’ll be a blue hyperlink that reads “Open with LinkedIn”.

  4. Click the link and that will take you to your LinkedIn profile, where you can upload and edit your profile picture.

Understanding Reporting

Use LeadGen reports for better insights into your campaigns.

LeadGen is an exceptional piece of software for automating your entire marketing campaign processes. You can send hundreds of messages, emails, and LinkedIn connection requests even outside of working hours, seven days a week.

With LeadGen reports, you can gain insights into the workings behind LeadGen’s automation. LeadGen will do its own thing within the scopes of your parameters, and will create detailed reports of its process.

To access your LeadGen reports, simply click on the “Reports” tab on the left-hand side of your dashboard. This will display a screen full of graphs and figures.

By scrolling down the middle section, you’ll find reports of your LinkedIn outreach, including graphs of connection requests, messages, InMails, and profiles viewed. These will give you statistics and figures on LeadGen’s actions, and will display how frequently LeadGen performs these throughout the week.

You can also filter and change these graphs according to your various campaigns. To do this, simply click on the filter you want to apply from the menu on the right-hand side. This will also let you filter by time period.

You can export your reports as CSV files using the button in the top-right corner, or get more detailed reports using the button just next to this.

Inbox: Marking as a Lead or Customer

Sort your prospects easily and efficiently with LeadGen

With LeadGen, your marketing outreach will be automated to high levels of output. This means you’ll be sending messages and InMail to a wide range of leads, prospects, and possible customers.

Your inbox will likely always be packed full of potential deals, so it’s vital to have a way of sorting your prospects. Fortunately, LeadGen allows you to label your prospects and assign them either the “lead” or “customer” tag. 

To assign a prospect as a lead or customer, go to your inbox and select the desired prospect. Click on the symbol in the top right-hand corner - the one with the three horizontal lines.

Then, simply click on either “Mark As Lead” or “Mark As Customer” and your label will be assigned.

How to Export Data from Your Campaign

Check out this guide for info on how to export all your data from a campaign easily and efficiently.

So, you’ve successfully finished a campaign and now you want to export the data to comb through the insights and findings. How do you go about doing this?

Good news, exporting campaign data with LeadGen is easy! It only takes a few simple clicks, and you’ll have your CSV file ready to explore.

To export your campaign data, follow these simple steps:

* Go to your campaigns tab. You can get there via the menu on the left-hand side of your dashboard.

* Find the campaign you want to export the data for, and then click the button with the three dots which you’ll find on the right-hand end of the campaign’s widget.

* Now, click on “Export Data” and your CSV file with your campaign’s data will begin downloading shortly.

* Once it’s downloaded, your CSV file will be ready to use within Excel.

How to Upload a Prerecorded video

Enhance that personal touch with LeadGen videos!

LeadGen videos are perfect for boosting your chances of getting a response because they add to the personal feel of your message. By recording a video that includes a prospect’s LinkedIn profile, they are far more likely to feel trust for your company and product.

You can create LeadGen videos and add them directly to your campaign actions, or choose from LeadGen video templates.

Or, if you’d prefer a different video format, you can also upload a prerecorded video that wasn’t recorded within LeadGen. To do this, follow the simple steps below.

1. Head to the “Templates” tab from the menu on the left-hand side of your dashboard.

2. Click on “My LeadGen Videos” at the top and then on “Create Video”.

3. Scroll down to where you can start recording the video and instead click on “Upload”.

4. Choose the video you want to upload from your documents, upload it and click “Save” in the top-right corner.

How to Add a Video to Your Campaign

Adding a LeadGen video is a brilliant way to enhance your campaigns!

LeadGen video is an exciting new way of boosting your marketing campaigns and increasing your response rates. Record a video and let Buzz automate its personality by tailoring the video to each specific prospect alongside a personal message.

To add a LeadGen video to your campaign, simply follow the steps outlined below.

1. Go to your campaigns and click on “Create New Campaign” in the top-right corner.

2. Fill out the initial steps to create your campaign, including adding a title, searches, and sequence type.

3. Once it’s time to add an action, select your desired action. Input your message, and select the “Insert LeadGen Video” option.

4. Select from one of your previously created videos or create a new video. 

5. Finalize your action and repeat for additional actions if needed.

How to Change Your Password

Routinely changing your password is a healthy habit to get into. Here’s how to do it in five easy steps.

Changing your password can happen for a number of reasons. You might be enhancing your account’s security, for instance, or you might be updating your password’s strength.

Whatever the reason for changing your password, it’s important to be able to do so quickly and easily. By following the five simple steps below, you can create a new password.

  1. On your dashboard, head to the top right corner where your name is written and click the drop-down arrow.

  2. Next, select “Workspace Preferences”.

  3. Under “User Settings” there’ll be an option for “Password”. Click on it.

  4. Enter your new password and confirm your new password.

  5. Hit the big blue “Change Password” button. Password was changed successfully!

How to Preview your LeadGen video

Make those final checks before you send off your personal video!

LeadGen video is a unique feature that lets you insert a personalized video alongside every message that is sent during your marketing campaigns.

You’ll record a short video which includes a scrolling pattern across a LinkedIn profile (this is personalized with the profile for each specific prospect) and a small avatar of yourself to enhance the warm, conversational dialogue.

Once you’ve done creating your LeadGen video, you’ll most likely want to preview it first. Follow this guide to find out how.

1. Head to where you create your LeadGen videos, by going to “Templates”, “My LeadGen Videos” and then “Create Video”.

2. Input all the information to your video - like its title and subheading - and record your video.

3. Once you’re happy with everything, click “Save” in the top-right corner, before scrolling back to the top and clicking on “Preview”.

4. Then, select “Record Preview” and you’ll send a request to LeadGen to produce a preview of your video. Once that’s done, it will appear here.

LinkedIn Message Sequence #2 - Sales & Marketing

Targeting Sales and Marketing? Here's a proven sequence to get meetings booked!

Step 1

Thank you for accepting my invitation! It's great to connect with you {first_name}. As I said in my invite, I'm trying to expand my network with marketing professionals.

I work with ((YOUR COMPANY)), and we have a fantastic product that ((INSERT USP)).

Could I ask for XX minutes of your time to demonstrate how we can help {company_name} generate more revenue?

Step 2

Hi {first_name}, just touching base. I know you probably get many people trying to pitch you the next best thing!

If you don't have the time to meet, could I pop you an email that briefly explains what ((PRODUCT)) does? I’m certain you will see the benefits for {company_name}!I look forward to connecting with you.

Step 3

Hi {first_name}. I know I'm persistent, but I also know that our product delivers results. I promise not to take more than XX minutes of your time.

I look forward to connecting with you.

How to Create a Saved Response

For quick replies and maximum efficiency, check out this guide on how to create saved responses.

Do you find yourself sending the same response over and over again to different prospects? It’s a bit of a slug typing out the same thing again and again to individual people, isn’t it?

Well, there’s good news if you’re a LeadGen user, as you can now create and save draft responses for use with whoever you want to respond to.

Here’s how you do it:

1. From your dashboard, head to your inbox - just click on “Inbox” on the left-hand side

2. Click on the prospect you want to message and find the arrow symbol in the box where you type your messages

3. Click on this symbol and you’ll then see a list of your previously created saved responses. If you haven’t created any yet, click on “+Add Replies”.

4. Give your saved response a title and then type out the message. When you’re finished, click on “Add Saved Reply” and you’re all done!

TIP: We recommend using changeable variables for your message for maximum efficiency! Take a look at our LeadGen templates page for more information and examples of variables.

How to Duplicate a Campaign

Follow this guide to successfully and easily make copies of your campaigns.

Duplicating campaigns may be required for a number of reasons. For one, you might want to duplicate a campaign that’s performing well for you, so that you can target another group of prospects.

Or maybe you just really love the copy that you’ve written in one campaign, and want to transfer this to a different campaign? Whatever your reason for duplicating a campaign, it’s really easy to do.

Just follow the simple steps below to successfully duplicate a campaign.

* Go to “Campaigns” from the left-hand side menu of your home dashboard.

* Find the campaign you want to duplicate and click on the three dots at the right-hand end of its widget.

* Click “Duplicate Campaign”. This will bring up the campaign creation window all ready-made with the title, copy, and actions from your selected campaign.

* Now all you need to do is simply retitle your campaign and add a new search. You can even edit the actions slightly if you want.

* Once you’re done, click on “Start Campaign” at the bottom.

What is LeadGen Video?

A feature you won't find anywhere else. Simple, automated videos sent to prospects with a personal touch.

Take video from 1-to-1 technology to 1-to-Many.

LeadGen Video allows you to create a single video recording and a custom scrolling pattern and replicate 1000's of personalized videos on LinkedIn.

LeadGen is a simple 2-Step Process

  1. Create a video and narration; 

  2. Create a unique scrolling pattern

Using Variables with Saved Responses

For quick replies and maximum efficiency, check out this guide on how to utilize variables in saved responses

If you find yourself sending the same message over and over to different prospects, we have great news!

As a LeadGen user, you can create and draft saved responses for use with whoever you want - and with a twist. Variables - 

Variables are key elements that can be used in your outreach, that allow you to leverage the most valuable data points and personalize messaging to the prospect you are connecting to. 

Most Popular Variables Include:

First Name: {first_name};

Company Name: {company_name}; 

Job Title: {occupation};

Profile Location: {location}.

Plus more!

Bringing It All Together

Once you begin to create your saved response, you may find you would like to personalize it. This is where you can utilize our variables.

Rather than typing out the prospects name, role, company, etcetera, you may choose to utilize these variables to maximize your efficiency and hyper-personalize your inbox responses. 

This provides the opportunity to increase engagement and connect with prospects past what appears as automated messaging.

In order to utilize these variables,

1. Complete all of the steps to create saved responses and reach this page

2. From here, begin your messaging and click on the variables that you would like to utilize.

3. When you send your messaging, these variables will auto-fill with their information and make it much more efficient for your outreach! 

How to schedule messages

Read this guide to learn all about scheduling messages to prospects, leads, and customers alike.

So, you’ve had a reply from a prospect asking to message them again in a week’s time. How do you go about this without updating your calendar and setting reminders? With LeadGen, that automation is done for you.

What’s more, it’s so simple to set in motion. Read these few simple steps to schedule messages to prospects without having to remember a thing.

1. Head to your inbox from the panel on the left-hand side of your dashboard.

2. Find the person you want to schedule your message to and click on their chat.

3.Type in the message you want to send, but don’t click on the send button.

4. Instead, click on the small arrow just next to where it says “Send” and a small calendar will pop up.

5. Choose the date and time you want to send your message and click the blue “Schedule” button.

Once you’ve done this, LeadGen will schedule your message to be sent at the chosen date and time. You won’t have to worry about missing a follow-up ever again!

Pausing and Resuming Campaigns

It’s easy to stop and restart your campaign - just follow our guide below!

You’ll most likely have a number of campaigns running at the same time, so it’s important to know how to pause and resume different campaigns whenever you want.

Luckily, it’s really easy to do this with LeadGen. You can switch campaigns from active to inactive quickly and easily, all you have to do is follow these simple steps:

1. Head to your campaigns tab, which you can access from the left-hand side of your home dashboard.

2. Find the campaign that you want to pause.

3. Right next to its name, there’ll be a blue toggle button. Click this button to pause the campaign, and click it again if you want to resume it.

LinkedIn Post Engagement

Target promoted ads, company/competitor posted content, and influencer content to get the attention of your ideal consumer profile.

Targeting LinkedIn posts is a great way to identify and engage with the people who reacted to the published content.

The top 3 content types targeted by our clients:

* Promoted Ads

* Company Posted Content

* Thought Leaders/Influencers Posts

Step 1: Identify LinkedIn post you want to target

Step 2: Check the profiles of the people who reacted to the post to make sure this is the target group you want to reach

Step 3: Click "..." in the top right corner of the post and select "Copy link to post"

Step 4: Paste the post in the From Post URL tab in the Create Campaign section in your dashboard

Step 5: Hit Add Search and build out your sequence

Step 6: Confirm by clicking Start Campaign

LeadGen Tips:

* Check out your competitors, influencers, and "promoted ads";

* Post with high engagement means more profiles in your campaign;

* LeadGen only targets the people who "Like" a post.

Check out your competitors, influencers, and "promoted ads";

Post with high engagement means more profiles in your campaign;

LeadGen only targets the people who "Like" a post.

How Group Enrich Profiles

Enriching is great, but group enriching is better! Find out how to be more efficient with your enrichment.

Enriching is a great way to optimize your campaigns’ outreach. When you enrich a prospect, it triggers LeadGen to work harder to find their verified work email address, meaning you can send messages to an address they’ll actually check.

Increase your response rate by enriching your prospects. Increase them further by grouping the enrichment process. Here’s how:

1. Go to the “Prospects” tab from the menu on the left-hand side of your home dashboard.

2. Check the boxes next to the prospects you want to enrich. Check as many or as little as you want.

3. Click the “Enrich” button at the top. Now every prospect you selected will be enriched!

Adding a Template to your Campaign

Add message templates for more efficient marketing campaigns.

We know you’ll send out hundreds of emails, InMails, and direct messages every day with LeadGen, and we also know that you’re likely to say the same things over and over again. Typing out a message to each individual person can be a tedious process, but what if there was a way to retain the personal touch of your messages while automating the process?

With LeadGen templates, that’s exactly what you can do. By inserting different variables in your messages, you can ensure that each message remains personal and warm, without having to type each one out individually.

To add a template to your campaign, you’ll first need to create a template. After that, head to the campaigns tab to get started.

1. First, click on the blue “Create New Campaign” in the top right-hand corner.

2. Go through the initial stages of creating a campaign, including adding a title, searches, and selecting a sequence type.

3. When it’s time to add your actions, select your desired action and click on “Template”.

4. Choose the template you want to add from your created templates and finalize the action.

5. Repeat these steps for all the actions you want to add templates to, and finish your campaign. These templates will now be implemented in your marketing outreach!

How to Filter Your Inbox Messages

With so many outgoing messages, you’ll certainly be looking to filter through them all!

With LeadGen’s automation capabilities, your inbox will fill up in no time. But with hundreds of messages to potential customers, leads, and prospects, it can be hard to keep track of each individual correspondence.

By filtering your inbox, you can get straight to the prospects you’re looking for. All you need to do is apply some labels to your prospects, and look for the filter icon in your inbox.

As well as filtering by label, you can also filter by campaign, campaign status, statistics, and by other miscellaneous filters.

This ensures you can find exactly what you’re looking for among your busy inbox across multiple campaigns.

How to activate LeadGen CRM

Our new CRM tool makes your life even easier!

LeadGen has launched its new CRM tool that integrates directly within your dashboard and works alongside other CRM softwares that you’ve connected.

You can track your deals, manage your prospects, and monitor your wins and losses easily with LeadGen’s new CRM tool. Build pipelines within LeadGen itself with just a few simple clicks, and create deals straight from your inbox as soon as you get that confirmation message from the prospect.

What’s more, it’s so easy to set up and use. Follow the guidelines below to activate the new CRM tool from LeadGen.

1. Head to the “Integrations” tab, which you can access via the left-hand side menu on your dashboard.

2. Click on “CRM Integrations” at the top, and then on “Add CRM Integration”.

3. Find the LeadGen CRM integration and click the blue “Activate” button.

4. Once you’ve activated it, just click on “Manage” to start creating your pipelines.

Use InMail Credits

Stop letting your Sales Navigator, Recruiter, and Premium InMail credits from rolling over every month and start putting them to work.

We found a lot of Premium users roll over their InMails credit every month. This means that in some cases an extra 50 direct LinkedIn messages a month go unused every month.

Not only can LeadGen target Open Profiles on LinkedIn, but you can also authorize LeadGen to use your InMail credits in your outbound sequence.

Setting up your Campaign

1.   Select the Inmail Step.

2.   Toggle on "Allow LeadGen to use my InMail Credits.

3.   Make sure your InMail Credits are set up for use in the Settings Tab. Ensure that you update the amount of desired credits. You can also track the amount of Credit used last month and how many are remaining.

How to Adjust your avatar size with LeadGen video

Use LeadGen videos to increase your response rate!

By including a recorded video with each message, your campaigns will have greater chances of success. LeadGen video lets you record a scrolling pattern for LinkedIn profiles, while talking to a prospect as if in a real-world conversation. It’s like an enhanced version of warm emailing.

When you record a video, there’ll be a small bubble in the corner of the screen which will display your front camera. This just gives your video that extra personal touch.

Choosing a larger avatar size allows you to speak more directly to a prospect, as if you’re having a face-to-face conversation. On the other hand, selecting a smaller avatar size will shift the focus away from you and instead will emphasize your chosen scrolling pattern or profile.

Both have their merits, but whichever you choose you’ll need to know how to adjust the size of your avatar. Follow the simple steps below to do just that.

  1. Go to your “Templates” tab from the left-hand side menu.

  2. Select “My LeadGen Videos” from the top and then click on “Create Video”.

  3. Scroll down to where you begin recording your video. To the side, you’ll see adjustments for your avatar size. Select the one you want - small, medium, or large.

  4. Click on “Save” in the top right-hand corner and your avatar size and video will be created.

LeadGen Video Scroll Speed

Change the speed of your Unique Scrolling Pattern.

Every LeadGen Video is unique; changing your video's scrolling speed allows you to customize the delivered video even more.

LeadGen has 3 scrolling speeds.

* Slow

* Normal

* Fast

"Slow" and "Normal" more accurately reflect the natural scrolling speed of a human and appear more natural.

To adjust these settings simply click the settings cog in the top right-hand corner of the LeadGen Video creator. You'll be able to change the scroll speed by selecting the appropriate bubble.

LeadGen Tips

* Try Medium/Large Avatars first

* We love the "Low" Scroll speed, we feel it emulates a human scroll best.

How to use LeadGen Video for Posts

Targeting posts and sending videos is a great way to take something relatable (the post) and add a personal touch.

Posts are a great way to engage relevant prospects.

Targeting the right post means your prospects understand you, or have shown interest in your product, service, or industry. These are great people to target with LeadGen Video.

The Key Elements of your Video

* Mention the company/author of the post

* Show your understanding of the post

* Tell them why you targeted them because of this post

Smart Campaigns

A/B test your campaigns with LeadGen smart campaign feature! Check out this guide to find out how.

With LeadGen smart campaigns, you can A/B test your prospects list easily, without having to duplicate a regular campaign.

All you have to do is select and build your own sequence when creating a campaign, and LeadGen  will automatically separate your prospects into two different halves and perform different actions on each half, depending on your selection.

To create a smart campaign and give A/B testing a try, follow the simple steps below:

1. Head to your campaigns and click “Create New Campaign” in the top-right corner.

2. This is the important step: when it comes to selecting your sequence, choose the one on the right. This will lead to a blue “Open Sequence Builder” button popping up on the bottom. Click on this when it is time to build. 

3. Fill in your campaign’s details, such as title and search list.

4. Once you’ve opened the sequence builder, scroll down through the actions on the right-hand side until you find “A/B Testing” at the bottom. Click and drag this right underneath where it says “Lead Source” in the middle of the builder.

5. Insert the remaining actions you want to perform for each side of the A/B test campaign. Remember, you’ll have to insert each action twice, one for each half.

6. Once you’re happy with your campaign, finalize the steps and click create. Now you’re all set for quality A/B testing!

Target the Right People

There are many different ways to source leads and engage prospects. Try different strategies to get in front of your ideal target group.

Find Prospects using LinkedIn Sales Navigator, LinkedIn Posts, ZoomInfo and Crunchbase

LeadGen allows you to target any LinkedIn profile URL obtained from any data source of your choice. The largest data sources available within our network include:

* LinkedIn Sales Navigator;

* LinkedIn Post;

* ZoomInfo;

* Crunchbase.

Our extensive database allows our clients to target different prospects using those channels as search engines that exist out of LinkedIn.

LinkedIn Sales Navigator

LinkedIn Sales Navigator is our recommended and most popular targeting system. The solution enables you to target professionals by their job title, company size and more.

LinkedIn Sales Navigator Lead Lists

Lead Lists differ from Sales Navigator searches because they are handpicked profiles unique to each of our clients’ profiles. When using Lead Lists, you can target more precise or custom-built groups with your outreach campaigns than you might be able to get from a high-level Sales Navigator search.

LinkedIn Recruiter Lite

The most popular choice for our recruiting clients. Whether those are recruiters targeting candidates and new job orders or HR/Talent Acquisition teams at the largest organizations looking to build and expand their talent funnel, our tool has got everyone covered.

LinkedIn Post Engagement

LeadGen can target people who engage with any post or promoted ad published by any LinkedIn profile, company or influencer. We see this as targeting by intent. Rather than utilizing a list of people by their job title, we can target profiles by actions they have taken on LinkedIn. You can target either people who viewed your competitors' publications or even your own posts to engage the audience you think might be interested most in your offering.

ZoomInfo

While it may be considered expensive, ZoomInfo is revered by its users for the quality of contact information it provides. Data exports from ZoomInfo often contain LinkedIn Profile URLs. 

This is great for a few reasons:

* You can leverage unique data sourcing (ex. company revenue & sales insights);

* While also seeing up to 50-80% accuracy on Email and Telephone data.

You can upload LinkedIn Profile URLs from a .CSV file directly in LeadGen.

Crunchbase

Revered as a source of truth for investors and businesses when it comes to many things, their largest impact surrounds financial estimates and funding. Crunchbase's CSV export contains LinkedIn URLs and information on recently completed funding rounds.

Our clients leverage this to encourage businesses who are coming off of big funding rounds and to congratulate company executives using the {custom_field} variable within LeadGen. Although LinkedIn supports targeting by revenue, and you can also save executives to a Save List, it is relatively difficult to do so. The process is simply easier and more intuitive with Crunchbase.

LeadGen Tips:

To reach the right people, you can also easily retarget selected profiles using .CSV file

How to Enrich From the Prospects Tab

Enriching your prospects is a great way to increase response rate. Find out how to do that here.

One of the ways LeadGen lets you enhance the reach of your campaigns is through its enrichment feature. You can access this a number of ways, but this guide will focus on how to do it via the prospects tab.

Enriching your prospects basically means that LeadGen will work extra hard to find a verified work email address for your chosen prospect. LeadGen can then send automated emails to this address, enhancing both the outreach and the likelihood of success for your campaigns.

Just follow the simple steps below to enrich from the prospects tab:

1. On your home dashboard, click on “Prospects” from the menu on the left-hand side.

2. Select each prospect you’d like to enrich by checking the box by their name.

3. Once you’ve selected the prospects you want to enrich, click the “Enrich” button at the top and LeadGen will get to work!

Inbox: Forward to Email

Forwarding prospects and correspondence to your email is easy with LeadGen.

One of the many useful features of LeadGen is the forward-to-email tool, which allows you to send any prospect or conversation to any email address, even if it’s not directly connected to you LeadGen account.

While any email correspondence automatically syncs with any connected email integrations, such as Gmail, there may be times when you want to send a prospect to a colleague’s email or a personal address that hasn’t been connected to LeadGen.

It’s easy to forward your correspondence to another email address. Just follow the very simple steps below.

1. Head to your inbox via the left-hand menu on your dashboard.

2. Click on the prospect you want to forward and look to the top right-hand corner for a symbol with three horizontal lines.

3. Click on this symbol and then on “Forward to Email”.

4. Enter the email address you want to forward the prospect to, and hit the forward button.

Building sequences for leads

Looking for ways of finding new leads? With the LeadGen campaign sequences, it’s easy to find prospects.

There are two different ways of sequencing your campaigns with LeadGen. After the initial steps of creating your campaign, you can select either one of the two sequences.

The first is the standard sequence, where you can select the actions to proceed with in a specific order. The second sequence is for smart campaigns, and allows you more freedom to choose the order and conditions in which your actions happen.

Use A/B tests

A great way of finding out what works and what doesn’t is with A/B testing. These can help you hone in on your target audience and find new leads as a result. It’s also a great way of testing out your ideal customer profile to see if you’re targeting the right people.

A/B tests are only available with the second form of sequencing. You should include this action as your first step before splitting your campaign into two, targeting two halves of your desired reach to see what works best and find the leads that will ultimately bring you deals.

Data-enriched campaigns

LeadGen uses a huge database of over 150 million contacts and 11 million companies to supplement your campaign sequences for new leads. 

What’s more, it’s important to use the right copy in your campaign sequences, so you maximize your response rate and generate the best leads possible.

Simple vs Smart Campaigns

LeadGen offers two sequencing options - wondering the difference? This article will teach you.

With LeadGen, you can decide between using two different types of campaign sequences; simple sequences, and smart sequences. 

Simple Sequences 

Simple sequences are linear sequences that work in the specific order that you set. When building your campaign, structure it as a step-by-step basis whereby outreach will occur based on the previous step being completed. 

You can set delays that allow these sequences to occur in a specific time interval of your choosing.

Smart Sequences

Smart sequences are conditional sequences that base outreach on the actions of the last step. It works on an "If yes then," and "if no then," basis. It provides the functionality to plan outreach depending on the actions reciprocated from the other side. 

An example of this is: If connection request is accepted, send message. If not, send email to personal email. 

This provides a web sequence that allows for different approaches to outreach.

And there you have it - the difference's between a "Simple" and "Smart" campaign. 

Here's a guide for building out your first campaign for further insight into building campaigns. 

LinkedIn Sales Navigator

Target your ideal profiles by leveraging LinkedIn's powerful persona-driven targeting system.

This targeting method requires a sales navigator subscription and allows you to leverage detailed target criteria available on LinkedIn.

Filter prospects and target profiles using the most popular target criteria:

* Geography;

* Industry;

* Seniority Level;

* Function;

* Company Headcount;

* Keywords.

Step 1: Access your Sales Navigator Filter Search

Step 2: Review your results & Copy the Link

Step 3: Paste the Link and Add the Search

Step 4: Start Campaign

LeadGen Tips:

* The maximum search size is 2,500 profiles. Sales Navigator shows 100 pages with 25 profiles each;

* Use Keywords filter to hone and articulate a more defined list;

* Target LinkedIn Group Members by using the filter options at the bottom.

Sending a Prospect CSV Report to an Email

It’s easy to share insights on your prospects via LeadGen!

By creating a CSV report on a prospect, you can share information and insights on them with any of your colleagues. Exporting their data can streamline your intra-business operations, improving communication and correspondence between employees.

If you’re looking to share prospect details, you’ll want to check out this guide on how to create and send a CSV file of their information. Luckily, it’s really easy to do with LeadGen. All you have to do is follow the simple steps below.

1. Firstly, head to the “Prospects” tab on the left-hand side of your dashboard.

2. Find the prospect or prospects that you want to export as a CSV file, and check the box next to their name(s).

3. At the top, select “Export” and then “Export selected."

4. Now, enter the email you want to send the CSV to, and it’s done!

LinkedIn Message Sequence #6 - Logistics/Trucking

Logistic and Trucking Clients have proven success using the following messaging sequence.

Step 1

Hi {first_name}, great to connect with someone from {company_name}'s logistics department.

I work for ((COMPANY NAME)). We specialize in trucking and logistics for the ((INDUSTRY NAME)) industry.

We have helped many companies like {company_name} increase efficiency and reduce logistics costs.

Is it possible to jump on a quick call with you this week or next? I promise not to take up more than XX minutes of your time.

Step 2

Hey {first_name}, just following up on my previous message.

We would love to have {company_name} as a client! I know we can help save your logistics department time and money, just like we have helped many other {location}-based companies, including ((LIST 3 or 4 BEST CLIENTS BASED IN THE SAME LOCATION)).

Could we set up a XX-minute call over the next week?

Step 3

Hi {first_name}, I realize you might be too busy for a call, so I thought I'd try to outline our service as much as possible.

((INSERT ELEVATOR PITCH - 4-5 sentences MAXIMUM))

By understanding your logistics challenges, I can offer a more tailored solution for {company_name}.

It would be great to get on a call at your earliest convenience. Alternatively, we can start the conversation by email?

I look forward to connecting with you.

Retargeting Using LeadGen Reports .CSV's

Circle back and follow up with existing prospects and other profiles that have been targeted in the past to reactivate automation towards key people.

Retargeting Using LeadGen Reports .CSV's

One of LeadGen’s most powerful features enables you to retarget profiles that exist within your Sales Engagement Dashboard.

Select a column of your choice and reuse it as your custom field to continue with an even more personalized approach in the new campaign. 

To launch your retargeting campaigns and reach selected people from your database with a new offering, you need to work off of your Reports tab and manipulate the CSV export.

How to Pull Profiles

Use your exported profile report from the Reports tab, rename your columns and start sending your campaigns.

How to Use Your Profile Report

Your profile reports let you identify the most engaged prospect of your previous campaigns, highlighting the actions they have taken. Using those insights, you can retarget selected profiles for continued engagement.

For instance, you may want to send them a new campaign because they conducted a desired action in the past (e.g. by clicking a certain link in the previous campaign).

Select a column of your choice and reuse it as your custom field to continue with an even more personalized approach in the new campaign. 

See the following example:

1. Rename the column Emails Opened as “custom_field_1” to let people know that you saw them open your email and which email it was by the subject;

2. You can do the same with Links Clicked.

Here are the most commonly changed fields:

LeadGen Tips:

* Retargeting is a great strategy to get back in front of the most engaged people who you haven't closed yet;

* Sort profiles in your database by Lead Score to find and retarget your most engaged prospects.

LeadGen Video Landing Page

When LeadGen Videos are sent you can optimize the landing page the recipient receives.

LeadGen Video is now sent with a customizable landing page that lets you engage your prospects with customizable messaging and frictionlessly direct them to your CTA.

You can update your:

* Heading

* Description

* Call-to-Action

* Calendly link

LeadGen Tips

* The more customization the more personalized your Videos feel.

* Make your prospects feel engaged.

* Add a Calendly link to get more meetings booked.

LeadGen Video Heading

This is the first message and custom field on the LeadGen landing Page. It's not required but adds a great opportunity to add a personalized introduction.

Adding a "Title" creates a bold customizable heading at the top of your LeadGen Video Landing Page. This is a great way to engage your prospect using a variable directly from their profile to create and personalize your video introduction.

Adding a Title

  1. Click on the Settings Cog (⚙️) to open your video Preferences panel.

  2. In the fillable field under "Title" create your heading.

  3. Click the drop-down to access more custom variables.

LeadGen Tips

* Keep it short! Keep it Sweet!

* Once you have created your Title add your "Description".

Editing LeadGen Video Templates

Want to change an existing template, its easy!

Jump into the Templates tab, select LeadGen Video, and make changes.

When editing a Video you can only change and remove the scrolling pattern.

If you want to change the Video or narration, make a new one - there's no limit to the number of videos you can create!

Adding a Text Heading

This is a longer text field just below the Title on your Landing Page. It's not required but adds a great opportunity to add additional information and context about why you're reaching out.

The LeadGen Video Landing Page "Description" is a long-form text opportunity below the title. This is a great way to add context to the video below it.

Adding a Description

  1. Click on the Settings Cog (⚙️) to open your video Preferences panel.

  2. In the fillable field under "Title" create your heading.

  3. Click the drop-down to access more custom variables.

LeadGen Tips

* Focus on why you're reaching out

- Pain point

- Quick call

- Bring value

- Collaborate

* Once you have created your Description add your "Call-to-Action".

Using LeadGen Video for Email Campaigns

Looking for that added personal touch to your emails? Why not include LeadGen video!

For many people, cold, out-of-the-blue emails are often negatively received. Little interest is paid to them, and response rate percentages are in the single figures.

But what if there was a way to stand out from the crowd, to pique the interest of your prospects and entice them into a response? Introducing: LeadGen video!

How does it work? You record a short audio introducing yourself and your product over a video scrolling through a prospect’s LinkedIn profile. The scrolling pattern is remembered, and the profile changed to match that of the prospect you’ll be sending the video to. And LeadGen automates this process over the many different prospects throughout your campaign.

And LeadGen video works with email too! LeadGen can fetch work emails from LinkedIn profiles if you enrich the prospects from your dashboard. This way, you can create personalized emails and increase the chances of getting a response.

To add LeadGen videos to your email campaigns, simply click on the “Insert LeadGen Video” button when prompted as you add your action in your campaign.

Add a Call-to-Action

This is your chance to engage your ask and add messaging below the video that you have created.

The LeadGen Video Landing Page "Call-to-Action" is a title that appears below your LeadGen Video.

Calendly Link

If you use Calendly and add your Calendly Booking Link it will embed below the Call to action. This text is a great way to introduce you're Calendly booking embedded below.

Any other Link

If you're not using Calendly, LeadGen will convert your Call-to-Action into a Button that's embedded with the link included in the Call-to-Action Link. 

Adding a Call-to-Action

  1. Click on the Settings Cog (⚙️) to open your video Preferences panel.

  2. In the fillable field under "Description" create your Call-to-Action.

  3. Click the drop-down to access more custom variables.

LeadGen Tips

* This is frictionless CTA engagement. Use it to your advantage, make it easy, and make it count.

* Think through your call to action. What do you want the outcome of your video to be?

* Consider whether you are using Calendly or another meeting link.

* Is your aim to direct website traffic, "Check out our website" or something else like "Here's our Case Study"/ "Here's our white paper"

Troubleshooting

Why are some prospects going into "Pending"?

Finding out if your Account Limits are interfering with your campaign function.

A few things can cause prospects to fall into the "Pending" category. This common issue often has an easy fix. 

Once you are here, you will check your "Views of profiles" for a little warning symbol. If this is present, it means that your current ranges may not accommodate each other on any given day. 

Since the platform chooses these numbers separately, it could pick 11 profile views and 20 connection requests. This would leave prospects as "Pending" because there wouldn't be a great enough allowance of profile views to perform that action of sending a connection request. 

To address this, you need to change your lowest number of "Views of profiles" to match the highest number of "Connection requests." This way, no matter what number is chosen each day, it will have enough to send the requests. 

Once this has been changed, you will see the warning go away. When this is done, the "Pending" category should resolve itself within a day or two (depending on how many there are). 

If you check your "Account Limits" and this does not appear to be the issue, please reach out to us at (support@coachcarolinedoyle.com) so we can investigate further.

I received a reply but don't see it in my LeadGen Inbox.

Explanations of sync times for the inbox.

You see a reply on LinkedIn but don't see it in your LeadGen portal. This is likely due to the sync delay between the two platforms. This measure is in place to help keep accounts safe, as constant syncing isn't natural. 

You may have noticed in your "Settings" tab that there are different sliders for "Inbox Sync Intervals." The default is for the inbox to sync every 20 minutes during working hours and every 4 hours outside of working hours. We recommend leaving these settings as they are for best practice, but they are adjustable. 

If you see a new message and would like to sync sooner, you can refresh it inside the "Inbox" manually. 

The refresh button is at the bottom of the inbox panel. Once you click on this, the software will complete the task it is currently on and then sync the inbox. It is not immediate upon clicking the button but should be done within a few minutes.

If you have manually refreshed your inbox but are still not seeing the reply within 10 minutes, please reach out to us at (support@coachcarolinedoyle.com) so we can take a closer look at the issue. 

Why hasn't my campaign started yet?

Explaining delays that you may see when starting a new sequence.

Several factors can play into a new campaign beginning to send invitations or messages. It is not uncommon for these to take up to 24 hours to begin the activity.

The first activity you will see on a campaign will always be prospects pulling into the "New" category.

This is where the campaign puts prospects "in line" to receive the message or connection request. Once it has pulled the designated number of prospects (based on the "Pages Searched" section of the "Account Limits"), it will start sending activity outbound. 

As long as you start seeing prospects pull into the new category, even if it hasn't sent any connection requests yet (or very few), the sequence is working. 

There could be an additional delay if you also have other sequences running due to the platform splitting activity among the campaigns. The daily activity is not split evenly on a day-to-day basis but over the course of a 30-day period. 

If you have any questions or if your new campaign has not had any activity within 48 hours of turning it on, please reach out to us at (support@coachcarolingdoyle.com). 

Integrations

Why are some prospects going into "Pending"?

Finding out if your Account Limits are interfering with your campaign function.

A few things can cause prospects to fall into the "Pending" category. This common issue often has an easy fix. 

Once you are here, you will check your "Views of profiles" for a little warning symbol. If this is present, it means that your current ranges may not accommodate each other on any given day. 

Since the platform chooses these numbers separately, it could pick 11 profile views and 20 connection requests. This would leave prospects as "Pending" because there wouldn't be a great enough allowance of profile views to perform that action of sending a connection request. 

To address this, you need to change your lowest number of "Views of profiles" to match the highest number of "Connection requests." This way, no matter what number is chosen each day, it will have enough to send the requests. 

Once this has been changed, you will see the warning go away. When this is done, the "Pending" category should resolve itself within a day or two (depending on how many there are). 

If you check your "Account Limits" and this does not appear to be the issue, please reach out to us at (support@coachcarolinedoyle.com) so we can investigate further.

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