Getting Started with LeadGen Reach

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!

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.

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!

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.

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. 

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!

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.

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"

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!

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!

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.

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.

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.

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!

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!

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))?

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.

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!

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.

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. 

5. Simply click directly on your LinkedIn Profile Photo.

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

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

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

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.

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.

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.

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.

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

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

4. 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.

5. 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.

6. 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.

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

8. 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.

9. 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!

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

12. 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.

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

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

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

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

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

18. 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.

19. 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!

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.

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.

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!

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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!

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.

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.

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.

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.

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

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! 

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!

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.

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.

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!

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!

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.

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.

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.

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.

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.

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

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!

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

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!

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.

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.

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. 

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.

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!

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.

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.

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.

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".

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!

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".

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.

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"