Getting Started

The Getting Started page provides a checklist of essential tasks to help you complete your onboarding and set up your campaigns. It guides you through each step to ensure nothing is missed.

In this article:

• Setup

• LinkedIn I

• LinkedIn II

• LinkedIn III

• Email

Setup

Provides a checklist of all the accounts you need to connect in order to run automation successfully.

LinkedIn I

Provides a checklist of foundational tasks required to start sending LinkedIn messages, ensuring your account is properly prepared for outreach.

LinkedIn II

Helps you build and launch an outreach campaign designed to connect with relevant leads from your LinkedIn posts and generate replies.

LinkedIn III

Enables you to generate new leads automatically using imports from Sales Navigator, helping you continuously build your pipeline.

Email

Provides a checklist of key steps to ensure your email account is properly configured and ready for email outreach campaigns.