Once you connect your LinkedIn account to Reply with an Auto cookie, you can use extended features of LinkedIn steps in a sequence, such as Automatic LinkedIn steps. These steps may include various types of connections, and automation of them increases the chances of reaching a much greater number of prospects.

Set Automatic LinkedIn Steps in Sequence

To set automatic LinkedIn connections in a sequence, follow these steps:

  1. Open an existing sequence or create a new one.

  2. Navigate to the Steps tab and click on the + button to add a new step.

  3. Switch to the LinkedIn step and make sure the Automatic option is selected.

If you choose the Manual option, a standard flow to set up manual LinkedIn connections will be suggested for you.

4. Select the type of connection from the LinkedIn Automatic dropdown.

Possible LinkedIn Automatic steps you can create:

  • Message: a direct message to your prospect.

Important! This message cannot exceed the limit of 8000 symbols.

Use the text field to type all the desired content. For the messages step, you can add links or pictures. Use a ready template to facilitate your message creation. Click on the Templates icon → select a folder → click on the template of a message.

You can also use variables in your message to personalize your outreach. To do this, click on the { } icon select the variable types: Contact, Team, Advanced → insert desired variables.

Please note. You can see a preview of your message by clicking on the 👁 eye icon in the bottom right corner of the pop-up.

  • Connect: a short message linked to a LinkedIn connection request to your prospect. Just as with messages, you can use templates and variables in the text editor.

Important. The connection message cannot exceed the limit of 300 symbols.

  • View Profile: view the prospects' profiles so that draw their attention to you.

  • Like Recent Posts: use this step to leave likes on the posts published by the prospects.

  • InMail (will be available in the next release).

  • Sales Navigator Connect (will be available in the next release).

5. Once you complete editing the step just Save it.

That's it! The automatic LinkedIn step is created, and you can proceed to the creation of the new one. Once all the steps are created, start your sequence.

Please note:

  • Connect requests can be sent to prospects from 2nd and 3rd degrees (not yet connected on LinkedIn).

  • Messages can be sent to prospects whom you are connected with on LinkedIn (1st-degree connection). This means you can send messages if you are already connected with a prospect / the contact already exists in your network.

View the Progress of your LinkedIn automatic steps

Reply allows you to track all the activities that relate to your Automatic LinkedIn steps. Here's how you can view it:

  1. Open contact profile (from the People tab, or just the Sequence page). The right sidebar with the card with the prospect's data will be shown.

  2. Click on < icon to extend the sidebar.

4. Navigate to the Activity tab.

In this tab, you can view the history of all activities: the progress of all set tasks, and the exact test messages you sent. In case a prospect leaves you a response, this tab will show you a notification that the reply was detected and will show you the full text of the message.

Other than that, you can leave notes for each prospect using the text field 'Add note' + clicking on the Save note button.

5. You can also view brief information on the progress of your sequence in the Log tab. To do this, open Sequence navigate to the Log tab.

Important #1

  • Take into account your daily LinkedIn Safety limits. If you saved your Automatic LinkedIn steps and run sequence, but your Daily limits have been hit, execution of the automatic LinkedIn steps will be postponed to the next day.

Important #2

  • If a prospect responds to your LinkedIn message, or connect request, he will be automatically marked as finished. Take into account your Replies handling settings (Sequence → Settings):

Important #3

  • Connection with your LinkedIn account impacts sequence performance. If the connection is lost, the sequence stops. If you connected your account with an Auto Cookie, there would be no hurdles with lost connections. However, this connection will be active as long as you are logged into LinkedIn (on the official website). If you log out, your automatic session will be interrupted.

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