How to create campaigns?

Steps to set up:

1. Click on Campaigns
2. Click on Add Campaign
3. Choose the Type of Campaign
4. Fill in the Campaign name
5. Choose the type of template you want or create your own manual campaign
6. Set campaign name
7. Add people to the campaign by choosing one of 2 options
8. Go to Steps
9. Write a body message for the first message (which will be sent with your connection request)
10. (optional) Write an alternative body
11. (optional) Add follow-up messages
12. Click Apply
13. Go to Settings
14. Click on Start immediately (it becomes blue) or turn it off (you can choose the date and time you want your campaign to start)
15. Click on Status to activate your campaign (when it’s activated, it is blue)
16. Set campaign limits (how many requests it sends per day) – the maximum is 100
17. Click Apply

You can also edit the name of the campaign in this menu or delete a campaign.

If one person is a part of two campaigns, the messages from only one of the campaigns will be sent to that person, the other campaign will be paused.

Don’t forget to give the software ~45 min until your campaigns start sending requests and messages.

You can create as many campaigns as you want, just remember that Expandi won't send more connections/messages than your weekly limit (maximum 100).

In details explanation:

In order to create a campaign, go to the menu on the left and click on Campaigns. This will lead you to a page with all your current campaigns (if you have any) and there you can create a New Campaign by clicking on Add campaign.

After you click on Add campaign, you will be sent to another page. Then you should choose whether to create a Messenger campaign, Connector campaign, Group Campaign, Open InMail, Gmail Connector Campaign, Campaign Builder or the Inbound campaign. The difference between those campaigns is that the Connector campaign is used to make new connections (send connection requests + messages), the Messenger campaign is used to send messages to already established 1st-degree connections in LinkedIn, Group campaign allows you to contact group members, and the Campaign Builder allows you to create your own flows. The Inbound Campaign is to outreach those who have viewed your LinkedIn profile. There is no need to add a search to your campaign, Expandi will import all your profile viewers as they come through and you can build the flow based on how you would like to outreach the lead.

Once you’ve decided on all of the previous steps, you should click on Create campaign.

Once you’ve created the campaign you’re sent to a new page where you should fill in the details about the campaign you just created.

The first step is to import the people you want to connect with. This can be done directly when creating a campaign by importing a CSV file. Please refer to the section “How to Import a CSV file” in the Help Center which explains how exactly to do that.

If you want to import people in any other way, it should be done outside of the campaign settings, in the Search menu.

If one person is a part of two campaigns, the messages from only one of the campaigns will be sent to that person, the other campaign will be paused.

Refer to the article Upload a CSV in Help Center.

Once you’re done with importing people into your campaign, you can go to the next step in the menu Steps to create the messages you want to send with your connection requests.

You should type in the section Body to create a message to accompany your connection request. Eventually, an alternative body can be created in case there are character limitations set by LinkedIn.

In this section, you can also create follow-up messages to send. The follow-up messages are messages which are sent after there is an established connection but still no response to the first message you sent.

You can also add follow-up messages later.

After you’ve written your messages and follow-up messages, you should go to tap Settings.

1. On this page, you can check if your campaign is going to start immediately (in approximately 45 minutes) or you can schedule it to start on a desired date and time.
2. In this menu, you should also make sure that the button Active is BLUE which means that your campaign is active.
3. Additionally, here you can set campaign limits, by choosing how many messages and connection requests to send out per day. This is available for every campaign which is active and will contribute to the total. Keep in mind that from your account, a maximum of 100 connections can be sent per week. Even if you have 4 campaigns set at 100 people per day, Expandi is going to send connections to 100 people in total from your account per week, so please divide the total accordingly.
4. The toggle will allow you to override the company settings, meaning that you can outreach prospects by multiple LinkedIn accounts within the same Expandi company by the specific campaign.

If you get a warning message about exceeding your daily limits please look at all active campaigns and adjust the numbers accordingly. When sending a connection request with a message, the connection request message is counted towards the daily messages sent from Expandi.

Don’t forget to click on Apply once you’re done with the changes.

Congratulations, you just created your campaign!

You can also delete your campaign in this menu by clicking on Delete campaign in the right bottom corner. If you’re sure you want to delete the campaign, click on Confirm when this window pops up.