What Is a Campaign?
A campaign is an automated sequence of outreach touches sent to a list of leads over time. Each step fires automatically based on the delay you configure, and each step is assigned to a specific channel. The AI personalizes every message before it goes out — whether that message is a LinkedIn connection request, a WhatsApp voice note, an email, or a Facebook DM. A typical multi-channel campaign sequence looks like this:Step 1 — LinkedIn Connection Request
Sends a personalized connection request note (up to 300 characters) to introduce yourself and spark curiosity.
Step 2 — LinkedIn Message
Fires after the lead accepts. AI crafts a unique opening message based on their profile, recent posts, and company news.
Step 3 — Email Follow-Up
A personalized email sent a few days later — a different angle, same AI-driven relevance, reaching the lead in a second channel.
Step 4 — WhatsApp Message or Voice Note
A short WhatsApp message or AI-generated voice note in your cloned voice adds a human touch that text messages alone can’t match.
Step 5 — Meta Ad Retargeting
Trigger a Meta Ad audience inclusion so leads who haven’t replied see your brand in their Facebook or Instagram feed.
Step 6 — Final Follow-Up
A short, low-pressure close via whichever channel has seen the most engagement — books a meeting or gracefully exits the sequence.
Creating a New Campaign
Open the Campaigns tab
Navigate to app.linkinlist.com and click Campaigns in the left sidebar. Then click New Campaign in the top-right corner.
Name your campaign
Give your campaign a descriptive name (e.g.,
VP Sales — Series A SaaS — Q3). A clear name helps you identify it later in analytics and the Unified Inbox.Set your daily send limits
Under Daily Limits, set the maximum number of messages to send per day per channel. For LinkedIn, start conservatively and increase over time as your account warms up.
Build your sequence
Click Add Step to start building your sequence. For each step, choose the channel (LinkedIn, WhatsApp, Email, Facebook/Instagram DM, or Meta Ad) and the step type within that channel. Then set the delay in days before it fires.
Choose and customize templates
Select a message template for each step or write your own from scratch. Templates act as the base that the AI personalizes for every lead — see Choosing and Customizing Templates below.
Enable AI personalization
Toggle AI Personalization on for any step where you want the AI to rewrite the message per lead. You can also enable Human Review to approve each message before it sends.
Campaign Settings
Once a campaign is created, you can adjust its settings at any time from the Settings tab inside the campaign.Name and Description
Name and Description
Update the campaign name and add an internal description to help your team understand the target audience and goal. These fields are never visible to leads.
Daily Send Limits
Daily Send Limits
Set separate limits per channel. Recommended ranges:
LinkedIn limits apply per connected LinkedIn account. If you have multiple accounts, each account runs its own limits independently. WhatsApp and Email limits apply per connected sending identity.
| Channel / Action | Safe Daily Range |
|---|---|
| LinkedIn connection requests | 20–30 per day |
| LinkedIn follow-up messages | 50–80 per day |
| WhatsApp messages | 50–100 per day |
| Emails | 100–200 per day |
| Facebook / Instagram DMs | 20–50 per day |
| Voice notes (any channel) | 10–20 per day |
Sequence Steps and Delays
Sequence Steps and Delays
Each step has a configurable delay — the number of days to wait after the previous step before firing. For example:
- Step 1 (LinkedIn Connection Request): Day 0
- Step 2 (LinkedIn Message): Day 1 after acceptance
- Step 3 (Email Follow-Up): Day 4 after Step 2
- Step 4 (WhatsApp Message): Day 7 after Step 3
Sending Schedule
Sending Schedule
Choose which days of the week and which hours the campaign is allowed to send. Sending during business hours in your lead’s time zone improves response rates across all channels.
Choosing and Customizing Templates
Templates are the foundation of every campaign step. A good template gives the AI a clear structure and intent to work from — the AI then personalizes the specific wording for each lead, regardless of channel. To select a template:- Open a campaign step.
- Click Browse Templates to choose from your saved templates or the LinkInList template library. Templates are organized by channel so you can quickly find ones suited to LinkedIn, WhatsApp, Email, or social DMs.
- Click Use Template to load it into the step editor.
- Edit the template text directly in the step editor. Use merge tags like
{{first_name}},{{company}}, and{{job_title}}for basic variable substitution. - Add an AI instruction note to guide how the AI personalizes beyond the merge tags (e.g., “Reference their most recent LinkedIn post if available”).
The more context you give in your AI instruction note, the more relevant the AI personalization will be. Generic instructions produce generic messages — this applies equally to LinkedIn messages, emails, and WhatsApp outreach.
Enabling AI Personalization Per Step
Each step in a campaign can have AI personalization turned on or off independently. For example, you may want deep AI personalization on your LinkedIn connection request and first email but use a fixed template for a short WhatsApp follow-up or Meta Ad copy. To enable AI personalization on a step:- Open the step editor.
- Toggle AI Personalization to On.
- Set your preferred tone, length, and personalization depth (see AI Personalization for full details).
- Optionally enable Human Review to read and approve the AI-generated version before it sends.
Pausing, Resuming, and Archiving Campaigns
You can pause a live campaign at any time without losing your place in the sequence. Leads mid-sequence will resume exactly where they left off when you reactivate the campaign.| Action | How to Do It | Effect |
|---|---|---|
| Pause | Click the pause icon on the campaign card | Stops all sends immediately across all channels; leads stay in sequence |
| Resume | Click the play icon on the campaign card | Sends resume on the next scheduled run |
| Archive | Open Settings > Archive Campaign | Hides the campaign from your active list; data is preserved |
| Delete | Open Settings > Delete Campaign | Permanently removes the campaign and all associated data |
Viewing Campaign Analytics
Each campaign has a dedicated Analytics tab that gives you a real-time view of performance.Sent
Total messages and connection requests sent across all steps and channels.
Acceptance Rate
Percentage of LinkedIn connection requests that were accepted.
Reply Rate
Percentage of leads that replied to at least one message, across all channels.
Positive Reply Rate
Replies flagged as interested or positive by AI intent scoring.
Meetings Booked
Conversations marked as Meeting Booked in the Unified Inbox.
Step Drop-Off
See exactly which step in your sequence loses the most engagement so you can optimize it.