> ## Documentation Index
> Fetch the complete documentation index at: https://docs.linkinlist.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Campaigns: Build Multi-Channel Outreach Sequences Fast

> Build automated multi-step outreach sequences across LinkedIn, WhatsApp, Email, Facebook, Instagram, and Meta Ads — all personalized by AI.

Campaigns are the engine of your LinkInList outreach. Each campaign is a structured, multi-step sequence that moves a lead from a first touch through personalized follow-ups across any combination of channels — LinkedIn, WhatsApp, Email, Facebook, Instagram, and Meta Ads — all on autopilot while staying within safe daily sending limits. You stay in control of every template, timing, and personalization setting while the AI handles the heavy lifting of crafting unique messages for each lead.

## 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:

<CardGroup cols={2}>
  <Card title="Step 1 — LinkedIn Connection Request" icon="user-plus">
    Sends a personalized connection request note (up to 300 characters) to introduce yourself and spark curiosity.
  </Card>

  <Card title="Step 2 — LinkedIn Message" icon="linkedin">
    Fires after the lead accepts. AI crafts a unique opening message based on their profile, recent posts, and company news.
  </Card>

  <Card title="Step 3 — Email Follow-Up" icon="envelope">
    A personalized email sent a few days later — a different angle, same AI-driven relevance, reaching the lead in a second channel.
  </Card>

  <Card title="Step 4 — WhatsApp Message or Voice Note" icon="whatsapp">
    A short WhatsApp message or AI-generated voice note in your cloned voice adds a human touch that text messages alone can't match.
  </Card>

  <Card title="Step 5 — Meta Ad Retargeting" icon="rectangle-ad">
    Trigger a Meta Ad audience inclusion so leads who haven't replied see your brand in their Facebook or Instagram feed.
  </Card>

  <Card title="Step 6 — Final Follow-Up" icon="flag">
    A short, low-pressure close via whichever channel has seen the most engagement — books a meeting or gracefully exits the sequence.
  </Card>
</CardGroup>

***

## Creating a New Campaign

<Steps>
  <Step title="Open the Campaigns tab">
    Navigate to [app.linkinlist.com](https://app.linkinlist.com) and click **Campaigns** in the left sidebar. Then click **New Campaign** in the top-right corner.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.

    <Tip>
      Start with **20–30 LinkedIn connection requests per day** during your first two weeks. LinkedIn's algorithms flag accounts that spike from zero to hundreds of requests overnight. A gradual warm-up protects your account from restrictions. WhatsApp and Email channels have separate limits you can configure independently.
    </Tip>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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](#choosing-and-customizing-templates) below.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Add leads and launch">
    Click **Add Leads** to import a lead list from the Contacts tab or a CSV upload. Review the summary, then click **Launch Campaign** to activate it. Your campaign begins sending at the next scheduled run.
  </Step>
</Steps>

***

## Campaign Settings

Once a campaign is created, you can adjust its settings at any time from the **Settings** tab inside the campaign.

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="Daily Send Limits">
    Set separate limits per channel. Recommended ranges:

    | 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    |

    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.
  </Accordion>

  <Accordion title="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

    Adjust delays based on your audience's typical response time. B2B buyers often need a few extra days between touches.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

***

## 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:**

1. Open a campaign step.
2. 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.
3. Click **Use Template** to load it into the step editor.

**To customize a template:**

* 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"*).

<Info>
  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.
</Info>

***

## 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:

1. Open the step editor.
2. Toggle **AI Personalization** to **On**.
3. Set your preferred tone, length, and personalization depth (see [AI Personalization](/features/ai-personalization) for full details).
4. 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                |

<Warning>
  Deleting a campaign is irreversible. If you think you might reuse it, archive it instead.
</Warning>

***

## Viewing Campaign Analytics

Each campaign has a dedicated **Analytics** tab that gives you a real-time view of performance.

<CardGroup cols={3}>
  <Card title="Sent" icon="paper-plane">
    Total messages and connection requests sent across all steps and channels.
  </Card>

  <Card title="Acceptance Rate" icon="user-check">
    Percentage of LinkedIn connection requests that were accepted.
  </Card>

  <Card title="Reply Rate" icon="comments">
    Percentage of leads that replied to at least one message, across all channels.
  </Card>

  <Card title="Positive Reply Rate" icon="thumbs-up">
    Replies flagged as interested or positive by AI intent scoring.
  </Card>

  <Card title="Meetings Booked" icon="calendar">
    Conversations marked as **Meeting Booked** in the Unified Inbox.
  </Card>

  <Card title="Step Drop-Off" icon="chart-line">
    See exactly which step in your sequence loses the most engagement so you can optimize it.
  </Card>
</CardGroup>

Use the **date range filter** to compare performance across time periods, and export analytics as a CSV from the top-right menu for reporting.