What you’ll build
By the end of this guide you’ll have a fully configured, AI-personalized, multi-channel campaign running on autopilot — starting with a LinkedIn connection request, progressing through a LinkedIn message and an email follow-up, and closing with a WhatsApp message, all spaced out over ten days.Open the left sidebar and click Campaigns. On the Campaigns overview page, click the New Campaign button in the top-right corner. A blank campaign editor opens.
Give your campaign a descriptive name — something you’ll recognise at a glance, like
SaaS Founders — Q3 2025. Clear names save headaches when you’re running five campaigns at once.Under LinkedIn Account, select the connected account you want to send from. This account is used for the LinkedIn steps in your sequence. Email and WhatsApp steps use the sender credentials configured under Settings → Channels.
Click Add Lead List and choose an existing list from the dropdown. You can also create a new list here by clicking Import Leads — either upload a CSV or paste a Sales Navigator search URL, and LinkInList will pull in the leads automatically.
Each lead can only appear in one active campaign at a time. If a lead is
already enrolled elsewhere, LinkInList will flag them so you can decide
whether to move or skip them.
Click + Add Step to build out your multi-channel sequence. Each step lets you choose a channel — LinkedIn, Email, WhatsApp, Facebook, or Instagram. For a well-rounded first campaign, use this structure:
For each step, click the step card to open its editor. Select the Channel for that step, then set the message content. For Delay steps, set the number of days in the input field.
For each message step, you can either write a template from scratch or choose one from the Template Library. Either way, turn on the AI Personalization toggle — this tells LinkInList’s AI to rewrite each placeholder using the lead’s profile, recent posts, and company news before sending.
Hi {{first_name}}, I came across your work at {{company}} and thought it'd be
worth connecting — I focus on [your relevant area] and think there could be
some mutual value here.
Hey {{first_name}},
Thanks for connecting. I noticed {{personalized_opener}} — that caught my
attention because we help [ICP description] with [core problem].
Quick question: is [relevant challenge] something you're actively working
on right now, or not a priority yet?
Happy to share what's worked for similar teams if useful.
[Your name]
Subject: Quick follow-up, {{first_name}}
Hi {{first_name}},
Following up on my LinkedIn message — wanted to reach out here in case
email is easier for you.
[One relevant insight, stat, or customer result — 1–2 sentences.]
Worth a 15-minute call to see if there's a fit?
[Your name]
Hey {{first_name}}, [Your name] here — reached out on LinkedIn and email
over the past week. Didn't want to keep messaging there. We help
[ICP description] with [core outcome]. Would it be worth a quick chat?
Before you click Launch, use the Preview Messages button to review
5–10 AI-personalized versions across all channels. Read them out loud — if
anything sounds robotic or inaccurate, adjust your template or add more
context to your lead list fields. This one step prevents awkward sends at scale.
Scroll to Campaign Settings and configure your daily limits. For a new or recently warmed account, stay conservative:
Connection Requests
20–30 per day is the safe ceiling for most LinkedIn accounts. Exceeding this increases the risk of LinkedIn restricting your account.
Messages
Up to 50 messages per day across all campaigns on the same LinkedIn account. Email and WhatsApp steps have separate, higher limits configured under Settings → Channels.
If your LinkedIn account was connected recently or has low activity history,
start at the lower end (15–20 connection requests/day) and let the
auto warm-up feature gradually increase your limits over 2–3 weeks.
Click Preview Messages in the top bar. LinkInList selects a random sample of leads from your list and shows you exactly what each message will look like after AI personalization runs — across every channel in the sequence. Step through at least 5–10 previews — check that the personalized opener is accurate, the tone matches your voice, and the message flows naturally.
If you see a preview that looks off, click Edit Template to refine your wording, then preview again.
What happens after you launch
Once the campaign is live, LinkInList begins working through your lead list automatically across all the channels you configured. Here’s what to expect:- Day 1 morning: LinkedIn connection requests start going out in small batches spaced throughout the day — not all at once.
- When a lead accepts: The campaign clock starts for that lead. Their next touch is scheduled automatically.
- Day 5: Email follow-ups fire for leads who haven’t yet replied after the LinkedIn messages.
- Day 10: WhatsApp messages go out to leads still unreplied, giving you one more channel to reach them.
- Stats appear immediately: Head to the Campaign Analytics tab to see live numbers as they come in.
Monitoring your campaign
Check the Campaign Analytics tab daily for the first week. The four numbers that matter most are:| Metric | What it tells you | Healthy benchmark |
|---|---|---|
| Sent | Total connection requests dispatched | — |
| Acceptance rate | % of LinkedIn requests accepted | 25–40% |
| Reply rate | % of contacted leads who reply (any channel) | 5–15% |
| Meetings booked | Outcomes tracked via calendar link clicks | Depends on offer |
Low acceptance rate on LinkedIn (under 20%)? Your connection note may be too
generic or too salesy. Try A/B testing two different note templates
using duplicate campaigns on a split lead list.