Elements and Conditions

Hey there 👋

Discover the essential campaign elements and conditions in the Sales Engagement Tool to design outreach sequences that drive results! Customize your actions—like "View Profile," "Follow," and "Send Message"—with tags, triggers, and A/B testing. Use conditions to create advanced decision trees, personalizing every step. Start building campaigns that maximize your impact! 🚀

Actions 🔧

Each element that involves text allows you to insert tags, images, and GIFs for hyper-personalization right as you’re building the sequence. You can also decide when you want an element to be triggered—after a set number of days or hours. Plus, there’s the option for A/B testing.

• View profile 👁️: This step visits your lead's profile, sending them a notification. It’s important for some steps later on.
• Follow 👀: Following someone on LinkedIn lets you see their posts without being connected. Leads get notified, boosting your chances of a connection.
• Invite to connect 🤝: Send a connection invite to your leads. No need to view their profile first—the Sales Engagement Tool takes care of that!
• LinkedIn message 💬: This sends a LinkedIn message to your 1st-degree connections.
• InMail message 📩: Send InMails to 2nd and 3rd-degree connections, or even people you aren’t connected with. You’ve got 800 free InMails per month for leads with open profiles.
• Email message 📧: Send business emails, either imported from a CSV file or through an open API.
• Find & verify business email 🔍: Find and verify business emails via LinkedIn, CSV, or even API. Want more details? You can read about it here.

Conditions 🛠️

Each condition comes with two outputs—“yes” and “no.” For custom conditions, you can set up to five outputs for more complex decision trees.

• If connected 🔗: Checks if a lead accepted your connection request or not.
• If email opened 📬: Tracks whether the lead opened your email.
• If email verified 🔎: Checks if Sales Engagement Tool successfully verified the business email in the Email Discovery step.
• If email imported 📥: For emails uploaded via CSV or API, this checks if the lead has an email.
• If InMail free 🆓: Verifies whether the lead’s account can receive free InMails.
• If email link clicked 🔗: Checks if the email includes a link and whether the lead clicked it.
• Custom condition 🌳: Create up to 5 outputs for advanced decision-making.

 

🧠 Key Things to Remember:

• There’s no limit to the number of steps you can add to your sequence.
• For LinkedIn Basic or Premium users, you can only send one InMail to a lead (no follow-up InMails).
• You can connect two actions together, but not two conditions.

We hope this guide helps you unlock the full power of the Sales Engagement Tool. Enjoy building sequences that shine! 🚀