Skip to main content

Key Components of Campaigns

Updated over 3 months ago

There are several types of settings you can use to effectively build your campaign. Identify your target audience and create the outreach strategy that gets you heard.


LinkedIn + Email vs. Email Only

There are two primary types of outreach campaigns, each with its unique process:

LinkedIn + Email: This approach allows you to send connection requests, direct messages, InMails, and more across LinkedIn.

Email Only: As the name suggests, this type only restricts your outreach to email correspondence.

💡Tip: The “Premium only” setting becomes unavailable when using email Only since this method doesn’t involve any interaction with OttoMatey’s interface.

Now that we’ve covered the two types of outreach let’s dive into the key settings that can help you maximize your campaign results.

Number of Connection Requests

This setting enables you to set a maximum number of connection requests sent out daily from a given campaign.

When you first enable the setting, you’ll see a set number of connection requests matching the maximum limit you configured in the Account Limits section:

If the setting is toggled on and the value is set to zero, no connections will be sent out from the campaign.


Link Tracking

When Link tracking is enabled:

  • All links (except for those redirecting to video content) that get added to the steps containing text become customized. This means the links will appear differently to the recipient than they do in the original step.

  • Message click rate and Email click rate metrics are tracked. You can check out the statistics in the drop-down menu of the campaign as well as in the detailed report via the Reports tab.

When Link tracking is disabled, the links are not customized, and the metrics mentioned above are not tracked.

If the Link tracking setting in the campaign is activated and the workspace has an associated tracking domain, the links sent out from the campaign will be modified according to the domain settings.

If Link Tracking is deactivated and a tracking domain is linked to the workspace, the links will remain unaltered, except in cases involving video links if it was considered during the configuration of the tracking domain.

That also includes video content if the respective option is ticked off in the tracking domain settings.

Premium Only

Activating this setting ensures that campaign steps are exclusively executed for LinkedIn users with a Premium subscription.

If the search link or the CVS file contains non-Premium profiles, they will be moved to the Pending status with the notification “Profile is not premium”.

If your search link or CSV file includes non-premium profiles, those profiles will be moved to “Pending” with the message: “Profile is not premium.”


Move Prospects

When toggled on, this setting allows you to move prospects to a new campaign if the search link or the CSV file used in the campaign contains profiles that have already been added to a previous campaign.

❗️NOTE:

  • If Move prospects is activated, the profiles will be moved to the most recently created campaign. For instance, if campaigns were created in May and June, profiles will be added to the June campaign. Disabling Move Prospects will not revert profiles to the earlier campaign. They can only be added back to the May campaign if the June campaign is deleted or archived.

  • Manually moved profiles will no longer be automatically transferred under the Move prospects setting.


Include Prospects

This setting allows you to decide whether you want to engage profiles that you have already contacted via LinkedIn. It depends on whether you have an existing text conversation with a specific profile before starting the campaign.

If the setting is enabled at the time of the campaign launch, such profiles get added to the campaign and contacted without interruption.

NOTE: Even if the setting is enabled, some prospects may still remain paused if they have a history of completed steps in the previous campaign or were already paused before being added to the current campaign.

If the setting is disabled at the time of the launch, further interaction with previously engaged prospects is paused. To resume interaction, go to the Prospects tab, choose the relevant prospects, then click Action > Resume campaign.
​


Track Emails Opened

By enabling this setting, you can monitor how many of your sent emails have been opened by prospects. The statistics are accessible both in the campaign’s dropdown menu and in the detailed report available under the Reports tab.

You can also filter your Inbox to show dialogs based on opened emails. Simply go to Inbox > Filter > Statistics > Opened Emails. This will display conversations with prospects who have opened at least one email you have sent.


Search + Add Search

Clicking + Add Search allows you to incorporate a specific search type into your campaign.

You can choose from:

  • Search URL or Sales Navigator search on LinkedIn;

  • Post URL: a link to a LinkedIn post;

  • Event: a link to a LinkedIn event;

  • Group: a link to a LinkedIn group;

  • Navigator list: a link to a saved Sales Navigator search list on LinkedIn;

  • Recruiter project URL or Recruiter search: a link to a Recruiter search;

  • CSV file: a file containing prospects you would like to add to the campaign;

  • With API.

Once you've added a search link to your campaign, you can easily copy it by clicking this button:

Please note that you can delete the search link only during campaign setup before the campaign is launched. Once the campaign is live, the search can only be paused and cannot be deleted.


Mastering these settings will help you tailor your outreach strategy with precision, ensuring that your campaign is both targeted and effective.

Did this answer your question?