Starting an invitation campaign

An invitation campaign allows you to send daily invitations to LinkedIn contacts to join a workspace member's network, as well as a set of personalized follow-up messages spread over time.

Before you start

Configure the data source

Before launching a campaign, you must make sure that you have configured the data source that will be used to provide the contacts to be solicited.

pageFinding contacts

Compose your messages

You must have invitation, thank you, and follow-up messages for your campaign in the different languages you want to support.

pageMessages

Quick setup

You can create an invitation campaign by choosing Campaigns > Invites in the left menu and then clicking the Create an invite campaign button in the top right of the screen.

1. Start typing a campaign name in the Name field, or select the name of an existing campaign.

2. Start typing a program name in the Program field, or select the name of an existing program.

3. In the Sender field, select the campaign owner from the list of workspace members.

4. In the Source field, select the data source containing the contacts to solicit.

5. Configure the invitation and welcome messages in the Messages section.

6. Click the Save campaign button.

Parameters

Campaign name

Make sure you understand the campaign naming rules by following the instructions in the section below.

pageCampaign naming rules

Name

Campaign's distinctive name.

Program

Program to which the campaign is associated.

Description

Campaign description.

Sender

Campaign message sender from among the workspace members.

The selected member must have a valid LinkedIn account and must be active in the workspace.

Source

Data source (finder or segment) containing the contacts to solicit.

The campaign will function in the same way whether you choose a segment or a finder as the source for your campaign. The two types of data source simply allow you to target your audience differently.

Why do I see segments that have the same names as my finders?

When a finder is created, a segment with the same name is created automatically to contain the results found by the finder. When setting up your campaign, you can independently choose a finder or the corresponding segment.

Choosing a finder as the invitation campaign data source

A finder allows you to find contacts in external data sources who are not currently part of your workspace contacts.

Targeting of contacts is limited by the filtering capabilities of the data source.

You can select your data source from the following finders:

• Finders of which the campaign sender is the owner

• Finders to which the campaign sender has been added as an additional member

Choosing a segment as the invitation campaign data source

A segment allows you to target contacts in your workspace that have all been previously identified by a finder. Some of them have potentially already been involved in campaigns.

Targeting contacts is more precise than with a finder. The number of criteria is wider, you can better manage exclusion criteria, and you can take the contact's behavior into account. For example, a segment allows you to target all the contacts in a given age group who clicked on a link or who responded to your request with a positive message.

You can select your data source from the following segments:

• Segments of which the campaign sender is the owner

• Global workspace segments

pageProgramming a segment

Messages

Messages are the most important part of your campaign. They guarantee good conversion rates. Take the time to write them carefully and personalize them as best you can. You can also write them in multiple languages if you're targeting a multilingual audience.

pageCustomizing message contentpageComposing messages in different languages

Invite

Message sent to a contact when you ask them to join your LinkedIn network.

The message size limit is 300 characters. You must take this limit into account and maintain a safety margin for the dynamic data contained in your message. For example, a 295-character message containing the {{firstName}} token will exceed the allowed limit if the contact's first name exceeds 5 characters.

Think about the format of the message based on how it will be received by the solicited contact. There's a very good chance that your contact will receive your invitation through a notification on their mobile phone. Therefore, you should aim for a concise, direct, and line break-free format so that your invitation message isn't truncated in the notification display.

Also, consider optimizing the content and form of your LinkedIn profile. The contact will surely visit it before accepting or not accepting your invitation.

Welcome

Message sent to a contact after they accept your invitation. You can use this message to thank them for joining your network.

A welcome message isn't required unless you configure follow-up messages for the campaign.

The welcome message is sent the day after a contact accepts your invitation.

Stop if ongoings

If this option is activated, the welcome message will not be sent if the campaign sender has manually sent a message between the time the invitation is accepted and the sending of the welcome message.

Stop if incomings

If this option is enabled, the welcome message will not be sent if the contact sends a message to the campaign sender between the time the invitation is accepted and the sending of the welcome message.

Follow-up messages

You can add follow-up messages to your campaign that will be sent in the days following the sending of the welcome message.

pageConfiguring follow-up messages

Multilingual messages

You can configure your campaign messages in different languages if your target audience is multilingual.

pageComposing messages in different languages

Dynamic data

You can personalize your messages by including data retrieved from the contact's profile.

pageCustomizing message content

Link to content

You can add a link to your content and detect when the contact clicks on it.

pageIntegrating a personal link in a message

Status

Start or resume this campaign

Allows you to activate a campaign.

When active, a campaign runs according to the configured time zone and schedule.

Stop this campaign

Allows you to stop a campaign.

If a campaign is stopped, no more new messages will be scheduled or sent.

Advanced configuration

Schedule

Campaign scheduling settings. Allows you to configure the time zone and the campaign execution slots.

pageScheduling a campaign

Moderate

Allows you to activate or deactivate moderation of messages by the campaign sender.

When moderation is activated, the campaign sender receives on their mobile app the list of contacts who will be invited the next day. In the meantime, they have the options to choose which messages should not be sent, change the language of the messages, or personalize the content.

pageModerating messages before sending

Only the invitation is subject to moderation by the campaign sender. The welcome message is sent without asking the sender, according to the configured sending rules.