Auto-collect

• Main info

• General tab

• Enhance this action with

• How it works

Main info

In Linked Helper, collecting new profiles is a semi-automated process, which means if the campaign Profiles to process list is empty, you need to initiate a collecting of new profiles manually using the same or different lead source.

The Auto-collect action allows you to automate the process by scheduling the process of adding profiles from different LinkedIn sources such as a regular LinkedIn search, My network page, Sales Navigator list, etc. 

Later, any Linked Helper campaign, a supported third-party CRM, and other sources will be added.

General tab

In the General tab, you can edit Action configuration and change:

• source link;
• repeat interval
  
  

Enhance this action with :

It is possible to enable additional features to enhance Action functionality:

• Tagging system - automatically tag successfully processed profiles to filter and group them when needed.

• Override platform plug-in - collect from LinkedIn, but process in Sales Navigator and vice versa.

• Postpone action start - postpone Action to let other Actions run.

• Action steps delays - change timeouts to process profiles slower and be on the safe side.

How it works

Note: 

• this action does not store profiles in the Profiles to process list. They are moved from there into the Successful list and then to the next action below;
• it's possible to add several action one after another to collect profiles from different source links.

1. When you add this action, you're prompted to:

   • add a link to collect profiles from - Where Linked Helper can collect profiles from;

   • choose where to collect from if the page supports multiple options:
     

   •  set a cadence for collecting:
      

2. After action is added, it starts collecting profiles, however, they are not saved in the Profiles to process list. Instead, they are instantly moved into Successful list and then further to the next Action, if available.

3. After the first run, this Action is postpones for several hours or days, depending on its settings. Once the waiting time is over, the collecting process is initiated as soon as other Actions paused their work.