How to add profiles to a campaign

Each Linked Helper campaign has an advanced workflow that can consist of several actions. It is possible to collect profiles into Queue or Excluded lists of the campaign from different sources, as well as into different steps of the workflow. Let us briefly review the process.

1. Where Linked Helper can collect profiles from
2. Adding profiles into campaign
3. Adding profiles from within another list
4. Adding profiles from HTML file

Where Linked Helper can collect profiles from

Linked Helper 2 can collect contacts from the sources listed below. If you want to know more about filtering profiles in LinkedIn search, please, check this article: How to filter and collect profiles via Linked Helper

• LinkedIn search page - standard search for all LinkedIn accounts. The results are limited by LinkedIn to 1000 profiles per search request.
• My Network Page - page with all your 1st-degree connections. It's possible to collect them all in one go.
• School Alumni page - expand your network by adding profiles from any University.
• My group page - you are able to collect profiles from a group of which you are a member. No advanced filtering by location, industry, etc.
• Who viewed your profile page - collect those who viewed your LinkedIn account. Provides limited results on free subscriptions.
• Sent invitation page - get a list of profiles who have not accepted your invitation yet.
• Post likers or commentators - collect those who liked or commented on a post on LinkedIn.
• Sales Navigator search page - advanced search available with Sales Navigator subscription.
• Sales Navigator list page - saved Leads lists in Sales Navigator platform. You need to open a list from which you want to collect profiles from.
• Recruiter search page
• Recruiter project page
• Talent search page*
• Talent project page*
• Organizations page - in case you created a campaign for organizations
• Sales Navigator organizations page - in case you created a campaign for organizations
• Sales Navigator organizations list page - in case you created a campaign for organizations

Adding profiles into campaign

After creating a campaign, all you need to do to populate it with profiles is:

• navigate to the page from where you want to add profiles and set up filters for your needs
  
• click on "add"->"from current page" button near "Queue"

By default, it is possible to add profiles only at the beginning of the workflow (e.g in the Queue of the 1st action of your Workflow). But with the "Multi-campaign runner" plugin installed, you can add profiles to any step of your workflow, for e.g right in the middle of the campaign.

It is possible to initiate collecting into the campaign from different places of the instance:

• from the Campaign menu:

• from the Workflow tab of the campaign by clicking on the list where you want to add profiles to or using "Add" button:

• from the Lists tab of the campaign, where you can choose a needed list (Queue or Exclude) and click Add contacts button:

Do not be confused by the fact that you can start collecting process from several places. All the above-mentioned ways will allow you to add profiles into the campaign, there is no much difference between them, it's more for your convenience.

Once any of the above-shown buttons is pressed, a window of choosing the source of profiles will be shown.

There you can:

• choose any supported LinkedIn platform  (provided that you already have a corresponding subscription) and navigate to the supported page, My Network page for example:

• upload profiles into your campaign from a CSV file on your Desktop or paste links;

• filter (1) profiles in the built-in CRM, select them (2), and add (3) to your campaign Queue or Exclude list:

• add profiles from any step / list of a campaign: just choose a campaign, choose what place you want to add profiles from (certain action list or the list of the whole campaign), click the list and then add:

• you can choose to collect profiles who commented or liked a post, but for this option to be available, you need to open a post via its unique link, here is the link for more info.

By installing the "Multi-campaign runner" plugin you also get additional ways of collecting profiles.

It is possible to initiate collecting into the campaign:

• from the Collect menu which appears after installing "Multi-campaign runner" plugin, where you need to choose a Source (1) where profiles will be collected from, and a list in the Target (2) where profiles will be collected to:

• from the "Workflow" tab you can now collect profiles into the Queue of any action, like collecting profiles directly into "Action#2", if you want them to be processed only from a certain point of the automated campaign
  

When the "Lists manager" plugin is installed, you can also use it to copy profiles from one campaign to another. "Lists manager" can be found in the "Functions" menu:

• • in Source choose a Campaign where profiles will be copied from
  • choose where you are going to add profiles: from a Campaign or Action list
  • choose the list
  • in Target choose a Campaign where profiles will be copied to
  • choose where you are going to add profiles: from a Campaign or Action list
  • choose the list
  • click Add unique button

Adding profiles from within another list

There may be a situation when you need to copy profiles from a Campaign or Action list which you currently reviewing into another. For example, you just collected profiles from a certain company into the Exclude list of the current campaign and think they should be excluded from another campaign as well.

You can easily do that using Add to button (3), which is available from any list of any campaign. You can also filter profiles using built-in filters (1) and select all (2) or pick certain ones:

Then you will be able to choose a campaign and a list where those profiles must be added to:

With the "Multi-campaign runner" plugin installed, you will be able to add profiles not only to the Campaign Queue or Exclude list, but to any Action Queue as well: