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How to filter and collect profiles via Linked Helper

Daniil Kolesnikov
Updated

A lot of our clients ask how to collect profiles matching certain criteria, for example, they need only CXOs working in a particular industry in a particular country. In this article, we cover this question in more detail for you to know how to use Linked Helper and LinkedIn search in a more productive way.

As you probably already know, Linked Helper 2 works as a smart browser, it doesn't hack LinkedIn, i.e. it is not able to fetch the profiles from the LinkedIn database directly, or offer more filters than your LinkedIn account subscription can offer.

Linked Helper has built-in filters so you can review profiles once they are collected from LinkedIn, but there are several things to keep in mind prior to collecting everyone in the campaign Queue:

  1. Basic LinkedIn search has limited result output: I have more than 1000 contacts. How to collect all of them thru search?
  2. If you use a free LinkedIn subscription, the number of your search requests is limited: LinkedIn Commercial Use Limit.
  3. A lot of search requests or a lot of collected profiles in a short period of time may cause issues with LinkedIn as that can be considered as a system abuse: What kind of limits should I use?

Hence if you want to get a lot of valuable leads and not get in trouble with LinkedIn, it is better to use search keywords and accurately adjust LinkedIn search filters prior to collecting in order to avoid extra activity and fetching unwanted profiles that must be reviewed and delete / excluded late via Linked Helper.

This article is helpful not only for sales and marketers but for recruiters as well since candidates fine filtering greatly increases the changes to find the right candidate.

Let us quickly review the sources where Linked Helper can collect profiles from, as well as LinkedIn filtering abilities, and some best practices.

 

 

How to collect leads

Linked Helper can collect leads from variety of sources. What you need to do is:

  1. Create a campaign.
  2. Go to the one of the sources mentioned in the next section of this article, for example, LinkedIn search.
  3. Set up a search request.
  4. In the left rail menu, click funnel button next to the campaign Queue and then "From current page":

Here is a short video instruction:

 

This video, unlike the upper one, contains more detailed information about different sourced and options available:

 

 

Where Linked Helper can collect profiles from

Linked Helper 2 can collect contacts from different places an platforms.

 

In regular LinkedIn

 

Regular LinkedIn Search

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My network page

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School Alumni page

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Company employees page

  • Company people page - you're able to use filters to collect employees of a certain company in LinkedIn:

 

Events you attend

  • My event page - if you participate in an event, you can enter such event, in the Networking tab click  the See all button to filter profiles by the event in regular LinkedIn search:

 

Groups you're a member of

  • 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.

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Profiles who viewed your page

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Sent invitation page

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Profiles who interacted with any post by liking or commenting it

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Followers page

  • Followers page - Linked Helper allows you to collect your LinkedIn account followers:

 

Following page

  • Following page - Linked Helper allows you to collect profiles you started following:

 

 

Collecting company page followers

  • Collecting company page followers is also possible but you need to have admin rights to access them:

 

 

Companies search page

  • Companies search page - in case you installed Organizations extractor plugin and created a campaign for companies in Linked Helper, then you can collect not leads but companies into your campaign for extracting their information such as headquarters, industry, etc.:

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Sales Navigator

Sales Nav search

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Sales Nav Leads List

  • 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.

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Sales Nav Saved Search

  • Sales Navigator Saved Search - saved search criteria in Sales Navigator, including keyword strings and filter refinements, so you can quickly run that search again at any time. 

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Sales Navigator search page for organizations

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Sales Navigator Accounts list

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Recruiter

Recruiter search

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Recruiter project

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External sources

 

CSV or TXT files

You can upload profiles from a CSV file that contains LinkedIn URLs to profiles - How to Upload Profiles URLs into Linked Helper. Linked Helper add only links and fill in profiles' info while processing them.

Please, note that .doc, .xls, .xlsx, and other file types with complex structure are not supported, but you can always paste the links directly into input field:

 

 

Linked Helper CSV

If you received a CSV file that was downloaded from another Linked Helper, you can upload it via the Upload profiles fromLH CSV method - How to upload profiles' data from Linked Helper CSV file.

The main difference from the option mentioned above is that Linked Helper uploads additional information such us first and last name, headline, company, position, and some other information that may be helpful.

 

LinkedIn pages saved as HTML

Linked Helper provides a huge variety of sources, where you can add profiles from, but unfortunately, not all pages are supported. However, as a workaround, you can upload the URLs from the unsupported page via standard Linked Helper function - uploading URLs. It is not as convenient as automatic collecting, but it will allow you to upload links without the need to copy and paste them one by one or making another search, hence saving your time and effort.


Here is the instruction:

  • In your browser, open a LinkedIn page where you want to collect URLs from (let's take Jobs tab of the Notifications page as an example - https://www.linkedin.com/notifications/?filter=jobs_all).
  • Scroll the page down as deep as possible.
    Please, note that:
    • if there is a pagination (i.e. there are pages with results as you get in a usual LinkedIn search), then you need to save each page with results separately;
    • if there is infinite scrolling (results are being loaded as you scroll down, like in the News feed or Notifications page), then you need to scroll down as deep as possible to fetch as many results as possible before saving the page;
    • with infinite scrolling, it is not possible to start working from the place you stopped at after the page is closed or another page is opened.
  • Make right-click on any place on the page.
  • Choose Save as option:​​​
  • Save the page as Web page, Complete:​​
  • Upload the HTML file as per the instruction in this article: How to Upload Profiles URLs into Linked Helper?
 
 
 

LinkedIn filters

Additional Sales Navigator filters

Sales Navigator and Recruiter subscriptions can give you access to additional filters that are unavailable on the regular LinkedIn search page. Please, check this article for more info:
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Lead filters

Top filters

  • Past Lead and Account Activity
  • Geography (Sales Navigator allows you to set a postal code and an area within it)

Role & tenure filters

  • Seniority level
  • Years in current position
  • Years at current company
  • Function
  • Title
  • Years of experience

Company filters

  • Company headcount
  • Company type

Other filters

  • Became a Member
  • Groups
  • Posted content keywords

Account filters

Size filters

  • Department headcount
  • Department headcount growth
  • Annual revenue
  • Company headcount
  • Company headcount growth
  • Fortune
  • Number of followers

Other filters

  • Technologies used
  • Job opportunities
  • Relationship
On Sales Navigator, after you've applied your search, you can use the reel at the top of the page for additional filters:
 
Lead search:
 
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Account search:
 
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Additional Recruiter filters

Recruiter subscription gives you access to only two filters that are unavailable in Sales Navigator subscription: Year of Graduation and Military veterans (US veterans):

 

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Search examples and use cases

 Case 1: Remove contacts from your 1st connections who are not from a certain country.

Let's imagine you want to process every 1st-degree connection except a certain group: either you want to message everyone but those who are from a certain company or remove all 1st level connections that are living outside your country. LinkedIn does not have exclude filter, so you need to exclude profiles inside Linked Helper. For example, to remove every 1st connection who is outside of the USA you need:

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  • You can find an already made search for each platform here:
      1. LinkedIn
      2. Sales Navigator
      3. Recruiter
  • Collect filtered contacts into the "Exclude" list of your newly created campaign with the "Remove from 1st connections" action.
  • After all contacts from the USA are in the exclude list, you can collect all contacts from the "My network page" into the queue of your "Remove from 1st connections" action and remove those contacts from your network. Those profiles who are from the USA and whom you want to leave in your network won't be collected and removed.

 

 Case 2: Use multiple values in a search filter

Imagine that you want to collect contacts in the CXO positions (CEO, CTO, COO, etc.), who work in certain companies, let's take Microsoft, Apple, IBM, HP as examples. In Recruiter and Sales Navigator you can easily do that by using search filters:
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On Basic LinkedIn, however, you do not have the built-in ability to choose several Titles at the same time, so a workaround is needed. And there is one that helps you to achieve the same results: you can use Boolean search requests in order to make the output more precise:
  • set up filters: type of search, companies, relationship level, etc.
  • add Boolean search request line in the Title field: 
    “Chief Executive Officer” OR “Chief Operating Officer” OR “Chief Financial Officer” OR “Chief Technology Officer” OR “Chief Information Officer” OR “Chief Compliance Officer”
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Examples:

 

 Case 3: Collect contacts from a certain group and a certain location.

 
Let's imagine you want to collect your 2nd level group members from a specific location and then send them a message via a group - How to message LinkedIn group members? But if you'll try to collect contacts from the group members list, you'll notice that you can't filter contacts by location there. So again the workaround is needed.
 
Via Sales Navigator
If you have a Sales Navigator subscription, you probably have already noticed that you can use the "Group" search filter with the "Location" search filter to find the needed contacts. This makes the task pretty simple:
 
  • Create a campaign with to send messages to you ​group members if you still don't have it:
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  • Next, you need to collect contacts from your Sales Navigator search into the "Collect group members only" campaign with one visiting action:
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After you've collected your contacts, you need to provide a "Group ID" for the collected profiles manually in order for Linked Helper 2 to know which group to use to send messages.

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  • navigate to the Action Queue:
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  • select all profiles and

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Done! After that, the contacts platform will be changed to LinkedIn and Linked Helper 2 will send a message to those contacts as group members.

 
Via Basic LinkedIn
If you don't have a Sales Navigator subscription, then you'll need to:

Case 4: Collect recently active profiles

Some clients want to get in touch with only those leads who are active on LinkedIn since that makes the chances of success a little higher.

Via Sales Navigator

There is no filter that fetches leads who are active on LinkedIn in terms of messaging with anyone, viewing profiles, searching for other leads, and similar kind of activity. However, Sales Navigator provides you with the ability to filter those who posted anything on LinkedIn recently. The "Posted on LinkedIn in past 30 days" filter can serve our purpose, even though it does not cover all the activities one would like to filter profiles by:

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Via Basic LinkedIn

Unfortunately, Basic LinkedIn does not provide its users with any filter that could help to solve this task, so the only workaround left is to use Sales Navigator subscription and "Posted on LinkedIn in past 30 days" filter.

 

Case 5: Collect Event attendees

LinkedIn introduced a new feature called Events, which provides LinkedIn members with an easy way to create and join professional Events that interest them, such as meetups, online workshops, seminars, and more.

There is no Event filter for profiles in LinkedIn search, but it is possible to fetch all attendees of a particular event provided that you're attending the same event and allowed to see the participants.

You can find detailed instructions in the How to invite connections to join Event article (see p. Collect those who accepted the invitation). This workaround can be helpful if you organized an Event and want to get a list of attendees or if the Event you're interested in contains a lot of potential leads / profiles you want to connect with.

 

Here are some more useful articles from our blog:

 

You can try the software for free during 14 days - download it and activate a free trial.

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