LinkedIn Automated task
Topics covered:
- Prerequisite
- About
- Automated Connection Request
- Automated LinkedIn Message
- Automated LinkedIn View
- Frequently Asked Questions
Prerequisite:
- Make sure the session cookie is updated.
- The user needs to be logged in to his LinkedIn account.
- The maximum number of LinkedIn tasks per day for each user shouldn't cross the threshold. Read more about this in the FAQ section.
About: The automated task feature in Cadence is now available for LinkedIn tasks as well. The following tasks are eligible for the use of the automated feature:
- Automated LinkedIn connections.
- Automated LinkedIn messages.
- Automated LinkedIn view.
(Note: You may perform these actions simultaneously in a single or separately in various cadences. We are describing every task in a single sentence.)
Here is how you can use them.
Automated Connection Request:
This task helps to send a LinkedIn connection request automatically.
These are the following steps to execute the task:
Step 1: Go to the Cadence page and click on New cadence.
Step 2: Give your cadence a name, choose the type from the drop-down menu, enter any further information, and then click Create new cadance on the Set up cadence modal.
Step 3: Next, to add the automated task to your cadence, you need to set up the task step. So click on the start from scratch button to add the step.
Step 4: On the steps list select LinkedIn.
Step 5: Click on the Connection Request button.
Step 6: On the next step, simply toggle on the Automatic button located in the upper right corner of the screen to make this connection request task automatic.
Step 7: This is how the task step would look when you set it to run automatically. On the right side of the screen, you can also add a connection request message.
Automated LinkedIn Message:
This task helps to send a LinkedIn message automatically.
You must first complete all the cadence setup steps before adding an automated linked message task step if you want to perform the task in a different cadence. Next, proceed as follows:
Step 8: Click on Add Steps.
Step 9: After selecting LinkedIn, choose the LinkedIn Message option in the following step.
Step 10: Set the time interval in this Wait for field for the following step to be executed after a specified number of minutes, hours, or days.
Step 11: To make this step automatic, write down the LinkedIn message and toggle on the Automatic button.
Automated LinkedIn View:
This feature helps to view the LinkedIn profile of a particular lead automatically.
Step 12: Again, after selecting LinkedIn, choose the View Profile option in the following step.
Step 13: To configure the time interval for the Automated LinkedIn View task, follow step number 10 as before.
Step 14: In the next step, toggle on the Automatic button. You can also write a message in this step.
Step 15: Your Cadence must have at least one prospect imported into it. Once the automated task steps have been added to the cadence, return to the screen and locate the Launch Cadence option in the upper right corner. Click on it.
The tasks will be completed automatically after the cadence is launched, and you will be able to view the task activities in the prospect page's activity area.
Note:
- Every automated task is performed in accordance with the Sending calendar configurations. Automated connection requests, profile views, and messages will be sent within the working hours and days indicated in the Sending Calendar section of the General Settings page.
Frequently Asked Questions
Q. Usually, how long does it take to perform the automated tasks after launching the cadence?
Ans: As soon as the cadence is launched, the tasks start to perform automatically within the working hours.
Q. What is the maximum number of LinkedIn tasks that can be performed per day for any user?
Ans: There are Limits for completing different LinkedIn tasks per day for each user.
The maximum value for the LinkedIn Connection Request task is 30.
The maximum value for the LinkedIn Profile view task is 30.
The maximum value for LinkedIn Message tasks is 30.
Limits can be configured in the General Settings section of the Settings page.
Q. What happens to the task if the user is not connected?
Ans: If the user is not connected, the tasks are unable to be completed.
Q. Why are my tasks skipped?
Ans: Tasks may be skipped for a variety of reasons, such as when you are attempting to send a message to a LinkedIn user who is not connected, when a connection request is timed out, or when the person has already accepted the connection request, etc.
Q. What happens if the cookie is expired?
Ans: When the cookie is expired for a user, the particular task gets skipped, and the task step moves on to the next step (if there is a next task node in the cadence).
Q. How is the LinkedIn cookie updated in Cadence?
Ans: You can easily update the cookie from the LinkedIn extension. (click here to get redirected to the LinkedIn extension.)
- Open the LinkedIn extension
- Click on the three dots.
- Click on the Update cookie in Cadence button.