Email steps
An email step sends an email from your connected email address.Write a subject line and message. Follow-up emails can thread under the first so they read
as one conversation.
LinkedIn steps
LinkedIn steps send from your connected LinkedIn account. There are three types, each suited to a different moment:Sends a connection invitation, optionally with a short personal note. Notes are limited by
LinkedIn (a couple of hundred characters, depending on your LinkedIn plan), so keep them
brief.
Sends a LinkedIn InMail, a longer message you can send without being connected first.
Allows much more text than a connection note.
Waits until the candidate accepts your connection request, then automatically sends a
direct message. Because it depends on the candidate acting, this step only fires once the
acceptance comes through, and it allows the longest messages of the three.
The “message after accepted” step is event-driven: it doesn’t send on a fixed date like
other steps. It waits for the connection to be accepted, then delivers your message. If the
request is never accepted, the message simply doesn’t send.