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.
A typical multi-channel sequence
1
Connection request
Open with a connection request and a short note.
2
Message after accepted
Once they accept, send your real pitch as a LinkedIn message.
3
Email follow-up
Add an email a few days later for anyone who hasn’t replied.
Personalizing messages
Every message can be personalized so each candidate gets something that reads as one-to-one:1
Use personalization
Drop in details like the candidate’s name or role so messages aren’t generic.
2
Reuse what works
Save and reuse your best-performing messages across steps and future sequences.
3
Preview before it sends
Preview a step to see exactly how it will look for a candidate.