Articles on: SalesRobot Campaign Setup

Step 1: How to Add Leads to a Campaign

To effectively run a SalesRobot campaign, adding leads is a crucial step. Here are the methods available for adding leads to your campaign:



CSV File Upload


Description: Import leads directly from a CSV file.
Steps:
In the "Add Profiles" section of your campaign,
Select Import from CSV
Upload your CSV file containing the leads.


Map the CSV columns to the relevant lead fields in SalesRobot.
Review, Configure Settings and start creating your sequences and importing leads. (Note: This process is common for all the mentioned methods)






Description: Use LinkedIn's search functionality to find and add leads.
Steps:
In the "Add Profiles" section of your campaign,
Select Add from LinkedIn Search.
Use LinkedIn’s search bar to find your target leads.


Copy the search URL
Paste the URL in SalesRobot as shown below.





Description: Utilize LinkedIn Sales Navigator for advanced lead searches.
Steps:
In the "Add Profiles" section of your campaign,
Select Add from Sales NavSearch.
Use Sales Navigator’s advanced filters to find your target leads.


Copy the search URL
Paste the URL in SalesRobot.

LinkedIn Group Members


Description: Add leads from members of a specific LinkedIn group.
Steps:
In the "Add Profiles" section of your campaign,
Select Add all in a group
Enter the group URL or search for the group.
In the LinkedIn group, navigate to the list of all the group members




Copy the group URL
Paste the URL in SalesRobot.

Adding Leads from Hashtag LinkedIn URL


Description: Collect leads from posts tagged with specific hashtags.
Steps:
In the "Add Profiles" section of your campaign,
Select Add from a Hashtag LinkedIn URL.
Go to LinkedIn, enter the URL of the LinkedIn hashtag page you’re interested in.


Ensure that you are following the hashtag.
Copy the Hastag URL
Paste the URL in SalesRobot.

Adding Leads from Recruiter Lite


Description: Import leads from LinkedIn Recruiter Lite.
Steps:
In the "Add Profiles" section of your campaign,
Select Add from Recruiter Lite.
Ensure that you have configured your Recruiter account with SalesRobot.
Use Recruiter Lite’s search features to find potential leads.


Copy the search URL
Paste the URL in SalesRobot.

Adding Profiles from Post Comments


Description: Extract leads from comments on specific LinkedIn posts.
Steps:
In the "Add Profiles" section of your campaign,
Select Add all Post Comments.
Go to the LinkedIn post with relevant comments.
Click on the "..." and select the "Copy link to the post button"


Paste the URL in SalesRobot.

Adding All in an Event


Description: Import all attendees from a LinkedIn event.
Steps:
In the "Add Profiles" section of your campaign,
Select Add All in a LinkedIn Event.
Enter the URL of the LinkedIn event you’re interested in.
Ensure that you have registered or attended the event already!
Click on the list of attendees




Copy the search URL
Paste the URL in SalesRobot.

Using these methods, you can efficiently add targeted leads to your Salesrobot campaigns, enhancing your outreach and lead generation efforts. If you encounter any issues or need further assistance, our support team is here to help.

Updated on: 30/08/2024

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