• 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: Basic Import Options: Advanced Import Options: How to add leads through a CSV File: Steps: In the "Add ProfilPopular

• Step 2: How to Create a Sequence

  Now that you have successfully imported your LinkedIn leads into SalesRobot, it's time to create your outreach strategy. With SalesRobot, one has the flexibility to create a sequence perfectly in line with your sales process. Choose Your Path: From Proven Template: Jump ahead with a library of templates. Further personalize these in accordance with your brand voice and target audiencPopular

• Step 3: Launch Your Sequence

  Great! You've added leads to your campaign and created your sequence. Before launching, take a moment to review everything one final time: Click Save and Continue to move to the preview page. From there, select any prospect and click View Complete Sequence to preview the entire sequence exactly as that prospect will receive it. Review your messages carefully and make any final edits if needed. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/f/e/f4fedfcdcc3a3800/recoFew readers

• How to Send InMails with SalesRobot?

  Using SalesRobot, you can automatically send free InMail messages to LinkedIn users who have open profiles. Open profile members include those LinkedIn users with premium plans that allow messages from 2nd and 3rd-degree connections. Of course, it would also mean that you may message some of your 2nd and 3rd-degree connections without having to send them a connection request first. Here's what your InMails will look like: ![](https://storage.crisp.chat/users/helpdesk/website/f4fedfcdccFew readers

• Setting Up a Group Campaign

  Here's a step-by-step guide on how to create a targeted campaign in SalesRobot using Sales Navigator leads: Identify your target group: In Sales Navigator, go to Lead Filters. In the Personal section, select Groups. Choose the specific group that you're a part of whose members you want to target. Add more filters as needed to refine your tarFew readers

• How To Send Video Messages In SalesRobot?

  Why video messages help Video messages add face value to your outreach. Seeing a real person builds faster trust than text or audio alone, and video often feels more personal and engaging on LinkedIn. This guide explains how to send pre recorded or freshly recorded video notes. || These are the same video message sent to everyone in the campaign, not personalized videos. Step by step guide Create a new campaign Log in to SalesRobot. Go to the Campaigns page and clFew readers

• How To Delete Prospects From A Running Campaign

  Need to remove specific prospects from your SalesRobot campaign? Here are the steps on how to delete prospects from a running campaign in SalesRobot. Steps: Click on the three dots next to the campaign that you want to delete prospects from. Click on Target profiles. In the Prospects screen, click on Bulk Operations. Select the prospects that you want to deleFew readers

• How to Send Voice Messages in SalesRobot

  Why voice messages help Voice messages feel more human than plain text. They often grab attention faster and can lift reply rates, especially on LinkedIn. This guide explains how to send pre recorded or freshly recorded voice notes. ||| These are the same voice message sent to everyone in the campaign, not personalized voice notes. Step by step guide 1. Create a new campaign Log in to SalesRobot. Go to the Campaigns page and click Create campaign. ![](https:Few readers

• How To Download A Prospect List With Email Address And Mobile Numbers From A Campaign

  Step 1: Find the campaign you’ve created Click on the ‘three dots’ on the right and then click on “Target Profiles”. This will show you a list of all the prospects who were included in the campaign. You can add filters to this list by clicking on the "Filters" button. For example, you can filter by the name of the campaign, whether the prospect has replied to your conFew readers

• How To Use The Prospect Pool

  What is the Prospect Pool The Prospect Pool is a central database where all your scraped prospects are stored. It helps you: Avoid duplicate outreach Reuse leads across campaigns Manage prospects before launching outreach How to add prospects to the Prospect Pool Step 1: Build a Search List Go to LinkedIn/Sales Navigator Use filters like company size, industry, location, job title Keep results under 2500 profiles Copy the search URL Step 2: Open ProspectFew readers

• How To Delete, Archive, and Unarchive Campaigns

  To delete a campaign, follow these steps: Go to the Campaigns page. Click on the three dots next to the campaign you want to delete. Select Delete Campaign. A confirmation box will appear. Click on OK to delete the campaign. To archive a campaign, follow these steps: Go to the Campaigns page. Click on the three dots next to the campaign yoFew readers

• How To Pause A Campaign

  To pause a campaign in SalesRobot, follow these steps: Go to the Campaigns page. Click on Pause icon present in front of the campaign name, of the campaign you want to pause. A confirmation box will appear. Pausing a campaign does not pause the follow-ups that have already been sent. If you want to pause all follow-ups, you must uncheck the **Continue executing the staFew readers

• How To Create A Connection Request Campaign using Sales Navigator

  You can create connection request campaigns using LinkedIn Search/Sales Navigator URL in SalesRobot. This can be a great way to connect with potential customers and generate new leads. Here's how you can do it - In Sales Navigator, select Lead Filters. Add in filters to generate the right set of leads. ![](https://storage.crisp.chat/users/helpdesk/website/f4fedfcdcc3a3800Few readers

• How To Add Prospects To A Running Campaign

  To add prospects to a running campaign (CSV) in SalesRobot, follow these steps: Go to the Campaigns page. Click on the three dots next to the campaign you want to add prospects to. Select Add Prospects. A screen will open where you can upload a CSV file with the prospects you want to add. Make sure that the CSV file is correctly mapped. That is, the firstNameFew readers

• How to Set Up A/B Testing in SalesRobot

  You can create A/B test campaigns in SalesRobot to compare different message variations within the same sequence. This helps you identify which version drives better acceptance and reply rates. Here's how you can do it: Creating an A/B test campaign Head over to SalesRobot, and on the campaigns page, click on Create Campaign *Choose your campaign typeFew readers

• Setting Up A SalesGPT Campaign

  With our SalesGPT tool, your very first campaign with SalesRobot can be created in a flash. Wondering how? Go to Campaigns > Create Campaign Select Create a campaign with SalesGPT Just talk with our AI bot in plain English about your target audience persona, demographics, pain points of your customers and other details our bot suggests. ![](https://storage.crisp.chat/users/helpdesk/webFew readers

• How To Reach Out 1st Degree Connections From LinkedIn

  If you are using LinkedIn to identify potential customers, you can use SalesRobot to automate your outreach to these prospects. This guide will show you how to create a campaign in SalesRobot that targets your 1st degree connections from LinkedIn. Go to your LinkedIn account and click on "My Network". Click on the "Connections" icon. ![](https://storage.crisp.chat/users/Few readers

• How to Add Prospects to Your Campaign Using Leadlists

  The Lead List feature lets you save a prospect list and reuse them across multiple campaigns. Instead of importing prospects every time, you can simply select a saved list and launch your campaign faster. Part 1: Create a Lead List Step 1: Go to Lead Lists In SalesRobot, navigate to: Advanced → Agency View → Lead List Here, you’ll see all your existing lead lists. Step 2: Create a New Lead List Click on Create New Lead List. and enter a name for your lead lFew readers

• How To Add Calendar Integration In Your Campaign

  To enable automatic meeting booking in co-pilot mode, follow these steps: Step 1: Go to Campaigns Open SalesRobot and navigate to the Campaigns section. Step 2: Open Campaign Settings Find your campaign, click the three dots on the right side. Step 3: Access AI Inbox Manager SOP From the dropdown, select AI Inbox Manager SOP. Step 4: Enable Calendar IntegrationFew readers

• How To Duplicate A Campaign

  If you want to reuse an existing campaign structure instead of building everything again, SalesRobot lets you duplicate any campaign in just a few clicks. This copies the sequence and configuration so you can quickly launch a similar campaign. Follow the steps below: Step 1: Open the Campaigns Page Go to the Campaigns section inside SalesRobot, where you will see a list of all your campaigns. Find the campaign you want to duplicate. Step 2: Select “Duplicate Campaign” CFew readers

• How to Preview a Campaign Sequence Before Launching

  Before launching your campaign, you can preview the entire sequence from a prospect's perspective to verify that your messages, delays, and personalization variables are configured correctly. Steps Create your campaign and sequence as usual. Click Save and Continue. On the next page, seFew readers

• Setting Up A CSV Campaign

  This guide explains how to create a CSV campaign in SalesRobot and map custom fields for personalized outreach. Step 1: Create a Campaign in SalesRobot Navigate to Campaigns page, click on the “Campaigns” tab. Click on “Create Campaign”. Choose User Type: Select “I’m an advanced user”. Enter a name for your campaign and save. Step 2: Add Leads via CSV Add Profiles: In the “Add Profiles” section of your campaign, select “Import from CSV”.Few readers

• How To Find Email Addresses Of Your Prospects

  SalesRobot lets you find verified professional email addresses directly inside your outreach campaigns. Here’s how to set it up. Step 1: Create a campaign Head over to SalesRobot and click on Create Campaign. Choose your campaign type: Create campaign with LinkedIn Create campaign with Email and LinkedIn Then select: **I'm an AdvanFew readers

• Setting Up A Campaign Using LinkedIn Search

  Here's how to create a campaign using LinkedIn Search URL: || [See detailed step-by-step walkthrough] Go to LinkedIn, and type in the keyword or a boolean search string of your choice: When you’re satisfied with your search, copy the search URL, LoFew readers

• How to Create a Bulk Campaign Using Agency View in SalesRobot

  If you are managing multiple LinkedIn accounts and want to scale your outreach, you can use SalesRobot’s Bulk Campaign feature inside Agency View. This guide shows you how to create a bulk campaign in SalesRobot and run the same campaign across multiple LinkedIn accounts at once. || Check out the video tutorial here: [Bulk Campaign Creation Using Agency View in SalesRobot] Steps: Go to SalesRobot and under Advanced options, click onFew readers

• Setting Up A Campaign Using Sales Navigator

  Here's how to create a campaign using LinkedIn Sales Navigator search URL: || See this video for a detailed step-by-step walkthrough: [How to create a SalesRobot Campaign using Sales Nav] Open SalesRobot and click Create Campaign. Choose the campaign type "LinkedIn" or "LinkedIn + Email". ![](https:Few readers

• SalesRobot: Setting Up Likes and Comments Campaigns

  SalesRobot's likes and comments campaigns allow you to automatically engage with your prospects' social media posts using our smart comments prompts. This feature helps you stay top-of-mind with potential leads through authentic, personalized interactions. How It Actually Works Comments Campaigns When you set up a comments campaign, SalesRobot: Creates AI-generated comments (does not just flag opportunities) Applies your custom prompts to each comment for personalizatiSome readers

• How To Create An Email Campaign

  Here's how to set up your first email campaign. Step 1: Create a new campaign Log in to your SalesRobot account. Go to Campaigns and click Create Campaign. Select Create Campaign with Email and LinkedIn. Next, choose I'm an Advanced User and give your campaign a name. Step 2: Add your prospects Choose how you'd like to import leads into your campaiFew readers