Campaign Steps Overview

Overview

The Steps tab is where you build your campaign automation.

Using a visual flow builder, you can:

• Send LinkedIn invites and messages

• Send emails

• Enrich contact information

• Add manual call tasks

• Push leads to your CRM

• Create conditional Yes/No branches

• Control timing between steps

Steps allow you to create structured, multi-channel outreach sequences.

Understanding the Visual Builder

Every campaign begins with a default block:

Start of campaign

This is not an action — it simply marks the starting point of your automation.

To add your first step:

1. Click the + icon below the last block.

2. Select a step from the right-side panel.

Each step you add appears as a block on the canvas.

Types of Steps

Campaign Steps include two main categories:

1⃣ Action Steps

Action steps perform an activity.

Available action types include:

• Send email

• LinkedIn invite

• Send message (LinkedIn)

• Visit profile

• Delete pending invite

• Like last post

• Call lead (manual task)

• Send to CRM

When an action step runs, it executes automatically (except manual tasks like Call lead).

2⃣ Conditions

Condition blocks check a status and split the campaign into two branches:

• Yes

• No

Available conditions include:

• Invite accepted

• Previously contacted

• Find email via enrichment

• Phone number found via enrichment

When you add a condition, the flow automatically branches into two paths.

Each branch can contain its own separate sequence of steps.

How Branching Works

Condition blocks create two visual paths:

• Green path → Yes

• Red path → No

You can:

• Add different actions under each branch

• Create follow-ups only if a condition is met

• Build fallback logic if a condition fails

Example:

• If invite accepted → Send LinkedIn message

• If invite not accepted → Delete invite → Find email → Send email

This allows you to build intelligent outreach flows.

Timing Control

Each action step has its own timing setting.

You can:

• Send immediately

• Send after a specific delay (e.g., 1 day)

To change timing:

1. Click the timing label at the top of the block.

2. Select the desired delay.

Delays are configured per step, not globally.

Using Enrichment Inside Steps

Enrichment can be used within a campaign flow.

For example:

• Find email via enrichment

• Phone number found via enrichment

These steps attempt to retrieve missing contact information.

Enrichment steps:

• Consume credits

• Create Yes/No branches depending on whether data is found

• Allow fallback logic (e.g., switch from LinkedIn to email)

Sending Leads to CRM

You can add a Send to CRM step inside your campaign.

This allows you to:

• Push leads only after engagement

• Sync qualified leads automatically

• Structure your CRM pipeline based on campaign logic

CRM push can also be done manually from the Leads tab, but adding it as a step allows conditional automation.

Editing or Removing Steps

Each block on the canvas:

• Can be clicked to open its configuration panel

• Can be deleted using the trash icon in the top-right corner

• Can be followed by another step using the + button

Steps are built sequentially and can branch depending on conditions.

Launching a Campaign

Once your Steps flow is ready:

1. Review your sequence and timing.

2. Click Launch.

3. The campaign will begin executing based on your defined logic.

Leads will move through the sequence according to:

• Step order

• Timing delays

• Condition outcomes

Best Practices

• Start simple before adding complex branching.

• Use enrichment only when necessary to manage credit usage.

• Add CRM sync steps strategically (e.g., after positive engagement).

• Use timing delays to avoid unnatural sending patterns.