Before you start, connect Unipile and at least one LinkedIn account. Read Responsible use too: LinkedIn’s terms do not allow automation.
Find leads with Search
LinkedIn → Search runs LinkedIn search URLs in batches and collects the people they return.1
Click New search
Pick Single search (one LinkedIn search URL, run with one account) or CSV search (a sheet of Company Name and Search URL, run with several accounts).
2
Fill in the details
Give it a Name, paste the Search URL (a LinkedIn people search results address) or choose the sheet, and pick the Account or Accounts to run it with.
3
Run it
The search opens with its URLs queued. Click Run, or select some URLs and click Run selected. If another search is already running, wait for it to finish and press Run again.
4
Export the leads
The Leads tab lists the people found. Click Export leads (or select rows first) to download a spreadsheet, then import it into a campaign.
Create a campaign
Click Start new campaign on the LinkedIn campaigns page. A wizard has four steps: Campaign details, Add leads, Build sequence and Review & launch. The campaign stays paused until you launch it.1
Campaign details
Enter a Campaign name, an optional Description, and choose the Campaign type:
- Regular: visible in Messages and shared with the AI CRM.
- Personal: kept out of the shared Messages workspace, and its replies are never sent to the CRM.
2
Add leads
Choose Import CSV or Excel (you map every important column before anything is imported) or Add from People (people already in your database who have a LinkedIn profile). You can continue with no leads and add them later.
3
Build the sequence
Write the messages. Details below.
4
Review and launch
Check the lead and sender counts and which sequence steps are ready or skipped. Click Launch campaign, or Save paused. Launch is disabled until there is at least one lead and one sender.
The sequence
A sequence has up to five messages. All are optional.
These delays are fixed. A follow-up with no message ends the sequence for that lead and marks it Completed.
Merge fields and preview
Click a field in the editor to insert it. Fields look like{{firstName}} and come from your People data and imported columns, for example {{firstName}}, {{lastName}} and {{company}}. A field with no value is replaced with an empty string. Click Preview on a step to render it for a real lead using the same path as the live sender.
How sending works
A scheduled job runs the engine for every connected account. Each pass, for an account that is allowed to run, does this in order:- Looks up profiles. Leads imported from a search or sheet are matched to their LinkedIn profile first, a few at a time.
- Sends connection requests. A small batch, within the account’s daily limit.
- Sends messages. Acceptance messages and due follow-ups, a few at a time.
- Rests. The account waits a random time before its next pass.
An individual account can override its daily limit and its working hours in LinkedIn accounts. The engine does nothing for an account outside its working hours. Within a pass, older campaigns go first, and within a campaign older leads go first. A person already contacted by an account is not invited again by it.
A request or message is claimed in the database before it is sent, so a lead is never invited or messaged twice by the same step. Leads marked Do Not Contact anywhere in your workspace are skipped, and this is checked again right before sending.
Paused campaigns send nothing. Resuming picks up where they left off.
When LinkedIn pushes back
If LinkedIn or Unipile refuses an invitation with an error about a limit, quota or the weekly allowance, AgentSDR stops that account for the day. The account’s status becomes Limit reached, the lead goes back to Pending so another account or the next day can send it, and the daily reset clears the flag so the account resumes on its own. You do not need to do anything, though if it happens often, lower the daily limit.Lead statuses and retries
The Leads tab filters by status:
Retries are limited so a bad lead cannot stall a campaign.
- Profile lookups are retried up to 3 times, with waits that grow between attempts (an hour, then two). After that the lead is Failed, which usually means a deleted, renamed or locked profile.
- Follow-up messages that fail to send are retried up to 3 times, then the lead is Failed. The lead details panel shows Retries as, for example, 1 of 3.
- Connection requests are different. If the send fails for a reason other than a limit, the lead stays marked as sent and is not retried automatically, because LinkedIn may already have accepted the request and a retry could send a duplicate. Open the lead to check what happened.
Related
LinkedIn accounts
Connect accounts, set limits and hours.
LinkedIn messages
Read and answer replies.
Sending rules
Change the defaults.
Import leads
File formats and column mapping.