Quick start: your first campaign in 15 minutes

This page walks you through the whole flow once. Each step links to a detailed guide if you need more.

Watch: how to automate LinkedIn outreach in 2 minutes

Before you start: have a LinkedIn account you use regularly, and either a CSV of prospects or a LinkedIn / Sales Navigator search URL.

Step 1. Connect LinkedIn (2 minutes)#

1. Open Settings → Accounts.
2. Click Connect LinkedIn.
3. Sign in to LinkedIn in the secure window and approve any check LinkedIn asks for (code, app approval).
4. Wait until the account shows Healthy.

→ Details: Connect LinkedIn

Step 2. Connect email (optional, 3 minutes)#

To add email steps, connect a mailbox in Settings → Accounts:

• Custom SMTP / IMAP. Works with most mail providers. The trial includes one.
• Gmail / Outlook. One-click sign-in with Google Workspace or Microsoft 365. Needs a paid plan with an email seat.

Multichannel includes one email seat, and Agency / Team one per seat. Each email seat holds one mailbox: SMTP/IMAP, Gmail or Outlook, whichever you connect. Paid Starter is LinkedIn-only.

→ Details: SMTP/IMAP · Gmail · Outlook

Step 3. Import prospects (3 minutes)#

1. Go to Prospects and click Import.
2. Under Add to list, choose a list or create one, for example "UK SaaS founders – Sept".
3. Pick a source:
   • CSV / Excel. Upload the file and map its columns.
   • LinkedIn search or Sales Navigator. Pick the LinkedIn account to import with and paste the search URL.
   • Post comments. Pick the LinkedIn account and paste a LinkedIn post URL.
   • Chrome (LinkedIn). Export people from LinkedIn or Sales Navigator searches with the Prosyo Chrome extension.
4. Click Import and wait for Import complete: how many were added, updated, skipped and failed.

→ Details: CSV / Excel · LinkedIn · Chrome extension

Step 4. Create the campaign (4 minutes)#

1. Go to Campaigns → New campaign.

2. Name it and pick Use a template → LinkedIn connect & follow up, then click Create & open builder. (Or choose Generate with AI and describe your campaign in one sentence. See one-click campaigns and AI.)

3. On the Sequence tab, edit each step. For example:

   Connection request note (optional, 300 characters max):

   TextCopy

   Hi {{first_name|there}}, I work with {{title}}s at SaaS companies on outbound. Would be good to connect.

   LinkedIn message (sent after they accept):

   TextCopy

   Thanks for connecting, {{first_name|there}}. Quick question: how is {{company_name}} booking meetings with new accounts today?

4. Click Preview with a real person to see exactly what one person will receive.

→ Details: Sequence steps · Variables

Step 5. Add the audience (1 minute)#

On the Audience tab, click Add prospects, pick the list from Step 3 under Prospect list and click Enroll list. Prosyo shows how many people were enrolled. People marked Do not contact are left out automatically, and the launch review counts anyone missing an email or LinkedIn URL under Exclusions and data gaps.

→ Details: Audience and enrollment

Step 6. Set sending limits (1 minute)#

On the Sending & safety tab:

1. Under Sending accounts, pick your account in LinkedIn accounts (and in Email accounts if you use email steps). You can add up to 10 accounts per channel to share the work.
2. Under Daily limits, pick a preset: Cautious for a new or quiet LinkedIn account, Recommended otherwise. Then click Save limits. It appears as soon as you pick a preset or change a number, and nothing changes until you click it.
3. Check Working hours: timezone, start and end time, and days. These save as you change them.
4. Leave Turn off remaining steps when they reply on.
5. Optionally turn on Cancel an invitation if not accepted till and set the days, for example 14.

→ Details: Sending limits and safety

Step 7. Launch (1 minute)#

Click Review & launch. The review shows your audience, sending accounts and a preview with a real person. Fix anything under Fix before launching, read anything under Worth knowing, then click Launch campaign.

Your campaign status changes to Running. Prosyo spreads actions across your working hours, so you can close the tab.

→ Details: Launch, pause and resume

Step 8. Handle replies#

When someone replies:

• The rest of their sequence stops (while Turn off remaining steps when they reply is on).
• The conversation appears in Inbox.
• You get a notification in the bell.

Reply from Inbox and move the prospect to Interested or Meeting when the conversation is real pipeline.

→ Details: Unified inbox · Monitor a campaign

What to do next#

• Follow the first 30 days plan.
• Enrich prospects and add AI-written first lines.
• Connect Slack to get replies in your team channel.
• Connect HubSpot or Pipedrive to sync prospects to your CRM.
• Connect Claude or ChatGPT to run Prosyo from chat.