Playbook: Multichannel LinkedIn + email

Some people live on LinkedIn, and others only read email. A multichannel sequence reaches both, and Turn off remaining steps when they reply makes sure nobody gets a leftover message.

1. Accounts#

• LinkedIn: connected and healthy
• Email: SMTP/IMAP, Gmail or Outlook, with SPF, DKIM and DMARC set up

2. Data#

Import people with LinkedIn URLs, and emails where you have them. A CSV from your data provider works well: map both columns. See Import from CSV.

3. Sequence#

Start from the Multichannel: LinkedIn + email one-click campaign, then adjust:

People without an email skip the email steps and still get the LinkedIn steps. The LinkedIn message below mentions the email, so put people without an email in a LinkedIn-only campaign, or set step 5 to If not met → end sequence for this prospect.

Email 1

Subject: {{company_name|your team}} + outbound

Hi {{first_name|there}},

{{personalized_message|I've been looking at how teams like yours find new accounts.}}

We help {{title|sales leader}}s book 10–30 extra meetings a month from LinkedIn and email, without adding headcount.

Worth a 15-minute look?

{{sender.first_name}}

LinkedIn message

Hi {{first_name|there}}, just sent you a short email as well. No need to reply twice. Is finding new accounts a focus for {{company_name|your team}} this quarter?

Email 2

Subject: Re: {{company_name|your team}} + outbound

Hi {{first_name|there}}, bumping this in case it got buried. If the timing's wrong, just say so and I won't follow up again.

4. Limits#

On Sending & safety:

• Preset: Recommended for LinkedIn
• Emails / day: 25 for a new mailbox, rising to 50 over 2–3 weeks
• Turn off remaining steps when they reply: on (the default, and critical for multichannel)
• Cancel an invitation if not accepted till: on. Step 7 gives up 72 hours after Email 1, about 5 days after the invite, and Prosyo withdraws the invite then, even if you set more days here. To give people longer to accept, raise step 7's wait (for example 192 hours) and set the matching total here (10 days). Email steps still go out.

Deliverability checklist#

• SPF, DKIM and DMARC pass
• Mailbox warmed up for 2+ weeks before volume
• Plain text, no images, one link at most
• Under 50 emails per mailbox per day. To send more, add SMTP/IMAP seats and pick several mailboxes under Sending & safety → Email accounts, rather than pushing one mailbox harder. Each person's emails stay in one thread from one mailbox.

Why multichannel works#

• Some buyers ignore LinkedIn but read every email, and others the reverse.
• Seeing your name in two places builds familiarity: the LinkedIn visit makes the email feel less cold.
• If an invite isn't accepted, email keeps the conversation alive without extra LinkedIn activity.

Metrics to watch#

Common mistakes#

• Sending the same text on both channels. Reference the other channel instead: "sent you a short note by email".
• Emailing before the mailbox is warmed up. Warm up for 2+ weeks first.
• Letting follow-ups run after a reply. Keep Turn off remaining steps when they reply on. Someone who replied on LinkedIn must not get your next email.
• Too many emails. Two or three are enough when LinkedIn carries part of the load.

Variations#

Tools used in this playbook#

SMTP/IMAP · Gmail · Outlook · Deliverability guide · If/else steps