Bulk Outreach and Automated Multi-Channel Sequencing

About this lesson

The Outreach Course video is all about how to message hundreds of prospects in bulk, while also automatically personalizing the message for each recipient.

Outreach methods include automatically sending LinkedIn connection requests (and bypassing the LinkedIn connection request limit), automatically sending LinkedIn direct messages, automatically sending LinkedIn inMails, and automatically sending emails.

All outreach methods can be combined into a fully automated Outreach Sequence (automatically sequenced of actions) which you can also automatically track and personalize with conditions.

Chapters (15)

1. 0:00How to interact with contactsAll your contacts are listed in your Contacts page, to interact with one or more contacts you need to first select which contacts to interact with.Contact selections are done by directly clicking on a contact card, or drag&dropping a selection square over multiple contact cardsOnce selected, a bar will appear at the bottom of the screen, all buttons displayed on the bar will apply their respective actions to all selected contacts.
2. 1:00Bulk direct message, inMail, and emails (LinkedIn, Sales Navigator, and Recruiter)To send bulk direct messages, inMails, and emails, first go to your Contacts page, then select all the contacts you wish to message.Once selected, a bar will appear at the bottom of the screen, click the "Send Message" button and on the menu that appears, at the bottom left corner you can pick which messaging method to use: email, LinkedIn direct message, LinkedIn inMail, Sales Navigator direct message, Sales Navigator inMail, and LinkedIn Recruiter inMail.
3. 3:00Bulk connection invitations with follow-upTo send bulk connection invitations with a follow-up, first go to your Contacts page, then select all the contacts you wish to connect with.Once selected, a bar will appear at the bottom of the screen, click the "Connection invitation" button and on the menu that appears, you can define the invitation's note, follow-up message, and any other additional invitation related functionality.If you'd like to send a longer series of follow-up messages, rather than using the "Connection invitation" button, it's recommended to create an Outreach Sequence instead, this can be done from your "Sequences" page.
4. 3:39How to personalize bulk messagesYou can personalize any type of outreach by making use of Jobin's Smart Fields.Smart Fields allow you to automatically quote certain types of information and accordingly compile them based on the recipient's data, such as name or company.On the Footer of every messaging menu you can find a row dedicated to Smart Fields:"Me" is all about the sender's information and is useful when creating a template that needs to be used by multiple different WorkGroup members;"Contact" is all about the recipient's information, thanks to all the extensive data that is imported for each contact you can very extensively personalize your messages;"Job" is all about the data you added to a Job, with it you can automatically quote any of the information you added to the Job without having to both remember and manually repeat that information each time.
5. 6:09Bypass LinkedIn connection request limitThe LinkedIn Connection request bypass feature allows you to bypass the usual 100 a week LinkedIn connection request limit, make sure to enable the bypass option when setting up your connection request, after enabling it once it will remain enabled by default.Add an invitation note and a follow-up, allowing you not only to grow your LinkedIn network very quickly but also effectively use it as an outreach method.
6. 6:31Multi-channel Outreach SequenceJobin.cloud allows you to create a fully automated Sequence, while also allowing you to combine multiple different outreach channels.Combine LinkedIn outreach (direct messages, inMails, connection requests) with email outreach, all together into a fully automated and interchangeable Sequence.
7. 7:06How to create a Outreach SequenceTo create an Outreach Sequence, head over to the "Sequences" page, and at the top-left press the "Add new Sequence" button.Once created, either pick a template or create your custom Sequence, press the gray (+) buttons to add an operation at any step of your Sequence.
8. 9:37How to automate trackingWith the use of Outreach Sequences you can combine sequences of messages to send out, but also automate how to track contacts that reach certain stages of your Sequence.This can all be done with the "Assign" operations that you can add at any step of your sequences, when a contact reaches an "Assign" operation, they'll automatically be assigned either a Pipeline (you can define which stage and sub-stage) or a tag, according to what you set on the "Assign" operation.
9. 10:42How to add message follow-upsThe recommended way to send follow-ups is with the use of Outreach Sequences, this is because you'll be able to add multiple follow-ups and also because it acts as a template so you won't need to re-write all those messages over and over again each time you want to run that same Sequence.In Outreach Sequences you can add a Sequence of follow-ups simply by pressing on the (+) buttons and adding the type of message you wish to send, you can then add a "wait" operation and repeat the process as often as you want, to create subsequent follow-ups.
10. 13:19Email sequencingTo send a Sequence of emails you'll need to create an Outreach Sequence, these can be created from your "Outreach" pageWith Outreach Sequences you can create any type of Sequence, simply press the (+) buttons to add any type of operation, for emails you'll need to add the "send email" operation, to make it a Sequence simply add a wait operation in between and then add another send email operation.You can then customize the criteria for your email by clicking on the email operation within your Sequence map.
11. 14:19How to withdraw invitationsYou can withdraw invitations from your LinkedIn account from the "Dashboard" page, there you'll find a withdraw button that allows you to remove any pending invitation older than a certain amount of time, or simply withdraw a set number of pending invitations starting from the oldest.If you want to automate withdrawing invitations only on specific contacts, then you can do so with Outreach Sequences, created from the "Outreach" page.Add a "Withdraw invitation" operation to your Sequence and anyone assigned to that Outreach Sequence that reaches that step in the Sequence's process will have their invitation withdrawn.
12. 15:25How to personalize sequencesYou can make your Outreach Sequence's operations adapt to what contacts do with the use of "Condition" operations."Condition" operations act as filters, if the contact that reaches them matches all the criteria you've set, then they'll move along the "true" path, if they don't they'll go along the "false" path.This allows you to create a dedicates Sequence for people that match certain criteria or tags, and furthermore, you can use "Assign" operations to add things to contacts, so any contact that does something in particular can be given a tag, and later on, thanks to the tag, a "Condition" operation can filter those contacts out and run a dedicated type of Sequence on them.
13. 18:39Sequence sender settingsWhen you open a Outreach Sequence, on the left column you'll find all the settings for the SequenceOne of the most important settings are, of course, the sender settings, with them you can set which LinkedIn account and which email address should be used when executing the various LinkedIn and/or email operations during the Sequence.These sender settings imply Outreach Sequences can be launched on behalf of others, facilitating more efficient teamwork and collaboration, because even if you're not the owner of the sender account in question, but are a colleague within their workgroup, you can assign contacts to that Outreach Sequence and the operations will then be executed not necessarily by you, but by whoever was set as the sender account of that Outreach Sequence.
14. 19:17How to add contacts to SequencesOnce an Outreach Sequence has been created and all its operations have been fully defined, to start running prospects through the Sequence head over to your "Contacts" page, select the contacts you wish to add to the Outreach Sequence and once selected, on the bar that appears at the bottom of the screen, click "Add to Sequence" and select the Outreach Sequence of your choosing.
15. 19:45How to pause SequencesWhen an Outreach Sequence is running and you wish to pause it in bulk (any contact undergoing the Outreach Sequence's Sequence), go to the "Outreach" page, find the Outreach Sequence that you wish to pause and switch its status to "Paused" by clicking the respective buttonThe Sequence and all prospects assigned to it will not resume their Sequence unless you switch the Sequence back to "Active"