How to use LinkedIn Tasks?

LinkedIn Tasks are our new kind of Manual Tasks which you can use to create a multichannel sequence within your campaign.

We will help you find your prospects’ LinkedIn account and you can choose how you want to reach out to them – either with a simple connection request, by sending them a LinkedIn message, by reaching out to them with InMail or by simply viewing their account.


Head over to our blog to read more about how LinkedIn Task can make LinkedIn Outreach Easier and Close More Deals »


LinkedIn Tasks are a part of an Advanced Campaigns add-on. Click here to learn more about it » and here to know how to get it on Marketplace »

How to add LinkedIn Task to campaign sequence?

To start off simply click on the type of step while editing your campaign and choose LinkedIn.

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Next, select which kind of LinkedIn task you want to perform. You get to choose between sending a connection request, sending the InMail, sending LinkedIn Message, or just viewing their LinkedIn account.

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In the next step, you can create a message, which can later be copied and pasted while reaching out to your prospect via LinkedIn.

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Snippets used within the task message will be filled with your prospect data once the task is created. Here you can learn how to use our custom fields »

You can also change the settings of your task, such as how many prospects should be enrolled with it per day, or after what time, in case this is not the beginning of your campaign sequence.

The only thing left now is to finish setting up your campaign, import some prospects, and hit the Send button in order to start it.


How do I resolve LinkedIn Task?

Depending on the information about your prospects which you’ve uploaded into Woodpecker, LinkedIn Task can be differently resolved.

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If you’ve provided the URL for your prospects’ LinkedIn account, you’ll see the option to be redirected straight to their profile. Simply click on the View LinkedIn profile button in task details.

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If you are wondering what is the best and the fastest way to find your prospects LinkedIn account check out our integrations, which will provide you with all the necessary information about your potential leads:

Or try using our integration with LinkedIn Lead Gen Form via Zapier »


However, if you don’t have the LinkedIn account URL for your prospects, Woodpecker will generate a search link, which will redirect you to the list of accounts associated with your prospect’s name and company.

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After clicking on the Find Linkedin profile button you’ll see search results in LinkedIn for this prospect’s data.

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Woodpecker will give you the most accurate search results if provided with data about the First Name, Last Name, and Company of your prospect. However, the search link can be generated without all those snippets filled.


Once you have your prospect profile, simply click on the copy-to-clipboard button and copy-paste your message to them in the LinkedIn message form. Or send them a Connection Request, depending on which LinkedIn Task you’ve chosen.

After that, you can simply mark your task as done.


Remember that unresolved tasks will stop your prospects from moving forward in the campaign sequence. What happens if I forgot to do my task? »


FAQ

Q: Do I need to connect my LinkedIn account to Woodpecker?

No, you don’t need to connect your LinkedIn account to Woodpecker, since our app won’t perform these tasks for you. LinkedIn Tasks are just reminders for you, to perform certain actions manually.

Q: I don’t see the option to add tasks to my campaign. Why?

LinkedIn Tasks are a part of an Advanced Campaigns add-on. Click here to learn more about it » and here to know how to how to get it on Marketplace »

Q: Can I choose from which LinkedIn account those actions will be performed?

Yes. Since you’ll be performing them manually, you can choose from which account you want to reach out to your prospects on LinkedIn by simply login into it. Woodpecker by default will open a LinkedIn with a currently logged-in user.

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