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 Describe who you want (see below), 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.URLs run one after another. To stop one, click the stop button on its row (or tick rows and click Stop selected): the page being fetched finishes, the URL shows Stopped with its leads and its place kept, and the run moves on to the next URL you started it with. Stop search stops the whole run. Nothing restarts a stopped URL on its own; tick it and click Run selected (or Resume) to carry on from where it stopped. The ✕ on a queued URL removes it from the search.
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.
Describe who you want
Instead of building a LinkedIn URL yourself, write who you want in the Describe who you want box at the top of LinkedIn → Search (or under New search) in plain words, for example “AI lead generation agencies” or “founders of B2B marketing agencies in India”.1
Plan searches
The AI turns the description into a few LinkedIn people searches: keywords, a job title, and the locations and industries you implied. It also notes what it guessed. ReachCrew, not the AI, looks up LinkedIn’s own filter values; a location or industry LinkedIn has no match for shows not found and is left out of that search.
2
Review them
Untick searches you don’t want, click Preview to see the first page of people one would find, or type a change (“only founders, and add the UK”) and click Update plan. Open in LinkedIn shows the same search on LinkedIn. Planning searches nothing; a preview pulls one page from the account’s daily search leads.
3
Create and run
Create search opens an ordinary search with those URLs queued, ready for Run.
4
Rate fit
Keywords match anywhere in a profile, so a search also finds job seekers and staff who only mention the kind of company. On the Leads tab, Rate fit with AI marks each lead Good fit, Maybe or Not a fit against your description, with the reason on hover. Filter by Fit, select the good ones, and add them to a list. Nothing is added for you.
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 (every 30 minutes) 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. The same goes for the blacklist (Settings → Blacklist): a lead whose profile, member id, email, company or (if you added one) full name matches an entry, even one added after the lead joined the campaign, gets no invitation or message. It is marked Cancelled, with the entry that matched.
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, ReachCrew 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:
A lead counts as invited once its connection request went out, even if it is cancelled or fails later (for example when it was not accepted in time), so the acceptance rate is accepted out of everyone invited. The campaign list, the campaign’s own page and the campaign table on Analytics use these same numbers. The activity charts count an invitation once LinkedIn confirmed it, by day in your organization’s time zone (Settings → General).
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.
- Connection requests, acceptance messages and follow-ups are never retried automatically when the send fails for a reason other than a limit. LinkedIn may already have delivered it before the error, and a retry could reach the lead twice. The lead keeps its place and waits as an unconfirmed send; the lead details panel counts the failure under Retries.
- Unconfirmed sends are listed for owners and admins under Review on the LinkedIn campaigns page (
/linkedin/review), with the lead, the step, the text that was attempted and when. Check the conversation, or Sent invitations for a connection request, on LinkedIn, then choose It was sent (the lead moves on as if LinkedIn had confirmed it) or Not sent (the step is sent again on the next run). Each decision needs a short note and is kept in the audit log. A connection request the lead has since accepted cannot be marked not sent.
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.