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Setting up a Campaign

Click on “New Campaign (v2) beta”. Select predefined flow or build from scratch. By default the first listed LinkedIn account which is required will be selected in the top left sidebar. Email can be selected if already added in accounts which is optional. Campaign name is a required field. A LinkedIn profile URL, event URL,…

Dashboard

Dashboard represents a set of cards in which stats and graphs are shown to the user for a brief update and get an idea about the running state of active campaigns at a glance. There are 4 cards at the top of the dashboard that show both stats and graphs for one day, for a…

Current Social Selling Index

Next section shows the social selling index of the LinkedIn account(s) connected which is calculated by LinkedIn on the basis of 4 factors with a graph showing the score between 0 to 100 and a graph representing the figures. The system also shows individual linear graphs for all the 4 factors list below Establish your…

Prospect Communication

Next to the SSI is the card representing 3 tabs for replies of the prospects in active campaigns, connected prospects, and activities. Users can also communicate with prospects from the replied tab by clicking on the message icon at the right side of the prospect.

Campaign Reporting

Next section shows the active campaign reports for each selected campaign from the dropdown for the past week.

Prospects Classification

In this section on the dashboard all the prospects of all active campaigns are represented in a pie chart showing overall progress of all the active campaigns.

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Campaign Type

Users have to select one of the three options to get started.If users need to go back to the previous step there is a Previous step link at the bottom left to back to the previous step. Following are the range selection for the users. I am a newbie, I’d like help with onboarding. I’m…

Team Members

Users have to specify the team size range in this step, there are six ranges in this step. Users have to select their team size and click on Next button to move to the next step. If users need to go back to the previous step there is a Previous step link at the bottom…

Goal

Users can select one of the six options provided by the system and click next to move the next step. If users need to go back to the previous step there is a Previous step link at the bottom left to back to the previous step. Following are the options in this step. Book more…