LinkedIn Sequence

LinkedIn sequences run automated social selling for your client and prospect contacts: connection requests followed by messages at the intervals you set.

Note Make sure you are in the Business Development workspace first: click Switch to Business Development in the sidebar.

Before you start

• LinkedIn sequences are available on request or on supported plans. If Add to sequence is greyed out, ask your Scout admin or Scout Support.
• You use Scout’s Chrome Extension signed in to LinkedIn, because LinkedIn messages are sent through your own LinkedIn session.
• Each contact you enroll needs a LinkedIn profile URL. Without it you will see LinkedIn profiles required.
• Sequences send only during the schedule you set, in the time zone you choose.

Steps

CREATE a New LinkedIn Sequence

1. Click Sidebar > Business Development > Prospects (or Clients > Contacts) to open the contacts list.
2. Tick the box next to one or more contacts.
3. Choose LinkedIn in the channel dialog. The Add to Sequence panel opens with a LinkedIn badge.
4. Click + Create new LinkedIn sequence.
5. The New LinkedIn Sequence panel opens.
6. In the New LinkedIn Sequence panel:
   • Read the warning: if you are not a LinkedIn Premium user, using an automated connection tool may result in your LinkedIn account being locked.
   • Enter a Sequence name.
   • Optionally switch on Send connection request and write the Connection request note. Scout limits how many connection requests it sends per account, so some requests may wait and send later.
   • Optionally switch on Send first message immediately.
   • Edit the message for step 1 and click Add step to add follow-ups with delays.

   

7. Click Configure sending schedule.

8. In Sending schedule, choose the days of the week, the start and end time (or all day) and the time zone.

   

9. Click Create sequence. The message “Sequence created successfully.” appears.
10. You return to the Add to Sequence panel with the new sequence selected. Go on to the next section to enroll.

ASSIGN an Existing Sequence to contacts

1. Click Sidebar > Business Development > Prospects (or Clients > Contacts) to open the contacts list.
2. Tick the box next to one or more contacts.
3. Choose LinkedIn as the channel.

4. In the Add to Sequence panel, open the Sequence dropdown (Choose a LinkedIn sequence…) and pick a sequence. A summary of the sequence is shown.

   

5. Click Save sequence and don’t activate to enroll them without starting, or Save and activate sequence to start sending on the schedule.

Good to know: if someone is already in the sequence, Scout skips them. If they were removed earlier, Scout restores the previous enrolment and does not resend messages already sent. If they are active in another sequence, they are saved here but cannot be activated until the other sequence stops.

EDIT a LinkedIn Sequence

1. Click Sidebar > LinkedIn Sequences.
2. In the table, click Edit in the actions column for the sequence. The sequence page opens on its Edit tab. The other tabs are Overview (statistics and the people in the sequence) and Schedule.
3. In Edit, change the sequence settings, edit step messages and delays, or add steps.

4. In Schedule, change days, hours and time zone and click Save schedule.

   

5. Leaving a tab with unsaved changes asks you to Leave or Keep editing.

MANAGE LinkedIn Sequences

1. Click Sidebar > LinkedIn Sequences. Use Search visible sequences and the Status filter to find one.
2. The table shows Audience (Pending, Active, Requests, Accepted), engagement (Replies) and Progress (Completed, Stopped).

3. Use the switch in the actions column to activate or deactivate the sequence. Deactivating stops further messages.

   

4. Click View to open the sequence overview. To remove a person, tick them in the overview table and use Bulk actions > Archive, or use Remove.
5. Click the three dots button and select Delete to delete the sequence permanently.

What you should see

The sequence appears in the LinkedIn Sequences table with status Active (if you activated it). The enrolled contacts appear in the sequence overview with their current step. Replies stop the sequence for that person.

Common problems

Pro BD Tip

Scout limits how many connection requests it sends per account. Keep the connection note clear and professional and aim for a short conversation.

Related pages

• BD Email Sequence
• Client and Prospect Contacts
• Chrome Extension
• Troubleshooting