🗝️ Email steps allow users to extend outreach beyond LinkedIn. Emails are most effective as the final step, as the platform cannot detect email replies.
⚠️ Important: Users must connect Gmail or Microsoft 365 before adding email steps. Email replies are not detected by the automation, so email should be the final action.
Connect Email Integration
Go to Integrations and choose Microsoft or Gmail.
Approve permissions to allow email sending through the platform.
Return to the automation after integration is complete.
Add an Email Step
Click Add Step and select Email.
Write the email subject and body, applying personalisation tags.
Add attachments or links if required for the campaign.
Position Email as the Final Step
Place email steps after all LinkedIn steps, such as connection requests or messages.
Avoid adding follow-ups after an email, since replies cannot be detected.
If recipients reply, the consultant should handle communication manually.
💡 Best Practices
Use email as a final nudge when LinkedIn attempts remain unanswered.
Keep subject lines clear and personalised for higher engagement.
Ensure emails comply with company branding and communication guidelines.
🤔 FAQs
Q1: Can users send multiple email steps in a sequence?
Answer: Yes, but it is not recommended because replies cannot be detected.
Q2: Do email steps count toward LinkedIn activity limits?
Answer: No, they operate independently from LinkedIn actions.