Tagging connections using Linkedroid CRM

Tagging connection is the very initial stage for any campaign in linkedroid. If you don't have tagged profiles in your account you can't send any campaign so let's see how easy it is.

This post will cover all about tagging profiles and managing tags like updating, creating, deleting tags from profiles.

Follow the steps to tag profiles.

Go to CRM (if you don't know how to open CRM check this post).
Click on the connection in the right sidebar and then click my connections.

Now choose profiles you want to tag by clicking on the left side of the profile.

After choosing profile you can click on the button below Tag Selected Profile then you can see a popup asking for tag names.

Insert tag name and hit enter to add tag name, once you're done adding tag names click on button Tag Profiles.

That's it you've successfully tagged the selected profiles.

To edit any tags of any profile, click on the edit icon next to the tag name in the row (Bulk edit is not supported yet).
If you want to clear tags of some profiles, you need to first select the profiles and then click on the green button below Clear tags of selected profiles.

This is all about the tagging profiles if you're still not clear or have any doubts. please comment below or reach out to us at help@linkedroid.com

Comments

Learn all about settings available with Linkedroid

The setting is the most important part while using Linkedroid so make sure you're setting up all features correctly. The post covers all settings related to visiting/adding LinkedIn connections. To open the settings menu click on the top-right gear icon. Once you click on the gear icon, you can see all the settings available. let's cover all these one by one. Linkedroid platform - If you want to switch your platform from regular LinkedIn to Sales Navigator or LinkedIn Recruiter then you switch it from this dropdown. Skip profiles visited in last - If you want to skip some profiles while visiting then you can set the number of days since the last visit. Suppose I want to skip profile which was visited 3 days back but wants to visit back if 7 days over then I'll set up 7 days in here so all profiles will be revisited if they're not visited within 7 days. Daily profile visit limit - Linkedroid will stop after visiting the number of profi...

Complete guide to drip campaigns with Linkedroid

A drip campaign is well known in the marketing domain, It is often known as autoresponders, drip marketing and marketing automation. Linkedroid has launched a new feature where you can set up a campaign using existing actions. This post will cover all about to set up and execute a drip campaign. First of all, we'll cover all the action elements available with drip campaigns. As you click on any action element. you'll get side popup to fill all the information respective to the action type. Start - This is the very first action element where you've to choose targeted prospects to send drip campaign. only one element of this kind is available for a drip campaign. Message - This action element is used to set up a message to be sent to the prospects. you can pick existing message template from the dropdown or click on new template checkbox to write down for current campaign. Delay - If you want to delay between two action elements then you can use ...

Bulk auto Withdraw/Accept pending invitations

This feature is very much helpful and important because if our queue of outstanding invitations increases and reaches to a threshold then LinkedIn put restrictions on invites we can send but don't need to worry about we've added a great feature like this to auto clear our queue on just a button click. This post will cover all about Invitation Manager section available on the right sidebar of the page. Note - The Invitation Manager section is only available when we've selected regular Linkedin platform. Due to some restriction, Linkedroid doesn't allow this feature to use with Sales Navigator (Switch to regular if we want to use this feature, view this post to switch platform ). Invitation Manager Let talk about one by one for each button. SENT - This shows all the pending/outstanding invitations sent to prospects along with the time it was sent. if we click on withdraw next to the profile then this request will be cancelled. We've the...

How to visit or add LinkedIn profiles?

Visiting profiles is as simple as clicking a button, All you need to do is set up a search, we're going to cover all about visiting a profile and also adding 2nd-degree connections while visiting. So I'm assuming you've already logged in to LinkedIn after then follow the steps below. Open Linkedroid by clicking on the Linkedroid icon present in the chrome. (The blue colour icon). If you've no Linkedin search tab open then you'll land up here. Click on Open LinkedIn button. Once you click on this button a new tab will open with LinkedIn search tab now wait for page load. Once page load completed you can go to the LinkedIn search page and add the filters in your search (Add search filters depends on your business). After setting up filters go back to Linkedroid (by clicking Linkedroid icon or directly go to tab). Click refresh button on the right. After refreshing, you can see the same profiles are loaded in Linkedroid as on the ...

Integrate twitter with linkedroid to automate your daily activities

Fasten your seat belts, you're going to learn to automate your twitter activities with Linkedroid, Make your presence out of the LinkedIn network, meet and greet your prospects on twitter too. This post helps you understand all about twitter integration. How twitter integration helps you? List down all verified accounts of LinkedIn available on twitter. Automate Follow/Unfollow prospects on twitter. Create a list in your twitter account from Linkedin itself. Automate adding twitter accounts to your targeted list. If this really excites you then follow steps for twitter integration. Click on the twitter button on the right side of the panel. Once you see the popup, click on the Connect Twitter button. Now it will redirect you to twitter page. just authorise to login then you can see your twitter handled found from LinkedIn visit campaign. Click on Add all to list to add all below listed down prospects to list selected in the dropdown (as selected ma...

How to open Linkedroid CRM?

Linkeroid CRM does not open directly when you click on Linkedroid icon from the chrome bar. This post will cover two ways to open CRM. Follow these steps Right-click on the Linkedroid icon, In the dropdown you'll see an option Linkdroid CRM. Once you click on the Linkedroid CRM. It'll navigate you to Linkedroid CRM. There is one more way to open Linkedroid CRM. Go to linkedroid, load profile and everything you'll see CRM button on the left sidebar. Refer the image below and check red marked button. Finally, you've learned how to open CRM. if you're still not clear or have any doubts. please comment below or reach out to us at help@linkedroid.com

How to switch to sales navigator?

Switching to the sales navigator platform. If you're still struggling to switch into your sales navigator platform then don't worry this post will help you switch your platform. Follow the below steps. Open Linkedroid by clicking on the Linkedroid icon present in the chrome. (The blue colour icon). Now click on the Gear Icon on the top right corner. (Assuming you're already signed into linkedroid and see this on the right side) Now choose the very first option, LinkedIn platform and select sales navigator ( the option will be disabled if you've not subscribed to sales navigator ) . Now we're good to go, click on the refresh button. If you're still unable to switch to sales navigator then please reach out to us at help@linkedroid.com

Export your data to google drive and open in google spreadsheets

Export to google , If you're not using this feature. you're missing the beauty of Linkedroid to keep your data safe and secure in the google cloud 😃 Yes true, we don't know when you run out of memory or your system crashes or you clears chrome cache by mistake or something. In that case, you'll lose all your visit data. which means all the profiles you've visited in a month, a year or so will go away. Keeping all these things in mind we've developed this feature to keep your data safe and secure. Not just security it's easy to share, collaborate between your colleagues or anyone you wish so this post will help you understand how it can be setup. This feature is to upload your Previous Sessions to google drive and open them in google spreadsheets. This section is present on the left sidebar of the Linkedroid. The list item is created when we visit profiles. Previous Sessions (1.1) Follow steps to export your session data to google drive. ...

How to fix not loading same profiles as on the search page?

Help with active bug #1 We've been recorded requests from a few users that they are not seeing the same profiles as on the search page. The problem has been identified and it has a quick fix. Follow the steps and check if you're performing the same. The issue is with the users using the sales navigator. 1. Make sure currently only 1 tab is opened with the sales search URL. 2. Check if you're loading a saved search URL. Look at the URL it contains savedSearchId which means it is a saved search. https://www.linkedin.com/sales/search/people?savedSearchId=637935216&searchSessionId=bbwvaidcQiqpNOc3RggzGA%3D%3D 2.1 Go to the sales search tab, Pick any filter from the filter list. Refer below, I've added a new filter as geography (United States). 3. Now go back to Linkedroid and click the refresh button . 4. That's it, now you should see updated profiles. If the problem persists, please reach out ...

Linkedroid

Search This Blog