Skip to main content

Posts

Showing posts with the label CRM

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 ...

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

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 th...