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OptaReach lets you automate LinkedIn outreach while keeping pacing natural. Use visual nodes for views, follows, connects, and messages, then branch based on accepts or replies.

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What you can do

  • Connect and manage multiple LinkedIn accounts at once.
  • Pull leads from CSVs, LinkedIn search with advanced filters, tracked searches, or OptaReach lead data.
  • Build sequences with View Profile, Follow, Connect, Message, and Wait steps.
  • Route contacts down different paths based on Accepted, Replied, or No response.
  • Draft connection notes and follow-ups with Social Media GPTs using profile context.

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Accounts

  • Connect one or more LinkedIn accounts in Settings > Accounts and start with low daily caps during warmup.
  • Keep account health green by spacing actions (views/likes/connects/messages) and honoring send windows.
  • Add an account (click-by-click):
    1. Go to Settings > Accounts.
    2. Choose LinkedIn and authenticate.
    3. Name the account (e.g., “AE-LI-1”), set daily caps, and save.

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Leads

  • Import CSVs with profile URLs, roles, and companies for enrichment.
  • Pull prospects directly from LinkedIn search filters (role, industry, geo, seniority).

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Tracked searches

  • Save your best LinkedIn searches so new matches flow in automatically.
  • Attach a tracked search to a campaign to auto-enroll fresh leads without rebuilding the sequence.

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Campaigns & sequences

  1. Create a LinkedIn campaign and pick the sending account(s).
  2. Choose the lead source (tracked search, live search, or static list).
  3. Suggested starter flow:
    • View profile → Wait 1–2 days → Like 2–3 posts → Wait 1–2 days → Connect with note → Wait 2–3 days → Message follow-up.
  4. Add branches:
    • Accepted: send a welcome/value drop.
    • Replied: notify a human or move to Unibox.
    • No response: one gentle bump, then stop.

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GPT for LinkedIn

  • Use profile fields (headline, recent activity) in your prompt for contextual notes.
  • Keep connection notes to 1–2 lines and vary tone/templates to avoid repeats.
  • Pre-review GPT output before launch; shorten if acceptance drops.

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Monitor and respond

  • Watch accepts/replies and limit warnings in Campaign Analytics.
  • Handle replies inside Unibox so conversations stay threaded.
  • If performance dips, refresh tracked searches, slow pacing, and rotate across multiple accounts.