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Use these steps to keep your pipeline full, build repeatable outreach flows, and respond quickly.

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Add leads

  • CSV upload: include first/last name, role, company, and profile URL; add emails when available.
  • Platform search: pull prospects directly from LinkedIn search, X hashtags/mentions, Reddit keywords, GitHub repos/issues/discussions, Hacker News stories, and Stack Overflow tags/questions.
  • Tracked searches: save any search so new matches flow in automatically each day.
  • Cross-import: reuse leads discovered on one platform inside another (for example, send an email to a GitHub user you engaged with).
  • OptaReach deduplicates across uploads and searches to avoid double messaging.

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Build a campaign

  1. Choose the platform and the account(s) to send from.
  2. Select a lead source: static list, live tracked search, or a filtered segment.
  3. Drag actions into the sequence:
    • LinkedIn: view profile, follow, connect with note, message, waits.
    • X: like, reply, DM, waits.
    • Reddit/GitHub/Hacker News/Stack Overflow: comment or answer, optional follow-up DM (where allowed), waits.
    • Email: multi-step email touches with reply detection.
  4. Add wait steps to keep pacing natural and comply with platform limits.
  5. Define conditions (accepted, replied, no response) to branch follow-ups automatically.

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Personalize with Social Media GPTs

  • Insert profile, post, or thread context and let GPT generate a draft.
  • Save favorite prompts as presets so your team can reuse them.
  • Add guardrails: tone of voice, CTA, and max length to keep messages on-brand.

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Send windows and caps

  • Set daily caps per account and per campaign.
  • Limit sending windows to business hours in the recipient’s timezone when possible.
  • Stagger start times across accounts to look organic.

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Monitor and respond in Unibox

  • Every reply, mention, DM, or email response lands in Unibox with platform context.
  • Filter by campaign, account, or status (unread, needs follow-up, closed).
  • Reply inline with saved GPT prompts, or hand off to a teammate.

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Measure and improve

  • Use Campaign Analytics to track delivery, accepts, replies, and conversions.
  • Pause or edit active sequences; changes apply to contacts that have not reached that step yet.
  • Archive stale tracked searches and raise limits gradually once health metrics stay green.