- One message chain - one Campaign
- Avoid duplicates in multiple Campaigns
- Avoid duplicates in multiple LinkedIn accounts
1. One message chain - one Campaign.
Linked Helper does not collect duplicates* into the same Campaign or Action if a profile is already in the Queue / Processed / Exclude list of the Campaign or Action.
1.1 Every Action has two lists:
- Queue - contains profiles who will be processed via the Action;
- Processed - contains profiles who were processed via the Action and also moved to a sub-list under Processed list (Skipped, Failed, Excluded, etc.).
Please, note that the Processed list includes profiles from other sub-lists such as Skipped, Failed, Excluded, Messaged, Replied, and Successful.
When you collect people into certain Action, Linked Helper adds them into the Queue list of the Action. When Linked Helper process a profile, it moves a contact from Queue list to Processed. Linked Helper will not collect or process a profile via the same Action again if the profile is already in the Processed or Queue list of the Action.
1.2 Every Campaign has two lists:
- Queue - contains profiles who will be processed via the Campaign (Campaign Queue contains the first Action Queue as well as those who were added to the action not from the workflow, i.e. directly from CRM or CSV);
- Exclude - contains profiles that should not be collected or processed via any Action of the Campaign.
When you collect people into the Queue of Campaign, Linked Helper adds them into the Queue of the first Action and then process till the profiles reach the end of the Campaign or get into Skipped, Failed, Excluded, Messaged, or Replied sub-list of certain Action. So, as you have already guessed, if you have accidentally started to add duplicate profiles into Campaign Queue, then Linked Helper will skip them as they already collected into the first Action.
However, if you send five follow-up messages via Campaign and one and the same profile was collected into the Campaign Queue and 5 minutes later into the Queue of Action #3, then such profile can be processed via Actions #3 and only then via Action #1 because Linked Helper process profiles from bottom up. A similar situation may occur when the profile received the first three messages manually and you added a profile in the middle of the Campaign. Please, check this article on how to skip such profiles from processing in certain actions: How to skip profile from being processed by a certain Action of Campaign?
When a profile is added to the Exclude list of Campaign, Linked Helper neither collects nor processes such profile no matter where such profile was at the moment of excluding or to what Action it will be added to later. All profiles who are in any Action Queue will be moved into the Excluded sub-list of respective Action.
As a conclusion for this part of instruction:
- Try to add profiles to the beginning of the Campaign only. If you need to add them into the middle of the Campaign and such profiles should not be processed by previous Actions, make sure those profiles were skipped from processing in such Actions: How to skip profile from being processed by a certain Action of Campaign?
- You can exclude profiles if you do not want them to be processed by any Action of the Campaign - How to exclude contacts from a campaign.
2. Avoid duplicates in multiple Campaigns
- Navigate to the Functions menu and open List manager.
- In Source choose a campaign where you need duplicates (if there are any) to be processed.
- In Target choose a campaign where you need duplicates (if there are any) to be excluded from processing.
- Click Remove intersections between campaigns button.
3. Avoid duplicates in multiple LinkedIn accounts
If you and your colleague(s) are working on the same market with the same lead pool, then you obviously need to avoid contacting one and the same lead several times. Find below two workarounds on how to do that.
Let's imaging there are four of you, each one is going to send the same message template the 1st-degree connections or invite to 2nd / 3rd-degree connections. Then in order to avoid intersections, you need to do the following:
1. Go to the 1st Instance with LinkedIn account A.
2. Create a new Campaign for messaging.
3. Collect contacts whom you want to send your message from LinkedIn account A.
4. Download collected contacts from the Queue - How to download certain list from Linked Helper
5. Go to the 2nd instance with LinkedIn account B.
6. Create a new Campaign for messaging.
7. Open newly created Campaign, go to the Lists tab and open Exclude list
8. Upload URLs from the 4th step to Exclude list - How to Upload Profiles URLs into Linked Helper?
9. Collect contacts whom you want to send a message for LinkedIn account B
10. Download collected contacts from the Queue - How to download certain list from Linked Helper
11. Go to the 3d instance with LinkedIn account C.
12. Create a new Campaign for messaging.
13. Open newly created Campaign, go to the Lists tab and open Exclude list
14. Upload URLs from the 4th and 10th steps to Exclude list - How to Upload Profiles URLs into Linked Helper?
15. Collect contacts whom you want to send a message for LinkedIn account C
16. Download collected contacts from the Queue - How to download certain list from Linked Helper
17. Go to the 4th instance with LinkedIn account D.
18. Create a new Campaign for messaging.
19. Open newly created Campaign, go to the Lists tab and open Exclude list
20. Upload URLs from the 4th, 10th and 16th steps to Exclude list - How to Upload Profiles URLs into Linked Helper?
Done! After that, you can create a message template for all LinkedIn accounts and you can start sending your messages. If you want to add new contacts, then you need to follow the same algorithm step by step (LinkedIn accounts should always be at the same position, e.g. if you had Mark Smith's LinkedIn account on the first place, then he should always be the 1st account, etc.).
* Sometimes Linked Helper can collect duplicates due to the fact that one and the same profile can have different profile IDs.
Each LinkedIn account has several different IDs across all LinkedIn Platforms (Linkedin, Sales Navigator, or Recruiter). A profile can have more than one ID on a platform. When collecting profiles into a Campaign / Action from one and the same platform, Linked Helper skips duplicates since each time you fetch the profile from search its IDs are the same and Linked Helper understands that the person is a duplicate and should not be collected.
However, when collecting profiles from different platforms, duplicates may be collected. The reason for that is profile IDs scraped from LinkedIn search and Sales Navigator search are different, hence duplicates are not always detected at the moment of collecting. Currently, Linked Helper detects duplicates at the moment of collecting since it takes the IDs available on the search page, but even if it hasn't managed to do that during the collecting process you should not worry about duplicates because when Linked Helper visits the profile page it scrapes all the available IDs which is enough for merging duplicates.