What should I do with my leads after a first campaign?

You’ve followed all the steps to get off to a good start on Waalaxy, and now you’re wondering: what do I do with my leads after a first campaign? How do I handle my leads? How do I follow up? How do I interpret the results?

If you’re asking yourself all these questions, you’ve come to the right place. 🌴

Contacting leads after a first campaign of invitation: the case of an unaccepted invitation

You’ve run a campaign containing an invitation step. Now you want to send a message to the prospects you’ve invited. But here’s the problem: some of these prospects haven’t accepted the invitation (we can’t know whether they simply declined, or just didn’t accept), they have the status “Waiting” on Waalaxy, and as a result, you can’t send them a message. This is because LinkedIn only allows you to send messages to people to whom you are connected.

How can I do this?

Add my prospects “Pending” to an Orion sequence

On Waalaxy, most sequences require the prospect to be connected, or conversely, not connected, which means that if your prospect has a status of “Pending”, well, he simply can’t enter the campaign. This is particularly true of message campaigns.

To contact a prospect with the status “Pending”, the solution is to integrate them into a “Orion” sequence:

Orion and Orion 2 are of particular interest here, as they are the only sequences on Waalaxy that allow you to integrate leads “Pending”.

Step 1: I filter my prospects in the previous campaign

The first step is to go back to the first invitation campaign, and filter the prospects who didn’t accept the invitation. To do this, apply the filter “Step: failed”:

Then add a tag to these leads, for example “Orion”, or “to relaunch”:

Step 2: I add my prospects to a new campaign from my Waalaxy list

Now that you’ve tagged your prospects, go to your list, and filter them using the tag (1), select them (2) and start a new campaign (3) :

Click on “Browse sequences”:

Type “Orion” in the search bar:

If you wish to send one message, select “Orion”, if you wish to send 2 messages, select “Orion 2”.

Step 3: Setting up my campaign

Once you’ve selected the sequence, you can move on to setting up the campaign, by writing the content of the message(s) to be sent.

You can also set the delay, which is the time Waalaxy will wait for the prospect to accept your invitation, before removing them from the campaign (set to 15 days by default).

Step 4: I launch my campaign

All that’s left to do is click on “Launch”:

And that’s it! Your prospect’s profile will be visited. If he’s connected, he’ll receive the message, if he’s “Pending”, a 15-day delay (or other if you’ve modified it) will be launched. If at the end of 15 days he’s still waiting, he’ll leave the campaign at “Fail”, otherwise he’ll receive the message(s) he’s due to receive 😊.

I delete pending invitations to send new ones

Although this isn’t what we recommend (it may seem a little “insistent” to send out a new invitation), it is possible to delete pending invitations, in order to send out new ones. I’ll explain the steps below!

Step 1: I delete pending invitations

You can click on the recycle garbage can 🗑️, just below your profile photo on the Waalaxy home page. You’ll then need to choose a date, and delete all invitations sent before that date:

Step 2: I identify the prospects I want to follow up

To do this, go to your previous campaign, and filter with “Step: failed”:

Then add a tag :

⚠️ LinkedIn imposes a three-week deadline for sending a new invitation after a pending invitation has been deleted. In the name of your tag, therefore, I invite you to indicate the date by which you must re-send these prospects. If they’re added to an invitation campaign before then, they’ll come out with an error 🔴.

Step 3: I add these prospects to a visit campaign

You’ll need to create a new visit campaign . At the prospect selection stage, you can filter your list using the tag added in step 2, to add prospects whose pending invitation has just been deleted.

This visit allows you to update the connection status back to “Not connected”.

💡 You can also do this manually, for each prospect, like this:

Step 4: I add prospects to the new invitation campaign

Has the 3-week deadline passed? Now’s the time to add these prospects to a new invitation campaign, still filtering with the tag added in step 2.

And that’s it! Your prospects will soon receive a new invitation 👌.

How do I follow up with people who haven’t replied to my message?

You’ve run a campaign sending out one or more messages, but you’ve got prospects who haven’t responded. They’ve now finished the campaign, and you’d like to call them back. How do you go about it?

Step 1: Identify prospects who haven’t responded

It couldn’t be simpler. Go to the list you added to the message campaign earlier, and filter your prospects with “Status: Connected” and “LinkedIn Message: Did not reply”:

Step 2: I select prospects and add them to a campaign

Once you’ve filtered your list, you can select prospects (1) and add them to a message campaign (2) by clicking on “Browse sequences”:

Select the sequence of your choice using the filters :

Step 3: Set up and launch my campaign

Once you’ve chosen the sequence, all that’s left to do is set the parameters, including the content of the message (s) you want to send, and the time between each one. And finally: click on “Launch”. And that’s it 😎. Your prospects will soon receive a new message.

💡 We have a security feature that prevents you from sending the same message several times to prospects who have already received it (handy, isn’t it?). This security is based on the message template, not its content. In other words, if you change only the content of the message, it will be counted as a message that has already been sent and will therefore not be sent.

To contact prospects to whom you’ve already sent a message, you’ll need to create a brand-new message template 👽.

What to do with interested prospects following a campaign?

Identifying interested prospects

This is the first step in organizing your prospecting strategy: identify your hot leads.

By hot leads, we mean prospects who have become leads thanks to your Waalaxy campaigns. They’ve become leads because you’ve interacted with them, they’ve responded to your messages, and they’re now part of your network.

You can simply use the example above to tag people who have replied to your message.

Export my hot leads to CSV

Want to process your leads manually? That’s what CSV export is for!

From your list, filter or tag the relevant prospects, then export them :

Export my hot leads to my CRM

Waalaxy lets you export your leads to your CRM, either natively, for HubSpot and noCRM, or using webhook and an integration tool like Zapier for all the others. To do this, you’ll need to add them to a campaign with a CRM Sync step.

Export all the people who reply to your messages automatically to your personal CRM

What makes this section different from the previous one is that here, we’ll set up a campaign that will automatically transfer all prospects who reply to your messages to your personal CRM, either natively or via Zapier.

The whole process is detailed in this article.

How can I interpret my results using dashboards?

Waalaxy offers several dashboards. A global one, which you can view from the home page, showing results for all campaigns combined:

And a dashboard specific to each campaign, which you can view from your campaign’s “ Statistics” tab:

We’ve written a comprehensive article to help you analyze Waalaxy’s various performance indicators, so don’t hesitate to take a look 👁️.

Conclusion

And that’s it! You now know what to do with your leads after your first campaign. Now it’s up to you to decide whether or not it’s a good idea to follow them up, and then step up a gear to convert your leads into customers 😎