LinkedIn Outreach
LinkedIn Outreach
Build and activate multi-step LinkedIn (and optional email) outreach sequences for your brand contacts.
What is LinkedIn Outreach?
LinkedIn Outreach is the SWAI traffic app where you connect a LinkedIn account, enroll prospects from SWAI CRM lists, and run automated outreach sequences — view profile, engage with posts, send connection requests and messages, optionally send email, and branch with wait or conditions.
You use it to:
- Connect LinkedIn under Integrations
- Create campaigns with Generate draft (AI) or Create from scratch
- Tag Target CRM Lists and optionally auto-add new list members
- Design steps in Simple Flow Builder or Advanced Tree Canvas
- Personalize copy with Insert field merge tokens
- Save Campaign Workflow as a draft, then Activate to enroll and run
- Pause, duplicate, or delete campaigns from the list
Main screens
| Screen | What it’s for |
|---|---|
| Campaigns | List sequences; create, edit, activate, pause, duplicate, delete |
| Integrations | Connect, reconnect, or disconnect LinkedIn accounts |
| New outreach campaign | AI brief or create from scratch |
| Sequence Designer | Builder: 1. Sourcing Settings → 2. Canvas Flow Steps |
Note: Open LinkedIn Outreach from the SWAI Dashboard (Apps → LinkedIn Outreach, or go to app.swai.ai/apps/linkedin-outreach). It uses your brand session — there is no separate sign-up inside the app.
Before you start
You can save a Draft anytime. Activate needs a connected LinkedIn sender, at least one tagged CRM list with usable contacts, and SWAI credits in your wallet.
Checklist
Open LinkedIn Outreach from SWAI
Use Apps → LinkedIn Outreach (or go to app.swai.ai/apps/linkedin-outreach) so you are signed in for the correct brand.Connect LinkedIn
On Integrations, click Connect LinkedIn account / Connect LinkedIn, complete hosted sign-in, and confirm status Connected.CRM contact lists
Build SWAI CRM lists with prospects who have a LinkedIn URL (or LinkedIn social link). Sequences enroll from tagged lists.Email steps (optional)
If your sequence includes Send Email, set up Email Relay Sender and ensure SWAI Email Outreach / email sending is available for the brand.Brand profile
Keep brand context up to date — AI Generate draft uses it when drafting sequences.Credits
Each LinkedIn action uses SWAI credits (see Credits and billing). Top up under Settings → Billings before you activate.
Important warnings
Warning: Save Campaign Workflow only stores a Draft. Outreach does not run until you Activate the campaign on the list.
Warning: Disconnecting a LinkedIn account may break active campaigns that use it (Disconnect this LinkedIn account? Active campaigns using it may fail.).
Warning: Delete cannot be undone (Are you sure you want to delete this outreach automation campaign?). Enrollments for that campaign are removed.
Tip: Prefer contacts with LinkedIn profile URLs on your tagged lists before you activate.
Tip: If you see Your session has expired. Please reopen the app from SWAI., close the tab and open Apps → LinkedIn Outreach again.
Quick start
- Open Apps → LinkedIn Outreach (or go to app.swai.ai/apps/linkedin-outreach).
- Go to Integrations → Connect LinkedIn account and finish sign-in.
- Confirm prospects are on SWAI CRM lists with LinkedIn URLs.
- Open Campaigns → Create Campaign.
- Enter a Campaign brief and click Generate draft, or click Create from scratch.
- On 1. Sourcing Settings, set Campaign / Outreach Title, LinkedIn Profile Sender, and Target CRM Lists. Optionally set email relay, Auto add future contacts to the campaign, and Stop sequence when contact replies.
- Click Design Outreach Steps Flow (or continue to 2. Canvas Flow Steps). Edit steps in Simple Flow Builder or Advanced Tree Canvas.
- Click Save Campaign Workflow (status Draft).
- On the Campaigns list, use Activate campaign (play) to start enrollment and automation. Use Pause campaign anytime.
Note: New campaigns start as Draft. Only Active campaigns enroll contacts and run steps.
Campaigns list
Path: LinkedIn Outreach → Campaigns.
Intro: Automated outreach sequences for LinkedIn and email.
From Campaigns you can:
- See each campaign with title, created date, status, and actions
- Create Campaign
- Open a row or Edit flow to open the Sequence Designer
- Activate campaign / Pause campaign, Duplicate, Delete
| Column / field | Meaning |
|---|---|
| Title | Campaign name (may show Untitled Outreach Campaign) |
| Created At | When the campaign was created |
| Status | Active, Paused, or Draft |
| Meta | N step(s) · Stop on reply · Auto-add contacts (when enabled) |
| Actions | Activate/Pause, Duplicate, Delete, Edit flow |
Empty: No campaigns yet. / Create your first outreach sequence to get started.
Campaign statuses
| Status | Meaning |
|---|---|
| Draft | Saved workflow; not running |
| Active | Enrolling and running automated steps |
| Paused | Stopped; can be activated again |
| Paused · no credits | Paused automatically because the wallet ran out of credits; top up, then activate again |
Duplicate and delete
- Duplicate creates a Draft named
{name} (Copy). - Delete asks for confirmation and permanently removes the campaign.
If activate/pause fails, you may see toast title Campaign action failed.
Create a campaign
- Click Create Campaign.
- Modal New outreach campaign — Describe who you want to reach… AI will draft a sequence you can edit before publishing.
- Choose:
- Generate draft — fill Campaign brief (at least 10 characters), then generate (you may see Generating…).
- Create from scratch — starts a simple default flow (for example View Profile → Wait → Connection Request).
Warning: If you see Describe your campaign in at least 10 characters., lengthen the brief and try Generate draft again.
AI drafts typically include several steps with merge tokens you can edit before saving.
Sequence Designer
Opened from create or Edit flow. Header: Sequence Designer.
Progress: 1. Sourcing Settings → 2. Canvas Flow Steps → Save Campaign Workflow.
| Control | What it does |
|---|---|
| 1. Sourcing Settings | Name, LinkedIn sender, email relay, CRM lists, toggles |
| 2. Canvas Flow Steps | Edit the automation graph |
| Simple Flow Builder | Linear step list (easier editing) |
| Advanced Tree Canvas | Full graph with branches and routers |
| Save Campaign Workflow | Persist the campaign as Draft (does not activate) |
Footer may show {N} Total Automated Sequence Blocks.
Tip: Editing from the list often opens on the Advanced canvas with step 1 first — finish sourcing before you refine the flow.
Sourcing Settings
Step 1: Campaign Sourcing & Credentials
| Field | What it’s for |
|---|---|
| Campaign / Outreach Title | Name shown on the Campaigns list |
| LinkedIn Profile Sender | Which connected LinkedIn account runs actions (-- Choose LinkedIn Sender --) |
| Connect LinkedIn | Jump to connect if no account is ready |
| Email Relay Sender | Optional sender for email steps (-- Choose Email Sender --, Link email) |
| Target CRM Lists | Tag SWAI prospect lists (Build roster, search Search and tag CRM prospect lists...) |
| Auto add future contacts to the campaign | While Active, enroll new members added to tagged lists |
| Stop sequence when contact replies | End that contact’s remaining steps when they reply on LinkedIn (recommended on) |
Empty lists: No contacts lists tagged yet…
You can create a list from the builder (Draft New CRM Sales List / Create and Select CRM Roster) when that flow is offered.
When sourcing is ready, use Design Outreach Steps Flow to continue to the canvas.
Warning: Activate needs a LinkedIn sender and at least one tagged list. Contacts without a LinkedIn URL may be skipped during enrollment.
Flow steps (Simple and Advanced)
Simple Flow Builder
Linear Sequence view (Simplified view when routers were flattened).
- Add step to append actions
- Set timing: Immediately or Wait (value + unit)
- Select a step to edit label, copy, and options in the properties panel
- Empty: No steps yet…
- With nothing selected: No step selected — Account and list settings are configured in step 1 of the builder.
Common step actions (Simple)
| Action | Default label / role |
|---|---|
| Enrich Profile | Enrichment |
| Analyze Posts | Analysis |
| View Profile | LinkedIn: View Profile |
| Like a Post | LinkedIn: Like Post |
| Comment on Post | LinkedIn: Comment on Post |
| Send Message | LinkedIn: Send Message |
| Connection Request | LinkedIn: Connection Request (optional note) |
| Send Email | Send Outreach Email |
| Add to List | Add Contact to List (SWAI CRM) |
Advanced Tree Canvas
Visual graph starting from Outreach Starts: Target CRM Contacts List.
Toolbox-style actions include:
- View LinkedIn Profile, Send LI Connection, Send LI Message
- Like LinkedIn Post, Like LI Comment, Post LI Comment, Post on LinkedIn
- Send Email Action, Add Contact to List
- Wait State, Condition Router (Yes/No branching under Automation Logic)
Empty canvas prompts: Add steps to your outreach / + Add LinkedIn View action.
Select a node to open Customize Step Block and edit wait, router, or action copy.
Tip: Use Advanced Tree Canvas when you need condition branches; use Simple Flow Builder for a straight sequence.
Personalization
In message, note, email, and comment fields, use Insert field:
| Token | Meaning |
|---|---|
{{first_name}} |
First name |
{{last_name}} |
Last name |
{{company}} |
Company |
{{title}} |
Job title |
{{linkedin_url}} |
LinkedIn profile URL |
Tip: LinkedIn connection notes are limited to 300 characters. Keep invites short and personalized.
Integrations
Path: LinkedIn Outreach → Integrations.
Intro: Connect channels used by your outreach campaigns…
Connect LinkedIn
- Click Connect LinkedIn account / Connect LinkedIn.
- Complete hosted LinkedIn sign-in in the auth window.
- Success: LinkedIn account connected successfully.
- Failure: LinkedIn connection failed or was cancelled. Please try again.
Footer note: You will be redirected to sign in to LinkedIn. Credentials are never stored in this application.
Account status
| Status | Meaning |
|---|---|
| Connected | Ready to use as LinkedIn Profile Sender |
| Connecting | Connection in progress |
| Reconnect required | Re-authorize before campaigns can run reliably |
Empty: No LinkedIn accounts connected.
Disconnect
Confirm: Disconnect this LinkedIn account? Active campaigns using it may fail.
Save, Activate, and Pause
| Action | Where | Result |
|---|---|---|
| Save Campaign Workflow | Sequence Designer | Campaign stored as Draft |
| Activate campaign | Campaigns list (play) | Status Active; syncs/enrolls from tagged lists and runs steps |
| Pause campaign | Campaigns list (pause) | Status Paused; automation stops |
Warning: Saving does not activate. Always Activate when you want outreach to run.
Rate limits (guidance)
LinkedIn actions are paced per connected account. Practical daily caps are on the order of about 50 connection invites, 80 profile views, and 100 messages per account. Spread sequences with Wait steps so you stay within safe limits.
Credits and billing
LinkedIn Outreach uses your SWAI wallet credits. You are charged once per completed action, not for drafts.
| What happens | Cost |
|---|---|
| LinkedIn action: view profile, connection request, message, like, comment, or post | 0.5 credits each |
| Send Email step | Charged at the warm email rate (about 0.009 credits per email) |
| Wait, Condition Router, Enrich, Add to List | Free |
| AI Generate draft | Charged by AI usage (a small amount per draft) |
- Activate checks that the wallet has enough credits for at least one LinkedIn action.
- If the wallet runs out while a campaign is running, the campaign pauses and shows Paused · no credits. Top up under Settings → Billings (open), then Activate again. Contacts resume where they stopped.
- Failed actions (for example LinkedIn rejected the request) are not charged.
Contact Journey
Outreach activity is written to each contact's Journey in SWAI CRM (Contacts → contact → Journey), with platform LinkedIn:
| Journey entry | When |
|---|---|
| Enrolled in LinkedIn outreach | The contact joins an Active campaign |
| LinkedIn profile viewed | A View Profile step runs |
| LinkedIn connection request sent | An invite goes out (includes the note) |
| LinkedIn connection accepted | The contact accepts |
| LinkedIn message (conversation) | A message step sends, or the contact replies |
| LinkedIn message responded | The contact replies on LinkedIn |
| LinkedIn post liked / LinkedIn post commented | Engagement steps run |
| Email entries | Send Email steps (sent, delivered, opened, bounced, replied) |
Accepted invites and replies also trigger your normal SWAI notifications.
Use with other SWAI apps
| App | How it connects |
|---|---|
| CRM | Target CRM Lists and Add to List steps; contacts enroll from SWAI |
| Email Outreach | Email steps / relay sending for Send Email in a sequence |
| Campaign Builder | Add LinkedIn Outreach as a traffic step. Deploy creates a Draft campaign from the step brief; attach a list and activate it here. Stats show on the journey and in the performance report |
| Gaxu | Ask Gaxu to write a LinkedIn sequence; Confirm saves a Draft and opens it here. Gaxu can also read campaign stats |
| Labs | Scores LinkedIn Outreach steps in Campaign Builder journeys once about 50 connection requests have gone out |
| LinkedIn Ads | Separate product for Sponsored Content — not the same as LinkedIn Outreach |
Related Help: Email Outreach, CRM, Campaign Builder, LinkedIn Ads.
Common warnings and troubleshooting
I don’t see LinkedIn Outreach
Open the sidebar Apps menu and choose LinkedIn Outreach (or go to app.swai.ai/apps/linkedin-outreach). It is no longer under Settings → Beta Apps.
Session expired / Waiting for authentication
Reopen from Apps → LinkedIn Outreach (or go to app.swai.ai/apps/linkedin-outreach). Manual sign-up inside the app is not supported (Waiting for authentication. This application does not support manual account creation.).
LinkedIn shows Reconnect required
Open Integrations, reconnect the account, then confirm campaigns still use that sender under Sourcing Settings.
No CRM lists to tag
Create lists in SWAI CRM (or Build roster / create-list flow in the builder), add contacts with LinkedIn URLs, then tag them under Target CRM Lists.
Activate does nothing useful / few enrollments
- Confirm status became Active.
- Confirm LinkedIn Profile Sender is Connected.
- Confirm tagged lists have contacts with LinkedIn URLs.
- Check Stop on reply and wait steps if progress seems stuck for individuals.
Campaign shows Paused · no credits
The wallet ran out of credits while the campaign was running. Top up under Settings → Billings, then Activate the campaign again. If Activate shows a credits error, the wallet still does not cover one LinkedIn action.
Campaign Builder or Gaxu could not create the draft
Connect a LinkedIn account under Integrations first. Drafts are created on the brand's connected account.
Email steps fail
Set Email Relay Sender on Sourcing Settings and confirm Email Outreach / brand email sending is configured. See Email Outreach.
AI Generate draft failed
Use a clearer brief (10–4000 characters), retry Generate draft, or Create from scratch and build steps manually.
Disconnect broke Active campaigns
Reconnect LinkedIn under Integrations, open each campaign’s Sourcing Settings, pick a valid LinkedIn Profile Sender, Save Campaign Workflow, then Activate again if needed.
Glossary
| Term | Meaning |
|---|---|
| LinkedIn Outreach | SWAI traffic app for LinkedIn (and optional email) sequence automation |
| Campaign / Sequence | Named outreach workflow with sourcing and steps |
| Sequence Designer | Builder UI for sourcing + flow |
| Sourcing Settings | Step 1: title, LinkedIn/email senders, CRM lists, toggles |
| Enrollment | A contact progressing through campaign steps |
| Simple Flow Builder | Linear step editor |
| Advanced Tree Canvas | Visual graph with branches |
| Condition Router | Yes/No branching node on the Advanced canvas |
| Stop on reply | End that contact’s sequence when they reply |
| Auto-add contacts | Enroll new members of tagged lists while Active |
| Insert field | Merge tokens such as {{first_name}} |
| Draft | Saved but not running |
| Active | Running enrollments and steps |
| Paused | Temporarily stopped |
| Paused · no credits | Paused automatically when the wallet ran out of credits |
| Save Campaign Workflow | Persist draft settings and flow |
| Activate campaign | Start the campaign from the list |
| Integrations | LinkedIn account connection screen |
| Generate draft | AI-created sequence from a campaign brief |
| Create from scratch | Manual starter sequence |
| Target CRM Lists | SWAI lists used as the outreach audience |
Need more help?
If something still fails after the checklist above:
- Confirm you opened Apps → LinkedIn Outreach for the correct brand (or go to app.swai.ai/apps/linkedin-outreach).
- Confirm LinkedIn is Connected and the campaign has a sender + tagged CRM lists.
- Confirm Save Campaign Workflow vs Activate: drafts do not run until activated.
- Note the campaign name, status (Draft / Active / Paused), screen (Campaigns, Integrations, or Sequence Designer step), and any exact message.
- Contact your SWAI admin or support with those details.
Related Help: Email Outreach, CRM, Campaign Builder, Billings, LinkedIn Ads.