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Create and launch a campaign

Draft a campaign with Sam, attach your approved list and launch it after approving the exact content once.

A campaign is the sequence of messages your approved prospects receive. You approve the exact content once before launch.

Before you start

Campaign types

  • Connector: a connection request, then follow-up messages once they accept. The standard shape is one connection request, four follow-ups and one goodbye message. You can add an email fallback for people who don't accept.
  • Messenger: messages to people you're already connected to.
  • InMail and Open InMail: LinkedIn messages with a subject line.
  • Email: an email sequence from your connected mailbox.

Step 1: Draft the messages

  1. In Claude or ChatGPT, ask Sam to draft your campaign. Example: "Draft a Connector campaign for founders of agencies. Keep it short and friendly."
  2. Sam proposes the full sequence. Nothing is saved yet.
  3. Ask for changes until you're happy.

Connection request notes can be up to 175 characters on a free LinkedIn account and up to 300 on Premium, Sales Navigator or Recruiter. Sam tells you if a note is too long.

Step 2: Create the draft

  1. Ask Sam: "Create the campaign draft."
  2. Sam shows the exact full sequence. Check it, then tell Sam to create it.

A draft has no prospects and sends nothing.

Step 3: Attach your approved list

Ask Sam: "Attach my approved list to this campaign." Only approved lists can be attached.

Step 4: Adjust settings (optional)

  • "Change the working hours to 9 to 5, New York time."
  • "Change the delay before follow-up two to 3 days."
  • "Set the daily cap to 15."

Step 5: Launch

  1. Ask Sam: "Launch the campaign."
  2. Sam shows a launch summary and an approval link.
  3. Open the link. On Review this action, check the recipients, content and settings.
  4. Click Approve.
  5. Go back to Claude or ChatGPT. Sam finishes the launch and confirms when the campaign is live.

The approval covers that exact version. If the content changes, you'll see "This version changed. Ask Sam for a new approval request."

Pause or change a running campaign

  • Pause: "Pause the campaign called Q4 founders." Pausing needs no approval and never sends.
  • Edit: pause the campaign first, make your changes, then relaunch. The relaunch needs a new approval.

Check how it's going

  • "How is my campaign performing?"
  • "Why isn't my campaign sending?"

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