Campaign types and audience sources

Choose where a campaign's contacts come from on the Audience tab, and pick the accounts that send each channel's steps.

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Choose where Doreach should get contacts on the campaign’s Audience tab. Choose the accounts that send each channel’s steps under Send from on the Sequence tab. The steps in the sequence decide which channels the campaign uses.

Choose the step types and accounts

The Sequence tab sets how the campaign reaches people:

  • A Message step on LinkedIn needs a connection. When the sequence has one, Doreach adds a connection request directly above it.
  • An InMail step reaches people you are not connected to. It runs only on an outreach account that supports InMail.
  • A Profile view, Like latest post, or Comment on latest post step needs no connection.
  • An Email step sends from a connected mailbox. An email-only sequence has no connection request.

Under Send from, pick the connected accounts that may send each channel’s steps. Select a LinkedIn account for LinkedIn steps and a mailbox for email steps. Mixed sequences can use both. Read sequence steps for each step type.

Choose an available audience source

Under Where contacts come from, the Audience tab groups the sources by channel. The LinkedIn sources are:

  • LinkedIn Search finds people by title, company, location and more.
  • Companies hiring finds companies hiring for the roles you choose, and the right person at each.
  • Companies in the news watches companies you choose. When one announces funding, a launch or an expansion, Doreach reaches the right person there.
  • Post engagers loads people who reacted to or commented on a LinkedIn post.
  • Group members loads members of a LinkedIn group you belong to.

The Instagram sources are Account followers and Post commenters. Under People you have already talked to, a chats source lists people from a connected channel’s conversations, including chats from before it was connected.

Any campaign can also use:

  • CSV import, a file you provide with any mix of emails, phone numbers, profiles and usernames. Follow the CSV import steps.
  • Saved audience, which reuses a list you saved from an earlier campaign.

Event attendees and Import from a tool or agent also appear, but they are marked Coming soon and cannot be selected.

LinkedIn Search filters

LinkedIn Search supports keywords, job title, current company, past company, location, connection degree, industry, school, service category, and profile language. Run the search, then review the returned profiles.

You can remove unwanted LinkedIn Search matches before they join the campaign.

Review each source before continuing

Post engagers and group members require a LinkedIn URL. Doreach loads the matching people so you can review them before they join the campaign.

Saved audiences and CSV imports also show a preview. Check the names and profile URLs before you move on to the sequence steps.

Common questions

How do I choose between connection requests, messages, and InMail?
Choose the step types on the campaign's Sequence tab. When the sequence has a LinkedIn message, Doreach adds a connection request above it. An InMail step needs no connection. An email-only sequence has no connection request.
What audience sources can I use in Doreach?
For LinkedIn, you can use LinkedIn Search, Companies hiring, Companies in the news, Post engagers, or Group members. Any campaign can also use a CSV import or a saved audience, and Instagram and chat sources appear when those channels are connected. Event attendees and Import from a tool or agent show Coming soon and cannot be selected yet.
Can I review prospects before adding them to a campaign?
Yes. Load or import contacts on the campaign's Audience tab and review the results. You can remove unwanted LinkedIn Search matches before they join the campaign.