Documentation

Documentation

How does it work ?

How does it work ?

Discover how Welcomessage.io automates LinkedIn DMs based on triggers, making user engagement seamless and efficient.

Campaign examples
Campaign examples
Campaign examples

Overview

The page will help you to demystify the "magic" behind our platform and show you how to use our tool to automate LinkedIn messaging effectively. Our goal is to build trust and ensure you understand the simplicity and power of our trigger-based LinkedIn DM automation.


TL;DR - How the Automation Works:


  1. Get the Trigger: When a user signs up for your SaaS, the system detects this action as the trigger for your LinkedIn DM campaign.

  2. Retrieve Data: We pull relevant user data, such as name and email, from your SaaS system.

  3. Reverse Google Search: Conduct a reverse Google search to locate the user's LinkedIn profile based on the retrieved data.

  4. Visit the Profile: Access the identified LinkedIn profile to ensure accuracy and gather additional information if needed.

  5. Enrich User Data: Update and enrich your user database in Welcomessage.io with the LinkedIn profile details.

  6. Send Connection Request: Automatically send a connection request to the user, adhering to the weekly quota limits to prevent overuse.

  7. Wait for Acceptance: Monitor for the acceptance of the connection request. The system waits until the user accepts the connection.

  8. Send the Message: Once connected, automatically send a personalized LinkedIn DM, such as, "Hi [First Name], welcome to [Product Name]! Excited to have you on board."

Why Welcomessage?

We developed Welcomessage.io after observing the remarkable impact personalized LinkedIn messages had on user activation with our first SaaS, SteelSync.io. Realizing the potential, we created this tool to automate LinkedIn DMs based on any trigger—be it internal or external—to boost all your funnels.

How It Works


1. Create and Choose Your Campaign Settings

  • Log in to Welcomessage.io and navigate to the campaign creation section.

  • Define your campaign settings as the campaign name.


2. Create Your Campaign Copywriting Using Variables

  • Write your message template and include variables (e.g., {FirstName}, {ProductName}) for personalization.

  • Preview your message to ensure it reads naturally with the variables.


3. Connect Your Campaign Using our Code Snippet or Integration Modules

  • Integrate with External Tools:

    • Example A: Lead Books a Call via Calendly

      • Integration Tools: Calendly, Cal, or LemCal for example

      • Connect With: Code Snippet or Welcomessage Zapier Module

      • Message: "Hi [First Name], thanks for scheduling a call with us! Looking forward to speaking with you soon."

    • Example B: User Signs Up and Starts Free Trial

      • Integration Tools: HubSpot, Segment, Amplitude

      • Connect With: Code Snippet or Welcomessage Make Module

      • Message: "Hi [First Name], welcome to [Product Name]! Excited to have you on a free trial. If you have any questions or need help getting started, I'm here to assist!"


4. Almost there, now Install the Chrome Extension to launch and run your campaign 🚀

  • Download and install our Chrome Extension, which creates the bridge between Welcomessage and your LinkedIn profile.

  • Launch the extension to enable seamless automation of LinkedIn DMs.

Managing Your Campaigns


  • Maximum Invites: We limit the number of invites to 100 per week to ensure quality over quantity. Our system automatically detects when your quota is reached and pauses your campaign until the next Monday.

  • Safety: Our focus on trigger-based events prioritizes quality interactions. Each action is human-reviewed to maintain a natural, effective outreach process.

  • Real-Time Processing: All actions are processed in real-time within your timezone, ensuring messages are sent at appropriate times.

Major Features


  • Finding Personal LinkedIn Profiles: We use reverse Google Search to identify the correct LinkedIn profiles.

  • Profile Enrichment: Enrich your user profiles with additional LinkedIn data for better targeting.

  • Custom Variables: Leverage custom variables for limitless personalization combinations.

  • Connection Management: Manage invitation requests and follow-ups. Messages are only sent once the invitation is accepted.

  • Campaign Controls: Pause, resume, or delete individuals from your campaigns at any time to maintain control and flexibility.


🎁 Pro Tip: Always review and test your message templates to ensure they align with your brand's voice and provide the best possible user experience.


If you have any further questions or need additional support, feel free to contact our help desk or schedule a 15-minute call with our team. We're here to help you make the most out of your LinkedIn DM automation!