How to Create a Campaign

Last updated: March 17, 2025

Where?

  1. In the left sidebar, click on Campaigns

Campaign Sidebar Clicked.gif
  1. Click on New Campaign in the top right

New Campaign Clicked.gif

Creating a Campaign

  1. Choose the name of the Lead List that you want to run a campaign for under "Choose List"

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Selecting a Lead List to Enroll
  1. Enter the number of leads you want to add from this list in the field that asks "How many leads do you want to enroll in this campaign?"

    Don't worry, this can always be updated later!

  2. Click Next

  3. Create a campaign by clicking on the Campaign Steps in the right side.

    Campaign Steps.gif
    Building a Campaign Sequence

    A common campaign flow is simply:

    Step 1 → View Profile

    Step 2 → Send Connection Request with Message

    Step 3 → Waiting Period (1 Day)

    Step 4 → Send Follow-Up Message

  4. Click Next

  5. Name your campaign and choose your sending schedule

    Sending Schedule.gif
    Setting a Sending Schedule
  6. To continue, click Next

  7. Review your Leads and decide if you want to remove any from the campaign.

    💡 Tip: Use Pipeline AI if you'd like to have Pipeline categorize your leads based on your ICP as Hot, Warm and Irrelevant.

Review AI Leads.gif
Using Pipeline's AI Lead Categorizer
  1. Once you're happy with everything, click launch to launch your campaign 🚀