Sequences: InMail and Connection Request Stages

you can now create sequences with additional stage types like linkedin inmail or connection requests check out sequences docid\ b2gy2rhnnoylkbhwcwou4 for a full guide on setting up a sequence video overview sequences access see the chart below for information on the permissions needed to enroll candidates in a sequence access role can enroll candidates in a sequence? limited access ❌ agency user ❌ elevated access external recruiter (not linked with an agency) ❌ elevated access analyst ❌ elevated access hiring team member ❌ elevated access hiring manager ✅ elevated access admin ✅ elevated access admin private ✅ organization admin ✅ sequence setup when setting up the stages within your sequences, you’ll be able to select the stage type to any of the following send an email to a candidate notify you or a team member to request a connection on linkedin notify you or a team member to send an inmail on linkedin taking action on the notification if you set up a stage type to either linkedin inmail or linkedin connection, when that stage is reached, you or the sender specified when enrolling candidates will be notified you’ll receive both an email notification and a task on your home page to send the connection request or inmail clicking the task on your home page will take you to the candidate’s linkedin profile the email will also contain a link to the candidate’s profile so you can quickly take action the linkedin connection message or inmail copy will show in a pop up once on the candidate profile 1) copy copy the text from the template to add to your connection request or inmail message you can either click copy or click the text itself to copy it 2) skip stage opt to skip this stage and continue the sequence 3) mark complete confirm that this step has been taken and the sequence can continue logging linkedin outreach and responses in ashby if the message is sent as part of a sequence, then it will automatically be synced to the candidate’s profile when mark complete is clicked on the pop up any manual linkedin outreach and responses received can be recorded in ashby this can be done on the candidate’s profile via the ashby chrome extension when setting a response on a sequence you’ll be able to select the activity type (outreach or response), along with adding in the outreach type (linkedin inmail or linkedin connection) you will then have the option to add in the text used in the outreach message the first manually logged linkedin reply will also be counted in the sequence reply rate report in sourcing home https //app ashbyhq com/sourcing/home if a sequence is running for the candidate in question a message will show whether the response has been linked to a sequence or not prior to logging the activity logging activity on a candidate profile click the + icon at the top of the feed on the right hand side of the candidate’s profile from there, specify whether you are logging outreach activity, or a response to outreach on the following pop up, specify the outreach type and add in the message text if needed click log activity to confirm and add the activity adding log activity to a candidate’s profile logging activity on the chrome extension while viewing the candidate’s linkedin profile, click the log activity button at the bottom of the extension on the following log activity screen, select whether you’re recording outreach or a response, the outreach type and add in the message text if needed click log activity to confirm once confirmed, you will see your message on the feed tab in the chrome extension the chrome extension now has a last communication widget on the profile tab so you can check the last outreach or response activity there too logging activity on the sequence record when setting the response as interested or not interested manually, you will be required to set a response type (linkedin mail, linkedin connection or email) alongside the response status you will also have the option to add in the message text click set response to confirm reporting on sequences with linkedin outreach templates we have a range of default templates for sourcing reporting in the templates https //app ashbyhq com/reports/templates section of reports the templates allow you to track outreach activities sent and how many received responses, both by outreach type (initial, follow up, etc) and by outreach activity (via email, linkedin inmail, linkedin connection) custom reporting you can filter by outreach activity’s type or set outreach activities as a subject to specifically pull initial and follow up linkedin outreach statistics or activities for custom reporting sequence home reporting the first manually logged linkedin reply will also be counted in the sequence reply rate report generated in in sourcing home https //app ashbyhq com/sourcing/home if a sequence is running for the candidate in question faq can you automatically trigger an email sequence after initially sending an inmail if there is no response? yes! once the stage is marked as complete for sending an inmail or skipped, the sequence will continue to run and so would send out an email as expected when reaching that next stage c an i start a sequence with a linkedin inmail or linkedin connection? you can, yes previously, the first stage needed to be an automated email but now that’s not required my sequence status has a paused status and won't resume when i click resume sequence why? if the sequence's next step is a linkedin inmail or connection step, then the step needs to be marked as completed before the sequence can continue clicking resume sequence will not work in this case more on marking a step as complete above in taking action on the notification docid\ qbf62 usxyctmqzhe07ha