Sequences: InMail and Connection Request Stages

you can 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 permissions & 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 can select the stage type as any of the following email send an email to a candidate linkedin inmail notify you or a team member to request a connection on linkedin linkedin connection notify you or a team member to send an inmail on linkedin shows the sequence setup window with the type dropdown expanded to show available options, including email, linkedin inmail, and linkedin connection 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 are notified you receive both an email notification and a task on your home page to send the connection request or inmail shows the home page sequence task for a recipient clicking the task on your home page takes you to the candidate's linkedin profile the email also contains a link to the candidate's profile so you can quickly take action the linkedin connection message or inmail copy shows in a pop up once on the candidate profile 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 skip stage opt to skip this stage and continue the sequence 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, it automatically syncs to the candidate's profile when you click mark complete 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 can select the activity type (outreach or response), along with the outreach type (linkedin inmail or linkedin connection) you also have the option to add the text used in the outreach message the first manually logged linkedin reply is also 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 shows whether the response has been linked to a sequence or not before logging the activity logging activity on a candidate profile to log outreach or a response from the candidate's profile navigate to the feed tab on the candidate's profile select log outreach or log response from the action bar at the top of the feed specify the outreach type and add the message text if needed click log \[activity] to confirm and add the activity to the feed 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 the message text if needed click log activity to confirm once confirmed, you see your message on the feed tab in the chrome extension the chrome extension 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, set a response type (linkedin inmail, linkedin connection, or email) alongside the response status you also have the option to add the message text click set response to confirm screenshot of a sequence record in ashby with the set response pop up open, showing fields for response type, response status (interested or not interested), and optional response text reporting on sequences with linkedin outreach 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) screenshot of the report templates page in ashby with the sourcing section highlighted, showing outreach activity report templates including overall outreach activities by type, all outreach activities by channel, and first outreach sent by sender 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 screenshot of the all outreach activities by channel report in ashby showing a stacked bar chart with outreach counts broken down by type, including email, linkedin inmail, and linkedin connection outreach, over time sequence home reporting the first manually logged linkedin reply is also counted in the sequence reply rate report generated in sourcing home https //app ashbyhq com/sourcing/home if a sequence is running for the candidate in question screenshot of the sourcing home page in ashby showing the sequence reply rate report with a bar chart displaying sequence reply counts over time 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 continues to run and sends out an email as expected when reaching that next stage can 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 that's no longer 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 in sequences inmail and connection request stages docid\ qbf62 usxyctmqzhe07ha