Creating a campaign

Outpilot → Campaigns → New campaign opens a four-step wizard.

Step 1 — Name

Pick a label only you see. Good names describe the audience and timeframe: Q2 founders outbound, RevOps managers — pricing nurture, Lapsed waitlist — re-engage May.

You can rename later from the campaign detail page.

Step 2 — Sender

Pick a connected LinkedIn account. The campaign’s actions all come from this account; you can’t switch senders mid-campaign.

If you don’t see your LinkedIn account, connect it via LinkedIn accounts.

Step 3 — Lead list

Choose an existing lead list, or create a new one inline (CSV upload or empty list to fill later).

You can attach multiple lead lists to one campaign — handy when combining several Sales-Nav imports into a single sequence.

Note

Outpilot dedupes leads at the campaign level. If a lead appears in two attached lists, they enter the sequence once.

Step 4 — Sequence

The sequence editor. Drag steps from the left rail into the middle canvas:

• Connection request — sends a LinkedIn invite, optionally with a note.
• Send message — sends a DM. Requires a 1st-degree connection (i.e. follows a Connection request that was accepted).
• Profile view — visits the lead’s profile. Cheap, often surfaces reciprocal views.
• Like a recent post / Comment on a recent post — engages the lead’s content.
• Wait — pauses the sequence for N hours/days. Goes between any two action steps.
• Branch (Connection accepted?) — splits the sequence based on whether the connection was accepted.
• Verify Email (with Instantly integration) — checks the lead’s email is deliverable, branches into verified/not-verified.
• Add to Instantly campaign / list — pushes the lead to Instantly.
• End — explicitly stops the lead’s progression.

See Sequence steps reference for the full per-step detail.

Personalization

Every text field accepts handlebar placeholders that fill from the lead’s data:

• {{firstName}} / {{lastName}} / {{fullName}}
• {{company}} / {{title}} / {{industry}}
• {{linkedinUrl}}
• {{customField.X}} for any custom column you imported

If a placeholder has no value for a lead (e.g. {{company}} on a profile with no company), the lead is skipped for that step rather than sending an awkward Hey John, hope all is well at .. Skipped leads continue to the next step in the sequence.

Activate

Save the campaign. On the detail page, flip the Status toggle to Active. The first action fires within ~30 seconds (subject to business hours and pacing).

Common starter sequences

Cold connection + 3 follow-ups

Connection request (with note)
└─ wait 3 days
    └─ if accepted:
          Send message #1 (intro)
          └─ wait 5 days
              └─ Send message #2 (value drop)
                  └─ wait 10 days
                      └─ Send message #3 (last touch)

Warm: post engagement first, then connect

Like a recent post
└─ wait 1 day
    └─ Comment on a recent post
        └─ wait 2 days
            └─ Connection request (no note)
                └─ wait 3 days
                    └─ if accepted: Send message #1

Multichannel (with Instantly)

Connection request (no note)
└─ wait 5 days
    └─ if NOT accepted:
          Verify Email
            ├─ verified  → Add to Instantly campaign ("cold outreach")
            └─ not verified → end

See Connecting Instantly for the full multichannel guide.

After activation

• Watch the Activity tab the first day — every send/skip/error is logged.
• Replies show up in your Inbox within seconds of receipt.
• Pause the campaign any time without losing in-flight progress.
• Edit the sequence on a live campaign — see Campaigns for the rules.