Congratulations Feature Tutorial
A particularly useful feature is the automatic sending of congratulations and greetings. Here, you will learn how to make the most of this feature.
Automatically sending congratulations
CompLeadly accesses your LinkedIn notifications to find out which of your contacts have a reason to be congratulated—whether it is a birthday, a job change, or other special events. The number of messages sent per day can be set individually.
Adjustable period for congratulations
You can adjust the period for sending congratulations. CompLeadly checks when a specific event, such as a job change or birthday, took place and sends congratulations accordingly. This period can be adjusted flexibly.
Congratulating non-direct connections
With CompLeadly, you can also congratulate people you only follow. In this case, a comment is left under a LinkedIn post, as direct messages are not possible with non-direct connections.
Different types of congratulations
CompLeadly offers a variety of congratulations types, for example for birthdays, promotions, or skill endorsements. You can exclude specific types of congratulations if they do not match your strategy.
Personalised messages and attachments
You can personalise your messages and add attachments, as long as they are sent to direct connections. Unfortunately, this is not possible for comments under posts.
Expert mode
In Expert mode, you have additional options, such as setting a minimum period since the last message on LinkedIn to prevent congratulations from disrupting your follow-up sequence.
Targeted settings
You can apply additional filters, such as focusing on specific genders or skipping profiles without a profile picture. You can also specify that contacts who have received congratulations should be included in a specific subsequent search in CompLeadly.
Support and Q&A
If you have questions or need clarification, you can join the daily live Q&A call or use the support button for individual enquiries.
With these features and settings, you can make the most of CompLeadly's congratulations feature to maintain your LinkedIn contacts effectively and optimise your networking strategy.
FAQ
I want to import my LinkedIn contacts into CompLeadly and automatically send birthday greetings to those who have added their birthday. Is that possible?
The birthdays do not need to be stored in CompLeadly. CompLeadly finds them in your LinkedIn notifications.
I do not need to create a list on LinkedIn for birthdays? Does CompLeadly automatically access my contacts?
CompLeadly checks the notifications in CompLeadly to see when someone can be congratulated.