Use case: Send Christmas greetings and other celebratory messages to contacts with CompLeadly

Use case: Send Christmas greetings and other celebratory messages to contacts with CompLeadly

Celebrations are the perfect opportunity to connect with potential and existing contacts and add a personal touch to your professional relationships. This guide shows you how to do it.

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1. Creating a sequence for greeting messages

To send greeting messages, create a new sequence in the LinkedIn tool. Here’s how:

1. Go to your LinkedIn tool in CompLeadly.
2. Create a new sequence and give it a suitable name, such as “Christmas Greetings”.
3. Select the Auto Messages feature from the “Write Messages” section.
4. Add the Auto Messages feature to the sequence by clicking the plus icon.
5. Click “Done” to save the feature.

The Auto Messages feature sends messages directly to first-degree contacts, regardless of what has previously been written in the chat history.

2. Selecting the target audience

Define the target audience

You can select an existing target audience or create a new one. For a more targeted selection, we recommend using LinkedIn Sales Navigator. You can find a step-by-step guide to setting up target audiences in Sales Navigator in CompLeadly under “Sales Navigator Guide”.

Once you have defined your target audience:

• Select it in the sequence.
• Set a time period during which the messages should be sent, for example, 23–26 December for Christmas greetings.

3. Using message content and placeholders

Write a personalised message

Create a greeting message that suits your occasion. Premium Plus customers have access to additional features:

• AI-powered text improvement: Have your message refined or rewritten to make sure it is effective and engaging.

Use automatic placeholders

With calculation placeholders (preselected), you can adjust the daily message volume to simulate natural behaviour. For example, 10 more contacts are automatically messaged each day than on the previous day.

Further customisation options:

• Allow or exclude messages to contacts without a profile picture.
• Use custom placeholders to personalise messages further.

4. Save contacts and follow up

All contacted people can be automatically saved in a new target audience, for example, “Contacted Contacts – Christmas Greetings”.

This list is useful for planning follow-up activities later or creating specific target audiences for future campaigns.