Now that you've connected your sender profiles and added leads, it's time to build your first automation. Automations are the heart of GetSales, offering flexibility and power to run your campaigns efficiently.
Step 1: Create Segments for Your Automation
You have two main options when building automations:
Separate automations per segment — each segment follows its own unique path, and leads in one segment won't interact with the other.
One automation for all segments — all leads follow the same path. This is simpler to manage for straightforward campaigns.
Step 2: Check Lead Connections
Before sending a message, verify whether you're already connected with each lead. Add a "Connection Request Accepted" node to check connection status. If a lead isn't connected yet, this is where you send the connection request.
Step 3: A/B Test and Set Delays
When sending connection requests, you can include a message or leave it blank. Set up A/B tests to compare conversion rates between the two approaches.
After sending the request, add a delay (typically 14–21 days) before checking whether it was accepted. If accepted, the lead progresses to the next step.
Step 4: Add Social Engagement Actions
Boost connection acceptance by adding social actions before or after the connection request:
Visit the lead's profile
Endorse their skills
Like their recent posts
These actions make your outreach appear more natural and increase acceptance rates.
Step 5: Handle Non-Connections with Email Fallback
If a connection request isn't accepted after 2–3 weeks, you can:
Withdraw the request to keep your pending count low, or
Move the lead to email outreach by checking for a work email and sending a follow-up there.
Step 6: Send Messages and Follow-Ups
Once connected, start sending personalized messages using variables (e.g., the lead's first name). Build a follow-up sequence with delays between messages.
Important: If a lead replies at any point, the automation automatically pauses for that lead to avoid sending redundant messages.
Step 7: Use Tags and Advanced Strategies
For more advanced workflows, you can:
Tag leads based on their behavior or stage
Change sender profiles mid-automation
Reassign leads to different automations for a fresh approach
Leads can be part of multiple automations simultaneously, and you'll have access to detailed analytics on conversion rates and task completion.
Related articles
• Automation Nodes — detailed reference for every node type
• How to Add Leads to an Automation — importing and adding leads to campaigns
• Node Status: Failed, Cancelled and More — understanding what happens when things go wrong