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Campaign Sequence Actions: What They Do and How to Use Them

Learn which actions you can add to a Sendpilot outreach sequence, what each action does, how to configure them, and how success and fail paths work when building your campaign.

Written by Oskar Moen

When building an outreach sequence in Sendpilot, you choose from a set of actions that run automatically for each lead. This article covers every available action, what it does, and how to use it.

Before you start, one important thing to understand: every action that has two outcomes (success or fail) requires you to build both paths.

  1. The right side is always the success path.

  2. The left side is always the fail path.

You need to set up both.

If Connected

This is a condition, not an action. It checks whether the lead is already connected with your LinkedIn sender before anything is sent.

Use this as the first step in your sequence to separate first-degree connections (people already in your network) from second and third-degree connections (people you are not yet connected with).

[SCREENSHOT: "If Connected" action added as the first step in the sequence builder, with the yes/no branches visible.]

  • Yes path: the lead is already connected with your sender. You can send messages here, but you cannot send a connection request.

  • No path: the lead is not connected. This is where you add "Send Connection Request."

💡 Tip: If you do not want to message people already in your network, simply end the yes path with no further actions.

Send Connection Request

This action sends an automated connection request to the lead.

If the lead is already a first-degree connection and this action runs, the lead will show as failed. This is why "If Connected" is recommended as the first step.

[SCREENSHOT: "Send Connection Request" action open, showing the connection note field and character counter, with a red square around the note input area.]

Options:

  • Connection note: optional. The note is only sent if the connected LinkedIn account is a Premium account. Free accounts send a blank connection request regardless of what you type here.

  • Variables: use variables like {{firstName}} to personalize the note. Max 250 characters.

  • Preview: select any lead in the campaign to preview how the note will appear for that specific lead.

  • Save as template: click the save icon to store the note as a reusable template.

Save connection request note as template button

Browse templates:

Browse connection request templates

Withdraw Connection Request

This action cancels a pending connection request that was sent earlier in the sequence.

Add this on the fail path of "Send Connection Request," after a delay of around 15 days. If a lead has not accepted your connection request within that time, the request is automatically withdrawn.

[SCREENSHOT: Fail path of "Send Connection Request" showing a 15-day delay followed by "Withdraw Connection Request," with arrows pointing to each step.]

This matters because unanswered pending connection requests stack up on your LinkedIn account. A large number of pending requests increases the risk of your account getting restricted. Withdrawing them keeps that number low.

🚨 Important: Withdraw Connection Request is always the last step on that path. You cannot add any further actions after it.

Note: If you haven't added a Send Connection Request action in your sequence, you will not be able to see or add the Withdraw Connection Request action. It is only possible to add on the fail path after sending a connection request.

ICP Score Check

This condition scores each lead against your Ideal Customer Profile description and branches the sequence based on whether they meet your minimum threshold.

[SCREENSHOT: ICP Score Check action open, showing the description field, minimum match score slider, and test score section, with red squares around each element.]

How to set it up:

  • Describe your ideal customer in the text field. Be specific. For example: "B2B SaaS founders or co-founders with fewer than 50 employees."

  • Set the minimum match score using the slider. Scores range from 1 to 100. A lead must score at or above this number to continue on the success path.

  • Use the test score feature to score individual leads from your campaign and verify your setup before launching.

  • Success path (above threshold): the lead matched your ICP. Continue the sequence.

  • Fail path (below threshold): the lead did not match. You can end the sequence here or route them differently.

Like Post

This action likes the most recent popular post published by the lead on LinkedIn.

Use it to warm up a lead before sending a message. It shows up as a notification on their end without requiring a connection.

View Profile

This action visits the lead's LinkedIn profile using your sender account. The lead receives a notification that someone viewed their profile.

Use it alongside Like Post to build visibility before your message lands.

Send Message

This action sends a LinkedIn message to the lead. It only works on the success path after a connection request has been accepted, or if you are already connected with the lead.

[SCREENSHOT: Send Message action open, showing the message text field, variable options, and lead preview selector, with a red square around the preview dropdown.]

Options:

  • Type your message directly in the field. Variables like {{firstName}} work here.

  • Preview the message for any lead in the campaign to check variable substitution.

  • Save the message copy as a template by clicking the save icon below. You can also browse your message templates by clicking the "Templates" button on the screenshot below.

    Where to click to save and/or browse message templates

After the message is sent, the sequence branches again:

  • Replied path: the lead responded. The sequence stops automatically. You handle the conversation from the Unified Inbox.

  • No reply path: the lead did not respond. Add a delay and continue with follow-up actions.

Send Voice Note

This action sends a voice note to the lead natively through LinkedIn. It appears as a standard LinkedIn voice note on the lead's end.

LinkedIn's standard limit is one minute. Sendpilot allows longer recordings, but keeping voice notes under one minute is recommended to keep your accounts safe.

You have two options to add a voice note to Sendpilot:

  1. Upload an existing audio file (.m4a, .wav, .mp3) to Sendpilot

    Upload an existing audio file (.m4a, .wav, .mp3) to Sendpilot

  2. Record a new voice note directly from your microphone.

    Add voice note to Sendpilot by recording a new voice note directly from your microphone.

🚨 Note: Voice notes cannot be personalized. The same recording is sent to every lead on that step. Voice notes cannot be saved as templates.

Summary of all actions

  • If Connected: checks if the lead is already in your network

  • Send Connection Request: sends an automated connect request

  • Withdraw Connection Request: cancels a pending request after a set delay

  • ICP Score Check: scores leads against your ideal customer profile

  • Like Post: likes the lead's most recent popular post

  • View Profile: visits the lead's profile page

  • Send Message: sends a LinkedIn message

  • Send Voice Note: sends a native LinkedIn voice note

Once your sequence is complete, click "Save and Continue."

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