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Getting Started

Final Checks

Verify your workflows are published and your LinkedIn connection is fully configured before going live.

Before launching your LinkedIn outreach, run through these cecks to confirm everything is in place — from workflow publishing status to your account's trigger and contact creation settings.

Ensure All Workflows Are Published

  1. Review all workflows you intend to use
  2. Confirm each one is set to Published

Verify Your Sub-Accounts Status

  1. In your Agency Admin, navigate to the LinkedIn Dashboard
  2. Find the relevant sub-account and click the eye icon to open its status view
  3. Confirm the following before going live:
    • Two triggers are active
    • A LinkedIn account is connected
    • All custom fields are mapped
    • "Create Contact on Message" and "Create Contact on Connection" are enabled (if required)
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If any of these items are incomplete, your workflows may not function as expected. Resolve all outstanding items before launching.