Why reach out on more than one channel?
Everyone has a favourite channel. A sales director lives on LinkedIn, a restaurant owner answers WhatsApp faster, an office manager clears email in the morning. Sticking to one channel means missing the people who don’t check it, or pushing until you annoy them.
A good multichannel sequence doesn’t send more messages; it spreads them out. A first touch where the person is most likely to read it, a follow-up on another channel if they missed the first, and an immediate stop the moment they reply, whatever the channel.
The building blocks of the sequence builder
| Step | What it does |
|---|---|
| Profile visit | Visits the lead’s LinkedIn profile without sending anything |
| LinkedIn invitation | A connection request, with or without a note |
| Wait | A pause of a few days before the next step |
| Condition | Invitation accepted, replied, email opened, has an email, has a phone |
| LinkedIn message | A message to people you are already connected with |
| From Gmail, Outlook or any IMAP mailbox | |
| WhatsApp message | From your WhatsApp account, ideally as a follow-up |
Every message supports variables with fallbacks ({{first_name|there}}), spintax and a variant B. Each branch of a condition gets its own next step.
Example 1: decision-makers found on LinkedIn
- 1Day 0: profile visit
A light first signal.
- 2Day 1: LinkedIn invitation
Short, with a note that mentions something specific.
- 3“Invitation accepted?” condition
Yes: a two- or three-sentence LinkedIn message. No: if you imported their email (“has an email” condition), a short email; otherwise the sequence ends.
- 4A few days later: one follow-up
On the channel where the conversation started, shorter than the first message.
Example 2: businesses found on Google Maps
- 1Day 0: email
From your mailbox, opening with something you noticed (no website, few reviews, missing hours).
- 2Wait 3 days
Give them time to read it.
- 3“Has a phone?” condition
Yes: a short WhatsApp message that refers back to your email. No: an email follow-up in the same thread.
- 4Stop on reply
As soon as the owner replies, by email or on WhatsApp, nothing else goes out automatically.
The rules that keep a sequence reasonable
A reply on any of the campaign’s channels stops that lead’s sequence.
By default, 15 LinkedIn invitations and 50 messages a day, plus caps for WhatsApp and email, shared across all your campaigns.
A newly connected account starts at half its limits and reaches them over 14 days.
Days and hours in your timezone, and varied delays between actions.
A lead on this list is removed from every campaign, on every channel.
The AI builder never opens a conversation on WhatsApp, and campaigns that do are limited to 10 new conversations a day.
Common multichannel outreach mistakes
- The same message pasted on every channel. A WhatsApp follow-up shouldn’t repeat the email; it refers to it in one sentence.
- Too many steps, too close together. Three or four touches over two to three weeks is often enough; beyond that, it’s pushing.
- Opening on the most intrusive channel. WhatsApp as a first touch is the quickest way to get reported.
- Ignoring the reply. A sequence that keeps going after a “no thanks” hurts your reputation; stop-on-reply is there for that.
Measuring what works
The per-step funnel shows sends, accepted invitations and replies; emails add opens and clicks. A/B variants tell you which message to keep. And every reply lands in the unified inbox, sorted by intent by the AI copilot.
How many channels do you need?
Each connected account (LinkedIn, WhatsApp or a mailbox) uses one channel from your plan. Starter includes 1 channel, with up to 2 extra available; Pro and Scale include 3, enough to combine LinkedIn, email and WhatsApp. The free plan has no channel connections. Full details are on the pricing page. To go deeper, channel by channel: LinkedIn, email.