When setting up campaigns, the steps you choose (and how you arrange them) can significantly impact your results. Below are some common questions and best practice insights to help you optimize your sequences effectively.
✅ Can Buzz Check Whether a Profile is Open Without Relying on the Perform Action Step?
Yes. If you're using Sales Navigator search (excluding Sales Navigator lists), the system automatically checks whether a profile is open or not at the moment it’s added to the campaign. This means you don’t need a separate Perform Action step just to check profile availability — the filtering happens automatically upfront.
Tip: If you’re not sure whether profiles are being filtered this way, confirm that you’re using a Sales Navigator search, not a list.
🤝 When Should “Send Connection Request” Be the First Step?
It depends on your campaign goals. Consider starting with a connection request when:
You’re aiming to grow your network first and engage later (e.g., with follow-ups, InMails, or emails).
You want to build trust before sending longer or more promotional messages.
Pro Tip: Make sure your Social Profile is polished and recently active. A strong, up-to-date profile with relevant content improves your chances of connection requests being accepted.
🚫 When Can You Skip the “Send Connection Request” Step?
You can skip the connection step in these common scenarios:
You’re targeting 1st-degree connections (they’re already in your network).
You’re sending InMails to people who aren’t your connections.
You’re launching an Email campaign using contacts with known email addresses.
You’re messaging people through Social groups; you can send up to 15 messages/month to fellow members without needing to connect.
You’re using the campaign for non-messaging actions like profile visits or other warm-up steps.
Final Tips for Campaign Design