How to create and manage multichannel campaigns in Copilotai for B2B sales teams

If you’re running B2B sales and you’ve heard about “multichannel campaigns,” you probably know the basics: you need to reach people where they are, and that means email, LinkedIn, maybe even SMS. But the reality is, most teams either blast the same message everywhere or get lost in a mess of disconnected tools. This guide is for sales teams who want to actually use Copilotai to run multichannel campaigns that don’t suck up your whole week—or annoy your prospects.

Below, I’ll walk you through setting up, running, and (crucially) improving multichannel campaigns in Copilotai. I’ll be honest about what’s useful, what’s a waste of time, and how to keep things practical.

1. Figure Out If Multichannel Even Makes Sense For You

Before you start clicking around Copilotai, take 10 minutes and ask:

  • Where do your prospects actually respond? For some industries, LinkedIn is gold. For others, it’s email or even the phone.
  • Do you have time to personalize, or are you just batch-and-blasting? If you can’t add a human touch to each channel, more channels just means more noise.
  • Is your list any good? Multichannel doesn’t fix bad data or a weak offer.

Pro tip: If you’re just getting started or have limited bandwidth, pick two channels max. Usually, LinkedIn + email covers most B2B bases.

2. Prep Your Lists and Messaging—Don’t Skip This

Copilotai can automate a lot, but it can’t fix a crummy list or a generic message.

Get your contacts ready:

  • Clean up your data: Make sure emails are valid and LinkedIn profiles exist. Nothing tanks deliverability like bounces.
  • Segment by relevance: Group by role, industry, or buying stage. Sending the same message to a founder and a junior manager is a rookie move.

Draft your messages:

  • Write like a human. Nobody likes getting a bot blast. Personalize—use their name, company, or something specific.
  • Short and clear beats clever. State the value up front.
  • Map your sequence: Think through what you’ll say on each channel and when. Don’t just copy-paste the same pitch.

3. Set Up Your Copilotai Campaign

Assuming you already have a Copilotai account with LinkedIn and email integrations set up (if not, do that first—it’s straightforward but follow their docs), here’s how to build your campaign:

a) Create a New Campaign

  • Go to Campaigns > New Campaign.
  • Name it clearly. Something like “Q2 SaaS CEOs - LinkedIn + Email.”
  • Select your audience. Upload your list or import from your CRM.

b) Choose Your Channels

  • Pick LinkedIn (connection requests, InMails, or messages) and/or Email.
  • Don’t add SMS unless you’re sure it’s appropriate. Most B2B prospects don’t want random texts.

c) Build Your Touchpoints

  • Set up the sequence: For example:
    1. LinkedIn connection request (Day 1)
    2. LinkedIn follow-up message (Day 3)
    3. Email (Day 5)
    4. LinkedIn InMail (Day 8, if no reply)
  • Edit each message: Copilotai gives templates, but don’t use them as-is. Personalize, or at least tweak them so they don’t scream “automation.”
  • Set delays: Avoid sending messages back-to-back. Give prospects breathing room.

d) Review Deliverability Settings

  • Don’t max out daily limits. Copilotai tries to keep you under LinkedIn’s radar, but if you’re blasting 100+ messages a day, you’ll get flagged.
  • Warm up new email accounts before heavy sending. If you’re using a fresh email domain, start with small volumes.

4. Launch—and Don’t “Set It and Forget It”

Hit launch, but keep an eye on things. Here’s what to do in the first week:

  • Watch for connection acceptance rates on LinkedIn. Under 20%? Your invite is probably too generic.
  • Check email bounce and open rates. High bounces? Clean your list. Low opens? Tweak the subject line.
  • Respond quickly to replies. People can spot automation a mile away, but fast, real answers build trust.

What doesn’t work: Letting Copilotai run for weeks without checking. You’ll end up with a pile of ignored messages and maybe a flagged LinkedIn account.

5. Measure, Tweak, and Actually Improve

Copilotai gives you dashboards, but don’t get hypnotized by vanity metrics. Focus on:

  • Positive reply rate (not just any reply—ignore “unsubscribe” or “not interested”)
  • Meetings booked
  • Channel performance: Are most of your replies coming from LinkedIn or email?

What to ignore:

  • “Views” or “impressions.” If nobody replies, it doesn’t matter.
  • Template “AI recommendations.” They’re often too generic. Use your judgment.

How to tweak:

  • Change subject lines or first lines if open rates are low.
  • Switch up timing. Maybe your prospects reply more on Tuesdays than Fridays.
  • Test dropping a channel. If email gets ignored but LinkedIn works, double down on what’s working.

Pro tip: Don’t make a dozen changes at once. Change one thing, measure, then move on.

6. Keep It Compliant and Respectful

  • Don’t spam. You can automate, but you’re still accountable for being annoying.
  • Follow LinkedIn’s daily limits. Copilotai helps, but LinkedIn changes rules often.
  • Honor opt-outs immediately. If someone says “not interested,” stop messaging them.

7. Common Pitfalls—and How to Dodge Them

  • Over-automation: If you sound like everyone else, you’ll get ignored (or worse, blocked).
  • Ignoring the human touch: Automation should free you up to have better conversations, not avoid them.
  • Trying to do too much: Start simple—a two-channel, four-touch sequence. Add complexity only if you need it.

Wrapping Up: Don’t Overthink It

Multichannel campaigns in Copilotai can be a huge time-saver—if you keep things simple and focus on what actually works. Start with two channels, personalize your messaging, watch your results, and make small improvements. The fancy features are only useful if they help you get real replies and book real meetings. Everything else is noise.

If you keep it lean and stay human, you’ll get more out of Copilotai than most teams ever will.