Step by step guide to setting up multichannel outreach campaigns in Salesblink

So, you’re ready to get serious about outbound sales—or maybe you’re just tired of sending 100 emails and hearing crickets. Either way, you know that spraying messages on one channel doesn’t cut it anymore. You need email, LinkedIn, maybe some cold calling, all working together. That’s where a tool like Salesblink comes in.

This guide is for anyone who wants a real-world, step-by-step walkthrough—minus the hype—on setting up multichannel outreach in Salesblink. Whether you’re a founder, a one-person sales team, or just the unlucky soul picked to “figure this out,” you’ll find what you need here.

Let’s get into it.

Step 1: Get Your Basics in Place

Before you touch any software, make sure you have:

  • A clear target audience. If you don’t know who you’re reaching out to, the fanciest tool won’t help.
  • Email accounts ready. Not your main work inbox—use a dedicated sending domain or subdomain to protect your main email reputation.
  • LinkedIn profile(s) set up. If you’re doing LinkedIn outreach, you’ll need accounts that look real, not fake or empty.
  • A list of prospects. Build your own or use a data provider. Don’t just upload random lists—quality matters more than quantity.

Pro tip: Warm up your email accounts (with a tool or manually) before sending serious volume. Otherwise, you’ll land in spam fast.

Step 2: Set Up Your Salesblink Account

  1. Sign up and log in. Obvious, but don’t overthink onboarding—just get in and poke around.
  2. Connect your email account.
  3. Go to “Settings” → “Email Accounts.”
  4. Add your sending address (Gmail, Outlook, or SMTP).
  5. Authenticate with SPF/DKIM if possible—Salesblink guides you, but if you hit a wall, ask your IT person.
  6. Integrate LinkedIn.
  7. Salesblink uses a browser extension for LinkedIn actions. Install it, log in to LinkedIn, and connect the dots.
  8. Note: Some automation can run afoul of LinkedIn’s rules. If you’re using LinkedIn heavily, don’t go overboard with volume.
  9. Set up your phone number (optional).
  10. If you want to include calls, connect your VoIP or use Salesblink’s built-in calling (if available in your plan).
  11. Don’t expect magic here—calls still take effort, even if the number’s “automated.”

Step 3: Import and Clean Your Prospect List

  1. Import your list.
  2. Head to “Leads” or “Prospects.”
  3. Upload a CSV or connect a data source (like LinkedIn search results, if you have the extension).
  4. Map fields carefully.
  5. First Name, Last Name, Email, LinkedIn URL, Company, etc.
  6. Get this right now so you’re not embarrassed by “Hi {{First Name}}” later.
  7. Clean your list.
  8. Remove obvious junk: missing emails, bad formats, duplicate entries.
  9. Salesblink will run basic validation, but do a quick manual spot-check.

Don’t skip list cleaning. Nothing tanks your deliverability (and your reputation) faster than bouncing emails or weird “Dear null,” messages.

Step 4: Build Your Multichannel Campaign

This is where the magic (or, honestly, the grunt work) happens.

  1. Create a new campaign.
  2. Go to “Campaigns” and hit “Create Campaign.”

  3. Name it something you’ll remember—not “Test 1.”

  4. Add steps to your sequence.

  5. Salesblink lets you stack steps: email → LinkedIn connect → wait → email → call → etc.

  6. Drag and drop steps in the order you want.

  7. Set up your first step—usually email.

  8. Write your email copy. Keep it short, specific, and avoid spammy words.
  9. Use merge fields (like {{First Name}}, {{Company}}), but don’t overdo it.

  10. Salesblink lets you preview how each email will look. Use this. Seriously.

  11. Add a LinkedIn step.

  12. Choose “LinkedIn Connect” or “LinkedIn Message.”
  13. Write a short connection note or message. The more it feels like a bot, the less likely you get accepted.

  14. Don’t send essays via LinkedIn. Short and to the point wins.

  15. (Optional) Add a call step.

  16. If you have numbers, add a call step.
  17. Leave a short call script in the notes for yourself or your team.

  18. Don’t expect high connect rates—calls are tough, but sometimes they work when everything else fails.

  19. Set delays between steps.

  20. Don’t hammer your prospects. Leave at least 1-3 days between steps.

  21. Salesblink lets you customize this easily. Err on the side of patience.

  22. Set up fallback logic (optional).

  23. Want to send a different message if someone opens but doesn’t reply? Or skip steps if they connect on LinkedIn? Salesblink can handle basic logic, but keep it simple unless you love debugging.

What works: Stagger your steps across channels. Don’t just blast the same message everywhere—mix it up. Usually, a soft LinkedIn touch plus a thoughtful email works better than pure email spam.

What doesn’t: Overcomplicated sequences with 9 steps and 4 channels. You’ll lose track, annoy prospects, and probably annoy yourself.

Step 5: Personalize Where It Counts

  • Use custom fields for real personalization. Mention something specific about the company or person if you can.
  • Don’t fake personalization. If your “custom” sentences look generic, people notice.
  • Segment your campaign. If you’ve got different buyer personas, create separate sequences. One size rarely fits all.

Pro tip: Even a single personalized sentence can double your reply rates. If you’re mass-blasting, you’re wasting your list.

Step 6: Set Sending Limits and Safety Checks

  • Daily limits. Don’t use Salesblink’s max settings—start slow (maybe 30-50 emails per day, per account) and ramp up gradually.
  • Randomize send times. Salesblink can scatter sends so you don’t look like a robot.
  • Unsubscribe link. Always include a way for people to opt-out. Besides being the law, it keeps your reputation clean.
  • Test before going live. Send the first batch to yourself or a test group first. Check for weird formatting, broken links, or personalization fails.

Ignore: Sales tools that promise “unlimited sending.” That’s a fast track to getting blocked.

Step 7: Launch and Monitor Your Campaign

  1. Start your campaign. Hit “Launch” and Salesblink will start working through your sequence.
  2. Check early results daily.
  3. Look for bounces, spam complaints, and obvious mistakes.
  4. Pause if you see a spike in bounces or negative replies.
  5. Reply from your real inbox. Salesblink can track replies, but real conversations should happen from your own inbox to avoid looking like a bot.

What to watch: Open rates are nice, but replies (even “no thanks”) are what matter. If you’re not getting replies, tweak your copy, not your volume.

Step 8: Optimize and Iterate

  • A/B test your steps. Try different subject lines or LinkedIn messages.
  • Cut dead weight. If a step isn’t working, drop it.
  • Refine your list. Remove folks who never engage or have bounced.
  • Stay human. Automation is great, but don’t forget to act like a person. Prospects can spot a robot from a mile away.

What to ignore: Vanity metrics. If your open rate is 80% but your reply rate is 1%, something’s off.

Quick FAQ: Stuff People Always Ask

Will this get me banned on LinkedIn or email?
If you blast too many, yes. Stay under the radar, personalize, and don’t use every single feature just because it’s there.

Do these campaigns actually work?
They can, if you have a solid list, good copy, and don’t treat people like leads on an assembly line. No tool fixes bad targeting or lazy messaging.

How long until I see results?
If you’re doing it right, you’ll usually know within a week if your approach is getting responses.

Keep It Simple—Then Improve

Don’t stress about building the perfect sequence on your first try. Start with one or two channels, a short sequence, and a small list. Watch what happens, then iterate. The goal isn’t to automate everything—it’s to start more real conversations, without burning your reputation.

Remember: Tools like Salesblink are just that—tools. The results come from your strategy, your list, and your willingness to experiment. Keep it real, keep it simple, and don’t be afraid to tweak as you go.