How To's Guides

How To's Guides
How To Create Email Campaign
This campaign will allow you to send emails to the contacts who have an email available on LinkedIn. If they don't have an email available, you will h...
How to Connect Your Email With Cleverly
In order to connect your personal Gmail account to Cleverly, you should enable IMAP access and create an application password first. Create APP passwo...
How To Create New Connection Campaign
You can send up to 100 connection requests to any 2nd and 3rd connection level contacts per week. This limitation is per account, therefore make sure ...
How To Reconnect Your Account
If your account shows the status Disconnected , this means that your account requires to be re-connected to your LinkedIn profile. Go to Settings an...
How To Create InMail Campaign
Sending an invite to your prospects is no longer required to reach out to them. Scale your outreach by up to 800 prospects per month to improve your o...
How To Create Blacklist
Blacklists help you make sure unwanted people will not appear in the Campaign’s Search Results by matching Contacts with the provided Keywords and exc...
How To Export Data
Data can be exported using a date range. Meaning if you select a date range, and export the data, you are exporting the data from that specific date r...
How to withdrawal invitations
There are two ways in which an invitation can be withdrawn Automatic withdrawals - Cleverly will withdraw invitations after 20 days if the invite has...
How To Navigate The Inbox
The inbox mirrors your LinkedIn inbox. You will be able to manage your existing conversations all in one place. You will be able to filter your messag...
How To Manage Tags
In order to manage your contacts’ tags click on on the three dots on the upper right corner of the inbox and you will see Add/Remove tags and Delet...
How Follow-up Messages Work & how to Replace and Edit Existing Templates
Follow-up messages are sent to the members that accepted to connect with you, or are already a 1st connection contact. When attaching follow-up messag...
How To Import CSV Lists
Another way you can add members is by importing a CSV file for highly targeted persons for your outreach strategy. ​ Please make sure the CSV file co...
How do I take someone out of the sequence
A prospect is automatically removed from the sequence when they respond. If you want to stop automation before they reply, you can manually remove the...
How to adjust campaign schedule
The working hours ensure any invitations or follow-up messages are sent between a specific time and in longer intervals. This will be found under the ...
How to use native integrations
The Native Integrations feature allows you to push and pull data from and to Cleverly from or to other third-party service platforms, such as Hubspo...
How to connect Zapier
Go to the integrations tab and click on Webhooks Add new Webhooks Name your integration and get the target URL. To get the target URL, log into your Z...
How to enable Two-Factor Authentication (LinkedIn)
Enable Two-Factor Authentication directly from Cleverly, to avoid account frequently getting disconnected. Cleverly will become an authentication app ...