How to visit profile feature work?

First, navigate to the campaigns page, then click on the "Create Campaign" button to start the campaign setup.



Next, select "Sequence" from the available options to add campaigns.



You will then see the Sequence campaign addition form, starting with the option to enter the campaign's name.



This below graph screen is the first screen after campaign addition form:



After clicking on 'Visit Profile', you'll be directed to the screen shown below:



Now, click on the plus icon to add contacts or connections to the visit profiles.



You will see a screen to add a list of contacts or connections for the visit profiles. If you select "Connections", the visit profiles will be set up for sending messages. Conversely, if you choose "Contacts", the visit profiles will be configured for sending invitations.



For demonstration purposes, we'll select "Connections". Once you select "Connections", you will see the screen displayed below:



Now, click the "Next" button to see the screen below:



You can manually select or remove any connections you don’t wish to add to the campaign; however, all contacts are selected by default.



By clicking "Next", you will see the screen with instructions for the visit profile request.



By clicking OK, you will see a green check mark indicating that the visit profile process is ready for the campaign.



On the screen below, you can add more sequences based on your requirements or click "End" to finalize the sequence.



The image below displays the visit profile's endpoints, indicated with green check marks.



Now click on the next button to go to the last page of the sequence campaign.



Click on the 'Create Campaign' button to create this campaign. If there are no running campaigns, this will start automatically by default.

Updated on: 08/10/2024