How to create a Prospecting Campaign

Setting Up Your Campaigns

Creating a prospecting campaign.

What are the steps to creating a new outreach campaign?

Note: Typically Prospecting Campaigns are intended for sending connection requests to your 2nd degree audience.

  • Log onto your account at portal.sociallead.io

  • Click "Campaigns" on the left-hand side

  • Click "Create Campaign +", then choose Prospecting Campaign

  • Name your new campaign

  • Set the campaign settings...

    Create your first search list (Audience)
    Set your automated messaging sequence (Messaging and InMail Messaging)

    Add campaign specific Quick Responses
    Set your timezone, sending hours, and allocate invites

Then enable your campaign to begin prospecting.

The advisor-built prospecting system for financial advisors.

© 2026 SocialLead. All rights reserved.

The advisor-built prospecting system for financial advisors.

© 2026 SocialLead. All rights reserved.

The advisor-built prospecting system for financial advisors.

© 2026 SocialLead. All rights reserved.