WELCOME TO LEADDELTA ONBOARDING

How to get started?

Hello fellow Delta,

We are thrilled to have you as a part of our growing community.

You got your LeadDelta subscription, and you must be wondering, how do I make the best of it?

We are here to help you. 🙌

Website graphics Nov 22
STEP 1

Watch LeadDelta Overview

We have prepared this product overview so you can better learn how to use our Network Manager and grow your business results. Check it out 👉

STEP 2

Need clarification? Read our manual

We decided to create this short manual to help you organize your LinkedIn connections and keep building meaningful relationships.

Here are 3 quick tips:
 
  1. Sync vs Update:
    —Sync, syncs the latest state from LinkedIn to LeadDelta (i.e. NEW connections).
    —Update, updates the latest data, and can be manual or automatic.

    Click on your profile picture inside your LeadDelta account and go to Settings to customize how many connections are updated daily or to turn off the auto-update. 

    Screenshot - 2023-11-27T225552.544

  2. Update impacts filters: the quality of LeadDelta filters is directly proportional to the % of connections updated. If at least 30% of your connections have the latest data you can start successfully applying filters.

  3. Screen size: LeadDelta works best on 14" inch screens and above. The bigger the screen the more data you can fit in. Fun fact: some of our customers say that they would pay only because of that. Read on... 👇

Sign Up, Sign In, Extension

Sign Up

In order to Sign Up for LeadDelta, use this link.

Simply enter your information- First and Last Name, email address, and generate the password. 

You can also Sign up with your Google account with a simple click.

Sign In

In order to Sign In your LeadDelta account, use this link.

Enter the credentials you’ve used to sign up for the account.

Extension 

LeadDelta is a Chrome Web Store Application (Extension or Plug-in) and it can be used on any Chromium-based browser. 

Adding/ downloading the extension will be a part of your Sign Up process.

Screenshot - 2023-11-28T174258.101

Once it’s added, pinning the extension would be a smart move- that way you can easily access your LeadDelta account.

LeadDelta Onboarding Manual.docx (1)

Sync

The first time you access your LeadDelta account, you need to initiate the sync by giving LeadDelta permission to sync with your LinkedIn account. At that point, you will notice that something is happening in the background,  and we will get the latest set of your connections. This process might take up to 5 minutes. Hang in there ⌛

Screenshot - 2023-11-27T225552.544

LeadDelta is doing the auto-sync every time you log into your account, and every 15 hours if you stay logged in. You can see the date of the last sync and perform a manual sync if needed, by going to the settings page. 

However, by simply syncing the connections into LeadDelta you won’t be able to access your connections’ data, such as Company, Location, Contact info. That’s when the automatic update steps in. 

Update

Now that your connections are synced, the system will start updating them slowly, over a certain timeframe. 

To comply with LinkedIn rules, we are keeping this process within the safe limits, every day the system will update 25 connections.

LinkedIn has different profile view limits depending on your subscription.

  • If you are a free user, you don’t put more than 50 updates per day.
  • If you are a Premium user, you can update up to 150 profiles per day
  • If you are using Recruiter or Sales Navigator, you can update up to 300 profiles per day.
  • Please count on your personal visits and searches.

Click on your profile picture inside your LeadDelta account and go to Settings to customize how many connections are updated daily.

Screenshot - 2023-11-27T225552.544

Depending on the number of connections, this process might take a few days.

Screenshot - 2023-11-28T170013.982

The pop-up will show a granular overview of your connections, including the total number vs. the connections with the updated data. 

Dashboard

Going into detail with your network can drift you in the wrong direction or cause you to lose focus on the bigger target. The new dashboard gives a clear overview and lets you choose the proper focus and work on your network more efficiently.

No overload of information or unnecessarily complicated reports. Our Dashboard has seven sections: Connections, Followers, Following, Number of Tags, Untagged Connections, Messaged Connections, and Connections with Notes. 

Dashboard

Top Section:

Number of Connections - The number of your 1st-degree connections on LinkedIn.

Number of Followers - The number of people who follow you on LinkedIn.

Number of Following - The number of profiles you follow, including pending LinkedIn requests, pages, and newsletters.

Top boxes

Chart and Bar Section:

Most Popular Countries - a simple pie chart with a progress bar with the percentage of each country of your connections.

Most Popular Jobs - Progress bar with percentages of your connections with the most popular jobs listed.

Most Popular Industries - Progress bar with percentages of your connections with the most industries listed.

Section filters

Bottom Section:

Number of Tags - The number of tags created directly linked to the Tags Tab.

Number of Untagged Connections - This number gives you a filtered view of untagged connections, which can signal you to people you might have missed.

Number of Messaged Connections - The number of conversations you have with your connections.

Number of Connections with Notes - The number of connections with notes. It gives you an insight into how proactively you keep data about your connections.

Bottom boxes

 

Connections

Connections tab is the main page of your LeadDelta account. 

After the initial sync, all your connections will be presented on this page, and once the update is fully done you will be able to see additional information, such as Company, Email address, Phone number.

Connections tab is built out of multiple different actions and we will dive into each one separately. Let’s get started:

Tasks & Reminders

The Tasks and Reminders feature is a robust tool created to enhance your organizational skills, assist in task list management, and ensure you never miss significant dates or appointments.

Group-4135-1024x630

This guide is here to provide you with a step-by-step walkthrough on maximizing the potential of this feature. 

Sidebar

Having all the information at a glance while working on a specific set of connections or connections is vital for managing relationships. That's why we introduced Sidebar, your window into connections.

There are three different Sidebars: Dashboard, Inbox, and LinkedIn Sidebars.

Dashboard Sidebar is located in the main connections tab and can be opened on the right when clicking on a specific connection.

Screenshot - 2023-11-28T171626.093

Inbox Sidebar - Directly in the Inbox, click on the two arrows while in the chat, and the sidebar will open on the right, giving you all the info at once.

Screenshot - 2023-11-28T171950.017

Sidebar 2.0 will give you an option to easily add 2nd and 3rd-degree connections to your LeadDelta dashboard while browsing company pages or people profiles.

Untitled-design-1-1024x715

These connections can be added to LeadDelta by clicking on the + button next to the connection you want to add.

sidebar-connection-added_kyuusc

These connections will get the “imported” auto-tag inside LeadDelta to easily differentiate and identify them later. 

 

Actions

Customize your Connections tab:

hd-customize-columns_12paeup

Decide which columns you want to have presented on the page. In case you don’t wish to see certain columns, or you need to see all of them, you can easily manage your overview. 

Sort by and Pagination:

sorting_1c5n7pl

All your connections are sorted by the connection date and you can see 50 connections per page by default. However, you can easily change this depending on your needs.  Sorting can be done alphabetically or by the date of connecting.

Changing the number of connections per page (pagination) can be especially useful if you want to message your connections in bulk. 

Search for a connection:

Screenshot - 2023-11-28T180107.831

You can search your connections by First or Last Name, and by Company, Headline and Job Title, and Location within filters. Please keep in mind that, for now, the search is based on the keyword, so all connections that contain a certain term will be presented on the page. 

Filter:

Finding the right connection(s) is super easy with LeadDelta’s filters. LeadDelta currently offers 15+ different filters and more to come. 

hd-filters_1o4ca6s

Select Connection(s)/ Unselect connection(s):

image_xl2m1x

To perform any of the bulk actions, you need to select a connection(s) first. It can be done before or after the filters are applied depending on the desired outcome. Before you run another query, make sure to unselect previously selected connections. 

Once you select desired connections, you can: 

Export connections:

image_rkp95t

Export a .CSV file with all relevant data. At that point, you can choose whether you want to have tags and/or notes presented in the file. 

Apply Tag:

image_k4cfim

Tag single or multiple connections. Once you click on the Apply Tag button, you can choose one of the tags you’ve already created or type in the name for the new tag creation. 

Remove Tag:

image_exnixa

Remove the tag from single or multiple connections by clicking on the remove tag button and searching for the tag you want to remove. 

Message connection:

image_1pn7i9o

Send a message to single or multiple connections in bulk. Please keep in mind that, to keep your LI account safe and to prevent restrictions, there is a limit for bulk message action, and it is set to 25 connections at once. Changing the pagination on the page will make this process easier. 

Best-case practices:

If you are already sending the maximum amount of personalized messages at scale per day to your connections

  1. do personalize it with the first name;
  2. do not overdo it. Especially if you don’t usually send more than a few messages a day;
  3. do not include an URL if you are sending to more than 5 connections. Instead, ask a question “Would you like to ___?”
  4. LinkedIn doesn’t like when you send the same URL that sends users off of LinkedIn.
Add a Note:

image_wd6pvp

Keep your connections organized by adding a note to connections. Once added, the note can be edited or deleted. 

Hide/ Unhide connection:

image_1l8yqhv

Keep your connections list clean by hiding single or multiple connections from your home page. Hide action can be reverted at any point. Even if you hide someone from the home page, you can still find those connections by using filters. 

Follow/ Unfollow:

image_rskp11

By connecting with someone on LinkedIn, you’re following them by default. 

When you follow someone, new content posted or shared by the person will be displayed in your feed. 

If you no longer wish to see their content, you can always unfollow that person. If you change your mind later on, you can find those connections using filters and revert the action. 

Please keep in mind that following/ unfollowing too many connections in a short period of time can lead to bad consequences, such as LinkedIn restriction.

Disconnect/ Remove connection:

image_l0eftz

Going through your connections you’ll soon realize that you don’t want/ need to be connected with someone anymore. At that point, you can disconnect single or multiple connections by clicking on the disconnect/ remove button. The disconnect option will remove the connection from your LinkedIn account, at that point, you will see the disconnected tag next to the connection.
The remove option will remove the connection from your LeadDelta account only. You can use both options if you want to permanently remove the connection. 

Please keep in mind that disconnecting from too many connections in a short time can lead to bad consequences, such as LinkedIn restriction.

The number of connections you can disconnect will depend on your current LinkedIn usage. However, since the limit for bulk removal is set to 25 we don't recommend removing more than 50 connections per day.

Visit a profile:

image_1ur725j

If you wish to visit someone’s profile, you can easily navigate to the More menu next to the connections name and find the visit profile button. Please keep in mind that visiting too many profiles in a short time can lead to bad consequences, such as LinkedIn restrictions.

Tags

What is the better way to speed up your workflow and manage your connections more effortlessly than labeling them?

Tag is a label that you can apply to your connections for identification, better organization and categorization, and for improving the efficiency of your sales and marketing process.

With Tags you can:

  • Segment connections or create groups of connections, for example, “Attended TradeShow A” or “Met at the Conference B”
  • Keep track of communication with connections. You can add a tag, for example, “Don’t contact again” or “Get in touch in a month!"
  • Create a list of connections split into group A and group B so that you can keep track of who is receiving what message.
  • Focus on the meaningful relationship with your connections by labeling the ones you care about. 
  • Manage your connections using filters and search your contacts by tags.


Tags can be customized as much as you want based on the information you have about each connection and your use case.

Navigate to the Tags tab in the top navigation bar:

Add New Tag- Highlight each tag in a different color, or create a different coloring scheme with hex codes. 

Manage Tags- At any point edit or delete the tags you’ve created.

Auto-Tags - Every connection that gets added to LeadDelta system will be automatically labeled by the system depending on the source of the connection.  This will help you keep your connections organized before you’re ready to apply the appropriate tag.

screenshot-2023-10-20-at-16594_1yq0zeq

You can view a complete list of tags that you’ve created and the number of connections each tag is applied to. 
Once you’ve added tags to connections, you can filter them out by one or more tags to list only the contacts tagged with the selected tags.

Templates

The hardest part about building a relationship with your connections is sending them a message. 

Do you like spending time writing very similar messages over and over again? Most people would say no to that question, and that’s why Templates are so important. Not only that you can save the converting message to keep refining and improving it over time, but not having to repeatedly type out the same message is a huge time and productivity saver.

A template is essentially a prewritten message that you can use to communicate with your connections easily. Depending on the receiver, you can personalize each template, and the end goal is to keep working on the verbiage until your messages stand out and keep bringing conversations.

Navigate to the Templates tab in the top navigation bar:

image_esxjdy

Add New Template- Create your message and use the dynamic fields (First and Last Name) to personalize the message. 

Manage Templates- At any point, delete or edit the templates you’ve created. 

Default Templates- The list of templates written by LeadDelta experts for the most common outreach. Those templates can’t be deleted.

Inbox

Inbox-1-1024x640

Many of our users wanted to have an easy way to work on nurturing their connections and being able to see prior communication is one of the key elements. 

Having to navigate between LeadDelta and LI Inbox can be a cumbersome and challenging task. They needed a place where they could see and read all prior conversations, reply when needed and keep the conversations organized.

So we brought your LinkedIn Inbox to LeadDelta. Think about this as the central hub for your LI messages. 

Navigate to the Inbox section in the top navigation bar. 

Find out more about the technical aspects of the Inbox section here

Sparkle AI

LeadDelta understands that a successful communication tool should seamlessly integrate into your existing workflow. With this in mind, Sparkle AI feature came to light.

AI-Sparkle-2

This feature empowers users to go beyond generic messaging, enabling them to create thoughtful, context-aware messages that significantly enhance the effectiveness of their LinkedIn outreach efforts.

SparkleAI feature is available in the LeadDelta Inbox, Templates, and while writing a message within LinkedIn directly. 

Integrations

In today’s world with all the different tools and apps you’re using, it’s hard to keep everything organized and streamline your workflow. If you’re aiming to work smarter not harder, it’s essential to employ different automation and create an easy way for your tech-stack to communicate in both directions. 

The starting point for each integration is to generate the API key

The API key allows you to connect LeadDelta with another tool you are using in a very direct way. The API key often constitutes both a unique identifier and a unique token for the authentication

Currently, you can integrate your LeadDelta account with another one using:

1. Zapier

(Check out the best ways to use LeadDelta + Zapier integrations)

2. Pabbly webhooks

3. or take advantage of the native Hubspot Beta integration.
If you're wondering which use cases you can cover with the integration, this article will help you understand how to set this up to match your current workflow.

CSV Import

LeadDelta understands the challenges professionals face in managing their digital networks. With the new .CSV Import feature, LeadDelta is providing an all-in-one solution that empowers you to unify and take control of your network.

CSV-Upload (1)

The process is simple and efficient:

  • Export your contacts from various platforms in .CSV format.
  • Upload the .CSV file to LeadDelta.
  • Your contacts will be automatically organized with the auto-tag and displayed on the Connections page.
This article explains the entire flow of the file import, and you can find the technical requirements here

Data Management

This section gives you a quick overview of your account’s activity. 

Import Tab shows all the imported files so you can easily keep track of the work you did so far as well as having a quick overview of the imported contacts. 

Last but not least is the Activity log.

Each activity you performed inside LeadDelta will be logged as a new entry in the Activity log.
This section is a written record of all your actions. The goal is to understand whether those actions help you meet important objectives. 

In case you’re experiencing any issues with your LeadDelta account,  and you need to reach out to our support, the activity log will give us better insights into the steps you have taken that possibly led to an issue.

STEP 3

Have questions? Reach out to your point of contact

Test (300 x 300 px)

Vedran Rasic- Founder

Ved is our Chief Delta passionate about growth, people, and products. Ved is in charge of all sales/billing inquiries and can be easily reached at ved@leaddelta.com.

Test (300 x 300 px) (1)

Ellen (the) Fox- Customer Experience

Ellen is not a bot, au contraire, but she loves to build a mystery around her. She is our know-it-all, passionate about customer experience, success, and growth. Ellen is in charge of CX and can be easily reached at support@leaddelta.com or via live chat inside the extension.

DIDN'T FIND WHAT YOU WERE LOOKING FOR?

Schedule a call

NEW: FREE EBOOK

13 Tactics to Monetize Your LinkedIn Network in 2023

Identify the growth opportunities LinkedIn provides, along with clear actions you can take to generate more revenue in 2023. 

Ebook cover 560x250 (1)