1. Set Up Your Account
Start with your default seat — no need to add others yet.
Complete your Profile Settings and fill out all details.
Go to Seats, connect your LinkedIn and Email, and review your outreach limits (defaults are safe to start).
Head to Integrations and connect your CRM (via direct integration, webhook, Zapier, or API).
2. Launch Your First Campaign
Go to the Campaigns tab and click “Create Campaign.”
On the Source page, name your campaign clearly (e.g., “Startup Founders - US - 11-50”).
Select your Source Type (e.g., LinkedIn search, post, event, import URLs).
Choose a Workflow from the library (we recommend starting with a public template).
Customize your Smart Workflow and outreach messages.
Set your Time Zone and Schedule, then launch or save as a draft.
3. Engage with Prospects
Prospect replies will appear in the Inbox tab.
Respond directly in Alsona or through LinkedIn.
Use Inbox tools to:
Archive, label, or mark as unread
Force continue sequence if a generic reply shouldn’t stop the workflow
Filter by campaign, label, or read status to stay organized.
4. Review Campaign Performance
Go back to Campaigns and click on your campaign to view the Stats Dashboard.
Filter by date or seat to narrow your view.
🎯 Pro Tip:
Check out our Lead Nurturing Playbook and Source Types Guide to go deeper, improve results, and scale outreach faster.
Want more information, including best practices? Start with our Step 1 Onboarding Guide.