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Tracking Candidates & Activities

Efficient tracking is the secret to a high-converting outreach strategy. This guide covers how to manage individual candidate journeys, troubleshoot roadblocks, and keep your pipeline moving.

Updated this week

šŸ” Master the Activity Table

The Activity Table is highly customizable. Use these tools to find exactly what you need in seconds:

  • Smart Filtering: Slice your data by Status (to find errors), Activity Type (to see only InMails), or Project (to focus on one campaign).

  • Date Ranges: Perfect for "What did we accomplish last Tuesday?" or "Whatā€™s on the books for next week?"

  • Global Search: Type a candidateā€™s name or a specific keyword from a message to jump straight to that record.

āš” Taking Action: Manage Like a Pro

Individual Control

Every activity row offers a suite of "on-the-fly" actions:

  • Edit & AI Polish: Click Edit to manually tweak a message. Want a fresh perspective? Use "Regenerate with AI" to rewrite the message based on your feedback.

  • Approve: Validates a "Pending" activity and moves it into the outgoing queue.

  • Pause/Cancel: Stop an action temporarily or kill it permanently if a candidate is no longer a fit.

  • Reschedule: Drag an activity to a better day or time to optimize for response rates.

Bulk Operations

šŸš€ Efficiency Hack: Don't click 50 times when you can click once. Use the checkboxes to Bulk Approve or Bulk Pause entire lists of activities.

šŸ›  Troubleshooting: When Things Go Wrong

Even the best campaigns hit speed bumps. Hereā€™s how to handle common failures:

Reason

The Fix

Rate Limited

LinkedIn safety check. Wait 24 hours; the system will auto-resume.

Account Disconnected

Your LinkedIn session expired. Re-authenticate in Settings.

Connection Failed

Usually means you're already connected or a request is pending.

Message Error

Check for broken "Variables" (like {first_name}) or restricted content.

The "Quick Fix" Workflow:

  1. Click the activity to read the specific Error Message.

  2. Resolve the root cause (e.g., reconnect your account).

  3. Use "Reschedule" to put the activity back in the queue.

šŸ“ˆ Monitoring Campaign Health

Keep an eye on these "Vital Signs" to ensure your outreach stays healthy:

  • Completion Rate: If this is low, check your Working Hours or LinkedIn Limits.

  • Failure Rate: A spike here usually points to a technical issue or account disconnection.

  • Pending Queue: A growing list of "Pending Approvals" means your team is a bottleneckā€”clear these daily!

šŸ’” Best Practices

  • The 5-Minute Morning: Your first task should always be clearing Failed activities and Pending Approvals.

  • Redistribute with "Reschedule All": If you've been paused for a few days, use Reschedule All to evenly spread your backlog across your working hours so you don't overwhelm your LinkedIn account.

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