# Welcome to Big Brain

Use automation as your competitive advantage.

[Big Brain](https://big-brain.co) is a collection of automation apps and services to help you run your business.&#x20;

## Apps

Apps are SaaS automations you can use to grow your business. Below is the list of apps available.&#x20;

### Upwork Auto Apply

Book meetings on auto pilot by automatically applying to relevant jobs on Upwork.

{% content-ref url="/pages/9H3sOleIiZv79EMs3QQj" %}
[Upwork Auto Apply](/apps/upwork-auto-apply)
{% endcontent-ref %}

### Data Cleaning

Clean, verify, enrich and send data to external destinations or internal campaigns with our Data Cleaning app.

{% content-ref url="/pages/m7sSmDjGQwo05mOnK6FU" %}
[Data Cleaning](/apps/data-cleaning)
{% endcontent-ref %}

### Linkedin Outreach

Send connection requests, follow up messages and inMails automatically on Linkedin.

{% content-ref url="/pages/RlLDKGKU8MX92USlGQNV" %}
[Linkedin Outreach](/apps/linkedin-outreach)
{% endcontent-ref %}

### Jobs Sync

Scrape job listings, get the hiring manager's contact information, and automatically add them to outreach campaigns to see if they need recruiting help.

{% content-ref url="/pages/lmry8xKNUwpCkDYSkjM8" %}
[Jobs Sync](/apps/jobs-sync)
{% endcontent-ref %}

## Services

Services are automations that involve ongoing automation work, such as managing email deliverability on a monthly basis.&#x20;

### Deliverability and Data

Don't leave the technical aspect of email deliverability to a sales person - ensure you're always landing in the inbox with our managed email deliverability and list building service.&#x20;

{% content-ref url="/pages/60TSxVHOIzzgTzdJjcJd" %}
[Managed Email Outreach](/services/managed-email-outreach)
{% endcontent-ref %}

Services that have packages are pre-defined offerings. If you are interested in automating something custom, book a meeting to discuss your needs.&#x20;

{% embed url="<https://www.big-brain.co/contact>" %}
Book a Meeting
{% endembed %}


# Upwork Auto Apply

Book 5-10 meetings / week on Upwork automatically

Pull in new jobs posted on Upwork, filter for relevance, and apply within minutes of them being posted with a personalized application. Get 5-10 meetings per week by putting a calendar link in your application message.

## Getting Started

On onboarding checklist to make sure your account is ready to use the bot. Go through this checklist to make sure your account is ready to go.&#x20;

{% hint style="warning" %}
Your Upwork account may not be properly configured to work with the bot. Go through the Getting Started checklist even if you're already using Upwork.
{% endhint %}

{% content-ref url="/pages/ipOvVC33YkPR8YvyGmxo" %}
[Getting Started](/apps/upwork-auto-apply/getting-started)
{% endcontent-ref %}

## Add an Upwork Account

Configure your Upwork account credentials within the bot.&#x20;

{% content-ref url="/pages/0e7zY2CCltrXo8U34B6n" %}
[Add an Upwork Account](/apps/upwork-auto-apply/add-an-upwork-account)
{% endcontent-ref %}

## Limits

View your monthly application limit.&#x20;

{% content-ref url="/pages/A5OAigUSR1UU3JW9dRPi" %}
[Limits](/apps/upwork-auto-apply/limits)
{% endcontent-ref %}

## Create an Upwork Campaign

How to add a new jobs search for the bot to apply to.&#x20;

{% content-ref url="/pages/647Rk9Pu48AIMvWg8i0V" %}
[Create an Upwork Campaign](/apps/upwork-auto-apply/create-an-upwork-campaign)
{% endcontent-ref %}

## Example Message

{% hint style="success" %}
Include a link to your calendar in your message to have sales meetings show up on auto pilot.
{% endhint %}

Example message used in the Upwork bot.

{% content-ref url="/pages/5pw9Eh8MizJQZurMUSc7" %}
[Example Message](/apps/upwork-auto-apply/example-message)
{% endcontent-ref %}

## Pricing

Create a Big Brain account and sign up [here](https://www.big-brain.co/product/upwork-auto-apply). Pricing is based on the number of applications you send through the bot.&#x20;

{% embed url="<https://www.big-brain.co/apps/upwork>" %}
Pricing
{% endembed %}


# Getting Started

The first thing you'll need to do to use the bot is to correctly set up your Upwork profile.&#x20;

## 1. Select which account type you'll work with

### Freelancer

Freelancer accounts are free accounts that let you apply to jobs as an individual.&#x20;

### Agency

Agency accounts let you work with a team of people on a project. Agency accounts have a $20 / month membership fee. Agency accounts have higher limits.&#x20;

## 2. Set up your tax information and verify your Upwork account

In order to apply from either account type, you'll need to add your tax information and verify your Upwork account. These can both be done in the settings. &#x20;

{% hint style="info" %}
If you're already applying to jobs by hand, you've most likely done this step already.&#x20;
{% endhint %}

## 3. If you're using an agency account, choose if you'll be exclusive or non-exclusive.&#x20;

[Exclusive agency](https://support.upwork.com/hc/en-us/articles/360035562673-Exclusive-vs-Non-Exclusive-Agency-Members) member accounts mean that a freelancer can only work for that agency and no one else (including themselves), while non-exclusive agency member accounts mean that freelancer can work for either themselves or also another agency.&#x20;

{% hint style="danger" %}
A common mistake is to register for an agency account, but not complete the payment for the premium account while simultaneously making the agency member account exclusive. Since this setting says a freelancer can only work for that agency and can't work for themselves, but they haven't paid for the account, this would make you unable to submit applications for either. You should either choose non-exclusive agency member, or if you are using exclusive agency member you should fully set up your agency profile in order to apply to jobs.&#x20;
{% endhint %}

## 4. Disable 2FA

Upwork offers several options for 2FA. To ensure the bot can log into your account, you should make sure the following are disabled on your account.&#x20;

* Authenticator app
* SMS verification code
* Upwork mobile app prompts

{% hint style="info" %}
The only 2FA accepted is the security question, which can be used as an input in Big Brain.&#x20;
{% endhint %}

## 5. Disable Social Sign In

The Upwork bot works by using a username or email address and a password. If you are using Sign in with Google or Sign in with Apple, disable these and replace them with a username and password to sign in.&#x20;

{% hint style="warning" %}
Do not use **Sign in with Google** or **Sign in with Apple.**
{% endhint %}

1. Go to settings
2. User Settings
3. Connected Services
4. Disconnect

{% hint style="info" %}
You must use a **username** or **email** and a **password** to sign into Upwork.&#x20;
{% endhint %}

## 6. Apply to a job by hand

The automation can only do what you can do by hand. If you haven't correctly set up your Upwork profile and can't apply to a job by hand, you won't be able to apply automatically. Ensure that you can apply to jobs by hand before attempting to automate it.&#x20;

{% hint style="info" %}
Once you can submit an application by hand, you are able to use the bot.&#x20;
{% endhint %}

## 7. FAQ

See frequently asked questions about the Upwork Auto Apply.&#x20;

{% content-ref url="/pages/GlypP87trj1ajrl5PNJK" %}
[FAQ](/apps/upwork-auto-apply/faq)
{% endcontent-ref %}


# Add an Upwork Account

1. [Login](https://big-brain.co) to Big Brain
2. Navigate to the [Accounts](https://www.big-brain.co/user/accounts) Page
3. Select the "Upwork" tab
4. Fill in the information about your Upwork account

{% hint style="info" %}
You should only fill out either Freelancer or Agency, **not both** as this designates which account you want to send the application fro&#x6D;**.**&#x20;
{% endhint %}

| Field                   | Description                                                                                                                                                                                                               |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Email\*                 | The email address associated with your Upwork account                                                                                                                                                                     |
| Password\*              | The password associated with your Upwork account.                                                                                                                                                                         |
| Security Answer\*       | The security answer associated with your Upwork account. The bot will be prompted to enter this information when first logging in from a new location.                                                                    |
| Freelancer\*            | The freelancer's full name, as displayed in Upwork. **Only required if Agency is blank.**                                                                                                                                 |
| Agency\*                | The agency name, as displayed in Upwork. This is only required if you want to apply from an agency profile instead of a freelancer profile. **Only required if Freelancer is blank.**                                     |
| Applications per Launch | The number of applications you want to send each time the bot launches. The bot launches once per hour. Default 2 per hour                                                                                                |
| Auto Refill             | True / False if you want the bot to automatically purchase more application credits when your account does not have enough. If this is set to "false" and your account doesn't have enough credits, the bot will not run. |
| Active                  | True / False for if the bot is active.                                                                                                                                                                                    |
| Proxy Country Code      | Add the 2 digit country code you want the bot to access your account from. Lookup your country code [here](https://countrycode.org/).                                                                                     |
| Account Country\*       | Write the full country name where your Upwork account is registered. IE: United States - this will be used to filter out jobs that are not available in your country.                                                     |
| Personalize with AI     | True / False that indicates whether you want to use AI written cover letters.                                                                                                                                             |

\*Required field


# Limits

View your Sending Limits

The amount of applications per month is determined by the plan that you are on.&#x20;

View your [Limits](https://www.big-brain.co/app/upwork).

**Tier 1** - 100 applications / month

**Tier 2** - 1200 applications / month

**Tier 3** - 3000 applications / month

On this page you can view your monthly limit, the number of applications you've sent so far, the amount of applications you have remaining, and the date the limit resets.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FoCUIDxudAqFjprDi46jx%2Fimage.png?alt=media&amp;token=173b0b31-2177-477b-96e6-f45bbd064439" alt=""><figcaption><p>Upwork Limits</p></figcaption></figure>


# Create an Upwork Campaign

## Create an Upwork Auto Apply Campaign

1. Login to Big Brain and navigate to [Create an Upwork Campaign](https://www.big-brain.co/app/upwork#create-campaign).&#x20;

2. Give your campaign a name to describe what you're targeting. IE Growth Hacking<br>

   <figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2F5awgBLSPj8KzOQZbf5EK%2Fimage.png?alt=media&amp;token=0efe30a6-3289-409b-9630-eecc45aca6c1" alt=""><figcaption><p>Campaign Name</p></figcaption></figure>

3. Input your search term. This field is used to search the [Find Work](https://www.upwork.com/nx/find-work/) page on Upwork. \ <br>

   <figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FNXk8kZwMIVxGIorH24v9%2Fimage.png?alt=media&amp;token=79629168-effc-4269-a042-d7cf975d25f0" alt=""><figcaption><p>Search Term</p></figcaption></figure>

4. Set your hourly budget requirements. Jobs outside of this range will be filtered out. <br>

   <figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FEKlOoARFYzMYPnUiel6n%2Fimage.png?alt=media&amp;token=6b63ad0c-a22e-4fa5-b8d5-213d011ce90d" alt=""><figcaption><p>Hourly Budget</p></figcaption></figure>

{% hint style="info" %}
Some jobs do not set an hourly range and are open to discussing their hourly budget. The "Apply to Hourly Jobs without a Set Rate" box is checked by default. Uncheck this box to only apply to jobs that have stated an hourly rate.&#x20;
{% endhint %}

5. Set your fixed-price budget rate. Jobs with a fixed-price budget outside of this range will be filtered out. <br>

   <figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2F29o2ynbQKoW8XTPra5WK%2Fimage.png?alt=media&amp;token=1d44b7bc-d356-48c6-91da-0ab21e38f71b" alt="" width="306"><figcaption><p>Fixed-price Budget</p></figcaption></figure>

6. Select your filter segment.&#x20;

{% hint style="info" %}
You must set up your Filters on a [separate page](https://www.big-brain.co/app/filters). You can select a segment and fill out the Filters page later.&#x20;
{% endhint %}

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2Fxe3Jtk6hWPvXvzClt9PF%2Fimage.png?alt=media&amp;token=42d88699-a922-45ee-9c63-9bd2ad377aa0" alt="" width="375"><figcaption><p>Filters</p></figcaption></figure>

**Example Filters**

Use **Title Contains** and **Title Not Contains** on the [Filters](https://www.big-brain.co/app/filters) page to configure your filters.&#x20;

{% hint style="info" %}
Use a comma space between keywords for your filters.&#x20;
{% endhint %}

**Title Contains** - Qualifying keywords where the job title or job description **must contain at least one** of the title contains words, or they will be filtered out.&#x20;

{% hint style="info" %}
**Title Contains**: growth, email, enrich, emails, phantombuster, growth-hacking, growth-hacker, automation, linkedin, sales navigator, outreach, lead
{% endhint %}

**Title Not Contains** - Disqualifying keywords where the job title or job description **cannot contain any** of the listed words.&#x20;

{% hint style="info" %}
**Title Not Contains:** commission, linkedin ad, facebook ad, writer, linkedin ads, facebook ads, copywriter, seo, ppc, writing, developer, e-commerce, cold call, kajabi, ads manager, tic tok, tik-tok, tiktok, digital ad, event producer, pixel, mobile app, program manager, graphic, product development, bookkeeping, customer service, accountant, audio, CPA, human resources, payroll, twillio, legal, telemarketing, video, calls, photography, videographer, designer, ghostwriter, real estate, group Zoom, travel, own a business, set your own schedule, logo, brand refresh, paid media buyer, business manager, project manager, meta ads, accounting, newsletter editor, action shots
{% endhint %}

{% hint style="warning" %}
**Company Not Contains** and **Website Not Contains** in the Filters are for the Data Cleaning app and are not used in Upwork filtering.&#x20;
{% endhint %}

You can view which jobs the bot has applied to [here](https://www.upwork.com/nx/proposals/). If you see a job you don't think is a great fit, simply update your filters and all future jobs will be filtered accordingly so that similar jobs will be removed.&#x20;

7. Add your message

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2F0BbZcWXxO0vVWQk3x6lB%2Fimage.png?alt=media&amp;token=10bd7a9c-64de-401a-a3ef-fb927eaed16b" alt="" width="375"><figcaption><p>Message</p></figcaption></figure>

The message you add here is the cover letter. You can write different cover letters for different campaigns. Simply create additional campaigns with unique messaging and keywords for each.&#x20;

You can view an example message [here](/apps/upwork-auto-apply/example-message).&#x20;

{% hint style="info" %}
Upwork has started enforcing external communication. Rather than include a Calendly link, I suggest embeding your calendar on a page on your website. This will not raise any red flags with Upwork. You can see an example [here](https://www.big-brain.co/contact).&#x20;
{% endhint %}

8. Fill out your default message. Upwork allows job listings to have add variable number of questions after the cover letter. This message will be the response to any questions asked beyond the cover letter. It should be something generic like "Let's get on a call"

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2Fg1JUSCAv2Me79FDsN0UW%2Fimage.png?alt=media&amp;token=6a0a1575-ddf6-4fd0-a11c-79f28c44325a" alt=""><figcaption></figcaption></figure>

9. Personalize with AI - This feature is coming soon.&#x20;
10. Click "Create Upwork Campaign" and you're done!<br>

    <figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2F6hsxgz0Gdnt2QFiv7j7a%2Fimage.png?alt=media&amp;token=9075e384-b21b-4c6f-a9a2-eef4df68e022" alt="" width="305"><figcaption><p>Create Upwork Campaign</p></figcaption></figure>


# Example Message

Here is an example message for the Upwork Auto Apply bot.&#x20;

{% hint style="success" %}
Include a link to your calendar in your message to have sales meetings show up on auto pilot.
{% endhint %}

## Cover Letter

> Hi,
>
> Great to connect! I am an expert in data and automation and can help with your lead generation.
>
> A few things I can do:
>
> * Get thousands of email addresses from Linkedin every day.
> * Email sequences where if someone clicks on a link in a sales email, they automatically get a Linkedin connection request from you.
> * Personalize Linkedin outreach at scale. For example, someone with a marketing title gets one message and someone with an operations title gets a different message. Comment on where they went to school, a skill they have, or mention a shared connection - without even opening their Linkedin profile yourself.
> * Build a fully automated newsletter that finds new content, curates it for relevancy, formats it into a templated format and sends it out to your subscribers on a weekly basis. No need for a human.
>
> That’s just the beginning! Don’t hire anyone who can just write an email, hire me and I’ll show you what’s possible.
>
> Pick a time that works to connect: <https://www.big-brain.co/contact>
>
> Patrick

## Default Message

> Let's get on a call.

Upwork job posters can ask a variable number of questions beyond the cover letter. Some jobs do not ask additional questions, but the ones that do need a default message beyond the cover letter. This should be something generic that can be used to encourage them to take the next step, such as "Let's get on a call."


# Personalize with AI

## Coming Soon


# Slack Integration

Our Slack integration lets you get notified of new jobs that have passed your filters and optionally reject them before the bot applies.&#x20;

## Setting up the Slack Integration

1. Navigate to the [Slack tab](https://www.big-brain.co/app/upwork#slack) of the Upwork Auto Apply app.&#x20;
2. Click the "Add to Slack" button<br>

   <figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FoI82haIXRBTB9S3OzuUu%2Fimage.png?alt=media&amp;token=89b7553e-a604-4e98-8970-01e8f55a2b85" alt="Add to Slack" width="183"><figcaption><p>Add to Slack</p></figcaption></figure>
3. Select a channel for the Upwork bot to post in and authorize the app. \ <br>

   <figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FAbJAGEqL8Z25yoiJaR9v%2Fimage.png?alt=media&amp;token=78bdc0cc-82aa-4132-a83a-00aa12f950ed" alt="Channel Select" width="375"><figcaption><p>Select a Channel</p></figcaption></figure>

The bot will automatically be added to the Channel

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FCl0Z3F91BcEGXb7WmXbT%2Fimage.png?alt=media&amp;token=6c2824b0-fec1-4062-8584-5d0a37add7d1" alt="" width="275"><figcaption><p>Bot joined #general</p></figcaption></figure>

4. In Slack, right click the channel you added the bot to and click "View Channel Details"

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FdaQLY8t4jkayg2bUOIOZ%2Fimage.png?alt=media&amp;token=cdb81db1-271e-4f18-804a-700aea492f39" alt="" width="329"><figcaption><p>View channel details</p></figcaption></figure>

5. &#x20;Copy the Slack Channel ID from the bottom of the popup.<br>

   <figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2F9yECTf1omm4eKkPjsHQc%2Fimage.png?alt=media&amp;token=ee8a08da-45e3-4e97-9e82-bfdee353ce1c" alt="" width="232"><figcaption><p>Slack Channel ID</p></figcaption></figure>
6. Return to the Slack tab and paste the Slack Channel ID.<br>

   <figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FLqivuRZvrJ4wYNJ2zNC1%2Fimage.png?alt=media&amp;token=36f45f0c-0941-417f-be17-7efe1a3898c5" alt=""><figcaption><p>Slack Channel ID</p></figcaption></figure>
7. Click save.&#x20;

## Using the Slack Integration

1. Once you've connected Slack, you'll begin to get notifications of jobs that pass your filters.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FjT4lomrBQmuHTvqkEv1x%2Fimage.png?alt=media&amp;token=61e074f4-d1dc-417c-92a5-10b670bf6259" alt="" width="375"><figcaption><p>Slack Notification</p></figcaption></figure>

2. Optional: If you see a job that doesn't seem like a great fit, you can manually reject it by clicking "Reject."

{% hint style="info" %}
You have a **minimum of 1 hour to reject** the application before the bot applies. If you do not reject the job, it will be queued to be applied to.&#x20;
{% endhint %}

3. If you reject a job, you'll receive a confirmation message within a few seconds.\ <br>

   <figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FUNFC1Ar0vExGvZr58p5I%2Fimage.png?alt=media&amp;token=0856986b-51ef-4bda-8b00-0b1dff06062b" alt="" width="375"><figcaption><p>Rejected Job notification.</p></figcaption></figure>

{% hint style="info" %}
You can use the Slack notifications to refine your filters. Only jobs that have passed your existing filter set will show up in Slack.&#x20;
{% endhint %}


# Using the API

## Scraping the Jobs

1. Sign up for [APIFY](https://www.apify.com?fpr=z4xeu0h0)
2. Get our [Upwork Auto Apply](https://apify.com/big-brain.io/upwork-application?fpr=z4xeu0h0) bot in the marketplace.&#x20;
3. Scrape Upwork jobs

{% hint style="info" %}
You must pass the job application URL to our API. To get this URL, we recommend using this [APIFY actor.](https://apify.com/jupri/upwork?fpr=z4xeu0h0) If you are not a developer, you can use our no-code tool [here](https://www.big-brain.co/product/upwork-auto-apply) and we'll handle scraping the jobs for you.&#x20;
{% endhint %}

4. Filter to remove less relevant jobs from the jobs scraper. You can filter based on keywords, previous spend on Upwork, budget, country, etc.

{% hint style="info" %}
Setting a minimum previous spend results in more relevant results.&#x20;
{% endhint %}

5. Convert the job URL to this format

```
https://www.upwork.com/ab/proposals/job/{Job_ID}/apply/#/
```

## Using the API

<mark style="color:green;">`POST`</mark>` ``https://api.apify.com/v2/acts/big-brain.io~upwork-application/runs?token={APIFY API Key}`

Apply to jobs on Upwork automatically.

**Headers**

| Name         | Value              |
| ------------ | ------------------ |
| Content-Type | `application/json` |

**Body**

<table><thead><tr><th>Name</th><th>Type</th><th>Description</th><th>Required</th></tr></thead><tbody><tr><td><code>username</code></td><td>string</td><td>Your Upwork login username</td><td>Yes</td></tr><tr><td><code>password</code></td><td>string</td><td>Your Upwork login password</td><td>Yes</td></tr><tr><td><code>startUrls</code></td><td>array</td><td>Application URL</td><td>Yes</td></tr><tr><td><code>coverLetter</code></td><td>string</td><td>The cover letter you will apply with.</td><td>Yes</td></tr><tr><td><code>defaultAnswer</code></td><td>string</td><td>How you will answer questions beyond the cover letter. Suggested, "Let's get on a call"</td><td>Yes</td></tr><tr><td><pre><code>proxyConfig
</code></pre></td><td>array</td><td>Use a static proxy</td><td>Yes, should be a static proxy</td></tr><tr><td><pre><code>useApifyProxy
</code></pre></td><td>boolean</td><td>Set to true</td><td>Yes</td></tr><tr><td><pre><code>apifyProxyGroup
</code></pre></td><td>string</td><td>Your proxy group from the <a href="https://console.apify.com/proxy/usage">APIFY proxy page</a>. </td><td>Yes</td></tr><tr><td><pre><code><strong>debugMode
</strong></code></pre></td><td>boolean</td><td>Set to true to receive extra insights into your run</td><td>No</td></tr><tr><td><pre><code><strong>testMode
</strong></code></pre></td><td>boolean</td><td>If set to true, it will go through all the actions but not apply. Set to false to apply.</td><td>No</td></tr><tr><td><pre><code>agency
</code></pre></td><td>string</td><td>The name of the agency profile you want to apply to. Leave empty if filling out the freelancer field.</td><td>Required if Freelancer is not set. If Freelancer is set, should be left blank.</td></tr><tr><td><pre><code>freelancer
</code></pre></td><td>string</td><td>The name of the freelancer profile you want to apply to. Leave empty if filling out the agency field.</td><td>Required if Agency is not set. If Agency is set, should be left blank.</td></tr><tr><td><pre><code>autoRefill
</code></pre></td><td>boolean</td><td>If set to true, the bot will buy more Upwork credits as needed with your payment method on file.</td><td>No</td></tr><tr><td><pre><code>autoRefillAmount
</code></pre></td><td>string</td><td>The amount of credits to auto refill. The possible values are <br><code>"10" "20" "40" "60" "80" "100" "150" "200" "250" "300"</code><br>Default is <code>"100"</code> </td><td>No</td></tr><tr><td><pre><code>ignoreDuplicateProposals
</code></pre></td><td>boolean</td><td>If set to false, an error will be created if you've already applied. If set to true, no error will be created if you already applied.</td><td>No</td></tr><tr><td><pre><code>boostProposal
</code></pre></td><td>boolean</td><td> Optionally, boost your proposal</td><td>No</td></tr><tr><td><pre><code>stepSize
</code></pre></td><td>integer</td><td>If boosting your proposal, the amount of credits you want to bid higher than the previous highest bid.</td><td>Required if <code>boostProposal</code> is set to true</td></tr><tr><td><pre><code>maxBid
</code></pre></td><td>integer</td><td>If boosting your proposal, the maximum amount of credits you want to bid.</td><td>Required if <code>boostProposal</code> is set to true</td></tr></tbody></table>

### Input Example

```
{
  "username": "example@gmail.com",
  "password": "Password123!",
  "startUrls": [
    {
      "url": "https://www.upwork.com/ab/proposals/job/~021894229602886060807/apply/",
      "method": "GET"
    }
  ],
  "coverLetter": "Hi, \n\nIt is great to connect with you! I am a lawyer with international experience in corporate commercial law, contracts, IP, and technology law. I have law degrees and specialization certificates in data privacy, and regulatory compliance. I have also worked with dozens of clients in multiple industries across multiple jurisdictions where I address various issues including but not limited to contractual obligations; IP rights; compliance policies; privacy policies, etc. \n\nCan you kindly provide more details about this project. I would be happy to jump on a call if that works for you. \n\nI look forward to your reply. \n\nThank you. \n\nRegards",
  "defaultAnswer": "Let's get on a call and I will answer all of your questions.",
  "securityQuestion": "Answer",
  "proxyConfig": {
    "useApifyProxy": true,
    "apifyProxyGroups": [
      "StaticUS3"
    ]
  },
  "debugMode": true,
  "testMode": false,
  "agency": "",
  "freelancer": "Example Contact",
  "autoRefill": true,
  "autoRefillAmount": "100",
  "ignoreDuplicateProposals": true,
  "stepSize": 1,
  "maxBid": 20,
  "boostProposal": true
}
```

{% hint style="info" %}
Use a Static Proxy. Do not use a Residential Proxy. You may need to message APIFY support to enable Static Proxies. You can also use custom proxies.&#x20;
{% endhint %}

## Notes

**Proxy Configuration**

Use a Static proxy - residential proxies do not work on this actor.

**Application URL**

Application URLs are different than job URLs. This actor uses Application URLS.\
\
Job URL - [https://www.upwork.com/jobs/\~{Job\_ID}](https://www.upwork.com/jobs/~%7BJob_ID%7D) - Do not use this type of URL. Extract the Job ID and turn it into the application URL.\
Application URL - [https://www.upwork.com/ab/proposals/job/\~{Job\_ID}/apply/#](https://www.upwork.com/ab/proposals/job/~%7BJob_ID%7D/apply/#) - This is the correct url to use. The Job ID always includes \~\
\
**Freelancer and Agency Parameters**

You must fill out either the freelancer or agency parameter - do not fill out both. This should be your name / agency exactly as it appears on Upwork.

**No-Code App**

This actor requires you to scrape jobs and pass the application URL that you gather externally as an input. Don't want to have to scrape jobs yourself? [Check out our no-code app](https://www.big-brain.co/product/upwork-auto-apply), and we'll handle the scraping for you, as well as native filtering for jobs, proxy configuration, scheduling, AI personalization in your cover letter, and Slack integrations to have the option to reject jobs before they are applied to.

## Get in Touch

### Book a Meeting

{% embed url="<https://savvycal.com/big-brain/upwork-auto-apply>" %}
Book a Meeting
{% endembed %}

### Get in Touch

Reach out to **<patrick@big-brain.co>** if you have any questions, want a demo, or to report a bug.&#x20;


# FAQ

Upwork Auto Apply FAQ

## What rate is used when applying to jobs on Upwork?

The rate used in your application depends on if the job is hourly or project-based.

**Hourly** - The bot will apply with the hourly rate listed on your Upwork profile.&#x20;

**Project-Based** - The bot will apply with the listed budget of the job.&#x20;

{% hint style="info" %}
You can negotiatie on price after you've connected with them on a call.&#x20;
{% endhint %}

## How many jobs does the bot apply to?

The bot applies every hour to jobs posted on Upwork. The number of applications it sends per hour is set with the Applications per Launch setting on the Account tab of the Upwork Auto Apply page.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FYhSETcc4P2k0EUx2dxTN%2Fimage.png?alt=media&amp;token=9215e010-5b1b-4683-9735-446d938d1f39" alt=""><figcaption><p>Applications per Launch</p></figcaption></figure>

{% hint style="info" %}
For example: A bot applying to **2 jobs per launch**, launches **24 times per day**, for a **maximum of 48  jobs per day.**
{% endhint %}

{% hint style="info" %}
The recommended Applications per Launch is 2.&#x20;
{% endhint %}

{% hint style="success" %}
The bot applies to jobs 7 days a week.
{% endhint %}

## How quickly will the bot apply to a new job on Upwork?

The bot typically applies to jobs within an hour of them being posted. If more jobs are posted than you apply to in an hour, it will save that job for a future launch.&#x20;

{% hint style="info" %}
**Example**\
\
Applications per Launch: 2\
\
Hour 1: \
Jobs Posted: A, B, C \
Jobs Applied: A, B\
Jobs Stored for Future Launch: C\
\
Hour 2\
Jobs Posted: D\
Jobs Applied: C, D

Jobs Stored for Future Launch: None
{% endhint %}

## Can I have different messages for different Upwork searches?

Yes, under the Create Campaign tab just submit separate searches with messaging tailored to each search. For example, a search about email deliverability can have one message and a search about growth hacking can have a separate message.&#x20;

## How does Auto Refill work?

Auto Refill can be set to either true or false.&#x20;

**True**: The Upwork bot will purchase more Upwork credits as needed with the payment method stored on your Upwork account. This ensures the bot never stops running.&#x20;

**False**: The Upwork bot will apply to jobs until you are out of credits. It will stop running until you manually buy more credits, or turn Auto Refill on.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2F1BAEIgctAcOmXGRlrzC5%2Fimage.png?alt=media&amp;token=d9a36b42-b7b0-4e7a-ad48-c2eece40dc27" alt=""><figcaption></figcaption></figure>

## How much does the Upwork bot spend when it buys more credits automatically?

The bot buys credits in increments of $15.&#x20;

## Does the Upwork bot use boosted proposals?

No, the Upwork bot does not currently use boosted proposals.&#x20;

{% hint style="info" %}
Boosted proposals ensure clients see your proposal before other proposals that are sent. Since the bot applies within the first hour of the job being posted, they will already see your proposal before other freelancers' proposals.&#x20;
{% endhint %}

If you want us to consider prioritizing boosted proposals, upvote it on the [Roadmap](https://www.big-brain.co/roadmap).&#x20;

## Do you have a free trial?

No, we do not currently offer a free trial. Get started by creating an account [here](https://www.big-brain.co/onboarding-pages/upwork-auto-apply)[. ](https://www.big-brain.co/product/upwork-auto-apply)


# Data Cleaning

Clean, verify, and enrich data automatically.

## What does the data cleaning app do?

The [data cleaning app ](https://www.big-brain.co/app/data-cleaning)does all the heavy lifting for cleaning sales and marketing lists and lets you pass that data to other applications automatically.&#x20;

* Get prospects from a Sales Navigator Search
* Split business and personal emails and create a best email column
* Standardize data - removing content that makes for awkward automations, such as LLc in company names, or MBA in people's names.&#x20;
* Enrich to find additional data, such as missing Linkedin Profile URLs
* De-Duplication
* Generate personalized icebreakers with AI for more engaging outreach messages.&#x20;
* Verify emails automatically - results returned are either valid or accept all only.&#x20;
* Send data to external applications or internal campaigns.&#x20;

{% hint style="info" %}
The Data Cleaning app is included in all [Linkedin Outreach](https://www.big-brain.co/apps/linkedin) and managed [Email Deliverability and List Building](https://www.big-brain.co/services/email-deliverability-and-list-building) subscriptions.&#x20;
{% endhint %}

## Data Cleaning Form

The Data Cleaning form is the core automation. Fill out the Data Cleaning form for new prospect lists.&#x20;

{% content-ref url="/pages/om6dd1ZbHf6z89iUmsTN" %}
[Data Cleaning Form](/apps/data-cleaning/data-cleaning-form)
{% endcontent-ref %}

## Integrations

Enrich data with third-party applications or send to external campaigns with our integrations.&#x20;

{% content-ref url="/pages/PtOEPElwTazeoCTj1aYH" %}
[Integrations](/apps/data-cleaning/integrations)
{% endcontent-ref %}

## Lists

View, edit, and get analytics on existing lists.&#x20;

{% content-ref url="/pages/wFG0lqMj0uPl9Q4rmICD" %}
[Lists](/apps/data-cleaning/lists)
{% endcontent-ref %}


# Data Cleaning Form

Find, clean, and enrich prospecting data.

The Data Cleaning lets automation do the heavy lifting.

## Requirements Before Using the Data Cleaning App

&#x20;Have the following done before completing the form.&#x20;

* [Find Sales Leads](/apps/data-cleaning/data-cleaning-form/sources)
  * Parvenu (with emails) - imported to your Google Sheet and you have the List name
  * Sales Navigator Search (without emails) - have the search URL and have [connected your Linkedin](/apps/linkedin-outreach/accounts/connect-a-new-linkedin-account) account to Big Brain
  * Google Sheets - Ensure that the Google Sheet is publicly editable.&#x20;
  * Mailshake - add your Mailshake API Key to Big Brain.&#x20;
* [Configure your Filters](/apps/data-cleaning/data-cleaning-form/filters)
* [Connect a Linkedin Account](/apps/linkedin-outreach/accounts/connect-a-new-linkedin-account) - You must have a Linkedin account connected to Big Brain to use any of the following
  * Source - Sales Navigator Search URL - Must be a Sales Navigator account
  * Data Enrichment - Linkedin Profile Scraper
  * Data Enrichment - Personalize with AI

## Filling Out the Data Cleaning Form

* Navigate to the [Data Cleaning](https://www.big-brain.co/app/data-cleaning#data-cleaning) tab
* Fill out
  * Sources
  * Data Enrichment
  * Filters
  * Destinations
* Save the form

### Sources

Sources are the inputs you want to clean.

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FUMKgHAwFaI7s8BAWEFwV%2Fimage.png?alt=media&amp;token=ff6c1e26-3b3e-4c05-be35-ee0e6505c0c7" alt=""><figcaption><p>Data Cleaning App</p></figcaption></figure>

#### List

Give your List a name.&#x20;

{% hint style="info" %}
When using Parvenu or Google Sheets as a source, the list name should be an **exact match** to the list name in Parvenu / have a column in the Google Sheet source that matches the list name in Big Brain. Otherwise, the list name is descriptive and can be anything.&#x20;
{% endhint %}

#### Sources

The available sources are

* [Parvenu](/apps/data-cleaning/data-cleaning-form/sources/parvenu) - best option for finding emails from Linkedin
* [Sales Navigator Search ](/apps/data-cleaning/data-cleaning-form/sources/sales-navigator-search)- this option does not find email addresses
* [Google Sheets](#sheets) - import your own custom data
* [Mailshake](/apps/data-cleaning/integrations/mailshake) - Sync Mailshake contacts with Big Brain and send them to a Linkedin campaign for multi-channel outreach.&#x20;

{% hint style="info" %}
All Google Sheets must having sharing set to publicly editable.&#x20;
{% endhint %}

You can view how to configure each source separately below.&#x20;

{% content-ref url="/pages/q0do9wg1Q9EtH1CWspEK" %}
[Sources](/apps/data-cleaning/data-cleaning-form/sources)
{% endcontent-ref %}

### Data Enrichment

We can enrich your input data with additional data from external sources. The available data enrichments are

* [Linkedin Profile Finder](/apps/data-cleaning/data-cleaning-form/data-enrichment/linkedin-profile-finder) - Find Linkedin Profile URLs from name, company, and location.&#x20;
* [Profile Scraper](/apps/data-cleaning/data-cleaning-form/data-enrichment/profile-scraper) - Get additional fields by scraping their profile.&#x20;
* [Personalize with AI](/apps/data-cleaning/data-cleaning-form/data-enrichment/personalize-with-ai) - Create personalized icebreakers for engaging outreach messages.&#x20;
* [Email Verification](/apps/data-cleaning/data-cleaning-form/data-enrichment/email-verification) - Verify emails to minimize bounce rates.&#x20;

You can view how to configure each data enrichment separately below.&#x20;

{% content-ref url="/pages/5vPHY7uDtfVQrOB8eGMx" %}
[Data Enrichment](/apps/data-cleaning/data-cleaning-form/data-enrichment)
{% endcontent-ref %}

### Filters

You can filter contacts to remove less relevant ones from your outreach. Filter options are as follows

* Title Contains - The prospect's job title must contain at least one of these words. IE director
* Title Not Contains - The prospect's job title cannot contain any of these words. IE assistant.&#x20;
* Company Not Contains - The prospect's company name cannot contain any of these words. IE staffing
* Website Not Contains - The prospect's company domain cannot contain any of these extensions. IE .edu

You can view how to configure your filters below.&#x20;

{% content-ref url="/pages/R7K75cSrDsogiA5LD8HT" %}
[Filters](/apps/data-cleaning/data-cleaning-form/filters)
{% endcontent-ref %}

### Destinations

Finally you can send your cleaned data directly to external apps or internal campaigns. Available destinations are as follows.&#x20;

* [Linkedin Outreach](#linkedin-outreach) - automatically connect and send follow up messages to prospects on Linkedin
* [Mailshake Campaign](/apps/data-cleaning/data-cleaning-form/destinations/mailshake-campaign) - automatically send email sequences to prospects with Mailshake.&#x20;
* [Google Sheets](/apps/data-cleaning/data-cleaning-form/sources/google-sheets) - send data to Google Sheets automatically.&#x20;

You can view how to configure each of the destinations below.&#x20;

{% content-ref url="/pages/zPKBNgbkwZUbBXI14LCw" %}
[Destinations](/apps/data-cleaning/data-cleaning-form/destinations)
{% endcontent-ref %}


# Sources

Sources are your input data.

#### Sources

The available sources are

* [Parvenu](/apps/data-cleaning/data-cleaning-form/sources/parvenu) - best option for finding emails from Linkedin
* [Sales Navigator Search ](/apps/data-cleaning/data-cleaning-form/sources/sales-navigator-search)- this option does not find email addresses
* [Google Sheets](#sheets) - import your own custom data
* [Mailshake](/apps/data-cleaning/integrations/mailshake) - Sync Mailshake contacts with Big Brain and send them to a Linkedin campaign for multi-channel outreach.&#x20;

{% hint style="info" %}
All Google Sheets must having sharing set to publicly editable.&#x20;
{% endhint %}

You can view how to configure each source separately below.&#x20;

{% content-ref url="/pages/nA9B6rWCpCHiKpvh7qAJ" %}
[Parvenu](/apps/data-cleaning/data-cleaning-form/sources/parvenu)
{% endcontent-ref %}

{% content-ref url="/pages/8Dee2e4DdXfrHveZOJ6w" %}
[Sales Navigator Search](/apps/data-cleaning/data-cleaning-form/sources/sales-navigator-search)
{% endcontent-ref %}

{% content-ref url="/pages/4t0YNwTX8E0E8vqhK9cq" %}
[Google Sheets](/apps/data-cleaning/data-cleaning-form/destinations/google-sheets)
{% endcontent-ref %}

{% content-ref url="/pages/O5JhfshoQsFwj98ckXQM" %}
[Mailshake](/apps/data-cleaning/integrations/mailshake)
{% endcontent-ref %}


# Parvenu

Parvenu lets you find emails from a Linkedin or Sales Navigator search

## Parvenu

{% hint style="success" %}
The best option if your search requires finding email addresses.
{% endhint %}

1. Register for a 7-day trial with [Parvenu](http://parvenu.io/).&#x20;
2. Install the [Parvenu Extension](https://docs.parvenu.io/installing-the-extension).&#x20;
3. Get data with emails from social media searches. [Documentation](https://docs.parvenu.io/features/enrich/unlimited-emails-from-linkedin)
4. Open the Public Google Sheet URL in the "Linkedin Search" tab of [Data Cleaning App](https://www.big-brain.co/app/data-cleaning).  This Google Sheet is automatically generated, but can be replaced with another Sheet.

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2F1d86wdtBm870rpZekGKW%2Fimage.png?alt=media&amp;token=d6a528c5-b54c-48eb-813d-13c449852480" alt=""><figcaption><p>Parvenu as a Source</p></figcaption></figure>

&#x20;  5\. Download the file from Parvenu as a CSV

&#x20;  6\. Import the file into the Google Sheet by selecting the "Replace Current Sheet" option.&#x20;

{% hint style="info" %}
Select "Replace the Current Sheet" or "Append" - **do not select "Replace Spreadsheet"**
{% endhint %}

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FxWKBE5kURg44h0opAAnH%2FParvenu%20Gif.gif?alt=media&amp;token=1352e7cc-ad74-4d97-8be4-31e7b624c9c0" alt=""><figcaption><p>Import the file </p></figcaption></figure>

&#x20;  7\. Paste the List from Parvenu into the Data Cleaning app.&#x20;

{% hint style="info" %}
The List name in the Data Cleaning app must be an **exact match** to the List name in Parvenu.
{% endhint %}


# Sales Navigator Search

Find leads from Sales Navigator

## Sales Navigator Search

{% hint style="danger" %}
No emails will be found with this method. If emails are required, use [Parvenu](/apps/data-cleaning/data-cleaning-form/sources/parvenu) as a source instead.&#x20;
{% endhint %}

1. Connect your Linkedin account to Big Brain.&#x20;

{% hint style="info" %}
You must have a Sales Navigator account to use this feature.&#x20;
{% endhint %}

{% content-ref url="/pages/yZZiZaybxmHCo6r9K8Xf" %}
[Connect a New Linkedin Account](/apps/linkedin-outreach/accounts/connect-a-new-linkedin-account)
{% endcontent-ref %}

&#x20;  2\. Make a search in Sales Navigator<br>

An example Sales Navigator search

```
https://www.linkedin.com/sales/search/people?query=(recentSearchParam%3A(id%3A2154972922%2CdoLogHistory%3Atrue)%2Cfilters%3AList((type%3ACURRENT_TITLE%2Cvalues%3AList((text%3Acmo%2CselectionType%3AINCLUDED)))%2C(type%3AREGION%2Cvalues%3AList((id%3A101318387%2Ctext%3AFlorida%252C%2520United%2520States%2CselectionType%3AINCLUDED)))))&sessionId=JvpqspLLTomjxIEu3yi8lQ%3D%3D&viewAllFilters=true
```

{% hint style="info" %}
Each Sales Navigator search must be 2500 contacts or less. If your search has more than 2500 contacts, split it into smaller searches. IE if you have 10000 contacts in your search of the United States, try that same search with only California to return fewer results per search. Read more on how to do this [here](https://docs.parvenu.io/best-practices/splitting-large-searches).&#x20;
{% endhint %}

&#x20;  3\. Paste your Sales Navigator search URL in the Data Cleaning App.&#x20;

&#x20;   4\. Input a list name that describes the prospects in the search.


# Google Sheets

Import data from anywhere into Big Brain via Google Sheets.

If you already have prospect data that you want to clean, you can use the Google Sheets source to import the list of contacts into Big Brain. Simply select "Google Sheets" as a source and import your prospect data. &#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FC1h834ESBc8ff0JIZiEC%2Fimage.png?alt=media&amp;token=bfde43d5-3bcf-4a64-b070-bbd86ffa10ea" alt=""><figcaption><p>Google Sheets Import</p></figcaption></figure>

#### List Name

Your list name when using Google Sheets as a source in Big Brain must be an **exact match** to the List column in the Google Sheet.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FH9PWAAanIoGvpBxdYzCf%2Fimage.png?alt=media&amp;token=f680003b-f8aa-42a2-82f6-b1df912a8f29" alt=""><figcaption><p>List in Google Sheets</p></figcaption></figure>

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FMMjrfV3PFUmAx0CU4jR7%2Fimage.png?alt=media&amp;token=66fd8ab2-eeb0-4341-97fb-b8ad9b2c60a5" alt=""><figcaption><p>List in Big Brain</p></figcaption></figure>

#### Public Google Sheet URL

A Google Sheet will automatically be created for your Big Brain account. Open this Sheet and import your prospects.&#x20;

{% hint style="info" %}
You must make the data you are importing line up with the existing columns. Do not replace the Spreadsheet.
{% endhint %}

{% hint style="info" %}
You can replace the default Google Sheet URL provided with a new Google Sheet, but you must set the share options to Publicly Editable.&#x20;
{% endhint %}

#### Create a Sync

If you check this box, Big Brain will watch the Google Sheet for new prospects on a daily basis. You can add new prospects to the bottom of the Sheet and your data cleaning setup will automatically be applied to new prospects. If you leave this checkbox blank, we will import prospects one-time, but won't re-check the Sheet for new prospects until you submit the Data Cleaning form again.&#x20;


# Mailshake


# Linkedin Job Search


# Indeed Job Search


# Data Enrichment


# Linkedin Profile Finder

Find a prospect's Linkedin profile URL automatically.

If you do not have a prospect's Linkedin profile, you might want to enrich to find it. This can be used to power the profile scraper or Personalize with AI. To use this feature, simply select "Linkedin Profile Finder" on the Data Cleaning form.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2F2JEp5hLJqyK1Tfo3VjV6%2Fimage.png?alt=media&amp;token=15ec1b79-8934-40e7-8853-5242efef2610" alt=""><figcaption><p>Linkedin Profile Finder</p></figcaption></figure>

{% hint style="info" %}
If you select either Profile Scraper or Personalize with AI as an enrichment, the profile finder will automatically be added as an enrichment if the Linkedin profile URL is missing.&#x20;
{% endhint %}

We will take the following fields and try to find their Linkedin profile if it is missing.&#x20;

* Full Name
* Company
* Domain
* Location

{% hint style="info" %}
It is better to directly provide the Linkedin Profile if you have the option. Otherwise we might find the a different Linkedin profile for John Smith than the one you were looking for.&#x20;
{% endhint %}


# Profile Scraper

Enrich for additional contact fields with the profile scraper.

The profile scraper allows you to get additional contact fields for more rich data.&#x20;

{% hint style="info" %}
You must have a Linkedin account connected to Big Brain to use this feature. This feature is required for the Personalize with AI enrichment. Read how to connect a new Linkedin account to Big Brain [here](/apps/linkedin-outreach/accounts/connect-a-new-linkedin-account).&#x20;
{% endhint %}

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FeO0isxQY6X9tadP3hRIr%2Fimage.png?alt=media&amp;token=191b6c74-34e7-420c-b1f1-07460f777b44" alt=""><figcaption><p>Profile Scraper</p></figcaption></figure>

#### Enrichment

Select 'Profile Scraper" from the list of Enrichment options.

#### Linkedin Account ID

Enter the Linkedin Account ID of the account you want to use to scrape the Linkedin profiles.&#x20;

{% content-ref url="/pages/yZZiZaybxmHCo6r9K8Xf" %}
[Connect a New Linkedin Account](/apps/linkedin-outreach/accounts/connect-a-new-linkedin-account)
{% endcontent-ref %}

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FDutFNopA4FbGhdPxyEFK%2Fimage.png?alt=media&amp;token=7560c517-1318-4a15-8830-72c3e962d792" alt=""><figcaption><p>Show Campaign Helper</p></figcaption></figure>

To get the Linkedin Account ID simply click "Show Campaign Helper" and scroll down to "Accounts" and click to open the dropdown. Paste the value of the account you want to use in the Linkedin Account ID.

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FMSK3cfb5MBdFxcp0CZem%2Fimage.png?alt=media&amp;token=05ae4152-41d1-4989-9522-2f180050329f" alt="" width="375"><figcaption><p>Campaign Helper</p></figcaption></figure>


# Personalize with AI

Create personalized icebreakers for more engaging prospecting messages.

You can personalize outreach messages to prospects with our Open AI integration. Add your API Key and create any custom prompts you want to use, or use our proven default prompts to create engaging content.&#x20;

{% content-ref url="/pages/cKSHjwqvstSR1GYM1jev" %}
[Open AI](/apps/data-cleaning/integrations/open-ai)
{% endcontent-ref %}

#### Enrichment

Select "Personalize with AI" and "Profile Scraper" to create personalized icebreakers for your outreach messages. Additionally, select "Linkedin Profile Finder" if you do not already have their Linkedin Profile URL as a part of your source data.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FqtKz0mQHWXnwV9GfWZb1%2Fimage.png?alt=media&amp;token=76021ade-5eb9-4455-95e7-23c84de8f10a" alt=""><figcaption><p>Personalize with AI</p></figcaption></figure>

#### Linkedin Account ID

Enter the Linkedin Account ID of the account you want to use to scrape the Linkedin profiles.&#x20;

{% content-ref url="/pages/yZZiZaybxmHCo6r9K8Xf" %}
[Connect a New Linkedin Account](/apps/linkedin-outreach/accounts/connect-a-new-linkedin-account)
{% endcontent-ref %}

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FDutFNopA4FbGhdPxyEFK%2Fimage.png?alt=media&amp;token=7560c517-1318-4a15-8830-72c3e962d792" alt=""><figcaption><p>Show Campaign Helper</p></figcaption></figure>

To get the Linkedin Account ID simply click "Show Campaign Helper" and scroll down to "Accounts" and click to open the dropdown. Paste the value of the account you want to use in the Linkedin Account ID.

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FMSK3cfb5MBdFxcp0CZem%2Fimage.png?alt=media&amp;token=05ae4152-41d1-4989-9522-2f180050329f" alt="" width="375"><figcaption><p>Campaign Helper</p></figcaption></figure>

#### Personalize With

Choose which fields you want to use for personalization. The available personalizations are

* Headline
* Location
* Company
* School


# Email Verification

Verify emails to maximize your deliverability.

Email verification is one of the primary use cases in data cleaning. This will automatically verify emails and your results will only contain valid or accept all emails in the results if you check this box. Invalid and unknown emails will be removed.&#x20;

| Verification Status | Filtered |
| ------------------- | -------- |
| Valid               | Keep     |
| Accept All          | Keep     |
| Invalid             | Removed  |
| Unknown             | Removed  |

#### Enrichment

To verify emails, simply select "Email Verification" from the list of available enrichments.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2F2c00gzJ3Tb4tHCZDvTD4%2Fimage.png?alt=media&amp;token=9b418165-f995-4768-99f9-0a656eae97a2" alt=""><figcaption><p>Email Verification</p></figcaption></figure>


# Filters

We can apply filters that are more strict than our initial search allowed in the [Filters](https://www.big-brain.co/app/filters) section of the app.&#x20;

## Filters

Separate filters with a comma space between each.&#x20;

### Title Contains

Title Contains requires **at least one of the keywords** to be in the title of the prospect, or they will be removed from the final list.&#x20;

**Example**: ceo, chief executive officer

{% hint style="info" %}
Titles have many variations, so use this filter sparingly when your search by title is narrow to avoid over-filtering your list. Title Not Contains is a better fit for most searches.&#x20;
{% endhint %}

### Title Not Contains

Title Not Contains removes prospects from the final list if any of the keywords are in their title.&#x20;

**Example**: assistant, office of

{% hint style="success" %}
When filtering for the Upwork Auto Apply bot, only use **Title Contains** and **Title Not Contains**. This will apply your keyword filters on both the job title and job description.&#x20;
{% endhint %}

### Company Not Contains

Company Not Contains removes prospects from the final list if any of the keywords are in their company name.&#x20;

**Example**: digital, staffing, agency

### Website Not Contains

Website Not Contains removes prospects from the final list if their domain has any of the keywords listed.&#x20;

**Example**: .edu, .gov, .org

## Global Filters

Global filters are the filters you want to remove from all of your segments. For example, if you don't want to target government organizations, then you could add .gov as a Website Not Contains global filter.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FRVuujDrevRSqlGQCQiQt%2Fimage.png?alt=media&amp;token=764b3c2b-9f29-4f1f-a121-047c091afe84" alt=""><figcaption><p>Global Filters</p></figcaption></figure>

### Email Preference

Select if you would like to prioritize personal or business emails in your search. The data can often have a mix of both. The Data Cleaning app splits business and personal emails into separate columns and creates a best email column that prioritizes your preference, but still returns the other if your preference is not available.&#x20;

### Global

Select title contains, title not contains, company not contains, and website not contains filters that you want applied on all your lists.&#x20;

{% hint style="info" %}
You still have the option in the Data Cleaning app to make an exception to have global filters not apply.&#x20;
{% endhint %}

## Segments

You have the ability to filter different lists different ways.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2F1AG8QUCXFLrWMQHsH70I%2Fimage.png?alt=media&amp;token=82de37c7-2bdd-4afc-ae3a-f6a9687cb9bb" alt=""><figcaption><p>Segments</p></figcaption></figure>

**Example**:&#x20;

**Segment 1**: Marketing Leaders

**Title Contains**: marketing, digital, advertising

**Title Not Contains:** assistant, intern, recruiter, consult

**Company Not Contains:** consult, staffing, digital, agency

**Website Not Contains:** .edu, .gov, .org

**Segment 2**: Sales Leaders

**Title Contains**: sales, sdr, bdr, development

**Title Not Contains:** assistant, intern, recruiter, consult

**Company Not Contains:** consult, staffing, digital, agency

**Website Not Contains:** .edu, .gov, .org

### Segment

Configure title contains, title not contains, company not contains, and website not contains for different segments.&#x20;

{% hint style="info" %}
You can have up to 3 Segments.
{% endhint %}


# Destinations

Send cleaned data from Big Brain to external apps or internal campaigns.

You can send your cleaned data to external apps or internal campaigns by selecting the relevant destination. The list of available destinations are

* [Linkedin Outreach](/apps/data-cleaning/data-cleaning-form/destinations/linkedin-outreach) - Send connection requests, follow up messages, and inMails to prospects on Linkedin.&#x20;
* [Mailshake Campaign](/apps/data-cleaning/data-cleaning-form/destinations/mailshake-campaign) - Send email sequences to your prospects.
* [Google Sheets](/apps/data-cleaning/data-cleaning-form/destinations/google-sheets) - Export your cleaned data to Google Sheets.&#x20;

{% content-ref url="/pages/CPFlDLsoAC3qLELjzE9r" %}
[Linkedin Outreach](/apps/data-cleaning/data-cleaning-form/destinations/linkedin-outreach)
{% endcontent-ref %}

{% content-ref url="/pages/dDgb6UY0UXias8MPAxFP" %}
[Mailshake Campaign](/apps/data-cleaning/data-cleaning-form/destinations/mailshake-campaign)
{% endcontent-ref %}

{% content-ref url="/pages/UKWBmQqkxck6NQBcWVL5" %}
[Google Sheets](/apps/data-cleaning/data-cleaning-form/sources/google-sheets)
{% endcontent-ref %}


# Linkedin Outreach

Send connection requests, follow up messages, and inMails to prospects from the Data Cleaning app.

You can send cleaned data from Big Brain to Linkedin outreach campaigns that let you send connection requests, follow up messages, and inMails to prospects.

## Send Prospects to a Linkedin / inMail Campaign

#### Destinations

Select "Linkedin Outreach" as your destination.

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FxU3tTk88nGsoKSy4qrQu%2Fimage.png?alt=media&amp;token=f8f9aa97-20a7-4df1-bf6c-45e06a3fa86f" alt=""><figcaption><p>Destination: Linkedin Outreach</p></figcaption></figure>

#### Linkedin Campaign ID / inMail Campaign ID

Create a Linkedin Campaign in the Linkedin Outreach app if you have not already done so.&#x20;

{% content-ref url="/pages/ZoB9yK4jbXYFmwGViXdo" %}
[Create / Update Linkedin Campaigns](/apps/linkedin-outreach/campaigns/create-update-linkedin-campaigns)
{% endcontent-ref %}

To get the Linkedin Campaign ID simply click "Show Campaign Helper" and scroll down to "Campaigns" and click to open the dropdown. Paste the value of the campaign you want to use in the Linkedin Campaign ID.

{% hint style="info" %}
You can map 1 list to both a Linkedin Outreach campaign and an inMail Outreach campaign. **Both Linkedin Campaign ID and inMail Campaign ID are both found under Linkedin Campaign ID in the Campaign Helper.**&#x20;
{% endhint %}

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FDutFNopA4FbGhdPxyEFK%2Fimage.png?alt=media&amp;token=7560c517-1318-4a15-8830-72c3e962d792" alt=""><figcaption><p>Show Campaign Helper</p></figcaption></figure>

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FVTV60AyW6d3Ruy5Uc3ip%2Fimage.png?alt=media&amp;token=c39e5761-4e90-41d9-9fce-3d079ff88b6f" alt="" width="364"><figcaption><p>Campaign Helper</p></figcaption></figure>

## Remove a Prospects in a List from a Linkedin Campaign

You can remove the list of prospects from you Linkedin campaign by either

* Editing the list to remove the Linkedin Campaign ID mapping
* Deleting the list


# Mailshake Campaign

Send cleaned data from Big Brain to Mailshake sequences.

You can send cleaned data from Big Brain directly to Mailshake sequences.&#x20;

## Add Your Mailshake API Key

Ensure that you have added your Mailshake API Key before proceeding.&#x20;

{% content-ref url="/pages/GwaQVqSnK7tjpvYf5GZX" %}
[Add Mailshake API Key](/apps/jobs-sync/add-mailshake-api-key)
{% endcontent-ref %}

## Filling Out the Data Cleaning Form with Mailshake as a Destination

#### Destinations

Select "Mailshake Campaign" as your destination.

#### Single Campaign

Select this option if you want all prospects to go to a single Mailshake campaign.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FXu2l6FBiQptugJamm8r0%2Fimage.png?alt=media&amp;token=4ecd481a-f463-4943-8a17-8e6033d75219" alt=""><figcaption><p>Single Mailshake Campaign</p></figcaption></figure>

#### Mailshake Campaign ID

Get the Mailshake Campaign ID from the URL of your Mailshake Campaign. Paste it into the Mailshake Campaign ID field.

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FtO0GbyGwpx6ejeEM7Aug%2Fimage.png?alt=media&amp;token=934cca67-40df-459e-a01f-7074ae647df2" alt=""><figcaption><p>Mailshake Campaign ID</p></figcaption></figure>

#### Multiple Campaigns

Select this option if you want to segment your prospects into multiple Mailshake campaigns.&#x20;

{% hint style="info" %}
You must use a Google Sheet as your source to send to multiple Mailshake campaigns.
{% endhint %}

In your Google Sheet source, have a column that indicates which Mailshake campaign ID the prospects should be sent to. You can have different campaigns for different prospects. Fill in the column name that holds the Mailshake Campaign IDs.

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FQx0GtpI2XJC766SizIpT%2Fimage.png?alt=media&amp;token=f4076a23-1ff5-47f1-93c7-c588cb593502" alt=""><figcaption><p>Multiple Campaigns</p></figcaption></figure>

## Personalizing with AI

You can create personalized Icebreakers to use as text replacements by selecting Personalize with AI in the Data Enrichment section.&#x20;

### Set up your Personalize with AI Enrichment

Read more about how to configure this here.&#x20;

{% content-ref url="/pages/04L3MlXlynhpWFElSAYm" %}
[Personalize with AI](/apps/data-cleaning/data-cleaning-form/data-enrichment/personalize-with-ai)
{% endcontent-ref %}

This will generate highly personalized icebreakers that can be used as text replacements in your Mailshake campaign, the same way you can personalize {{firstName}} or {{company}}.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FHo6u8BtmuZhRtmhfaPTz%2Fimage.png?alt=media&amp;token=147f02bf-dee0-4047-92a6-5b7bda19765e" alt=""><figcaption><p>Icebreakers</p></figcaption></figure>

### Set up your Personalization within Mailshake

#### Use Icebreakers as Text Replacements in Mailshake

To add personalization in Mailshake, you'll simply need to add the Icebreakers as a text replacement by adding {{Icebreaker 1}} or any other icebreaker.&#x20;

| Personalization | Text Replacement in Mailshake |
| --------------- | ----------------------------- |
| Headline        | {{Icebreaker 1}}              |
| Location        | {{Icebreaker 2}}              |
| Company         | {{Icebreaker 3}}              |
| School          | {{Icebreaker 4}}              |

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FuPud4B0fFaxulmJLD3tz%2Fimage.png?alt=media&amp;token=9f30798d-1280-46dd-a313-53981e15100c" alt=""><figcaption><p>Using Icebreakers as Text Replacements</p></figcaption></figure>

#### Adding A Fallback Text

The Personalize with AI automation has a good fill rate, but in some cases the information is not available to create icebreakers with. For example, a prospect doesn't have their school listed, but you've selected school as a personalization. In this case it's best to add a fallback message that will be used instead if we weren't able to personalize based on a field you've selected.&#x20;

> {{Icebreaker 4}}

To do this, add a ":" and then write your fallback message.&#x20;

> {{Icebreaker 4: Great to connect!}}

If you use the above text replacement in your Mailshake campaign, it will personalize based on their school if their school was listed, but substitute in "Great to connect!" if their school wasn't listed.&#x20;

{% hint style="warning" %}
If you don't add a fallback message in Mailshake and we aren't able to personalize on one of the fields you've selected, Mailshake will give you an error for that prospect and prevent sending to them. Add a fallback message to remove this error and have all your messages go out.
{% endhint %}


# Google Sheets

Export your cleaned data to Google Sheets

You can send your cleaned data to Google Sheets to import into any app with our Google Sheets destination.&#x20;

#### Destination

Select "Google Sheets" as your Destination.

#### New Email Upload

Paste the publicly editable Google Sheet URL here.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FVsO2E9cFCcGBhYcEEx9y%2Fimage.png?alt=media&amp;token=dde3ad70-60d9-40f1-a882-5b0b1de9d895" alt=""><figcaption><p>Google Sheets</p></figcaption></figure>

This Google Sheet will contain only new data that is not already on the Master List. If you're looking for all your previous data, click your Master Sheet url from the [Overview](https://www.big-brain.co/app/data-cleaning#overview) tab.&#x20;


# Integrations


# Mailshake

Mailshake lets you send email sequences with automatic follow ups to prospects.

You can connect your Mailshake account to Big Brain to&#x20;

* Pull prospects from Mailshake who have completed a certain email step within a campaign
* Send prospects from Big Brain to Mailshake.&#x20;

## Add Your Mailshake API Key

To use the Mailshake integration, you must add your API Key.

{% content-ref url="/pages/GwaQVqSnK7tjpvYf5GZX" %}
[Add Mailshake API Key](/apps/jobs-sync/add-mailshake-api-key)
{% endcontent-ref %}


# Add Your Mailshake API Key

Add your Mailshake API Key

## Find Your Mailshake API Key

Get your Mailshake API Key by

1. Logging into Mailshake
2. Selecting "Integrations"
3. Selecting "API"
4. Copying the key

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FQiOo2dPJOyll8bH0pOtl%2Fimage.png?alt=media&amp;token=924a2c3e-12fd-4c42-b45a-6de19e5272d2" alt="" width="563"><figcaption><p>Find your Mailshake API Key</p></figcaption></figure>

## Add Your Mailshake API Key to Big Brain

To add your Mailshake API Key, simply

1. Navigate to the [Integrations](https://www.big-brain.co/app/data-cleaning#integrations) tab of the Data Cleaning app.&#x20;
2. Select "Mailshake"
3. Select "API Key"
4. Paste your API Key from Mailshake and Click Save.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FRU8BhFEqdxyEvfGRiBIK%2Fimage.png?alt=media&amp;token=ffbd6ea5-37fb-4ac5-8351-e3557f3bd661" alt=""><figcaption><p>Add your Mailshake API key to Big Brain</p></figcaption></figure>


# Smartlead

Smartleads lets you send email sequences with automatic follow ups to prospects.

You can connect your Smartlead account to Big Brain to&#x20;

* Send prospects from Big Brain to Smartlead.&#x20;

## Add Your Smartlead API Key

To use the Smartlead integration, you must add your API Key.

{% content-ref url="/pages/koKzPe5yZM0dIHJATfOc" %}
[Add Your Smartlead API Key](/apps/data-cleaning/integrations/smartlead/add-your-smartlead-api-key)
{% endcontent-ref %}


# Add Your Smartlead API Key

Add your Mailshake API Key

## Find Your Smartlead API Key

Get your Smartlead API Key by

1. Logging into Smartlead
2. Selecting "[Settings & Profile](https://app.smartlead.ai/app/settings/profile)"
3. Copying the key

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2F2bCKtrHtiyt9pqO6ZAIQ%2FPasted%20Graphic%201.png?alt=media&amp;token=9fe6c8ac-bbaa-4ff9-95b7-8db85a09b51e" alt="Smartlead API Key"><figcaption><p>Find your Smartlead API Key</p></figcaption></figure>

## Add Your Smartlead API Key to Big Brain

To add your Mailshake API Key, simply

1. Navigate to the [Integrations](https://www.big-brain.co/app/data-cleaning#integrations) tab of the Data Cleaning app.&#x20;
2. Select "Smartlead"
3. Select "API Key"
4. Paste your API Key from Smartlead and Click Save.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2Fb9ttT2PuIpmdibQfthYp%2Fimage.png?alt=media&amp;token=6827e835-6f5c-422f-a9a8-4d091766bcbc" alt=""><figcaption><p>Add your Smartlead API key</p></figcaption></figure>


# Parvenu

Parvenu lets you find email addresses automatically.

You can connect your Parvenu account to Big Brain to&#x20;

* Find contacts from Indeed Jobs search

## 7-Day Free Trial

{% embed url="<https://parvenu.io>" %}
7-day Free Trial
{% endembed %}

## Add Your Parvenu API Key

To use the Parvenu integration, you must add your API Key.

{% content-ref url="/pages/JpikGaM5kTg6NemxUuRI" %}
[Add Your Parvenu API Key](/apps/data-cleaning/integrations/parvenu/add-your-parvenu-api-key)
{% endcontent-ref %}


# Add Your Parvenu API Key

Add your Parvenu API Key

## Find Your Parvenu API Key

Get your Parvenu API Key by

1. [Logging in](https://data.parvenu.io/login) to Parvenu
2. Selecting "API / Webhooks"
3. Selecting "Use the API"
4. Copying the key from the body of a request

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FgKNHj5EBSXzC7izdGavY%2Fimage.png?alt=media&amp;token=7de4d9b8-92a4-4110-9f48-9194682f36f3" alt=""><figcaption><p>Find your Parvenu API Key</p></figcaption></figure>

## Add Your Parvenu API Key to Big Brain

To add your Parvenu API Key, simply

1. Navigate to the [Integrations](https://www.big-brain.co/app/data-cleaning#integrations) tab of the Data Cleaning app.&#x20;
2. Select "Parvenu"
3. Select "API Key"
4. Paste your API Key from Parvenu and Click Save.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FtmlkjuwTwSS6pFyKAjta%2Fimage.png?alt=media&amp;token=c9c9fef3-8358-4f09-abd4-803c25179397" alt=""><figcaption><p>Add your Parvenu API Key to Big Brain</p></figcaption></figure>


# Open AI

Send personalized icebreakers in your outreach messages to boost engagement.

You can personalize outreach messages to contacts with our Open AI integration. Navigate to the [Integrations](https://www.big-brain.co/app/data-cleaning#integrations) tab of the Data Cleaning app.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FGeRmKaCEprLcIl6Qr3kX%2Fimage.png?alt=media&amp;token=18ab0c27-d361-4d15-9a94-718cafdeeda6" alt=""><figcaption><p>Open AI Integration</p></figcaption></figure>

You can create personalized icebreakers based on

* Company
* School
* Location
* Headline

## Default Prompts

We have a set of default prompts that are proven to create effective personalized icebreakers.&#x20;

{% content-ref url="/pages/tNtYxOMleShaaOGWGLEV" %}
[Default Prompts](/apps/data-cleaning/integrations/open-ai/default-prompts)
{% endcontent-ref %}

## Custom Prompts

If your requirements are more specific, you can also create your own custom prompts. Read more on how to create new custom prompts or edit existing custom prompts below.&#x20;

{% content-ref url="/pages/WuIX3R8wFfIkWUYd8Whh" %}
[New Custom Prompt](/apps/data-cleaning/integrations/open-ai/new-custom-prompt)
{% endcontent-ref %}

{% content-ref url="/pages/Hl364VfzO6hrNFTVbSlk" %}
[Existing Custom Prompts](/apps/data-cleaning/integrations/open-ai/existing-custom-prompts)
{% endcontent-ref %}

## Connect a Linkedin Account to Big Brain

Since we must scrape the person's profile to get fields to base the personalization on, you must connect a Linkedin account to Big Brain in order to create personalized icebreakers.

{% hint style="success" %}
You must connect a Linkedin account to Big Brain to use the personalization feature.
{% endhint %}

{% content-ref url="/pages/yZZiZaybxmHCo6r9K8Xf" %}
[Connect a New Linkedin Account](/apps/linkedin-outreach/accounts/connect-a-new-linkedin-account)
{% endcontent-ref %}

## Use Icebreakers as Text Replacements

Set up your email and Linkedin campaigns with text replacements to create dynamic content that's unique to that prospect and makes your message more relatable.&#x20;

{% content-ref url="/pages/LUgRNbiVJ2kvYokGj2oQ" %}
[Using Icebreakers as Text Replacements](/apps/data-cleaning/integrations/open-ai/using-icebreakers-as-text-replacements)
{% endcontent-ref %}

## Add Your Open AI API Key

You can increase the amount of personalized icebreakers you can create by adding your own Open AI API Key.

{% hint style="info" %}
This is optional.
{% endhint %}

{% content-ref url="/pages/5Jnw2YyVttPNuyLKJypB" %}
[Add Your Open AI API Key](/apps/data-cleaning/integrations/open-ai/add-your-open-ai-api-key)
{% endcontent-ref %}

## Complete the Data Cleaning Form

Submit the data cleaning form with both "Personalize with AI" and "Linkedin Profile Scraper" selected. Additionally, select "Linkedin Profile Finder" if you do not already have the person's Linkedin profile and we will attempt to find it automatically based on their name, company, and domain.&#x20;

You must enter a Linkedin Account ID for the profile scraper to work and for the bot to be able to personalize the messaging.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FBYSVx0SwH8ue2gPt8xXT%2Fimage.png?alt=media&amp;token=35d335a6-7205-4360-9495-cb73f04130f7" alt=""><figcaption><p>Personalize with AI</p></figcaption></figure>

Finally select which personalizations you'd like to use. You can use more than one at a time. When you submit the form, you can use text replacements for any of the destinations given to dynamically substitute the personalized messages into your outreach messages.

{% content-ref url="/pages/om6dd1ZbHf6z89iUmsTN" %}
[Data Cleaning Form](/apps/data-cleaning/data-cleaning-form)
{% endcontent-ref %}


# Default Prompts

These prompts will be used if you don't create custom prompts.

The default prompts will be used to create personalized icebreakers if you don't create a custom prompt. These prompts get good results on average, but you can create custom prompts to tailor your icebreakers to your audience if needed.

To view the default prompts, navigate to the [Integrations](https://www.big-brain.co/app/data-cleaning#integrations) tab of the data cleaning app, select "Open AI," and then "Default Prompts."

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2Fd0B14tReU1YfwgooxnOt%2Fimage.png?alt=media&amp;token=2f54da83-32c1-4a79-9e1c-a51239d923a1" alt=""><figcaption><p>Default Prompts</p></figcaption></figure>


# New Custom Prompt

Create custom prompts to tailor your icebreakers to your use case.

You have the ability to create custom prompts if you need even more personalized icebreakers.&#x20;

{% hint style="info" %}
**You do not need to create custom prompts.** The default prompts are proven prompts for effective personalization. Only use this feature if you have a specific use-case that requires additional personalization.&#x20;
{% endhint %}

1. Navigate to the [Integrations](https://www.big-brain.co/app/data-cleaning#integrations) tab of the data cleaning app.&#x20;
2. Select the "Open AI" tab.
3. Select the "New Custom Prompt" tab.
4. Fill out the type of personalization

{% hint style="success" %}
Valid inputs are "**Company**," "**Location**," "**Headline**," or "**School**." This determines which fields the bot uses to create the icebreaker.
{% endhint %}

5. Write a a custom prompt.

{% hint style="info" %}
For best results, include a list of what you don't want to do, as well as example inputs and outputs for what you'd consider a successful personalization.&#x20;
{% endhint %}

{% hint style="warning" %}
Do not create multiple custom prompts for the same type of personalization. IE do not create two Location prompts. Either edit your existing prompt with the same type, or delete it and create another one. **If you enter multiple prompts with the same type only one of them will be used.**&#x20;
{% endhint %}

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FODGQ99gxnOu8NykWtGft%2Fimage.png?alt=media&amp;token=0875a498-dc3d-4efb-b27b-0c3bfa241682" alt=""><figcaption><p>Write a new custom prompt.</p></figcaption></figure>

6. Click "Create Custom Prompt" to save.


# Existing Custom Prompts

View and edit your existing custom prompts.

## View Existing Custom Prompts

1. Navigate to the [Integrations](https://www.big-brain.co/app/data-cleaning#integrations) tab of the data cleaning app.
2. Select "Open AI"
3. Select "Existing Custom Prompts" to view your existing custom prompts.

{% hint style="warning" %}
Do not create multiple custom prompts for the same type of personalization. IE do not create two Location prompts. Either edit your existing prompt with the same type, or delete it and create another one. **If you enter multiple prompts with the same type only one of them will be used.**&#x20;
{% endhint %}

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2F1gWFKxJ2eO1bQuy9XZoi%2Fimage.png?alt=media&amp;token=b3e8e1e2-4d33-4cc1-8cab-0b95b99de767" alt=""><figcaption><p>Existing Custom Prompts</p></figcaption></figure>

## Edit Existing Custom Prompts

1. Click the "Edit" button.&#x20;
2. Edit the prompt with any changes you'd like to make.&#x20;
3. Click "Save Edits"

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2Fwzxw8dOWyVUT2aEPMpqq%2Fimage.png?alt=media&amp;token=f266b8b6-bafa-4ca4-9b68-1f3dcf96a072" alt=""><figcaption><p>Edit Existing Custom Prompts</p></figcaption></figure>


# Using Icebreakers as Text Replacements

Use the personalization in email or Linkedin campaigns.

You can use the personalized icebreakers in your outreach messages by adding them as text replacements.&#x20;

| Type     | Text Replacement |
| -------- | ---------------- |
| Headline | {Icebreaker 1}   |
| Location | {Icebreaker 2}   |
| Company  | {Icebreaker 3}   |
| College  | {Icebreaker 4}   |

For example, personalizing by a person's company and using {Icebreaker 3} in your outreach campaign will result in something like this being substituted in. You can use this to be more relatable and increase engagement.&#x20;

> Hi John, FragranceNet is known for its wide selection of fragrances and beauty products. What's been the most popular fragrance category among your customers lately?


# Add Your Open AI API Key

Increase your monthly limits by adding your own Open AI API Key.

1. Navigate to the [Integrations](https://www.big-brain.co/app/data-cleaning#integrations) tab of the Data Cleaning app.&#x20;
2. Select the "Open AI" tab.
3. Select the "API Key" tab.
4. Add your Secret API Key from the [User Settings](https://platform.openai.com/account/api-keys) in your Open AI account.&#x20;
5. Click "Save."

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FRhQx3Cy29tCSYQblh7KN%2Fimage.png?alt=media&amp;token=aef000ea-e890-49f3-ad1d-ca46b42011e5" alt=""><figcaption><p>Add your Open AI API Key</p></figcaption></figure>


# Lists

Edit existing lists and see analytics on how your data is flowing.

## Edit an Existing List

You can make changes to existing list configurations. Below is the documentation for editing an existing list.&#x20;

{% content-ref url="/pages/BvudQKWYPOOfdPHJilxx" %}
[Edit an Existing List](/apps/data-cleaning/lists/edit-an-existing-list)
{% endcontent-ref %}

## Data Cleaning Analytics

You can see analytics on how your data is flowing. See how many contacts were removed by filters, imported into Big Brain, or passed email verification. Below is documentation for understanding the analytics.&#x20;

{% content-ref url="/pages/neS6dLeHcmm8j7WYzd1W" %}
[Data Cleaning Analytics](/apps/data-cleaning/lists/data-cleaning-analytics)
{% endcontent-ref %}


# Edit an Existing List

Make changes to an already created list.

## Edit an Existing List

1. Navigate to the [Lists](https://www.big-brain.co/app/linkedin-outreach#lists) tab of the Data Cleaning app.

2. Click the "Edit" button on the list you want to edit\
   \ <br>

   <figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FiahOTKDJzKdICc0p2xFM%2Fimage.png?alt=media&amp;token=53b74819-f45b-4123-81f2-bbe5a80e3b27" alt=""><figcaption><p>"Edit"</p></figcaption></figure>

3. Edit your configuration<br>

   <figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FMlbzlAqZlm2FWi2LAiWw%2Fimage.png?alt=media&amp;token=6a318389-a68e-4c6d-9b78-e66a2fe0b8a1" alt=""><figcaption><p>Edit a list</p></figcaption></figure>

4. Click "Save Edits"

## List Configuration

### Active Sources

The source you selected should say "on." If you change the source to a different source, add "on" to that as an Active Source.

### Destinations

Similarly to Active Sources, Destinations should say "on" for each destination you intend to send&#x20;

#### Linkedin

Make sure to input the Linkedin Campaign ID of the destination campaign. You can get the Campaign ID by clicking "Show Campaign Helper"

{% hint style="info" %}
Contacts will not be sent to Linkedin Outreach if you do not input the Linkedin Campaign ID.
{% endhint %}

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FHOqJjkdaVX8yCS1ZnOzm%2Fimage.png?alt=media&amp;token=95eb4baf-ab2e-4f46-b17d-7072c743c5a3" alt="" width="274"><figcaption></figcaption></figure>


# Data Cleaning Analytics

You can get analytics on lists run through Big Brain. The analytics will update so you can see how the data is flowing.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2F1CJaUt2AVN1yy9GNB9N7%2Fimage.png?alt=media&amp;token=cc271cc8-22ad-4e65-a2d6-6d77ac53e2b3" alt=""><figcaption><p>Data Cleaning Analytics</p></figcaption></figure>

{% hint style="info" %}
If **Contacts Imported to Big Brain** says 0 for an extended period of time, you may not have correctly configured your data cleaning. Edit the list and check your inputs if thsi number does not change.&#x20;
{% endhint %}

| Field                                | Description                                                                        | Notes                                                                                                                                                                 |
| ------------------------------------ | ---------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Contacts Currently in Source**     | A count of the contacts currently in the source file.                              | If you overwrite the source file, this number will be updated to 0 as they are no longer currently in the source file. If they've already been imported to Big Brain. |
| **Contacts Imported into Big Brain** | A count of the contacts from your sources that have been imported to Big Brain.    |                                                                                                                                                                       |
| **Contacts who Passed Filters**      | A count of the remaining contacts who passed your filter setup.                    |                                                                                                                                                                       |
| **Contacts Removed By Filters**      | A count of contacts removed by your filter setup.                                  |                                                                                                                                                                       |
| **Contacts who have been Verified**  | A count of contacts who have had their email verified.                             | This number will be 0 if you didn't select email verification in the enrichment section.                                                                              |
| **Contacts Waiting to Be Verified**  | A count of contacts still being processed by the email verifier.                   |                                                                                                                                                                       |
| **Contacts with Good Emails**        | Contacts who had either a Valid or Accept All email verification status            | These contacts will be kept if you have email verification turned on.                                                                                                 |
| **Contacts with Bad Emails**         | Contacts who had either a Unknown, Invalid or Not Found email verification status. | These contacts will be removed if you have email verification turned on.                                                                                              |
| **Valid Emails**                     | A count of contacts with valid emails with the highest chance of delivering.       |                                                                                                                                                                       |
| **Accept All Emails**                | A count of contacts with accept all / catch all / unverifiable emails.             | Check out this [article](https://www.big-brain.co/resources/accept-all-email-faq) on why you should send to accept all emails.                                        |
| **Invalid Emails**                   | A count of contacts with invalid emails.                                           |                                                                                                                                                                       |
| **Unknown Emails**                   | A count of contacts with unknown emails.                                           |                                                                                                                                                                       |
| **Not Found Emails**                 | A count of contacts who count not be found by the email verifier.                  |                                                                                                                                                                       |


# Linkedin Outreach

Send connection requests and follow up messages on Linkedin automatically.

## Connect a New Linkedin Account

Configure your Linkedin account credentials to run automations.

{% content-ref url="/pages/yZZiZaybxmHCo6r9K8Xf" %}
[Connect a New Linkedin Account](/apps/linkedin-outreach/accounts/connect-a-new-linkedin-account)
{% endcontent-ref %}

## Reconnect an Expired Linkedin Account

You'll periodically need to reconnect your Linkedin account to continue running automations.

{% content-ref url="/pages/Tc6mCIomv19XEWWWnxac" %}
[Reconnect Expired Linkedin Account](/apps/linkedin-outreach/accounts/reconnect-expired-linkedin-account)
{% endcontent-ref %}

## Create a New Message Sequence

You can create Linkedin message sequences directly in Big Brain. To create a new message sequence, see here:

{% content-ref url="/pages/moG37qN9VY1UPjbTKI5u" %}
[Broken mention](broken://pages/moG37qN9VY1UPjbTKI5u)
{% endcontent-ref %}

## Update Existing Message Sequence

You can view and update your existing sequences from the "Sequences" tab of the Linkedin Outreach app.

{% content-ref url="/pages/KWOIc8LkYfIUbZ8gAsNm" %}
[Create a Message Sequence / Update Existing Message Sequences](/apps/linkedin-outreach/messages/create-a-message-sequence-update-existing-message-sequences)
{% endcontent-ref %}

## Personalize with Text Replacements

You can add personalization such as {First Name} to dynamically insert data. See a full list of text replacements here:

{% content-ref url="/pages/EmZbkwJzCDKD2rgs7KJ8" %}
[Personalize with Text Replacements](/apps/linkedin-outreach/messages/personalize-with-text-replacements)
{% endcontent-ref %}

## Clean Prospect Data

The last thing you'll want to do before creating a new outreach campaign is to clean prospect list with the Data Cleaning workflow.

{% content-ref url="/pages/Jtpj54OoMhqxR7nGUsT8" %}
[Clean Prospect List](/apps/linkedin-outreach/lists/clean-prospect-list)
{% endcontent-ref %}

## Create a New Linkedin Campaign

Once you've connected your Linkedin account, created a sequence, and cleaned a prospect list, you're ready to schedule your outreach campaign.

{% content-ref url="/pages/3o8WH92zqqDG8oxYVKx6" %}
[Broken mention](broken://pages/3o8WH92zqqDG8oxYVKx6)
{% endcontent-ref %}

## Update Existing Linkedin Campaigns

You view and update your existing Linkedin campaigns from the "Campaigns" tab.

{% content-ref url="/pages/ZoB9yK4jbXYFmwGViXdo" %}
[Create / Update Linkedin Campaigns](/apps/linkedin-outreach/campaigns/create-update-linkedin-campaigns)
{% endcontent-ref %}

## Security

Learn the steps we take to ensure your account is safe.

{% content-ref url="/pages/VvfhpjEBilxCcFqJp119" %}
[Security](/apps/linkedin-outreach/security)
{% endcontent-ref %}

## Linkedin Analytics

Track your progress with native analytics.

{% content-ref url="/pages/DOzp3kRBIdaPHw44p6YA" %}
[Linkedin Analytics](/apps/linkedin-outreach/linkedin-analytics)
{% endcontent-ref %}


# Accounts


# Connect a New Linkedin Account

Add a Linkedin account to Big Brain

1. Install [EditThisCookie](https://chrome.google.com/webstore/detail/editthiscookie/fngmhnnpilhplaeedifhccceomclgfbg?hl=en) Chrome Extension
2. [Login](https://big-brain.co) to Big Brain
3. Navigate to the [Accounts](https://www.big-brain.co/app/linkedin-outreach#accounts) tab of the Linkedin Outreach app.&#x20;
4. Select "Connect a New Account"
5. Fill in the name, account type, email and password associated with the account you are connecting
6. Open Linkedin in a new tab.&#x20;
7. Use the EditThisCookie extension to get the li\_at cookie from this tab and paste it in the Session Cookie field. This establishes a connection with your account.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FBzmyg2FpGfj6ahbY4IOl%2Fimage.png?alt=media&amp;token=af8f2e1f-b342-42bc-b053-54f1beacf210" alt=""><figcaption><p>Connect a new Account</p></figcaption></figure>

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2F2UKWfWGSoxfqiMOkpf4T%2FConnect%20a%20New%20Linkedin%20Account.gif?alt=media&amp;token=d873b0ce-75f7-44f0-9b94-6035eab82c46" alt=""><figcaption><p>Get the li_at cookie from Linkedin</p></figcaption></figure>

8. Submit the form.

| Field                   | Description                                               |
| ----------------------- | --------------------------------------------------------- |
| Linkedin Account Name\* | The name associated with your account                     |
| Username\*              | The email address / username associated with your account |
| Password\*              | The password associated with your account.                |
| Session Cookie\*        | li\_at token used to connect to your Linkedin account.    |

\*Required field

{% hint style="info" %}
It can take up to 5 minutes to connect a Linkedin account after submitting.
{% endhint %}

After your account has been connected, the account information will be displayed in the Big Brain accounts section.

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FjlmzHFMuytK1Mi25TKUW%2Fimage.png?alt=media&amp;token=6253596f-60d3-4e52-837d-f05cddc70e85" alt=""><figcaption><p>Accounts</p></figcaption></figure>


# Reconnect Expired Linkedin Account

You'll periodically need to reconnect your Linkedin account to continue running automations.

We use session cookies to connect to your Linkedin account. These session cookies are a safe method of authentication, but the occasionally need to be reset. Some reasons the session cookies expire

* You viewed too many pages in too short of an amount of time.&#x20;
* You manually logged out of your Linkedin account.
* You're using another automation tool at the same time.&#x20;
* You haven't updated your cookie in \~1 week.&#x20;

{% hint style="info" %}
New Linkedin Accounts, accounts with heavy automation, or accounts with few existing connections may have to reconnect their cookie more frequently.
{% endhint %}

Reconnecting expired Linkedin accounts is easy.&#x20;

1. Install the [Captain Data Chrome Extension](https://chrome.google.com/webstore/detail/captain-data/jigafbdbpkblnjimhcoihaejnbkjpkbo?hl=en).\
   \
   This will allow us to get a new cookie from Linkedin. No need to create an account!<br>
2. See that your cookie has expired on the [Accounts](https://www.big-brain.co/app/linkedin-outreach#accounts) page.&#x20;

* Your Account Status will be red if your cookie is expired.
* Your Account Status will be green if your cookie is connected.<br>

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FnogOZTnpy6CJVkH4OyGR%2Fimage.png?alt=media&amp;token=81c31919-d078-4737-bac8-94102a501155" alt=""><figcaption><p>Expired Session Cookie</p></figcaption></figure>

1. Open the Linkedin account you want to connect in a new tab.<br>
2. Select "Reset Cookie" from the Accounts page.\
   \
   This will open up a new page. Select "Configure the Account."\ <br>

   <figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FVSFoeHP9iZQgDQINwoMe%2Fimage.png?alt=media&amp;token=5e31e8e1-878b-4152-b888-f2e223330878" alt=""><figcaption><p>Configure the account</p></figcaption></figure>

Your Linkedin account has been reconnected!


# Disconnect an Existing Linkedin Account

1. Navigate to [Linkedin accounts](https://www.big-brain.co/app/linkedin-outreach#accounts).
2. Select "Disconnect Account"
3. Copy the Linkedin Account ID
4. Paste the value in the Linkedin Account ID field
5. Click "Disconnect"

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FmDsm7CdEQaUK1KgYilQD%2Fimage.png?alt=media&amp;token=965c388e-b968-46c9-b58f-d98ea1078c6e" alt=""><figcaption><p>Disconnect Linkedin account</p></figcaption></figure>


# Messages


# Create a Message Sequence / Update Existing Message Sequences

You can create new message sequences or make updates to message sequences from the ["Sequences"](https://www.big-brain.co/app/linkedin-outreach#sequences) tab of the Linkedin Outreach app.&#x20;

## Create a New Sequence

From the Sequences section, select "Create a Sequence." Give the sequence a name and select which channel it will come from.&#x20;

You can add text replacements such as {First Name} and {Company} to dynamically populate those fields with personalized information. Read more about how to [Personalize with Text Replacements](/apps/linkedin-outreach/messages/personalize-with-text-replacements).&#x20;

### Linkedin - Connection Requests with Follow Ups

Write your messages and choose the number of days between follow ups. Prospects must accept your connection request in order to receive follow ups.&#x20;

{% hint style="info" %}
The connection request message is limited to 300 characters.
{% endhint %}

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FRChkUCZso9ZjcH0VcSZp%2Fimage.png?alt=media&amp;token=747ee510-5df2-404e-875f-0f035bb06059" alt=""><figcaption><p>Sequences</p></figcaption></figure>

{% hint style="info" %}
The days between messages will default to 3 days if left blank.&#x20;
{% endhint %}

### Sales Navigator - inMail

Write an inMail Subject and an inMail body.&#x20;

{% hint style="info" %}
inMails can be sent regardless of whether you are connected or not.&#x20;
{% endhint %}

There are no follow up messages to inMails. Where a connection request sequence should nurture a prospect over time, an inMail message should include a full pitch.&#x20;

{% hint style="danger" %}
You cannot use text replacements such as {First Name} and {Company} in the inMail Subject.&#x20;
{% endhint %}

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2F9rNtkW2zCH397JOFtntQ%2Fimage.png?alt=media&amp;token=b6790041-9115-436a-a0eb-f67b84e47b9e" alt=""><figcaption><p>inMail sequences</p></figcaption></figure>

## Edit an Existing Sequence

You can view your existing sequences from the Sequences tab.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FKGUMrad16d0Ur6XnnqT9%2Fimage.png?alt=media&amp;token=5fc2d275-5859-476f-910c-fded82e19ece" alt=""><figcaption><p>Sequences</p></figcaption></figure>

Scroll to the right to reveal the "Edit" button.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FIb1n3pLVti0AUTJVijij%2Fimage.png?alt=media&amp;token=63bbe8db-23ca-45a0-97dd-d815bd201e68" alt=""><figcaption><p>Edit Button</p></figcaption></figure>

Clicking edit will reveal a sequences modal. You can make edits to your existing sequences here. Click "Save edits" when finished editing.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FLRTYMLDe2PFO192BEKUt%2Fimage.png?alt=media&amp;token=c22d009a-b610-4b5d-b68d-06d394c0a440" alt=""><figcaption><p>Edit Sequences</p></figcaption></figure>

{% hint style="info" %}
Changes to your messages take affect immediately. However, if you sent a connection request with an older message 6 weeks ago and they accept it today - **the date displayed in Linkedin will be the date they accepted the connection request and NOT the date you sent the connection request.** This does not mean older messages are continuing to send.
{% endhint %}


# Personalize with Text Replacements

Big Brain supports text replacements for Linkedin Outreach. Here is a list of available text replacements.&#x20;

| Text Replacement  | Field           | Note                                                                    |
| ----------------- | --------------- | ----------------------------------------------------------------------- |
| {First Name}      | First Name      |                                                                         |
| {Company}         | Company         |                                                                         |
| {Hiring Title}    | Hiring Title    | Available text replacement for Indeed Jobs and Linkedin Jobs as sources |
| {Hiring Location} | Hiring Location | Available for Indeed Jobs and Linkedin Jobs as sources                  |


# Campaigns


# Create / Update Linkedin Campaigns

Create a new Linkedin outreach campaign by selecting the "Campaigns" tab.&#x20;

## **Pre-requisites for creating a new campaign**

* You've [connected your Linkedin account](/apps/linkedin-outreach/accounts/connect-a-new-linkedin-account) to Big Brain.
* You've created a [message sequence](/apps/linkedin-outreach/messages/create-a-message-sequence-update-existing-message-sequences).

{% hint style="info" %}
You can still create a campaign if you haven't yet done all of the above steps, but you'll need to come back and edit the campaign with the rest of the information after you've completed the remaining steps.
{% endhint %}

Once you've done the above, you're ready to create a new campaign.&#x20;

## Create a New Linkedin Outreach Campaign

1. Navigate to the [Campaigns](https://www.big-brain.co/app/linkedin-outreach#campaigns) tab of the Linkedin Outreach app.&#x20;
2. Fill out the Campaign Form. Click Show Campaign Helper to view existing lists, Linkedin Account IDs, and Sequence IDs. You can copy values from here into the Campaign form.

{% hint style="info" %}
If you just created a new sequence, you may need to wait a few minutes for the IDs to populate in the campaign helper.&#x20;
{% endhint %}

3. Click "Create Campaign."

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FXaEoaAj7iyNV4qn4oJZ0%2Fimage.png?alt=media&amp;token=948d31b2-26f6-4603-9aec-aa6f3bde9af0" alt=""><figcaption><p>Create a Campaign</p></figcaption></figure>

## Update Existing Campaigns

You can view existing and update campaigns by selecting the Campaign name on the left hand side. This will open a pop up where you can edit your campaign.&#x20;

You can update

* Campaign Name
* Connected Linkedin Account
* Attached Message Sequence
* Delete a campaign

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FtvJGFfALb0RvProvNyPf%2Fimage.png?alt=media&amp;token=05d328ba-b23f-4077-88c7-526603b449c9" alt=""><figcaption><p>Update a Linkedin Campaign</p></figcaption></figure>

## Create a List with the Data Cleaning App

Now that you've created your campaign, you're ready to create a prospect list to target.  Follow the steps in the Data Cleaning app, select Linkedin as a target.&#x20;

{% content-ref url="/pages/m7sSmDjGQwo05mOnK6FU" %}
[Data Cleaning](/apps/data-cleaning)
{% endcontent-ref %}

Use the Campaign Helper to get the Linkedin Campaign ID. Use the Linkedin Campaign ID when selecting Linkedin as a destination to map contacts in that list to your newly created Linkedin campaign.

{% hint style="info" %}
If you just created a new campaign, you may need to wait a few minutes for the Campaign IDs to populate in the campaign helper.&#x20;
{% endhint %}

## Clean Prospect List

The final step is to create a prospect list to add to your Linkedin campaign.

{% content-ref url="/pages/Jtpj54OoMhqxR7nGUsT8" %}
[Clean Prospect List](/apps/linkedin-outreach/lists/clean-prospect-list)
{% endcontent-ref %}


# Lists


# Clean Prospect List

## Create a List with the Data Cleaning App

Now that you've created your campaign, you're ready to create a prospect list to target.  Follow the steps in the Data Cleaning app, select Linkedin as a target.&#x20;

{% hint style="info" %}
Select "Linkedin Outreach" as a Destination in the Data Cleaning workflow.
{% endhint %}

{% content-ref url="/pages/m7sSmDjGQwo05mOnK6FU" %}
[Data Cleaning](/apps/data-cleaning)
{% endcontent-ref %}

Use the Campaign Helper to get the Linkedin Campaign ID. Use the Linkedin Campaign ID when selecting Linkedin as a destination to map contacts in that list to your newly created Linkedin campaign.

{% hint style="info" %}
If you just created a new campaign, you may need to wait a few minutes for the Campaign IDs to populate in the campaign helper.&#x20;
{% endhint %}


# Security

Keeping your account protected is our top priority

## Steps We Take to Protect your Account

### Rate Limiting

We rate limit your automations to ensure you stay within the limits you're supposed to. Instead of sending a ton of messages at once, we will space them out over time.&#x20;

{% content-ref url="/pages/RARQQ2iYJlgSmHSTJU1O" %}
[Limits](/apps/linkedin-outreach/security/limits)
{% endcontent-ref %}

### Proxy with a Dedicated IP Address

Each account has a dedicated IP address that's unique to that account. You will never log in with the same IP address as another user.&#x20;

### Session Cookie Authentication

We use session cookies to access your account. The difference is that rather than inputting a username or password, having to bypass captcha, and dealing with all the security that comes with the login page, we skip this step by **accessing an already logged in session rather than creating a new login.**&#x20;

## What happens if I see a warning message about automation?

It's not uncommon to see a warning message about the use of automation tools. Not to worry as most accounts that use automation see this at some point. It's not a big deal and we've never had an account be permanently suspended.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FWlrpiSM3rN8Wq5eosv7A%2Fimage.png?alt=media&amp;token=3e219c3f-f2f4-4060-8f9c-66ce0179b117" alt="" width="375"><figcaption></figcaption></figure>

Why isn't this a big deal? It's not so much that they are actually detecting automation software being used, it's that there was a change in the activity levels of your account. If you go from not sending connection requests at all to sending the maximum allowed weekly limit, they might see this as a big jump in the activity on your account. Once they've gotten used to your increased level of activity, they will no longer be detecting big changes to your activity and the security measures we take will keep your account safe.

{% hint style="info" %}
They would ban a lot of real user accounts that aren't using automation if they banned based on session cookies. Session cookie based authentication protects your account.&#x20;
{% endhint %}


# Limits

Limits on Linkedin Messages

| Message Type       | Limit                                                           |
| ------------------ | --------------------------------------------------------------- |
| Connection Request | 100 / week                                                      |
| Follow Up          | No limit, but can only be sent to people you've connected with. |
| Paid inMail        | 50-100 / month, depending on your Sales Navigator account       |
| Free inMail        | Up to 900 per month to people with open profiles                |

## Connection Requests

Send connection requests to people outside of your network and invite them to be part of your network. You can send \~100 connection requests per week, or \~400 connection requests per month.&#x20;

{% hint style="info" %}
Your connection request limit does not change by much, regardless of whether you have a free account or Sales Navigator account.&#x20;
{% endhint %}

{% hint style="info" %}
Connection requests are limited to 300 characters.&#x20;
{% endhint %}

## Follow Up Message

You can send follow up messages to people who accept your connection requests. There is no limit on follow up messages, but you can only send them to people within your network.&#x20;

## Paid inMail

Linkedin gives you a certain number of inMails per month that can be used to send to people outside of your network.&#x20;

{% hint style="info" %}
inMail is a paid Linkedin feature available with a Sales Navigator subscription.&#x20;
{% endhint %}

## Free inMail to Open Profiles

Free inMails do not count toward your stated inMail limit - think of them like bonus messages, but they can only be sent to people with an open profile. You can send up to 900 Free inMail messages per month.&#x20;

<details>

<summary>What is an open profile?</summary>

An open profile is a privacy setting for a Linkedin profile, where they have chosen to make it so anybody can message them, rather than only allowing people they are connected with to message them.

</details>

{% hint style="info" %}
Around 30% of Linkedin profiles are "Open."
{% endhint %}

{% hint style="info" %}
Free inMails still require a paid Sales Navigator subscription to send.
{% endhint %}

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2Fy5yXZ4jjgiGTt7D6E8Ik%2Fimage.png?alt=media&amp;token=6c7d2787-b662-47c4-ad68-1e00c19cbdf8" alt=""><figcaption><p>Free to Open Profile</p></figcaption></figure>


# Linkedin Analytics

1. Navigate to [Linkedin Campaign Analytics](https://www.big-brain.co/app/analytics#linkedin-campaigns).
2. Select the Linkedin Campaign to view the analytics.

## Analytics

* [Last 7 Days of Activity](#last-7-days-of-activity)
* [Linkedin Account Analytics](#linkedin-account-analytics)
* [Linkedin Outreach Analytics](#linkedin-outreach-analytics)
* [inMail Outreach Analytics](#inmail-outreach-analytics)
* [Contacts Analytics](#contacts-analytics)
* [Campaign Statuses](#campaign-statuses)

### Last 7 Days of Activity

You can view your last 7 days of activity in graph form. This currently tracks

* Connection Requests Sent
* Follow Up Messages Sent

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2F7LFWoopHyc9YDc2r0MSW%2Fimage.png?alt=media&amp;token=89743548-1d70-4df5-bd27-0686c58cb15f" alt=""><figcaption><p>Last 7 Days</p></figcaption></figure>

### Linkedin Account Analytics

Analytics on your Linkedin account across all campaigns combined.

* The account that's associated with this campaign.
* Number of connection requests sent today.
* Number of follow up messages sent today.
* The account status.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FTK4SoVigMDRqUpN3bCI6%2Fimage.png?alt=media&amp;token=d16a0163-6393-4957-89b4-89b77c3cb4c9" alt="" width="375"><figcaption><p>Linkedin Account Analytics</p></figcaption></figure>

### Linkedin Outreach Analytics

Get an overview of how your campaign is performing.

* Total number of connection requests sent in this campaign
* Your acceptance rate
* Number of new connections from this campaign.
* Number of follow ups sent.

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FkhCY8rKqtpglJzVYz9ha%2Fimage.png?alt=media&amp;token=ca0bdf84-2f08-4622-bda6-6e467128e198" alt="" width="375"><figcaption><p>Linkedin Outreach Analytics</p></figcaption></figure>

### inMail Outreach Analytics

You can view inMail analytics

* Number of inMail sent in this campaign.
* A link to a Google Sheet containing the prospects in inMail outreach.

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FMyYAU9JYjWHDM4nJDhbM%2Fimage.png?alt=media&amp;token=1196e113-58f7-4fe0-9cbe-6130df666801" alt="" width="375"><figcaption><p>inMail Analytics</p></figcaption></figure>

### Contacts Analytics

You can view analytics on your contacts in the campaign.

* Contacts in Linkedin Campaign
* Contacts Remaining in Linkedin Campaign
* Contacts in inMail Campaign
* Contacts Remaining in inMail Campaign

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FmEXD7zSkdbmKf8rYnfwJ%2Fimage.png?alt=media&amp;token=cac68aab-3eb3-4fce-b760-4465a954072e" alt="" width="375"><figcaption><p>Contacts Analytics</p></figcaption></figure>

### Campaign Statuses

You can view Campaign Statuses and use this to debug anything that may be wrong with your campaigns.

* Campaign Settings - You can [edit your campaign settings](https://docs.big-brain.co/apps/linkedin-outreach/campaigns/create-update-linkedin-campaigns#update-existing-campaigns).
* Account - [Reconnect expired accounts](https://docs.big-brain.co/apps/linkedin-outreach/accounts/reconnect-expired-linkedin-account).
* Linkedin List - [Edit a Linkedin list](https://docs.big-brain.co/apps/data-cleaning/lists/edit-an-existing-list).
* inMail List - [Edit a inMail list.](https://docs.big-brain.co/apps/data-cleaning/lists/edit-an-existing-list)&#x20;
* Sequence - [Edit a Sequence](https://docs.big-brain.co/apps/linkedin-outreach/messages/create-a-message-sequence-update-existing-message-sequences)

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FWXttWhvmAnAmRbzhAbJQ%2Fimage.png?alt=media&amp;token=cc4f49bd-cdec-4d66-bcff-881938cfcf95" alt="" width="375"><figcaption><p>No inMail list associated with Campaign</p></figcaption></figure>


# Jobs Sync

Scrape new job listings, discover the hiring manager, and sync to email campaigns automatically.

Pull in new jobs posted on Linkedin, filter for the hiring manager who posted the job, and add those contacts to email campaigns.&#x20;

## Add an Linkedin Account

Configure your Linkedin account credentials within the bot.

{% content-ref url="/pages/yZZiZaybxmHCo6r9K8Xf" %}
[Connect a New Linkedin Account](/apps/linkedin-outreach/accounts/connect-a-new-linkedin-account)
{% endcontent-ref %}

## Add a Mailshake Account

Add your API Key.&#x20;

{% content-ref url="/pages/GwaQVqSnK7tjpvYf5GZX" %}
[Add Mailshake API Key](/apps/jobs-sync/add-mailshake-api-key)
{% endcontent-ref %}

## New Job Sync

Create a new job sync.&#x20;

{% content-ref url="/pages/Vk2eG9vKa0wHPSEQRZjg" %}
[New Job Sync](/apps/jobs-sync/new-job-sync)
{% endcontent-ref %}

## Active and Previous Syncs

View active and previous syncs.&#x20;

{% content-ref url="/pages/uhNLnndmvYJL8xIXnSd3" %}
[Active and Previous Syncs](/apps/jobs-sync/active-and-previous-syncs)
{% endcontent-ref %}


# Add Mailshake API Key

## Get the Mailshake API Key

1. Login to Mailshake
2. Go to Integrations
3. Go to API
4. Copy your API Key

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FZTRL5eoGhR81LWUY8OFc%2Fimage.png?alt=media&amp;token=a017b0fd-c998-4d00-b92b-5d610cdf332c" alt=""><figcaption><p>Mailshake API Key</p></figcaption></figure>

## Paste the API Key into Big Brain

1. Navigate to the [Accounts](https://www.big-brain.co/user/accounts) page
2. Select the Mailshake tab
3. Paste your API Key
4. Save

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FlSTkNPUcIORS0KJk0u2f%2Fimage.png?alt=media&amp;token=b67bcb89-2a17-4534-802a-74e58868eb2c" alt=""><figcaption><p>Paste your Mailshake API Key</p></figcaption></figure>


# New Job Sync

Create a new daily sync.

## 1. Make a Linkedin Jobs Search

{% hint style="info" %}
Set **"Date Posted"** to **"Paste 24 Hours"** as the bot will re-scrape the same URL daily.&#x20;
{% endhint %}

1. Type a job search term into Linkedin
2. Select "Jobs" as the type of search
3. Add additional filters to your search. <br>

   <figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FsPTfZ6nIeYobVKimgq8Q%2Fimage.png?alt=media&amp;token=1f2b7da9-3e92-42ce-9e23-62444599a2da" alt=""><figcaption><p>Developer jobs within 25 miles of Atlanta posted in the past 24 hours. </p></figcaption></figure>

## 2. Fill out the New Job Sync Tab

Navigate to the [Job Sync](https://www.big-brain.co/app/job-sync) app and select the "New Job Sync" tab.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FARH2iC1A1hjLbBKrOu9h%2Fimage.png?alt=media&amp;token=011d38da-4419-40df-838c-995771ac8742" alt=""><figcaption><p>New Job Sync</p></figcaption></figure>

**Description** - Name your job sync campaign with something descriptive. IE Developers in Atlanta

**Query** - Paste your Linkedin Job search URL in this field.&#x20;

**Linkedin Account ID** - The account ID you want to use to view jobs.&#x20;

{% hint style="info" %}
You must have a Linkedin account connected to Big Brain to use the Job Sync.&#x20;
{% endhint %}

**Mailshake Campaign ID** - Get the ID from the URL of an existing Mailshake Campaign.

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FmFhABi9xFMSqbTpFJVfK%2Fimage.png?alt=media&amp;token=638ff284-807b-4084-a7a9-6d97390cd4b5" alt=""><figcaption><p>Mailshake Campaign ID</p></figcaption></figure>

Save the sync.&#x20;


# Active and Previous Syncs

Navigate to the [Job Sync](https://www.big-brain.co/app/job-sync) app and select the "Syncs" tab.&#x20;

## Active Syncs

In the "Active" tab you can view existing syncs or delete the existing syncs. If you delete a sync, it will be moved to the "Previous" tab.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FAXqwzEyAI1lVJxGiwVtq%2Fimage.png?alt=media&amp;token=29747cec-f9f6-4a50-ae35-3d69e3d39355" alt=""><figcaption><p>Active Syncs</p></figcaption></figure>

## Previous

In the "Previous" tab you can view Syncs that you have disabled.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FTlxKnPOssHFHkSYbK9p6%2Fimage.png?alt=media&amp;token=c02c89f7-a7a7-4696-956a-4abea8ab9c0b" alt=""><figcaption><p>Previous Syncs</p></figcaption></figure>


# Managed Email Outreach

Managed email deliverability and list building service.


# Delegate DNS Access

Share access to your domain so the DNS records can be configured.

## Delegate Domain Access

* [GoDaddy](#godaddy)

## GoDaddy

1. Go to [Godaddy Delegate Access](https://account.godaddy.com/access) page. You will be prompted to sign in.&#x20;
2. In the **People who can access my account** section, select **Invite to Access**.<br>

   <figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FA94LGI9Ei64OjnVqSfzQ%2Fimage.png?alt=media&amp;token=de50e437-3c46-4ec2-a237-5a8b8033a8ec" alt=""><figcaption><p>People who can access my account</p></figcaption></figure>
3. Enter the **Name** and **Email** address for the person you're inviting. Add **<patrick@big-brain.co>**<br>

   <figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FGM0DXVkXhhk9EpP7eLat%2Fimage.png?alt=media&amp;token=f841a192-0b72-4642-a4a8-fd35666bdd7f" alt=""><figcaption><p>Invite to Access</p></figcaption></figure>
4. Select **Products and Domains** for the access level. <br>

   <figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FTJhiapAg7Va78Mq6aeyG%2Fimage.png?alt=media&amp;token=f7c9aa33-6e3c-4f1c-b487-0f1b790ed53b" alt=""><figcaption><p>Products and Domains</p></figcaption></figure>
5. Select **Invite**. Godaddy will send an email invitation to access your account. <br>

   <figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FfVhywhFqb74yOoICR1zO%2Fimage.png?alt=media&amp;token=ecc8127f-3aeb-4e2f-927d-4bcc3a3a1d54" alt=""><figcaption><p>Invite</p></figcaption></figure>

<br>


# Updating your Signature

## Mailshake

1. Navigate to the [Mail Accounts](https://app.mailshake.com/1069/mail-accounts/all) tab.&#x20;
2. Click on the specific email account you want to update the signature for.
3. Select the Settings tab.&#x20;
4. At the bottom, update the signature.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2Fl3iP62owQYm7YvGFjA3S%2Fimage.png?alt=media&amp;token=0c4172c8-c87f-4827-9fba-2a6f01fdc44b" alt=""><figcaption></figcaption></figure>


# Security


# What if my Email gets Suspended?

What happens if a sending email gets suspended?

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2Flo0HS17XDo3qvahqpe5o%2Fimage.png?alt=media&amp;token=60223304-cd7e-49de-941c-51c39bcb296e" alt=""><figcaption><p>Suspended User</p></figcaption></figure>

## Why was the account suspended?

There are several reasons an email account can be suspended

{% hint style="info" %}
The most common reason an email account gets suspended is too quick of a warmup on a new domain.&#x20;
{% endhint %}

* High spam rate
* Too quick warmup
* High bounce rate
* Inaccurate targeting&#x20;
* Too new of a domain

## Measures to mitigate impact

* Separate your primary domain and cold email sending domains to protect your primary domain
* Have multiple sending domains, so if something happens to one the others are unaffected

## Can a suspended account be restored?

Yes, you can restore a suspended account [here](https://support.google.com/a/answer/2789146?hl=en), as long as this isn't your 5+ suspension in a single calendar year.

{% hint style="info" %}
A Google account can be suspended 5 times per calendar year before being permanently suspended.
{% endhint %}

## What are next steps if an account is suspended?

* Restore the suspended account and reconnect it to sending platforms.
* Re-enable warmup, which will have been disabled due to the suspension.
* Diagnose why the account was suspended. See if you were just warming up too quickly, or if you have an underlying spam problem.&#x20;
* Take actions to mitigate risk of future suspension, such as reducing email sending volume or slowing warmup period.&#x20;

## Is suspension a big deal?

**Email accounts getting suspended when doing cold email outreach is normal and not generally a cause for concern.** Email accounts can be restored up to 5 times in a calendar year with only admin access.&#x20;

If you're not already sending from multiple domains, consider doing so to better mitigate risk. Never send cold emails from your primary domain.&#x20;

{% hint style="info" %}
While email accounts getting suspended is inevitable, I've never had a single email account be permanently disabled.&#x20;
{% endhint %}

If the suspension doesn't come from an underlying spam problem, then you have nothing to worry about if your account gets suspended. It likely takes just slowing down a little to address the problem in most cases.&#x20;


# Managed Linkedin Outreach


# FAQ


# Can I use a new Linkedin account?

## Can I use a new Linkedin account?

Yes, you can use a Linkedin account with few existing connections, but you may experience more difficulties than using an established account.&#x20;

{% hint style="info" %}
It's a best practice to use accounts with established connections.&#x20;
{% endhint %}

## What kind of challenges come from using a new Linkedin account?

#### Out of Network Profiles

The biggest challenge when it comes to sending with new accounts is out of network profiles. You can view the profiles of anybody who is a 3rd degree connection or closer. Contacts out of this are considered "Out of Network" and you can't connect with them until you are at least a 3rd degree connection or closer.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2F0UjjdRJ0mF9KxGmEC9zA%2Fimage.png?alt=media&amp;token=24d4fe22-21fc-4981-b772-ceefb6afe4b8" alt="" width="375"><figcaption><p>Out of Network</p></figcaption></figure>

Accounts with fewer connections will see this more frequently.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FOAspcxNLTdmVy3qFDk0X%2Fimage.png?alt=media&amp;token=58de69e8-a9e8-4561-a04a-da1c660ea9a4" alt="" width="375"><figcaption><p>You don't have access to this profile</p></figcaption></figure>

#### Increased Limitations and Lower Limits

Accounts with fewer connections may have increased limitations. You may be able to send fewer connection requests or more easily have your account restricted than accounts with an established network.&#x20;

## How can I mitigate these challenges?

#### Add Legitimate Connections

Connect with people you know in real life to increase the universe of profiles in your network.&#x20;

#### Upgrade to Sales Navigator

Paid accounts have fewer limitations than free accounts. You'll likely still be more limited than accounts with established connections, but you'll have fewer restrictions than new and free accounts.&#x20;

#### Personalize your outreach

Personalization increases your engagement and the limitations on your account directly correlate to the engagement you receive on the invitations you can send. If you get better engagement, you'll have fewer limitations on your account. &#x20;

#### Be patient

All established accounts were new accounts at one point. The key to automation is a paced approach over an extended period of time. Most limitations or restrictions come from an adjustment period where your account went from not sending at all to sending the maximum allowed. Once sending closer to the maximum becomes the new normal, there will be fewer restrictions on the account.&#x20;

#### Use an account with established connections

Ultimately it's better to use an existing account with an established network than a new account without a network. There's often a temptation to want to "protect" an account by creating a new one, but the reality is that new accounts have a higher risk than established accounts.&#x20;


# Do I need to upgrade my Linkedin account?

Linkedin offers 4 types of premium offers

* Sales Navigator&#x20;
* Recruiter&#x20;
* Recruiter Lite
* Premium

<table><thead><tr><th width="159">Comparison</th><th width="165">Sales Navigator</th><th>Recruiter</th><th width="144">Recruiter Lite</th><th>Premium</th></tr></thead><tbody><tr><td>Automations</td><td>✅</td><td>❌</td><td>❌</td><td>❌</td></tr><tr><td>Monthly Price</td><td>$99.99 / month</td><td>$1080+ / month</td><td>$170 / month</td><td>$59.99</td></tr><tr><td>Paid inMail Volume</td><td>50-150 / month</td><td>100-150 / month</td><td>30 / month</td><td>15 / month</td></tr><tr><td>Free inMail</td><td>Up to 900 / month</td><td>High</td><td>Unknown</td><td>❌</td></tr><tr><td>Target Audience</td><td>Sales Professionals</td><td>Recruiting Firms</td><td>Solo Recruiters</td><td>Job Seekers</td></tr></tbody></table>

## Do I need a paid Linkedin account?

No, you can run automations from a free Linkedin account.&#x20;

{% hint style="info" %}
A paid Linkedin account is not required.&#x20;
{% endhint %}

## What do I not get if I use a free account?

inMail messages are a type of message that can only be sent from paid accounts. You will still be able to send up to 400 connection requests / month and unlimited follow ups to people who accept your connection request from a free account.&#x20;

{% hint style="info" %}
You can still send connection requests and follow up messages if you're using a free account, but you can only send inMail with a paid account.&#x20;
{% endhint %}

What you won't be able to do is send inMail messages specifically. Each Linkedin account gets 50-150 paid inMail credits / month. On top of that you can send \~900 free inMails / month.&#x20;

Additionally, Sales Navigator offers better filtering than free accounts. Sales Navigator lets you search by filters such as seniority, company size, function, finding group members, technology stack, etc.&#x20;

{% hint style="info" %}
If you're on a managed plan with a free Linkedin account, your lists can still be built using the advanced filters by building the lists in our accounts instead of yours. This gives you access to the advanced filtering without the cost. You will still not be able to send inMail messages without a paid account.&#x20;
{% endhint %}

## Which subscription should I get if I want to upgrade?

Sales Navigator.

{% hint style="info" %}
The type of paid account you want is **Sales Navigator.**
{% endhint %}


# Keyboard Shortcuts

Big Brain offers powerful keyboard shortcuts to help you navigate the app faster.

## Spotlight Search

**Open the Search Bar on Mac**

```
Command + K
```

Open the Search Bar on Windows

```
Alt + K
```

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2F2ATZbJPwSW9dppcqGzyI%2Fimage.png?alt=media&amp;token=bc805f5c-75ea-45cd-b9f2-d278c2fa5928" alt=""><figcaption><p>Command + K</p></figcaption></figure>

Open the launcher with Command + K.&#x20;

* Apps - Navigate between our apps
* Analytics - Search for your analytics
* Services - See the services we offer
* Configuration - Configure your campaigns and filters
* Documentation - Search our how-to guides
* Onboarding - Complete onboarding forms

Type the first few letters of what you want to search for and hit enter to navigate to that page.

## Other Keyboard Shortcuts

| Shortcut                      | Mac        | Windows |
| ----------------------------- | ---------- | ------- |
| Navigate to Linkedin Outreach | option + L | alt + L |
| Navigate to Upwork Auto Apply | option + U | alt + U |
|                               |            |         |


# Account


# Shared Logins

Access shared logins to software.

{% hint style="info" %}
You must be given permissions in Big Brain by an administrator to access the Shared Logins page.&#x20;
{% endhint %}

1. Login to [Big Brain](https://big-brain.co/)
2. Navigate to the [Accounts](https://www.big-brain.co/user/accounts) page.&#x20;
3. Select the "Shared Logins" tab. View the latest login information here.

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FXtSUkPkjTcrJqSAkZkKa%2Fimage.png?alt=media&amp;token=68177547-3713-4e1c-8ac4-d943b440e15d" alt=""><figcaption><p>Shared Logins</p></figcaption></figure>


# Update Your Billing

You can access the billing portal from the [Big Brain Dashboard](https://www.big-brain.co/user/dashboard) by clicking the settings icon.&#x20;

This will take you to the profile page. Select the "Billing" tab and click "Secure Billing Portal" to access your billing information.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FB9GFoLqJNmDoOvGHK95Z%2Fimage.png?alt=media&amp;token=25dfc65b-c8b9-431f-b0aa-4771cb49fa11" alt=""><figcaption><p>Big Brain Billing</p></figcaption></figure>

{% content-ref url="/spaces/ZO5zT3uqNJDIwoKOPotT/pages/7oQ9O1cQEeEXNmuoYNKk" %}
[Broken mention](broken://spaces/ZO5zT3uqNJDIwoKOPotT/pages/7oQ9O1cQEeEXNmuoYNKk)
{% endcontent-ref %}

**Billing Portal Features**

* Update your payment method.
* View and update your active subscriptions.&#x20;
* View your previous invoices and transaction history.
* View your affiliate links and track your affiliate payouts.


# Affiliate Program

Earn recurring revenue by referring customers to Big Brain

You can access your affiliate links through the billing portal from the [Big Brain Dashboard](https://www.big-brain.co/user/dashboard) by clicking the settings icon.&#x20;

This will take you to the profile page. Select the "Billing" tab and click "Secure Billing Portal" to access your billing information.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FB9GFoLqJNmDoOvGHK95Z%2Fimage.png?alt=media&amp;token=25dfc65b-c8b9-431f-b0aa-4771cb49fa11" alt=""><figcaption><p>Big Brain Billing</p></figcaption></figure>

{% content-ref url="/spaces/ZO5zT3uqNJDIwoKOPotT/pages/7oQ9O1cQEeEXNmuoYNKk" %}
[Broken mention](broken://spaces/ZO5zT3uqNJDIwoKOPotT/pages/7oQ9O1cQEeEXNmuoYNKk)
{% endcontent-ref %}

Existing paying customers will have a billing portal login automatically created. If you are not already a paying customer, you can still register an account directly for the billing portal.&#x20;

<figure><img src="https://379495413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZO5zT3uqNJDIwoKOPotT%2Fuploads%2FR99hLKrEpFXkmH50ww3r%2FScreenshot%202023-01-11%20at%208.37.40%20AM.png?alt=media&amp;token=3880f626-83f2-4502-80ed-0b9e60f881a1" alt=""><figcaption><p>Affiliate Portal</p></figcaption></figure>

Once you have logged into the Billing Portal, select "Affiliate" from the sidebar. You can find your unique affiliate links here. Any customers that come from your affiliate link will have their comissions to you automatically tracked.&#x20;


