Creating a Sales Navigator search is crucial to setting up a SocialLead campaign. These are six quick steps for you to get started.

For a full demo on how to create an effective search in Sales Navigator, please check out the video below.

⚠️ Before you begin:

Please log in to LinkedIn Sales Navigator and click on "Lead Filters".

Note: You can skip Step 1 and Step 2, if you use this Sales Navigator URL in your browser: Blank List Template

Follow these 6 steps to get your SocialLead campaign set up:

1. Exclude people you've previously interacted with from the search

Select the "Exclude Viewed Profile" and "Exclude Messaged" filters from the Workflow section. We also recommend excluding Saved Leads.

2. Select 2nd Degree Connections from the "Connection" filter

⚠️ We strongly advise against targeting 3rd-degree connections.

3. Select the Geography

💡Tip: You can filter by continent, country, state, city, or by zip code.

4. Select the titles (roles), industries, and seniority levels for your preferred prospect

💡Tip: Check out the video in this article to learn how to create an accurate search using Sales Navigator search filters.

5. Save the search and give it a name

💡Tip: Aim for a minimum of 500 results to start.

6. Copy the URL from your browser’s address bar and return to SocialLead to paste it

⚠️ The URL might be a bit long - that's normal. Please be sure to copy the entire URL.

Next Steps:

You're now a step closer to launching your campaign!

If you're just getting started, your Implementation Specialist will review your campaign in full detail with you during the Implementation Session to ensure you’re set up for success.

Looking to take your search to the next level? Take a look at how you can use some of Sales Navigator's advanced settings to get more targeted results.

Not sure whom to target? Check out this brief exercise on how to identify your target audience.