Stage 1

Accept tracking. LinkedIn messages wait for the invite

Stage 1 holds a LinkedIn message until the buyer accepts your invite, and after five days without an accept it sends the note by email instead.

Kevin French
· 2 min read

A LinkedIn message to someone who hasn't accepted your invite usually goes nowhere. It sits behind the invite, unseen, and the hypothesis you worked on never gets read.

Stage 1 waits for the accept. And when the accept doesn't come, it switches channels.

What it does

When you approve an account, Stage 1 schedules the sequence for each person. For someone you're not connected to, that's a profile visit and an invite, then the first message a day later.

With accept tracking on, a due date isn't enough to send the first message. It waits until LinkedIn reports that the person accepted your invite. Then it goes, inside your sending hours and daily limits like everything else.

If five days pass after the invite with no accept, Stage 1 moves the message to email and sends it there, as long as it has a work email for that person. If there's no email, the message keeps waiting on LinkedIn.

How it switches on

Stage 1 learns about accepts from LinkedIn through Unipile, the service that connects your own LinkedIn account. The first time an accept comes through for your workspace, tracking turns on for the whole workspace and stays on.

That order matters. Until Stage 1 has seen an accept, it can't tell a person who hasn't accepted from a connection that isn't reporting. So it doesn't hold anything until it knows the reports are arriving.

People you're already connected to skip all of this. There's no invite to wait on, so the first message goes straight to their inbox.

What carries over to email

The note that moves to email is the same note. Same research, same hypothesis, same words you approved or edited. It goes from your own email account, with the line at the bottom that lets the reader reply stop.

The rest of the rules still apply. With review on, which is the default, the message still needs your approval. If the person replied or opted out, it's skipped. And the email only exists if Stage 1 found a work email for them inside your plan's monthly allowance.

Where you see it

Insights shows an Invites accepted tile, the share of your invites that were accepted, out of the number sent.

On the Desk, under Going out, every scheduled message shows its step and its channel, so you can see what's still waiting on LinkedIn.

Why it matters for a services sale

You reach only a few people at each account, and each of them is worth a lot. Firing a message into a pending invite wastes one of your few shots at an economic buyer. Waiting costs a few days. Switching to email after five keeps the account from stalling on a button the buyer never clicked.

It changes how you think about the invite too. The invite isn't the message. It's permission to send one. A connection note that gets accepted earns that permission. For how the two channels work together, see LinkedIn or email first.

The message goes where it can be read. If LinkedIn won't open the door in five days, email will.

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