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Sales Navigator Auto Message

The Sales Navigator Auto Message tool helps you send tailored messages to your LinkedIn prospects at scale. Automate follow-ups, improve response rates, and stay consistent with your outreach, all without manual effort. Perfect for anyone looking to simplify and scale their LinkedIn engagement.

Sales Navigator Auto Message

    Tutorial

    Overview

    TexAu’s Sales Navigator Auto Message automation enables you to send personalized messages to your LinkedIn Sales Navigator connections at scale. This tool is perfect for sales managers, marketers, and growth hackers aiming to engage prospects efficiently. Follow this guide to set up and run the automation while maintaining flexibility with scheduling and output options.

    Step 1: Log in to TexAu and Connect Sales Navigator

    Log in to your TexAu account at v2-prod.texau.com.

    Go to Accounts and connect your LinkedIn account. You can choose one of these methods:

    • Share via Magic Link: Share the link, copy it to your browser, and follow the steps to integrate your Sales Navigator account securely.
    • Add Account: Sync cookies and browser data with TexAu for seamless integration.

    Tip: Use Magic Link for an easy and secure connection.

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    Step 2: Choose Cloud or Desktop Execution

    Decide how you want to run the automation:

    • Cloud Mode: Automates tasks on TexAu’s servers with built-in proxies. You can add custom proxies via Settings > Preferences > Proxies.
    • Desktop Mode: Runs automation on your local device using your IP address.

    Tip: Desktop mode saves cloud runtime credits and gives more control over the process.

    choose-cloud-or-desktop-execution

    Step 3: Search for the Particular Sales Navigator Automation

    • Navigate to the Automation Store on TexAu.
    • Use the search bar to find Sales Navigator Auto Message automation.
    search-for-the-particular-sales-navigator-automation

    Step 4: Select Your Input Source

    The Sales Navigator Auto Message allows you to send personalized messages to a specific Sales Navigator profile with a tailored subject and content. Using personalization tags like First Name, Last Name, and Company Name, you can customize your message for better engagement.

    Single Input

    This option allows you to send a custom message to a single Sales Navigator profile with a personalized subject and content.

    1. Account
      • Select your Sales Navigator Account from the dropdown menu.
    2. Profile URL
      • Add the Sales Navigator Profile URL of the recipient.
    3. Subject
      • Enter a concise and engaging subject line for your message.
    4. Message
      • Write the message content. Enhance it with:
        • Personalization Tags: Add dynamic elements like First Name, Last Name, Full Name, Company Name, List URL, and SalesNav Company URL.
        • Insert AI Template: Use prebuilt AI-powered templates to generate a relevant and optimized message.
    enter-a-single-input

    Google Sheets

    • Connect your Google account
      • Click Select Google Account to choose your connected account, or click Add New Google Sheet Account and follow the instructions to authorize access if no account is linked.
    • Spreadsheet
      • Provide the Google Sheet file where the Sales Navigator profile URLs are stored.
    • Sheet
      • Select the specific sheet within the spreadsheet.
    • Optional Settings
      • Number of Rows to Process: Define how many rows to process.
      • Number of Rows to Skip: Specify rows to skip if needed.
    • Profile URL
      • Ensure the correct column contains the Sales Navigator profile URLs.
    • Subject
      • Enter the subject line for the message.
    • Message
      • Provide the personalized message content for the profiles.
      • Use Personalization Tags to include dynamic content like: First Name, Last Name, Full Name
    • Insert AI Template
      • Optionally, click Insert AI Template to generate message suggestions using AI.

        Optional Advanced Feature:

        • Loop Mode: Enable Loop Mode to re-process the Google Sheet from the beginning once all rows are completed. This is useful for tasks that require recurring updates.

    Watch Row (Optional)

    Watch Row feature helps automate workflows by detecting new Google Sheet entries and running workflows without manual action.

    Define Watch Row settings by selecting an update frequency and an execution timeframe.

    Watch Row Schedule

    • None
    • Scheduling Intervals (e.g., every 15 minutes, every hour)
    • One-Time Execution
    • Daily Execution
    • Weekly Recurrence (e.g., every Tuesday and Thursday)
    • Monthly Specific Dates (e.g., 8th and 24th)
    • Custom Fixed Dates (e.g., January 18)

    By default, Watch Row scans every 15 minutes and runs for five days unless changed.

    With Watch Row, workflows stay dynamic and data-driven.

    use-google-sheets-for-bulk-input
    use-google-sheets-for-bulk-input

    Process a CSV File

    This option allows you to upload a static CSV file to automate sending messages through Sales Navigator.

    1. Upload the File
      • Click Upload CSV File and select the file containing Sales Navigator Profile URLs.
      • TexAu will preview the file name and data to verify its content.
    2. Adjust Processing Settings
      • Number of Rows to Process (Optional): Specify how many rows to process.
      • Number of Rows to Skip (Optional): Define rows to skip, if needed.
    3. Input Details
      • Sales Navigator Profile URL: Ensure the selected column contains the correct Sales Navigator profile URLs.
      • Subject: Add a subject line for the message.
      • Message: Draft the message content. Use the following features for personalization:
        • Personalization Tags: First Name, Last Name, Full Name, Company Name, List URL, and SalesNav Company URL.
        • Inputs: Include data dynamically extracted from the file.
        • Insert AI Template: Use prebuilt templates for generating optimized messages.
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    Step 5: Schedule the Automation (Optional)

    Set up a schedule to send messages at specific times. Click Schedule and choose a start date, time, or recurrence frequency:

    • None
    • At Regular Intervals (e.g., every 6 hours or daily)
    • Once
    • Every Day
    • On Specific Days of the Week (e.g., every Monday)
    • On Specific Days of the Month (e.g., the 1st and 15th)
    • On Specific Dates (e.g., March 10)

    Scheduling helps you manage outreach campaigns efficiently and avoids overlapping tasks.

    schedule-the-automation

    Step 6: Set an Iteration Delay (Optional)

    Avoid detection and simulate human-like activity by setting an iteration delay. Choose minimum and maximum time intervals to add randomness between actions. This makes your activity look natural and reduces the chance of being flagged.

    • Minimum Delay: Enter the shortest interval (e.g., 10 seconds).
    • Maximum Delay: Enter the longest interval (e.g., 20 seconds).

    Tip: Random delays keep your automation safe and reliable.

    iteration-delay

    Step 7: Choose Your Output Mode (Optional)

    Choose how to save and manage the extracted alumni data. TexAu provides the following options:

    • Append (Default): Adds new results to the end of existing data, merging them into a single CSV file.
    • Split: Saves new results as separate CSV files for each automation run.
    • Overwrite: Replaces previous data with the latest results.
    • Duplicate Management: Enable Deduplicate (Default) to remove duplicate rows.

    Tip: Google Sheets export makes it easy to collaborate with your team in real time.

    output-mode

    Step 8: Access the Data from the Data Store

    After the automation finishes, retrieve the results from the Data Store:

    1. Go to the Data Store section in TexAu.
    2. Locate the Sales Navigator Auto Message automation.
    3. Click See Data to view or download the messages sent and related metrics.
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    The Sales Navigator Auto Message automation simplifies personalized outreach, saving time while maximizing engagement. With flexible scheduling, input options, and seamless data export, it’s a powerful tool for founders, marketers, and sales teams to scale communication efforts effectively.

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