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Step-by-Step Guide: Setting Up an Auto Outreach Campaign

Learn how to make Perfect do your reach outs for you

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Written by Tair Mani
Updated this week

Auto Outreach automates your candidate engagement process. Instead of drafting and sending messages manually, you can set your outreach sequence once — and let the system handle the rest. Auto Outreach sends personalized messages to candidates automatically and notifies you as soon as someone replies, so you can take over the conversation from there. It’s a simple, hands-off way to keep your outreach consistent and efficient while focusing your time where it matters most — on active candidate conversations.

Step 1: Connect Accounts & Sender

Link your Email and LinkedIn account

  1. Go to Outreach tab and click Preferences/Connect accounts & sender

2. Click Link a Channel
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3. Choose whether to connect Email or LinkedIn


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4. Follow the authentication steps - Once successful, the new channel will appear as Linked

Choose medium types

Under Message Types, you choose which kinds of medium GoPerfect can use in your outreach, based on the channels you’ve connected.

  • If you’ve connected only your email, you’ll be able to send Email messages.
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  • If you’ve connected only your LinkedIn, you can choose to send either a LinkedIn message or a LinkedIn InMail.
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  • If you’ve connected both email and LinkedIn in an Auto campaign, the first outreach step will be set as an Email, the next LinkedIn (a LinkedIn message or a LinkedIn InMail), and then Email, and so on and so forth, depending on the number of steps.


Add your Email signature

If you’re using Email for your outreach, add your email signature so it appears automatically at the bottom of every message.

  1. Open Email Signature.
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  2. Copy your signature directly from your regular email provider (Gmail, Outlook, etc.).
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  3. Paste it into the signature box.

  4. Click ACTIVATE & GO

Step 2: Set your pitch

“Set your pitch” is a GoPerfect feature that lets you share the essential style & details about the role and the company directly inside your outreach setup. The AI then generates this information into outreach steps that will be sent out to candidates. remember, the AI will use the inserted information as material to work with, so no worried about typos, etc.

Tone of Voice

Choose the writing style you want AI to use for your automated messages (e.g., friendly, professional, direct). This sets the overall tone of your outreach.

The Pitch

  1. Role Name – Enter the name of the position you’re hiring for.
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  2. About the Role – Describe the role in your own words, just as you would explain it to a candidate. The AI will refine and polish whatever you write. Here you can also paste the requirements from your job description!
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  3. Add your Company Name.

Special Instructions

As you're creating an automated personalized campaign, to change it at its entirety you need to instruct the AI. That's what special Instructions are for. Add any extra details you want AI to include/exclude in every message (for example, your calendar link or a specific note). You can add multiple instructions.

Advanced Options

Use these optional fields to further customize your outreach:

  • Preferred Location: Add the job location or specify “Remote.”
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  • Message Length: Set a maximum character count for your outreach messages.
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Once all sections are completed click Activate & GO.

Live Preview

As you fill in your pitch, you’ll see real-time message previews on the right side of the screen. This shows exactly how your outreach will appear to candidates. You can click Regenerate if you would like it to craft a new message or send a test email to yourself to see how the email looks when it comes through as well (Currently available only for emails).

Step 3: Choose Outreach Mode

This is the last step of the outreach setup! Here you can choose the type of campaign you want to run. You can let AI handle everything for you, or take control of each step.

Here you’ll have 2 Campaigns options: Auto or Custom.

For the Auto campaign, you can simply choose it and click "ACTIVATE & GO". While the default settings are optimized for success, you can change the following:

  1. When to send - you can leave it on auto or choose when you would like the Emails/LinkedIn to go out (we suggest leaving it on auto as we use SendGuard ensure your email does not get flagged for spam and your domain has maximum deliverability).

  2. Number of follow ups - you can leave it on Auto or select the desired number of follow up emails that are sent in the campaign.
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  3. Faster Follow-Ups - leave inactive or click activate to shorten the time frame of when the follow ups are sent out.

Once all is set, you can click on "Activate and Go," and your campaign will be launched!

💡 Tip: To fully utilize your pipeline, make sure the "Auto Archive Emails matches is activated.

You just activated your first Auto Outreach Campaign 🥳

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.

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