Programs for Networking

Programs allow you to set up a series of actions with a particular contact or group over a period of time, either automatically or with your approval. You can see an overview of programs by clicking this link.

Listed below are steps to take with someone you recently met at an event. It’s not rocket science, but a simple few outreaches after meeting someone could open the doors to referrals in the future.



    1. Click on the Programs tab at the top of your account. Programs Header
    2. Hover over the red button in the top right corner, and click “Create program”.  create_program
    3. Name your program “Follow up after first meeting”. Feel free to type out a goal, but that is not necessary. Do not attach to a bucket, unless you have a specific one in mind.
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      1. Click the button “+Add Step”.
      2. For the time frame, choose 3 days. The reason for this is generally when you get back from an event, things are hectic. Wait a few days before following up with those new contacts.
      3. Select to “Send Message” and choose the pre-written template you’ve crafted entitled “After Meeting – Follow Up”. Click here for directions on how to create that template.
      4. Choose the time of day and from what email address you’d like the message to be sent from.
      5. Check the “Open” button so you’ll be able to see if the individual has opened your email.
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      1. Check “Require approval before executing”. You want to make sure the message is appropriate for the point in your conversation with the contact.
This “Require approval before executing” feature will allow you to approve/deny the action prior to execution. You will see the prompt on your dashboard. If you choose to approve the action (i.e. an email to be sent out) you will still get another chance to review/edit the email before it goes out. If you choose deny, the program step will skip and the contact continue onto the next step.
      1. Check “Restart delay if we interact”. You want to make sure the email goes out in a timely manner.
This “Reset delay if we interact” feature will give you the option to pause the action if you’re already in communication with the contact. The action will only be triggered once you have not spoken to the contact in a certain amount of time.
      1. All done! Now you’re on to the next step.


It’s always a good idea to connect with your contacts on social media. It will allow your contacts to see what you’ve been up to. Let’s add a new step and add him/her to the social media platform of your choice!

  1. Click the button “+Add Step”.
  2. Choose 7 days as the time frame. You want to continue to pop up on the contact’s radar unexpectedly. But, you don’t want to overwhelm your contact by reaching out too many times in a short timeframe.
  3. Select the custom task and type in “Add on LinkedIn”. If you prefer another social media site (yelp, facebook, etc.) feel free to choose that.
  4. Because the invitation is more of a ‘soft’ touch, keep “Reset delay if we interact” checked. You’ll want the LinkedIn invitation to come at time when you haven’t spoken to the individual so you stay top of mind with them.
  5. All done, move on to the next step.

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Next, thank the them for connecting on the social media site. You should set up a custom task to remind yourself to do that.You can thank them with a simple email, phone call, or handwritten note.

  1. Click the button “+Add Step”.
  2. Choose 7 days again for the time frame.
  3. Select custom task. Type in “Thank them for adding on LinkedIn.”
  4. Uncheck “Reset delay if we interact”. You want the ‘thank you email’ to be send shortly after the LinkedIn invitation.
  5. Finished with this step. Let’s move on.

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Now that you’ve reached out to these contacts a few times, you should figure out the best bucket they should officially reside in.

  1. Click the button “+Add Step”.
  2. Choose 5 days as the time frame.
  3. Select custom task. Type in “Put in permanent bucket”
  4. Uncheck “Reset delay if we interact”. No need to delay putting them into a bucket.
  5. You are finished with the program steps! Click the blue button “Save” to add it to your Program library.

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Can I attach a bucket to this program? And why would I want to do that?? By attaching a bucket to this program, all new contacts that are bucketed into this bucket will automatically have this program kick off.

What about the contacts already in a bucket? If you want to apply a program to an existing bucket you need to create a new bucket, attach the program, and then move those contacts over to the new bucket. It’s not until the contact passes through the bucketing ‘phase’ does it pick up the program automatically. Contacts in an existing bucket will *not* have the program applied to them.

What if I don’t want to attach an entire bucket to a program? You don’t have to! If you’re not comfortable automatically putting contacts onto a program via a bucket, you can simply just go to each contact’s personal profile page and add him/her to the program of your choice. You do *not* have to apply a program to a bucket.



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