Overview
This guide explains how to update your targeting settings after your LinkedIn Outbound Agent is already running. Regularly refining your targeting helps improve lead quality and ensures your outreach stays aligned with your ideal audience.
Step 1: Access Outbound LinkedIn
From the Home page, click Outbound from the left navigation panel.
Select Preference on the right side.
Open the Plan tab to view your current settings.
Step 2: Update Outreach Setup
Click Edit next to Outreach Setup to modify your outreach configuration. Use this section to update settings such as your outreach method, messaging preferences, or other configuration options to ensure your outreach aligns with your current requirements.
Click Edit next to Message Tone to customize the tone of your outreach messages. Choose a tone that best fits your communication style and audience, such as professional, friendly, or conversational, to ensure your messages reflect the desired level of formality and engagement.
Step 3: Update Ideal Customer Profile
Click Edit next to Customer Type to update your target customer profile. Refine the characteristics of your ideal audience, such as industry, company size, or other relevant criteria, to ensure your outreach is tailored to the right customers.
Click Edit next to Target Roles to update the job roles you want to target. Specify or refine the positions that best match your ideal audience, ensuring your outreach is directed to the decision-makers or professionals most relevant to your goals.
Step 4: Update Buying Triggers
Click Edit next to Buying Triggers to update the criteria used to identify qualified prospects. Define or refine the signals, behaviors, or conditions that indicate a prospect is likely to be interested in your offering, helping ensure your outreach focuses on the most relevant opportunities.
Step 5: Update Targeting
Click Edit next to Industry to update your target industries. Select or refine the industries that best match your ideal customers to help focus your outreach on the most relevant market segments.
Click Edit next to Company Size to update your preferred company sizes. Specify the size range of organizations you want to target, such as small businesses, mid-sized companies, or large enterprises, to better align your outreach with your business goals.
Step 6: Update Location
Click Edit next to Areas You Serve to update your service locations. Add, remove, or modify the cities, regions, or geographic areas where your business operates to ensure your outreach targets customers within your service coverage.
Click Edit next to Operating Radius to adjust your service radius. Define the distance your business is willing to travel or provide services from your primary location, helping ensure your outreach focuses on prospects within your preferred service area.
Step 7: Update Exclusions
Click Edit next to Companies to Avoid to manage the list of companies you want to exclude from your outreach. Add or remove organizations to ensure your campaigns do not target existing customers, competitors, partners, or any companies you wish to avoid.
Click Edit next to Industries to Avoid to manage the industries you want to exclude from your outreach. Specify or update the industries that are not relevant to your business, helping your campaigns focus on the most suitable target audience.
Step 8: Save Your Changes
Click Save Changes at the top of the page to apply all updates.
Click Save when prompt
Best Practices
Be specific with Targeting
Define your ideal audience as precisely as possible to improve lead quality and outreach relevance.
Complete Lead Validation Carefully
Review and validate suggested leads to ensure they match your target criteria before outreach begins.
Refine Your Messaging
Customize your message tone and content to reflect your brand and communication style.
Review Targeting Regularly
Update your targeting settings periodically to keep your outreach aligned with your business goals and changing priorities.
If you'd like help updating your targets, click the chat button or you can reach out to us at [email protected].