Dashboard walkthrough: where do i actually start once i'm logged in for the first time?

Getting Started
1

just got my liseller account set up, and i’m looking at the dashboard. there are a lot of sections, and i’m not totally sure which direction to go first.

i know the basics: i need to set up my prospect targeting, configure my messaging, and get ready to send outreach. but the dashboard has like… filtering options, messaging templates, automation settings, campaign controls—i don’t want to spend three hours clicking around if there’s a logical sequence that makes sense.

the onboarding guide touched on the main features, but i’m looking for a “day one dashboard roadmap” that shows the actual order of operations.

here’s what i think the flow should be:

  1. define my ideal customer profile / target audience
  2. set up messaging templates (or use liseller’s hyper-personalized ai to generate them)
  3. configure follow-up automation for my first campaign
  4. test with a small batch
  5. monitor responses and iterate

but i’m wondering if there are sections i’m missing, or if i’m doing things in the wrong order. for example, do i configure my proxy settings through a specific dashboard section? do follow-up sequences get set up before or after the initial messaging?

also, what’s the difference between creating a “campaign” versus setting up “sequences”? i’m seeing both terms and i’m not sure if they’re the same thing.

would really appreciate a clear walkthrough from someone who’s done this before. what does your day-one dashboard session actually look like?

2

great question—this is actually the part where a lot of new users get confused because the dashboard layout can feel overwhelming at first.

here’s the actual sequence that makes sense:

step 1: set up your target audience (smart lead filtering)
go to the “prospects” or “targeting” section first. define your ideal customer profile here. you can filter by:

  • job title
  • company size
  • industry
  • geographic location
  • seniority level

this is where liseller’s smart lead filtering shines. the more specific you are, the higher quality your prospects. this step takes maybe 15-20 minutes.

step 2: configure your first campaign
once you’ve defined your audience, create a new campaign. a campaign is a container for one outreach initiative with a specific audience and messaging strategy. sequences, by contrast, are the follow-up chain within that campaign.

so: campaign = the overall initiative. sequences = the step-by-step follow-ups.

step 3: set up your messaging
this is where you configure your ai-generated connection requests and first messages. liseller’s hyper-personalized ai can generate these based on your target audience and your custom prompts. you write a prompt like “create a connection request that references their recent article on X” and the ai generates multiple variations.

you can preview these before they go live.

step 4: configure your follow-up sequence
after your initial message lands, you need a follow-up plan. in liseller, set up an automated follow-up sequence. this is typically:

  • day 3: light follow-up if no response
  • day 7: second follow-up with a new angle
  • day 14: final follow-up before moving on

you can customize timing and messaging for each follow-up step.

step 5: test your campaign
send a small batch (5-10 people) and monitor what happens. check:

  • are messages delivering?
  • are people responding?
  • are any warnings popping up?

use this data to refine messaging before you scale.

step 6: scale
once your test batch is working, gradually increase volume.

regarding proxy: this is typically configured in account settings or under integration/security settings. you only set this up once at the beginning, not for every campaign.

does that clear it up?

3

one more clarification since you asked about campaign vs. sequence:

campaign = a specific initiative targeting a specific audience over a time period. example: “Q1 SaaS founder outreach”

sequence = the series of touches within a campaign. example: “5 messages over 21 days”

you can have multiple sequences within one campaign (like, different messaging tracks for different segments of your audience), but the campaign is the parent container.

makes sense?

4

good thing you asked this before diving in randomly. the dashboard layout is actually logical once you understand the hierarchy:

account-level settings (set once):

  • linked linkedin account
  • proxy configuration
  • ai prompt customization
  • crm integration settings (if you’re connecting hubspot, pipedrive, etc.)

campaign-level settings (set for each outreach initiative):

  • target audience definition
  • initial messaging
  • follow-up sequences
  • campaign timing and pacing rules

if you’re planning to integrate liseller into a broader workflow later (which you should), get the account-level settings locked in first. proxy, ai prompts, and crm connection. then layer campaigns on top.

this approach keeps everything scalable. once you’ve got account-level config right, you can spin up new campaigns without redoing the foundational work.

very efficient.

5

honestly, my first dashboard session was messy. i clicked around, found targeting, messed with messaging templates, then realized i had no clear campaign set up. took me like an hour to get organized.

second campaign was way smoother because i understood the flow.

so yeah, do what the tech geek said: audience first, then campaign, then messaging, then sequences. that order matters.

also, don’t try to be perfect with your first campaign. pick a segment of 50-100 people, set up a simple 3-touch follow-up sequence, and launch. you’ll learn way more by having live data than by sitting on the dashboard theorizing.

6

from a recruiter’s perspective, the targeting stage is where all the magic happens. if you define a poor audience, no amount of great messaging saves you.

when i set up my first campaign, i spent 30 minutes on targeting. defined seniority (senior engineer, vp engineering, cto), filtered by city, filtered by company size. then i wrote my ai prompts to reference technical expertise and career growth.

result: 35% reply rate on first touch from a qualified audience.

if i’d just blasted my entire network without targeting, i’d have gotten 8% replies from a mix of unqualified people and actual prospects.

targeting is the differentiator. don’t skip it.

7

important point: when you’re setting up your follow-up sequences, don’t go crazy with frequency. a lot of new users think more touches = more replies, but it’s actually the opposite.

my recommendation: 3 touches over 2-3 weeks. not 5 touches over 2 weeks.

your first message gets 48-72 hours. if no response, follow up once. if still no response, one final touch. then move on.

respect people’s inboxes and linkedin’s algorithm. frequent over-touching gets accounts flagged faster than anything else.