Steps

Pro plan. Send email, Send WhatsApp and the integration steps (Webhook / HTTP, Wait for webhook, Call & wait, Poll until and ready-made services like Sendspark, Slack or Clay) are part of Pro and Agency (and the free trial). Services you connect with your own account and pay to that provider directly can be used during the free trial. Add-ons billed by Kerux (email inboxes and WhatsApp numbers) are not included in the free trial. LinkedIn, timing, logic, data, team and AI steps are on every plan. On Starter, a campaign that already has one of these steps keeps running it; adding or changing one shows This is part of Pro with an Upgrade to Pro button. See Plans and billing.

Click any + on the canvas to open Add a step. Its Steps tab has the LinkedIn, email, WhatsApp, SMS (coming soon), timing and other steps, Conditions has the ways to branch, and Automations has the integration steps and ready-made services like Sendspark.

Step	What it does
Visit profile	Views the contact’s profile.
Follow	Follows the contact.
Like latest post	Likes their most recent post. If there’s none, the contact goes out through “no recent post”.
Connect	Sends an invitation (with an optional note, up to 300 characters) and waits for the answer: accepted or not accepted.
Message	Sends a message. Only to connections: otherwise the contact goes out through “not a connection yet”. It can carry a voice note (see below).
InMail	Sends an InMail to someone who isn’t a connection. Needs a Premium, Sales Navigator or Recruiter account (see InMail credits and Open Profile).
Withdraw invite	Withdraws a pending invitation.

Voice note in a Message step

Open a Message step and click Record a voice note. Record it once (up to a minute), listen to it, then click Use this voice note (or Record again, or Remove). It goes with the step’s message to every contact as a LinkedIn voice note. With no text, only the voice note goes. Recording works in Chrome, Safari and Edge. Or pick In my voice to send each contact a voice note in your own cloned voice that says their name and details. See Voice notes in your own voice.

Email, WhatsApp and SMS

Step	What it does
Send email	Sends an email from one of your connected inboxes (see Connect an email inbox): plain text, rich text with pictures and GIFs, or HTML, with a preview (see Write and send emails), or one of your email templates. Contacts without an email address go out through “no email address” (or carry on when nothing is connected there). A follow-up email can go in the same thread. A reply by email stops the campaign, like a LinkedIn reply.
Send WhatsApp	Sends a WhatsApp message from your own connected number to the contact’s phone. You connect the number by scanning a QR code with your phone, like WhatsApp Web (each number is an add-on, US$7 a month; see Connect WhatsApp). A campaign with this step can’t be launched until a number is connected. For following up a few contacts in conversation, never cold mass messages (WhatsApp bans numbers for that). Only to contacts with a recorded WhatsApp consent. Up to 100 a day per number (fewer in its first weeks), 2 to 10 minutes apart at random. A contact without a phone with its country code waits in Needs attention. A reply on WhatsApp stops the campaign, like a LinkedIn reply.
Send SMS	Coming soon: shown in Add a step as Coming soon and can’t be added yet; nothing is charged for it. A contact who reaches a Send SMS step already in a campaign waits there with Waiting for text messages to open in Kerux (coming soon): nothing is sent or charged, it goes on by itself. Once it opens, it sends a text message from your own Twilio number to the contact’s phone (see Twilio (text messages)). Twilio bills these texts to your Twilio account. Only for people who agreed to get texts. Up to the number’s daily limit (100 by default), a short gap between texts, inside the campaign’s hours. A contact without a phone with its country code waits in Needs attention. A text back stops the campaign, like a LinkedIn reply; a phone that texted STOP is never texted again.

Timing

Step	What it does
Wait	Waits a number of minutes, hours or days. Set it in the next step’s panel, under Wait before this step (Add a wait before this step, or Remove the wait).
Wait until	Waits for something to happen (for example, the invitation is accepted) up to a time limit, then goes out through it happened or timed out.

Logic

Step	What it does
Condition	Two ways: yes or no (for example, “is connected”, or Has an Open Profile, so an InMail to them is free).
If they read it	After a LinkedIn message: waits the time you set (2 days by default), then goes out through Seen (LinkedIn said they saw the message and they didn’t reply) or Not seen (they may have read receipts off). You choose which message it checks (the last one before it by default). A reply during the wait ends the contact’s path, like any reply (or follows Replied, if you add it). Example: “If they read it and didn’t reply in 2 days, send a follow-up”. In a sequence (day timeline), set Days to wait (1 to 30) and If not seen: Stop here or Go on with the next steps anyway; the next steps count their days from the end of the wait. While a contact waits here its status is Waiting to see whether they read the message; Check now on the contact’s journey decides at once with what LinkedIn has said so far. A read receipt that arrives after the wait doesn’t change the result, and a contact who got no message (for example, not connected yet) goes Not seen right away. It needs a Message or InMail step in the campaign to check. In Add a step it’s under Steps > Timing and Conditions > Contact actions (Read your LinkedIn message).
If they react	After a message: waits the time you set (2 days by default), then goes out through Reacted (they reacted to one of the campaign’s LinkedIn messages, a thumbs up or a heart for example, in that time or before) or No reaction. A reaction is never a reply. A reply during the wait ends the contact’s path, like any reply (or follows Replied, if you add it). Example: “If they react within 2 days, send my booking link”. While a contact waits here its status is Waiting to see whether they react to the message. In Add a step it’s under Steps > Timing and Conditions > Contact actions (Reacted to your LinkedIn message). It can also wait for The email opened (Opened / Not opened (some mail apps hide opens), a click counts too) or A link in the email clicked (Clicked / No click): pick it under Wait for, or add Opened your email (2 days) / Clicked a link in your email (3 days) from Conditions > Contact actions. The card then reads “If they open the email” or “If they click a link”, and a waiting contact shows Waiting to see whether they open the email or Waiting to see whether they click a link in the email. These need the campaign’s Track email opens and clicks on (the default). Automations only (not in day sequences). See Reactions on LinkedIn messages and Email opens and clicks.
Switch	Several ways, one per case.
A/B split	Splits contacts between variants by percentage. Results show on the campaign overview.
Go to step	Jumps back to an earlier step, a limited number of times.
Move to campaign	Moves the contact into another campaign.

Data

Step	What it does
Update contact	Changes fields and adds or removes tags. On the canvas its card shows what it changes, for example `+ low-intent` or `title = CEO`.
Set variable	Saves a value to use in later steps.

Integrations

Step	What it does
Webhook / HTTP	Calls another app’s API.
Wait for webhook	Waits until another app sends this contact’s data, then continues with it.
Call & wait	Calls an app and waits for its answer in one step.
Poll until	Asks an app again and again until the answer is ready.

See Webhook steps for the integration steps. Ready-made services (for example Sendspark, Slack or Clay) are listed in the same Automations tab. On the canvas their card shows the service and what it does, for example Slack / Slack message. Clicking one adds it at once and opens its own panel, where you set it up: the Account to use (already chosen when you have only one; with none, a button like Connect Slack right there), the service’s own fields (like Send to and Message for Slack) and the variable buttons. Changes are saved as you go; until a required field is filled the card says Not finished and the campaign can’t be turned on. Only steps that call an address you give (a Clay table’s webhook URL, a webhook or API address) ask for it first, in a small window. The technical request is under Advanced. See Sendspark videos and Slack.

There is no End step: when a result has nothing after it, the contact finishes the campaign there.

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LinkedIn

Voice note in a Message step

Email, WhatsApp and SMS

Timing

Logic

Data

Integrations

​LinkedIn

​Voice note in a Message step

​Email, WhatsApp and SMS

​Timing

​Logic

​Data

​Integrations

LinkedIn

Voice note in a Message step

Email, WhatsApp and SMS

Timing

Logic

Data

Integrations