Fallback Handling & Notifications

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1. Engegement Required Attention notifcations

To ensure your LinkedIn automation runs smoothly, Yess notifies you when certain Outreach engagements can’t be sent due to missing data or integration issues. These are flagged as “Engagements Requiring Attention” and delivered via Slack or email, depending on your notification setup.

How Notifications Work

When LinkedIn engagements fail, Yess sends a notification that groups all relevant issues by sequence. You’ll be informed through Slack or email, depending on your configuration, with the appropriate level of detail and controls for reviewing and resolving the issues.

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Available Actions

Depending on the channel, you’ll have access to different types of actions:

• In Slack, you’ll receive a summary of all failed engagements and can take bulk action

  • Skip Task

  • Postpone by 5 Days

  • View in Dashboard

  • Plus, when clicking on “show details” you’ll see each failed engagement in detail and can take action individually

    • Skip All

    • Postpone All by 5 Days

    • Edit in Yess

• In Email, you’ll receive a summary of all failed engagements and can take bulk action:
  • Skip All
  • Postpone All by 5 Days
  • View in Yess

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How to Resolve Each Error in Yess

You can either handle issues directly from Slack, use email for bulk resolution, or log in to Yess for full control.

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1. Sponsor and Lead Are Not Connected

Issue: You’re trying to send a message, but aren’t connected to the lead.

• Option 1: Postpone the engagement by 5 days via Slack or email.

• Option 2: In Yess, manually update the **Estimated Engegment Time field, **then click Send

• Option 3: In Yess, change the action type to LinkedIn InMail , update the content accordingly and then click Send

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2. Lead URN Is Missing

Issue: Lead is missing a LinkedIn URL

• Option 1: Skip the task — it won’t be sent and the lead will move to the next step in the Outreach sequence
• Option 2 (coming soon!): Editing the LinkedIn URLin Yess. Once released, you’ll be able to edit the lead in Yess, add a LinkedIn URL, and re-engage.

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3. User Integration Is Missing

Issue: User doesn’t have an active Linkedin integration and needs to reconnect

• Option 1: Reconnect the sponsor’s LinkedIn account via Integrations Settings in Yess
• Option 2 (Only in Slack) - use the link provided in the Slack notification to reconnect integration
• Option 3: Skip the task (in Slack or email)— it won’t be sent and the lead will move to the next step in the Outreach sequence

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4. Connection Note Exceeds LinkedIn Limit

Issue: LinkedIn limits connections notes to 300 characters.

• Option 1: Click **Edit in Dashboard, **Shorten the message to meet LinkedIn’s character requirements, resend the message

• Option 2: Skip the task (in Slack or email ) — it won’t be sent and the lead will move to the next step in the Outreach sequence

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2. Content Pending Approval Notifcation

In addition to engagement-level errors (like missing URNs or integration issues), Yess also alerts you when a LinkedIn message step in Outreach has no content or includes invalid variables (e.g., broken merge fields).

By default, Yess will suggest an AI-generated fallback message when the original LinkedIn content is missing or invalid. You’ll then have the option to review and approve it before it’s sent.

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What Triggers It?

This notification is triggered when a LinkedIn step in Outreach meets one of the following conditions:

• The message field is empty
• The message includes invalid or unmapped variables

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Configuration

When a LinkedIn message in Outreach is missing or contains invalid variables, Yess will automatically suggest an AI-generated fallback message by default. You’ll then have the option to review, approve, edit, or decline it before it’s sent.

To manage the content used when this happens:

1. Go to Integations >Outreach > Engegment Settings
2. There, you can view your current fallback template and switch to a different one — all available options are currently AI-generated.

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Available Actions

Depending on the channel, you’ll have access to different types of actions:

• In Slack, you’ll receive a summary of all engagements pending approval and can take bulk action

  • Approve all

  • Decline All

  • View in Dashboard

  • Plus, when clicking on “Show Details”, you’ll be able to review each message individually and take action per engagement:

    • **Approve **

    • Decline

    • Edit in Yess

• In Email, you’ll receive a summary of all engagements requiring content approval and can take bulk action:

  • Approve All

  • Decline All

  • View in Yess