22 - LinkedIn Guide For Beginners
22 - LinkedIn Guide For Beginners
Beginners
By Kimberly A. Callahan, CPS
www.linkedin.com/in/kimberlyacallahan
Revised 02/11
INTRODUCTION
Please note that recently LinkedIn has been making
numerous changes—in particular to what features
are available to basic (free) members. I will do my
best to keep this guide updated to reflect those
changes as LinkedIn makes them. Last update 02/11.
I am not one of the rare Certified LinkedIn Trainers nor do I consider myself
any type of special LinkedIn guru. However, I have learned a lot in the time I
have been a member of LinkedIn. As a frequent responder in the Answers
section, I see many of the same questions asked. I also hear a common
refrain from others that have joined: “I don’t get LinkedIn. What are you
supposed to do on it?” I hope this guide will answer some common
questions and provide a more thorough look at what LinkedIn is about. This
is not intended to be an exhaustive guide of everything there is to know
about LinkedIn, however, for the average user it should cover most issues.
Before you join, consider first what you want to accomplish by joining LinkedIn. Are you joining just to
join or are you looking to build a network to help further your career? If it’s the former, then it won’t be
worth your time. If it’s the latter, then it will require effort.
LinkedIn is more than just a static electronic resume. Consider it your professional advertisement to
the world. It should be compelling. It should be strategic. It should make people visiting your profile
take interest in you, want to connect with you, and more importantly—want to hire you!
Your “headline”—what appears directly underneath your name—is automatically generated based on
your current job position. However, you can edit this. Look for the edit button that appears next to your
name. While you may see members who have email addresses, phone numbers, and other extraneous
information in their headline, it actually violates LinkedIn’s User Agreement so don’t do this.
Take the time to craft a knockout personal “summary.” Let your personality shine through (don’t be too
“cutesy” though.) It may take several revisions until you find something you’re happy with. Also, be spe-
cific when filling out the “specialties” and “skills” sections (e.g. “Microsoft Office”).
When entering your job positions in the “experience” area, watch for the drop-down menu that will ap-
pear as you enter your employer’s name. For larger companies, chances are it already appears in the
list. Click the name when you see it and you will be added to the Company Profile page. This will make
it easy for your co-workers to find you and for others to find information about your employer.
Tip: Personalize your LinkedIn address. Do a LinkedIn search to see how you can set
yourself apart from others sharing a similar name then create a personalized address and
Profile name accordingly. For example there is only one “Kimberly A. Callahan” on LinkedIn
and that’s me! In the edit profile mode click the edit link next to the Public Profile listing.
To add your first “connections”, you can import your email address books. I personally don’t recom-
mend importing your contacts unless you have hundreds of them. Even if you know the person well,
you should write a brief note to everyone before you send the invitation rather than the default text.
The import feature does not give you this ability. It sends a generic invite. This is critical for people you
may not know as well—remind them who you are and why you want to connect with them. In order to
get this personalization option, you must click on the “Connect With…” link on the person’s actual pro-
file. Take the time to search for friends, family, colleagues, business contacts, etc. This is a great way
to build up your network quickly. Don’t fret if someone doesn’t respond right away since some people
have let their accounts go stale, rarely check in, or simply have a different purpose on LinkedIn.
Once you’ve got some of your colleagues and business associates as Connections, request
“recommendations” from those who can offer a legitimate reference. Also give recommendations to
those you have worked with. I strongly suggest you don’t give or receive recommendations from people
you wouldn’t be comfortable having a potential employer contact.
Tip: Filling out your profile, adding a photo, and receiving recommendations will make your
Profile more “complete,” which means it will be placed higher in search results. It will also
make people more likely to connect with you.
One note about adding personal links—whether it’s a personal website, a blog, Twitter, or your Face-
book profile. First and foremost LinkedIn is a professional networking site. Consider whether it is ap-
propriate to link all of your online websites together. Don’t ruin your professional reputation because of
risqué photos or crude language. You don’t need to be “boring”, but you do need to be smart.
If a recommendation someone sent you needs to be edited, you can click the “request a new or re-
vised recommendation” link. The individual can also initiate the edits on their end.
If you want to withdraw a recommendation you have made, click on the “Sent Recommendations” tab.
Click “edit” next to the recommendation. Look for the “withdraw this recommendation” link. If you
simply need to edit or amend the recommendation, you can do this here too.
If someone sends you a recommendation, but chooses the wrong position for it. They can edit it on
their end to choose the correct job. You can also change it yourself—though you need to be very careful
when doing this as it will involve removing the position the recommendation is currently associated
with. So the first step is to go to your profile and copy all of the job description information and paste it
to a document on your computer. Then, remove that position. This will result in the recommendation
being “orphaned”. You can now go to the Recommendations area and associate that recommendation
with the correct position. The last step is to go to your profile and add back the position you removed.
You can create a listing(s) for "philanthropy", "volunteer positions", "advisory board member" or other
appropriate title then list your positions this way. Note: you will be required to add a company name.
You can get a little creative here. For example most of my volunteer positions are listed under
"Philanthropist at Planet Earth".
You can also choose to list them under the "Groups and Associations" area or in the "Summary" area.
Individuals may only have one profile (in other words you may not
have one “personal” profile and one “business” profile)
The LinkedIn User Agreement can be found linked at the bottom of every page.
How do you get there? In the upper right hand corner of your LinkedIn screen you will see your name
with a blue down arrow next to it. Click the down arrow next your name and choose the Settings option.
Enter your password if asked and you’re ready to explore.
Email Addresses
Let’s start with an important issue. A common problem on LinkedIn is that an individual signs up with
one email address. Then they receive an invitation at another, accept it, and inadvertently create a du-
plicate profile. Not only is this contrary to LinkedIn’s User Agreement, but it makes it more difficult for
people to find you (which one do they connect to?!) and it splits your contacts up. An easy solution:
associate all of your email addresses with your account. You can even add old or unused addresses—
this will help those trying to get in touch with you to be able to using an old email. You should confirm
all active email addresses. If you ever want to change your primary email account (the account where
LinkedIn email goes to) then you simply change the selection. You can login using any address
associated with your account. Also, when sending emails through LinkedIn you can select any of the
email addresses associated with your account in the “from” field.
Public Profile
This is where you can choose how much of your profile to make publicly viewable. I recommend mak-
ing as much of it viewable as you’re comfortable with. If you are actively seeking a job, then it is critical
for you to make it completely viewable. This also helps your search rankings on LinkedIn and Google.
Connections Browse
Choose whether to allow your contacts to view your other connections. While some people, such as
recruiters may have good reason to want to hide their connections, it is preferable to leave them open
to your contacts. Only your 1st degree connections can see your other connections. A good rule of
thumb is that if you don’t “trust” someone with your connections list, then don’t connect to them.
Profile Views
There are several different settings you can choose from when deciding what information people will
see when you visit their profile. “Nothing” of course means they will see no information. You can also
choose to remain somewhat anonymous by having only your title and employer show. These two set-
tings however mean that you will not be able to view any information about who has viewed your pro-
file other than the statistics located on the Home page. The third setting will display your name, photo,
title, and employer. It will also allow you to see names of people who have recently visited your profile.
Email Notifications
The Receiving Messages link will allow to you change how you receive email from LinkedIn. Want to
turn off your daily group digests? Want to stop receiving a notification via email for each invitation you
receive? One notification you cannot turn off is when someone accepts your invitation to connect.
LinkedIn will always send you an email about this.
Invitation Filtering
You have three options on LinkedIn. The default, and recommended, setting is to accept ALL invita-
tions. This means that yes you will have to deal with unwanted invitations, but click “ignore” and move
on. The next option is to require people who want to connect with you to have your email address. The
most restrictive option is to limit invitations only to people who are in an imported address book.
There are numerous other settings. I recommend you take time to explore each one.
Invitations
How to Connect With Someone
As discussed earlier, it is critical to personalize each invitation you send. To access this, visit the per-
son’s profile, click on the “Connect With…” link in the menu to the right. Other ways to send invitations
are to click on the “Add Connections” in the upper right hand corner or by choosing the option under
the “Contacts” menu option. But again, this will not allow you to personalize your invitation.
If you are responding to a question a user has asked in the Answers section you can send them a
"Private Reply" in addition to your response. If you ask a question all responses will arrive as an email
in your LinkedIn Inbox which allows you to respond to the individual directly.
You can also check a user's profile and see if they have a link to a blog, Twitter, or personal website.
You can contact them through those means.
Finally, use your current contacts to introduce you to interesting people they are connected to.
LinkedIn offers a service called “InMails.” For basic accounts, the cost is $10 each. You must decide if
it’s worth the cost if you absolutely must contact a person and have no other way to get in touch.
You may find some users indiscriminately send invitations to everyone they suspect has a pulse
(others aren’t even that picky). You needn’t feel obligated to accept every invitation you receive.
Sent Invitations
You can get to the list of invitations you sent in two ways: the first is at the bottom of the contacts sec-
tion. You will see a link that shows the number of your “outstanding” invitations (no, LinkedIn doesn’t
think they’re really great, it means they haven’t been acted upon yet.) You can also access that list by
clicking on the Inbox option from the static menu, then choosing Sent in the left hand menu, then the
Invitations tab. FYI: You are initially given somewhere in the neighborhood of 3,000 invitations. Should
you exhaust that amount, you can contact Customer Service and request additional invitations be add-
ed to your account. If you think are close to the 3,000 limit, it might be time to withdraw some.
To withdraw an invitation, you will need to click on the link for the invitation that says “Join my network
on LinkedIn.” On that screen you will see a “withdraw” button. You must click that button. Deleting the
invitation does not withdraw it, it just removes it from your list.
Avoiding “IDK”
If a person chooses “ignore” on an invite they receive, there is an additional option to select “I Don’t
Know This Person.” Why does this matter? If you receive three “IDK” responses, you will receive a
warning. This may mean that for every invitation you want to send, you must first enter the person’s
email address. If you receive 5-7 IDK responses LinkedIn may suspend your account. Regardless of
who you are inviting, you should always personalize the invitation and be specific as to why you want to
connect. Even if the other person isn’t interested in connecting, they are less likely to choose the “I
Don’t Know This Person” option if you explain why you are inviting them.
As you scroll down your list, you might notice some of your contacts have a yellow number. That means
they have added new contacts. If that connection has their list of contacts available to view, then se-
lect the contact by clicking on their listing in the middle column and then click on the connections link
that appears in the third column. At the top of their list of contacts will be their most recent connec-
tions. Get into the habit of keeping tabs on who your connections are linking to.
When you have a connection highlighted and their information is displaying in the third column, you
will notice that there is a link that says “Edit Details.” If you click on it, a new screen will appear. This
will allow you to fill in additional information about your contact. This is info that displays only to you,
so if you add an address or personal note you needn’t worry about others having access to it.
Another area you can edit is “Tags.” When you initially send an invitation to someone and select the
category, this not only alerts the person receiving the invitation to how you know each other, but will
alert LinkedIn to how it will categorize it in your list of contacts once they accept. It is worth noting that
Removing Connections
On the contacts screen, you will see a link off to the right that says “Remove Connections.” Click on
that, then follow the instructions for selecting those you would like to remove. The connection is not
notified of this transaction, although the fewer connections they have the more likely they are to notice
one missing.
Exporting Contacts
Still in the Contacts area, scroll down to the bottom of the screen. You’ll see two links relating to your
contacts. The one on the right, aptly titled “Export Connections” will take you to the export feature. Just
as you would do any time you save a file, pay attention to where on your computer you are saving it!
One catch in exporting your contacts: LinkedIn will only export very limited information. So, if you were
hoping to create a fully populated database or spreadsheet, you’re out of luck. You will only receive a
list with first name, last name, email, title, and company. When you download the file you will note it
has headings for lots of fields, so why does LinkedIn include columns for these fields but doesn’t in-
clude the information? It’s a mystery. Even if you aren’t planning on creating a database, exporting
your contacts regularly is a good way to keep a back-up list.
If the individual is a third degree connection, then you will need an intermediary. You will need one of
your first degree connections to request an introduction from one of their connections.
What is a "LION"?
“LION” is an acronym for “LinkedIn Open Networker.” This group of people is not officially endorsed by
LinkedIn, but they do not explicitly “crack down” on such behavior either. An “open networker” is some-
one who connects with anyone and everyone. They will often add “LION” to their name or headline
and/or boast of their number of connections and network size. You can find groups dedicated to open
networking if this is something that interests you. In general, this is not a networking tactic I would rec-
ommend as I believe it is more valuable to have a “strong” network rather than simply a “large” one.
Why do I keep being asked for an email address when I want to connect with someone?
Several possible reasons:
Using the “Add Connections” option will always require you to submit the person’s email address.
You have received too many “I Don’t Know” responses to other invitations.
The individual has set their invitation filter to accept only those users who know their email address.
Another way is to click the "Add Connections" link in the upper right hand part of your screen. Click the
"Classmates" link then click the link to your school and like magic, there's the list of folks you went to
school with.
Also make sure you completely fill out your education information (spell out school completely, list cor-
rect years, major, and activities) so that others can more easily find you.
Now there are a few variables here: first, your connection has to be active on LinkedIn in order for
there to be activity associated with their account; second, they must have their network activity set to
be viewable by their contacts; and third, you have to have their activity showing on your home page (it
will by default but you can “hide” activity by specific contacts by mousing over an update and clicking
the “Hide” link that appears.)
Now you can choose to hide certain types of updates, but this will apply to all of your connections, not
just specified ones. To do this, you’ll need to click on the “Customize” link. You will be on the “Manage
Updates by Type” tab. You can also choose how many updates show on your Home page.
Email
It’s also a good idea to get into the habit of periodically sending an email to your contacts individually.
A few lines will do—ask what new projects they are working on; comment about one of their recent net-
work updates or blog posts; or ask if there’s anything you can do to help them (be genuine in this offer
of assistance.)
Take It Offline
Some members even periodically meet local connections, or connections whose city they will be travel-
ing to, for a “coffee meeting.” Now of course this may not be possible for everyone. However it does
demonstrate the need to integrate your online and offline networking. For your local LinkedIn group(s),
if there isn’t already a regular offline networking event for group members, consider organizing an
evening meet-up at a library or a power lunch at a favorite deli. Add your profile address to your busi-
ness card so those you meet in the course of doing business or at networking events can connect with
you online. Find ways to introduce your connections who are not on LinkedIn to those who are.
Post an introduction in groups where that is appropriate (sometimes you might see an “introductions”
thread) and participate in the discussions. Don’t respond just to respond though. Frequently posting
links to your blog and other self-promotional posts aren’t considered good etiquette in most groups.
When you join a group you have a few options such as receiving an email digest or new email for each
new post and whether to allow group members to email you. I recommend you use an email digest to
keep up on group activity and to keep the option to allow group members to contact you. Some group
managers require an approval process before giving new members access to groups. It can take days,
weeks, or even months if the group manager does not log in to their account often. Chances are if
more than a week goes by without your request being processed, then the group is probably not very
active. You’ll have to decide if you want to keep waiting or to withdraw the request and move on. Note
that you can change your digest options at any time either through Settings or by clicking on the
“More...” menu link specific to each group and then clicking on “My Settings.”
Note that most groups have “Jobs” and “Promotions” tabs. The Jobs tab is self-explanatory. The Pro-
motions tab causes some confusion. The best rule of thumb is to use it to “promote” your blog, web-
site, or events rather than posting it in the regular Discussion area. If you have any questions about
what is acceptable, look to see if there are any group rules posted and/or contact the group manager
to ask (to find the group managers click on “More…” and “Group Profile”). Either way, you don’t want to
overuse this feature. Many LinkedIn users consider the posting of blogs to be “spam”, so be very care-
ful how you use this feature and either include comments of your own and/or a part of the blog post if
it’s from your own personal blog.
One “quirk” with LinkedIn and Groups: whenever you make a connection, you are automati-
cally set up to “follow” that person’s activity. If you share a group, in the Updates box off to
the right, instead of seeing group activity, you will just see activity from the member(s) you
are “following.” To turn this off, go to “My Groups” under the Group option. Click on the
“Following” tab. On the left you will see a “manage” box with two op-
tions. Choose the “People…” option and mark “ Stop following” for each.
You can also choose to “follow” discussions of interest. If you start a discussion or respond to a discus-
sion, you will “follow” it automatically. Underneath the first post of a discussion you will see a series of
buttons. There is one with a star named “Follow.”
Tip: You can send a free LinkedIn email to most members you share a group with. It’s helpful
to join a few large groups to give you greater access to people you may not know, but might
want to get in touch with down the road. When you click on their profile, you will see a “Send
Message” link which allow you to contact them.
To leave a group, first go to the “My Groups” page. Click on the group you want to leave and this will
take you the main discussion board. Click on the “More” menu option for the group and choose “My
Settings.” At the bottom of the screen will be a button to leave the group.
Sharing documents
If you want to share documents you either need to host them on a website or add the Box.Net applica-
tion to your profile, upload the documents, and direct people to your profile to download them.
Tip: If your response is marked as a “Best Answer” it will be listed on your profile and give you
greater credibility when answering questions in that topic area. Do note that the user who
asks the question must rate the answer (using their own criteria.) Many users do not do this.
How do you know when you have received a “Best Answer”? The “asker” has the
option to send you an email notification. Some do this. Otherwise in the Answers
section, click on the My Q&A tab, then click on the “My Answers” tab. You will
see a large green-bordered box. Your best answer ratings will also show up
underneath your name when you post a response in the Answers section.
When you ask a question, it is good etiquette to rate the answers when the ques-
tion closes. You will not receive an email notification, so you must go to the “My
Q&A” tab of the Answers section. It is also a good rule of thumb to close “how-to”
questions as soon as they have been satisfactorily answered. It’s also good
etiquette to respond to each answer, even if it’s just with a simple “thank you.”
One item that catches people’s eye is the “This Week’s Top Experts” listing. This
is a bit of a misnomer because it is not related to the “Expert” rating you are
awarded when your response is selected as the “Best Answer.” It is based solely
on the quantity of questions answered, rather than the quality of questions an-
swered. I disagree with this system of recognition. Focus on quality not quantity.
Tip: One shortcut used by frequent responders is to create a document or file with an-
swers to frequently asked questions. I find plusses and minuses to this tactic. On the plus
side, if it is easily accessible and organized, it can be a time saver and provide concise,
accurate responses. On the minus side, it can also become obvious very quickly when
someone is pasting the same answer over and over. Sometimes the formatting is off when
pasted. And if there is extraneous information in your answer it either may not be applicable to the
question or it can become tiresome for others to read repeatedly. I have found personally that it often
takes as much time to find the document, open it, find the appropriate answer, copy it, then paste it as
it does to just type the answer each time. Another note: LinkedIn does not provide a mechanism to
save your answers or to search them, so if you have one that you especially like or received a good
response, you might consider copying and pasting those to a file if you want to reference it later.
1. At its most basic, just copy and paste your personalized link from your profile into your email
program’s signature field. Example:
Sincerely,
Kim Callahan, CPS
http://www.linkedin.com/in/kimberlyacallahan
2. Make it spiffier by adding a LinkedIn graphic if your email supports an HTML signature. To do this,
you can visit the Logo and Branding Guidelines page at http://developer.linkedin.com/docs/DOC-
1101 which will display several different LinkedIn logos. Choose the appropriate size, copy it, and
then paste it into your email signature field. In some programs you may even be able to make the
logo itself a clickable link.
http://www.linkedin.com/in/kimberlyacallahan
3. Visit LinkedIn's Customized Email Signature page for Outlook and Thunderbird at
http://www.linkedin.com/signature?display= There are several designs to choose from.
The second location is a page where you can obtain a LinkedIn logo.
http://developer.linkedin.com/docs/DOC-1101
How do I remove someone from my company’s page who no longer works here or has never worked here?
You can’t. The first step is to see if you can contact the individual and request they update their profile
so that they are no longer listed as a current employee. In the case of someone who has never worked
for the company and will not respond to requests to update their profile, then your only other option is
to contact LinkedIn’s Customer Service. In addition to contacting them directly, you can also click on
the person’s profile and look for an exclamation point icon next to the employment listing. Click on that
and you are given an option to report the inaccuracy.
What is OpenLink?
Premium account holders can choose to allow any LinkedIn member to send them a message for free.
To enable this, go to Settings and change the options to allow OpenLink Messages. You can also use
advanced search features to search for other OpenLink members.