LinkedIn Invite Etiquette (and beyond): A Few Simple Rules

By , 19 November, 2012, 19 Comments

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Social Media is tough. There are no established “rules of the road” and there are varying degrees of fluency and usability across social networks. Because I’m immersed in social all the time, I sometimes forget how new this still is to the masses and that there is a substantial learning curve for folks when it comes to following, friending and connecting. I have been acutely reminded of this with a recent influx of LinkedIn invites from people I’ve never met with no note or context to why they want to connect. I’ll add that some of these come from people I have met or know in some capacity, but not terribly well. As the careless and contextless LinkedIn invites grow, I thought it would be fun to expand on some of my sporadic tweet rants and offer some insight and tips on best practices for “connection” on LinkedIn.

LinkedIn is about “connection,” not “contacts”
A LinkedIn “connection” is just that, a connection not a contact. There’s a difference in language there. Industrial revolution business practices thrived on “contacts.” Sure, the top echelon of PR, marketing and sales folks knew the value of building relationships and meaningful connections, but most business disciplines thrived on “contacts,” lists, blasts and other one-way, one-sided, talk at you behavioral business tactics. These practices were largely dictated by the mechanical cultures of a rapidly growing, highly commoditized and Corporate America. This is no longer the world we live in. While we still have all of these factors, the digital era offers two-way communication tools like LinkedIn that have the ability to connect us to a global audience in real-time, offering new possibilities, opportunities and applications for us to “connect.” And of course, few know what to do because we’re conditioned to accumulate contacts in mass, not develop quality connections and interactions. Quantity has its place, but quality connections always yield a higher value. Let’s start creating more of them:-)

Care 
Treat digital interactions like you would any in-person exchange. Revolutionary and groundbreaking I know, but many of us don’t do this enough – in person or online. It wouldn’t hurt all of us to stop and take a minute in our interactions with other humans — to listen, to relate, to act with intent. If we meet at an event and I start to hand you my business card prior to a proper introduction and conversation, would you find it odd? The answer is yes (I hope) because it is odd. I’ve had it happen numerous times and it disturbs me. It is not appropriate for me to hand you my business card yet. We’ve barely met and established a need to have a future conversation. But again, we’re conditioned to do this. Add another one to the Rolodex or email blast list — or whatever. Digitally, this translates to a quick click of the send button in places like LinkedIn. Let’s stop doing this:-)

Context
LinkedIn is actually built to connect people who know each other based on a professional or friendly context. That’s why you have to designate how you know them prior to sending an invite, however people  still have the option to designate someone as a friend or connect with people they don’t know through groups (if you’re both members). That should say enough, but unfortunately people game the system or disregard it entirely. Let’s stop disregarding it:-) Take the one minute (that’s all it takes) to write a quick note setting up how we know each other and why you want to connect. Whether you’ve met this person, worked with this person, are trying to recruit this person or just want to connect with them because you dig their work, take a moment to write a quick sentence or two. Address the person by name. “Hey there. I really enjoy what you post on Twitter and would love to be connected here as well,” or “It was great getting to know you briefly at X event. I enjoyed our conversation about X. I’d love to stay connected here.” Sign your name. No matter what level of connection I have with someone — from acquaintance to having worked with someone for a long period of time — I take the one minute and write a note.

These don’t just apply to LinkedIn, but modern marketing practices as well. We need to redefine why we do things and create more intent with our actions. Based on conversations I’ve had with folks on Twitter and elsewhere about this subject  there is much to add. I’d love to hear your thoughts.

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  • LarryEngel

    LinkedIn also wrecked the rollover preview for people’s profiles. You used to be able to do a quick rollover of the person’s name and see the company they worked for along with City & State info. Go check it out now in the “People You May Know” area. Now when you rollover their name, you see the exact same info you’re rolling over. How is that helpful?!

  • LarryEngel

    The problem is LinkedIn gave the endorsements no “value.” If I could only hand out 100 endorsements… then they’d have a value. Way too many connections we don’t know and have never worked with have the ability to endose for skills they have no knowledge of. That’s just plain spam.

  • http://twitter.com/lulugrimm Lisa Grimm

    Glad you enjoyed Hattie. Thanks for reading and commenting.

  • http://twitter.com/lulugrimm Lisa Grimm

    Right on! Glad this was helpful for you Catie.

  • http://twitter.com/lulugrimm Lisa Grimm

    Couldn’t agree more! I think LinkedIn has an awesome opportunity to mold behavior by requiring the note field in order to connect. Then it just becomes first nature:-) Yes to your thoughts on recommendations. It makes perfect sense why they did it. I bet it increased engagement substantially because a monkey can click a button. Hate to say that, but it’s the truth. Thanks for reading and commenting. Look forward to being connected.

  • LarryEngel

    Great post… both spammy and frustrating. I also hate the “endorements” feature on LinkedIn. Also very spammy and virtually worthless at this point.

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  • http://twitter.com/CatieRagusa Catie Ragusa

    Perfect!  I’m a little late to the LinkedIn family (as in I’ve had an account for a while, but rarely get on), but lately I’ve been working to broaden my connections.  I have failed to send the right wording in the invite messages.  Thanks for the advice!

  • http://twitter.com/lulugrimm Lisa Grimm

    Thanks for reading and commenting. Glad you enjoyed the post:-) 

  • @catawalker

    Thank you for this post–I thought it might just be me! Show a little creativity and at least come up with your own default invitation to link with people you know, and if we’ve never met, definitely let me know who you are. I have no problem hitting “ignore!” Great blog–keep it up!

  • Hattie Goplen

    I love your blog. Yes, I think it is quite funny how sometimes people who are not being “accepted” as a connection, friend, or follower on various social media platforms persistently re-try to make the connection. If I don’t know you in real life, why would I want to be just a virtual persona among a plethora of other nameless faces?  Good thoughts. Keep it comin’.

  • http://twitter.com/lulugrimm Lisa Grimm

    Thanks for reading and commenting, Lisa! Hope all is well with you. I couldn’t agree more with your POV here and follow many of the same rules myself:-) 

  • Lisas

    Lisa, great post! I’ve been refining my own social strategy and have come up with this process:

    FB only for friends, family and neighbors, not for business connections. Ignore all other friend requests.

    LI for all of those above plus other connections. The closer I am to someone, I’ll often just send the standard invite, and I’ll accept this from the same. I only want to link with those to whom I have some sort of a connection – however loose. The criteria I use is a person that I would feel comfortable making an introduction on behalf of someone else. Recently, I went through my LI connections and unlinked a dozen or so, that didn’t fit this criteria. I do not accept invites from people whom I do not know – ever. That is why a note telling me why you think we should connect is helpful. Again, it has to fit my criteria that I feel I can call upon you for someone else.

    Twitter and Pinterest are for everyone in my humble opinion. However, I’m pretty boring on both platforms, so bless anyone who wants to connect with me there – ha!

  • http://twitter.com/lulugrimm Lisa Grimm

    If there’s any real world knowledge it’s a matter of how well you know each other. If you don’t know the person at all make extremely clear why you want to connect and if it’s sales, just refrain from sending the message unless you’ve researched me online and are pretty darn sure you’ve identified a need state your product is sure to solve. Don’t try to close in the invite request. It’s more of a nicety in some cases. At the end of the day, nothing trumps personalization. Just my two cents. Thank you for your comment:)

  • http://twitter.com/lulugrimm Lisa Grimm

    Yeah, it’s so ridiculous. It bums me out how out of touch people can be about this stuff. The funny thing about social is that it just amplifies antisocial behavior:-) Thanks for reading. Glad you enjoyed. We can lead by example;-) 

  • Rlibson

    How long before taking it to the next logical step. If you need to write about “how we know each other” maybe we don’t really need to “connect”

  • http://keithprivette.com/ @keithprivette

    So agree with this and always make it point to write a personal note. Big problem the mobile app makes this step out of the equation. Found that out after clicking connect. Then i was disappointed I couldn’t drop a note before it was sent.

  • erinreadruddick

    Lisa, terrific post! I recently grew so frustrated with LinkedIn invites that were totally impersonal that I changed my Summary so it starts
    “> I LOVE to connect – but please don’t use the default invite! Let me know how we’ll both benefit from becoming LinkedIn. <"
     
    And yet still I get the default invite.
     
    I'm so glad you're advocating thoughtful connections, online and off.
     
     

  • http://ariherzog.com/ Ari Herzog

    Agreed!

    I maintain an open albeit strategic networking policy on LinkedIn. I don’t care if we’ve met in person or only through the web, or if you read my blog and the relationship is one-sided. Whatever reason you have for sending me a LI connection request, please edit the default wording so I know *why* you’re sending me the request. I do the same for you.

    I may not remember the context down the road but at least I know it when hitting the YES button.