Automated messages and reminders for your leads and contacts ensure that you can stay connected effortlessly and quickly. The Engage feature is designed to achieve precisely that. You can access this feature within the "My Audience" expandable menu by selecting the "Leads & Contacts" option.
To initiate the Engage process, begin by searching for the contact or lead you wish to engage with. You can do this either by using the Filter option or by scrolling through the Navigation bar. Once you have identified the desired contact or lead, click on the "Engage" button.
Upon clicking, a new window will appear with an AI-generated message. You have the flexibility to edit this message at any time by selecting the words you wish to change. Alternatively, if you prefer, you can click the "Refresh" option to generate a new message.
To complete the Engage process, choose the Virtual Card you want to share with them and, finally, click "Send Engagement."
This feature is just one of the many powerful options available within the "My Audience" Dashboard. If you would like to learn more about this dashboard, please refer to the following articles:
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