There are two ways you can send contacts to Engage from Identify. The Manual or Automatic way
Manual Way
Go onto the Identify dashboard.
Click on a company/domain name
Go onto Contacts
Find a contact, go to the right side and look for the Engage Icon -
Automatic Way
Click on the Integration Icon -
Select Add new automation -
Under 'When', select 'A new lead is identified' then under 'Then', select 'Send to Email Campaign'. After that, the path choice is up to you. We recommend that you complete the full path and name the automation something clear to remember.
After that, give it sometime before we start automatically send emails.
You can Pause, edit and delete automations at anytime. Just click on the three dots -
