ℹ️ This article is about setting up automatic prospecting, to see how you can add prospects manually, take a look at this guide.
Step 1: Access Workflows
Go to Workflows in the top navigation bar
Click Create workflow
Select "Auto-Engage" from the list of workflow categories.
Step 2: Configure General Settings
In the "General" section of the workflow editor:
Provide a unique name for the workflow in the "Workflow name" field.
Step 3: Define Conditions
In the "Conditions" section, specify the segment of prospects you want to target:
Use the dropdown menu to search for and select the appropriate segment.
Step 4: Define Output Settings
In the "Output" section:
Select the user or sender for the campaign in "Step 1: Select user".
Choose the campaign for the prospects to be added to in "Step 2: Select campaign".
Step 5: Set Prospect Settings
Under "Prospect Settings":
Specify the number of contacts you want per company in "Contacts per company".
Select the Buyer Persona you want to export
Select the countries you want to target. Options include:
All countries.
Automatically based on the company's location.
Specific selected countries.
Enable conditions such as:
Must have emails.
Must have LinkedIn URL.
Step 6: Save the Workflow
After configuring all the settings, click "Save changes" at the bottom of the page.
While the workflow is active, each company in your selected segment will automatically be checked if they have contacts matching your buyer persona. For each contact the following data will be added:
First Name, Last Name, Full Name, Country, Email, LinkedIn Profile URL, Position, Company Industry Category, Company Name, Company Website Domain.