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: Select your Segment
Go to Segments in the left side navigation and select the segment you want to connect
Click the Auto-Engage button in the top right
Fill in the details of your connection
Select a team member
Select the Buyer Persona according to the contacts you want to contact
Select the campaign you want the contacts to be sent to
Add a new campaign if you do not have one yet (you will be redirected to the Outreach product)
Select the amount of contacts that should be added to the campaign
If you wish to connect the Segment to several campaigns, add more slots in the dropdown and repeat the previous steps
(Optional): Choose delivery method
Select 'Send to All slots' in order to send contacts for each company to each Auto-Engage slot
Select 'Round-robin' if you want to distribute the companies equally across all campaigns
Step 2: Activate the connection
Click Activate in the bottom right
While the connection 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.