How to create multiple lists for prospect segmentation

Owned by Jason Tan
Last updated: May 22, 2024 by Ning Yasmin (Unlicensed)
1 min read

This feature is exclusive to Engage AI Pro users.

Lists 1.png

  1. Log into Engage AI web app here.

  2. Click on Monitor in the side menu.

  3. Select the Lists tab.

  4. Click on + New List. For free users, you may edit the Default list.

    1. Choose a name for your new list

    2. Choose whether to receive email notifications about your prospects' recent posts daily or weekly

    3. Choose day to receive email notification if weekly

  5. Hit Save.

  6. Repeat the steps above to create more lists.