How to create multiple lists for prospect segmentation

This feature is exclusive to Engage AI Pro users.

  1. Log into Engage AI web app here.

  2. Click on Engage in the side menu.

  3. Select the Lists tab.

  4. Click on Create.

    1. Choose a name for your new list

    2. Choose Day(s) to Check for Recent Posts

    3. Choose Time to Check for Recent Posts

    4. Choose when to receive email notifications about your prospects' recent posts

    5. Choose Day to Receive Email Notification (doesn’t matter if you chose daily email notifications)

    6. Choose Time to Receive Email Notification

  5. Hit Save.

  6. Repeat the steps above to create more lists.