New from EngagePro…
Introducing ChatBridge

ChatBridge imports the chat posts only where the virtual meeting attendees provided an email address.

You can review the imported chat contacts and select one or all to import into EngagePro.

Also, you can review the post before selecting one to import to see if there’s a name or details that may be valuable in your following up.

The entire post will be saved after you select and import those in a new EngagePro Connector page for each individual.

Duplicate chat posts will be excluded from the import and a contact is also not imported if the contact email is already active in your EngagePro Contacts.

The contacts you import are automatically tagged and labeled into a group in EngagePro based on the label of the file that you imported into Chatbridge. We recommend that you rename the files with the name of the meeting and date so they become easily recognizable inside of EngagePro.

After you import a group, best practices suggest reaching out immediately to the people you want to followup with, then set a "next contact date up so that you begin building engagement and trust.

If you find that you've added names where you no longer want to keep active or stay in touch with, its easy to delete them or "snooze" them from your Contacts page.