SocialBridge: How It Works

Imagine this scenario:
You attended a networking meeting and met someone who could be a great lead, a potential buyer, a referral partner, or even someone with a podcast or stage you’d love to speak on.

Or, you connected with someone on social media, or they responded to an ad or article you shared with a message.

Now comes the critical part—you need to follow up, reconnect, and start building that relationship.

SocialBridge by EngagePro makes it easy to stand out in today’s noisy online world. With simple steps, you can grow “know-like-trust” relationships, follow up effectively, and turn connections into meaningful results.

Step-by-Step Guide

1. Add the Contact
   • When you meet someone you’d like to follow up with, copy their personal profile link from the platform where you connected (e.g., Alignable, LinkedIn, Facebook, or Instagram).
   • Log in to EngagePro and click “Add Contact” at the top right of any page.
   • Paste their profile link, add their name, and any other details you have.
   • Click “Save.” That’s it—they’re now in your EngagePro Contacts and automatically tagged with their profile source.
2. Add Notes and Interests
   • After saving, EngagePro will open the new contact’s Connector Page.
   • Add notes about why you’re following up and any personal interests or details you’ve learned about them.
   • Save these interests in the Intelligent Connector to personalize your future interactions.
3. Start Building the Relationship
   • Select an interest topic in the Intelligent Connector and choose a suggested article to share.
   • Click “Send a Message” to open the social platform where the contact’s profile link originated.
   • Paste the article link into your message along with your personal relationship starter comments and send it to begin the conversation.
4. Track Your Follow-Ups
   • After sending your message, click the “Keep in Touch” button in EngagePro.
   • Record the follow-up method, add any notes, and set a date or interval for the next follow-up.

Best Practices for Success

• Be Prepared:
  • Have the social media or networking site open for easier messaging.
• Stay Alert for Replies:
  • Monitor messages on the platform where you sent your follow-up. Some platforms provide notifications for responses—stay on top of them.
• Expand Your Knowledge:
  • Continuously add personal details, interests, email addresses, websites, and phone numbers to EngagePro as you learn more about your contact.
• Expand the Ways You Stay in Touch
  • As you continue to reach out use all the common communications tools available to grow your engagement and trust.
• Leverage Training:
  • Attend EngagePro’s Tuesday Training Sessions for weekly tips, best practices, and ideas from other members. Details for these sessions are on your Dashboard