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May 27 , Intermittent Engage Platform Issues. May 27 , EDT. Monitoring - A fix has been implemented and we are monitoring the results. Identified - The issue has been identified and a fix is being implemented. Investigating - We are aware of the intermittent site issues that are preventing a smaller subset of users from gaining access to the Engage platform. Please know our engineering teams are working hard to resolve these issues and get everything up and running as soon as possible.

May 26 , May 26 , EDT. Monitoring - A fix has been implemented and all functionality, with the exceptions of Projects, should be functioning now. Our engineering team is continuing to investigate Projects. Investigating - We are aware of the intermittent site issues impacting users' ability to use the TalentOS platform including Searches, Projects, etc. Resolved - All data has now been fully processed and this incident is resolved.

Update - The underlying issue has been addressed for all current data. We are expecting any back logged data to be fully processed by May 26th. May 25 , EDT. Identified - We are continuing our investigation into the intermittent sync issues affecting the Analytics feature within ZI Chat. Data for majority of our customers is expected to be available on the platform by May 24 Tuesday morning EST.

Some customers might continue to view partial data, all of which are expected to be resolved by May 26 Thursday morning EST. Please know our engineering teams are working hard to resolve the underlying issues and get everything up and running as soon as possible. Feel free to reach out to our support team at chatsupport zoominfo.

May 23 , EDT. May 25 , Issues with Realtime Intent. Investigating - We are currently experiencing issues processing updates for Realtime Intent within the ZoomInfo platform due to an issue with a third party provider.

Our Engineering teams are actively investigating and working to resolve this issue as soon as possible. May 24 , EDT. May 24 , Chorus - Intermittent Recording Issues. Investigating - We are experiencing additional issues with meetings being recorded via the Chorus Notetaker. Our Engineering team is actively working with our partners at Zoom to resolve this issue. In the interim, customers are able to use the Livestream functionality of our native Zoom integration. For questions or assistance in setting up this integration, please contact the Support team at chorussupport zoominfo.

Investigating - The team is continuing its investigation into issues around recordings that are being missed for clients utilizing our Notetaker to record meetings. May 20 , EDT.

Investigating - We are aware of intermittent issues impacting Chorus recordings. During this time, users may experience issues with our Notetaker successfully joining calls. May 23 , May 22 , Monitor prospecting activities across your sales team in a central environment. Customize email and upload limits by user to align with company processes.

Build and assign contact lists to reps for call and email activities. Report on each member of their teams usage i. Build out custom call lists for peak engagement hours. Create lists by territory, account segmentation, or custom tags within the Contacts tab. Leverage pre-recorded voicemails and the auto-dialer to increase call volume. Create and assign call lists to individual sales reps.

Create follow-up Tasks for continued engagement. Leverage Local-presence numbers to increase connection rates. Group and target prospects by territory or audience segment. Specify email delivery time for optimal open rates.

Re-engage points of contacts at accounts with low activity. Set follow-up tasks for continued engagement. Create contact lists for targeted lead generation and nurturing campaigns. Upload and engage with lists of contacts sourced through events or webinars. As a Sales Professional, Salesflows allow you to:. Streamline your engagement activities with pre-built emails and call tasks. Monitor which prospects are engaging with your content and prioritize your follow-up. Track and manage all prospecting activities in one place to limit manual data entry.

As an Administrator, Salesflows allow you to:. Standardize processes and messaging and share pre-built Salesflows with your team. Capture your teams engagement analytics on dials, emails, replies, voicemails, etc. Add contacts on behalf of other team members. As a Sales Professional, Salesflows Filtering allows you to:.

As a Marketing Professional, Salesflows Filtering allows you to:. Quickly jump to specific campaigns, analyze success, and make adjustments to steps and cadence as necessary. As an Administrator, Salesflows Filtering allows you to:. After completing the Engage Setup Wizard, users will be able to:. Streamline prospecting efforts by combining phone, CRM, and email activities. Utilize email tracking to take immediate action on positive engagements.

Personalize outreach at scale with pre-built email templates and recorded voicemails. Add, send, and manage content on-half of other team members. Leverage call and email analytics to identify what's working and improve your processes. Personalize your touchpoints with company Scoops and Technology data. Leverage the Replace functionality for prospects that unsubscribe or go cold.

As a Sales Professional, using the Tagging feature in Engage allows you to:. Organize contacts by tagging as you import lists. Add contacts to a tagged list based on level of engagement and hot prospect status. Build a series of outreach templates and tag by industry, role, or step. As a Marketing Professional, using the Tagging feature in Engage allows you to:. Tag Salesflows to organize campaigns and share across the team.

View analytics for specific groups of templates and Salesflows to measure success rates and adjust messaging or cadence. As an Administrator, using the Tagging feature in Engage allows you to:. Organize contacts, templates and Salesflows and share with teams. Easily group templates and Saleflows for analysis. All Knowledge Articles. Reference Articles. Featured Training. Contact Support. Video Library. Ensure each Engage user has integrations and personal details set up correctly within the Account drop down.

Before leveraging Engage for their prospecting activities, each user must ensure their integrations and personal details are set up correctly within the Account drop down.

Under the Profile tab, users can manage primary information like name, phone, email and title. The time zone and business hours section is meant to reflect the user's primary timezone so that all emails sent automatically will reflect standard working hours.

Additionally, Engage users with Admin licenses will be able to customize their team's dialer and CRM settings from the Admin Portal within their account. Manage and replace unsubscribes from your campaigns with net-new leads Easily source additional company contacts for customer nurture campaigns. Users with Administrator permissions can use the Admin drop-down to manage users, view call and email stats across their team, and set up triggers within their CRM or configure contact statuses.

Access call logs and email statistics for managing daily metrics and view pre-built Reports that display your team's effectiveness over time. Intelligent sales and marketing strategies rely on the ability to understand the effectiveness of campaigns and make improvements going forward.

View Call Logs and email statistics for managing daily metrics while pre-built Reports display your team's effectiveness over time. Sales As a Sales Professional, Engage Analytics allows you to: Identify the best time of day to engage with prospects via phone and email. Marketing As a Marketing Professional, Engage Analytics allows you to: Track and manage effectiveness of email campaigns.

Engage User As an Administrator, Engage Analytics allows you to: Monitor prospecting activities across your team to gauge productivity levels. Additional Resources. Contact Support engagesupport zoominfo.

Connecting ZoomInfo to Engage allows users to access critical company firmographic details and additional contacts, while working within Engage contact profiles and lists. Sales As a Sales Professional, the Import Contacts feature allows you to: Import lists from Salesforce, ZoomInfo, or an existing csv Upload lists of target prospects for call and email activities Add leads right to a Salesflow when importing Tag your Contact Lists when importing for easy filtering and sorting later.

Marketing As a Marketing Professional, the Import Contacts feature allows you to: Import Lists and add to Salesflow campaigns in one step Easily import the lists you already have in Salesforce or ZoomInfo Combine lists using the tagging feature for easy sorting and tracking. Recruiting As a Recruiter, the Import Contacts feature allows you to: Build candidate lists inside of ZoomInfo and then easily Import that curated list to Engage for outreach Import existing lists and tag them by category or specialization so that you can easily source and combine lists of candidates for each requisition.

Contact Support helpmenow zoominfo. The Contacts Page is the home for any prospect a user has reached out to or uploaded to the Engage platform. Individual contacts can be created manually, or uploaded in bulk via CSV files where users can assign Tags for easy grouping.

Once added to the Contacts Page, users can select prospects to engage with via call, email, or Salesflow from the Bulk Actions drop down of their navigation bar. Contacts owned by any member of an organization are visible within the Contacts tab, allowing managers to build and assign contact lists to any of their team members in the form of Tasks. Sales As a Sales Professional, the Engage Contacts Page allows you to: Upload lists of target prospects for call and email activities Manage all contacts engaged with via Chrome Extension or ZoomInfo data connector Leverage Engage Mode to efficiently dial or email through any contact list.

Engage User As an Administrator, the Engage Contacts Page allows you to: Sort and manage all your users contacts within Engage Build and assign task lists to different team members Export prospects to a.

Salesflows allows you to build multi-step campaigns that can be used by individuals or across teams. Tracking and managing touch-points in a prospecting workflow is difficult. Sales reps using multiple channels for their outreach often miss crucial follow-up steps as a result of data loss between their different systems.

Salesflows automate this process while tracking all data back to CRM, eliminating the need for manual data entry. Salesflows can be set to private or shared, and each team member can add up to contacts to a Salesflow per day. Contacts added after the will be added to a queue and sent the following day.

Sales As a Sales professional, Salesflows allow you to: Customize and automate multi-touch prospecting campaigns Integrate directly with Gmail or Outlook to send directly from your inbox Send up to personalized emails per day Utilize email tracking for open, reply, and click through rates. Create and track the touchpoints of the sales cycle for you and members of your team. All of a user's tasks, including those assigned to by other team members, can be viewed from the Dashboard or Actions tab.

Priority levels can be set to ensure essential communications to a target account are never missed, and that follow-up is completed. Sales As a Sales Professional, Tasks allows you to: Stay accountable for the different touch-points of your prospecting process. Engage User As an Administrator, Tasks allow you to: Assign call and email actions to different reps within your organization.

Engage Release Notes. The Engage Chrome Extension gives users the ability to make calls and send emails while working in Salesforce or ZoomInfo. Engage connects users' existing CRM, email client, phone system, and data source ZoomInfo , into a single environment, eliminating the need for manual data entry between their tools.

Analytics allow leaders and team members insight into their most successful messaging and use that data to inform future strategies. Sales As a Sales Professional, Engage allows you to: Eliminate time spent researching and uploading contacts into internal systems.

Marketing As a Marketing Professional, Engage allows you to: Send targeted email campaigns to records identified within the ZoomInfo platform. Engage User As an Administrator, Engage allows you to: Monitor prospecting activities across your sales team in a central environment.

Use pre-recorded voicemails and the auto dialer functionality to limit the time between calls and boost connect rates. Call campaigns can be created and executed from the Contacts tab by filtering records and selecting Engage.

     

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