The identities are mainly used to run your campaigns, taking an identity for each campaign when executing its scheduled actions. But also for mapping with your CRM user to sync the campaign activity.
In each identity you can connect LinkedIn and Email, although those connections are not necessary to create it manually. But at least one of them is necessary to use it properly in the campaigns, since only with LinkedIn or Email you can use the identity in a campaign which only contains actions from one of those two channels that you have connected to it.
By clicking the 'Add new identity' button you can add a new identity to your Genesy account. There are two possible options, in the window that appears each one is shown in a tab:
Credentials → Through this option you create the identity by connecting directly to a LinkedIn profile, so you will need to name the identity and add the credentials you use to log in to LinkedIn.
Keep in mind that if your LinkedIn profile has two-step authentication or MFA*(Multi Factor Authentication*) you will need to give access when you are linking it. Also keep in mind that if you use login via Google, Microsoft, Apple or Access Key, you will not be able to connect it successfully, i.e. you will probably have to give permissions before from LinkedIn settings.
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Manually → Through this other option you will be able to create the identity manually, you will simply have to fill in the following information:
Profile picture
First Name
Last Name
Job Title
Email
LinkedIn URL
Schedule Meeting URL
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In addition to these two ways to create the identity, there is a third tab called Share. There is a 'Generate Share Link' button that generates a temporary one-time access link so that a person who is not a user of the account can still connect their identity in order to use it in campaigns. This link will be opened in the browser and the person will have the two options mentioned above to create their identity in Genesy.
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Configuration
Once the identity is created, clicking on the 'Configuration' button displays different parameters and configuration options.
Contact details
LinkedIn
Email
Share identity link
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Contact details
If you have connected a LinkedIn account when creating the identity, this information will be populated with the information from the LinkedIn profile. If you created the identity manually, this section will be populated with the information you included when creating the identity.
However, you can edit the contact information:
Profile picture
First name
Last name
Job Title
LinkedIn URL
Email
Schedule Meeting URL
Phone Number
Working hours → From Contact details you can add the Working hours configuration. Basically the working hours, which specifies the times when the identity will be active and will execute actions of the campaigns it has associated, i.e. when the campaign will run (depending on how it is scheduled).
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In the LinkedIn settings you will see two tabs:
Rate Limits
Here you will be able to define the limits of the LinkedIn identity, in relation to:
Daily connection requests → The default limit is 20 requests per day. It can be increased, with the risk that LinkedIn will detect it as an automation and temporarily restrict you from accessing your account, so it is not recommended to increase it much more, and if you do, temporarily.
Daily messages limit → This is set to 100, and for the same reason it is not recommended to increase it much more than that.
Daily scrapings → This setting is only for identities using LinkedIn Sales Navigator. It indicates the number of scrapings the identity can perform, apart from the account pool. That is, each account uses a part of Genesy's scrapings capacity, and that is called pool. But in these cases when the identity has Sales Navigator, the capacity of this pool + the capacity of the identity is used, because it has Sales Navigator.
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Withdrawals → Here you can set the time to withdraw the sent connection request in case it is not accepted. You can also withdraw manually sent requests in bulk. After you have withdrawn a connection request, you will not be able to send it again to the same person for 3 weeks. In this same window you can also view the history of connections that have been withdrawn.
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In the email section you will see three tabs:
Manage → Where you will be able to connect one or several email addresses. The identity will use all of them to send Emails in the campaigns that are scheduled to send Emails. The lead load will be distributed among all the connected addresses. Note that if a lead starts with an address, and then that address is disconnected from the identity, another of the addresses that are still connected will not be used for that lead, but it will give an error and the only way to solve it will be to reconnect the email address with which the lead started.
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Once the first email address is connected you will be able to connect the others. In addition, you will then be able to see its status and whether it is connected or not. There is also a feature called Warm-up that basically trains the email address through an external provider in order to reduce Spam detection for that email address, i.e. increase its deliverability . This service costs 50€ and has an estimated duration of 3 weeks. If you decide to use it, you must pause all campaigns containing that email address and, therefore, that identity, and avoid sending emails from that address outside Genesy. That way the result of the Warm-up will be successful.
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Email Rate → Here you can configure the limit of Emails per day and per hour. The recommended to avoid going to Spam is 30 Emails per day and 5 per hour.
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Signature → Here you can configure the signature that the Emails sent by the identity will use.
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If you wish, you can paste the HTML code directly from the advanced mode.
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Share identity link
This button automatically copies a link to update the identity, which you can share with the person you want to configure their identity within Genesy without having to have access to the platform. The link is valid for 24 hours.
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