Before You Start
To follow this guide, you need an active Enginy account. If you have not received your login credentials, contact your Account Manager or the team member who set up your workspace.
Have the following ready before you begin:
Your LinkedIn credentials (email and password — not a social login).
Access to the email account(s) you plan to use for outreach (Google, Microsoft 365, or IMAP credentials).
Your CRM login, if you plan to integrate one.
Set Up Your Identities
Identities are the sender profiles that power your outreach campaigns. Before you can send any messages through Enginy, you need at least one identity connected.
What Is an Identity
An identity in Enginy is a sender profile composed of a LinkedIn account, one or more email addresses, or both. Identities serve two purposes:
Running campaigns — Each campaign uses an identity to execute its scheduled actions (sending LinkedIn messages, connection requests, emails, etc.).
CRM mapping — Identities map to your CRM users so that campaign activity syncs correctly.
You need at least one channel connected (LinkedIn or email) to use an identity in campaigns. An identity with only LinkedIn can run LinkedIn-only campaigns; an identity with only email can run email-only campaigns.
Users vs. Identities
Concept | Definition |
User | A person who has access to the Enginy platform through an email and password. |
Identity | A LinkedIn profile and/or email address used to send prospecting messages through campaigns. |
A single User can manage multiple Identities and send campaigns from all of them. If multiple people on your team need their own access, each person must have their own User account and can connect their own Identities.
Important: For billing and security purposes, do not share a single User account among multiple people.
Add a New Identity
Go to the Identities dashboard.
Click + Add new identity at the top right.
Choose one of three creation methods:
Method | When to Use |
Credentials (LinkedIn Login) | Connect directly by entering your LinkedIn email and password. Requires a direct LinkedIn password (not a social login via Google/Microsoft/Apple). |
Manually | Create an identity by filling in profile data (name, job title, LinkedIn URL, email). Does not require LinkedIn credentials. |
Share (Generate Link) | Generate a temporary link (valid 24 hours, single use) for someone without an Enginy account to connect their identity to your workspace. |
Important: If your LinkedIn profile uses Two-Step Authentication, you will need to provide the access code during the linking process. If you use social logins or an Access Key to sign in to LinkedIn, you must first set a direct password in your LinkedIn settings.
Connect LinkedIn
When creating an identity via Credentials, your LinkedIn profile connects automatically. For identities created Manually, paste the LinkedIn URL in the identity's Contact Details section and Enginy will link it.
Once connected, click Configuration on the identity card to access the full settings panel: Contact Details, LinkedIn, Email, and Share Identity Link.
Connect Email
Navigate to your identity's Configuration > Email > Manage tab and click the button for your email provider:
Provider | How to Connect |
Sign in with your Google account. Review and accept the permissions. | |
Microsoft 365 | Sign in with your Microsoft account. If you see an "Approval required" screen, request approval from your IT administrator or have them grant tenant-wide admin consent for the Enginy AI application. |
IMAP | Enter your email, password (or App Password if 2FA is enabled), IMAP host/port, and SMTP host/port. Recommended secure ports: IMAP 993 (SSL), SMTP 587 (STARTTLS) or 465 (SSL). |
You can connect multiple email addresses to a single identity. When a campaign's
Email Inbox setting is set to "Shuffle," Enginy distributes leads across all connected inboxes for better deliverability.
Warning: If you disconnect an email address that has active leads mid-sequence, those leads will fail. The system will not reassign leads to another address. You must reconnect the original email to resolve the issue.
Note: For detailed instructions on Microsoft 365 admin consent, IMAP troubleshooting, and email signature configuration, see the Identities article.
Configure Working Hours
Working hours define the time window during which the identity is active. Campaigns associated with this identity will only execute actions during the specified working hours.
Navigate to Identity > Configuration > Contact Details.
Set the time zone, active days, and start/end times.
Tip: Adjust working hours to match your prospects' time zones to ensure messages arrive at optimal engagement times. Working hours are configured per identity, not per campaign.
Set LinkedIn Rate Limits
Navigate to Identity > Configuration > LinkedIn > Rate Limits to configure daily activity limits:
Setting | Default | Description |
Daily connection requests | 20/day | Maximum connection requests per day. Increasing this carries the risk of LinkedIn restricting your account. |
Daily messages limit | 100/day | Maximum LinkedIn messages per day. |
Daily scrapings | Varies | Only available for identities with Sales Navigator. Additional scrapings beyond the shared pool. |
Warning: Increasing daily connection requests or message limits beyond the recommended defaults can trigger LinkedIn automation detection. If you do increase them, do so temporarily and monitor closely.
You can also configure automatic withdrawal of pending connection requests from the Withdrawals tab. Set a threshold in days (e.g., 7 days) and unanswered requests will be withdrawn automatically.
Important: After withdrawing a connection request, you cannot send a new request to the same person for 3 weeks.
Warm Up Your Email
If you are using a new email address or domain for outreach, you should warm it up before launching campaigns. Email warm-up gradually builds your sending reputation over approximately 2 weeks.
Go to Identity > Configuration > Email > Manage tab.
Click the Start button next to the warm-up feature.
After two weeks, return and stop the warm-up.
Important: During warm-up, pause all campaigns using that identity and avoid sending any emails from that address outside of Enginy. You will receive automated warming emails during this period — do not mark them as spam.
Note: Email warm-up has a fixed monthly cost. Contact your Account Manager or chat support for pricing. For a detailed explanation of email deliverability and warm-up, see the Identities article.