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MoxiInsights provides public records information of your contacts in MoxiEngage. Save yourself time and get to know your clients better with this monthly subscription. We all search for people on Facebook and LinkedIn, but now you can get meaningful data on the people in your database directly in Engage!
Add MoxiInsights to Your Engage Contacts
1. From the Engage Dashboard, select People from the top navigation menu then select My People from the drop-down (see below).
2. Select any contact from your My People Screen (see below).
3. Select the Win More Business button from the left menu bar (see below).
4. Select Buy Insights (see below).
5. Enter payment information then select Confirm Purchase (see below).
6. To view your MoxiInsights, select Moxi Insights under your clients' Profile tab (see below).
MoxiInsights Single Subscription
1. From your MoxiEngage Dashboard, select All People (see below).
2. Select the contact you wish to add Insights for from your My People Screen (see below).
3. From the Profile tab, select See What You’re Missing (see below).
4. Select Get It for Free or Purchase for $2.99. Your first 5 single subscriptions are free (see below).
5. If purchasing Insights, enter payment information, then select Confirm Purchase (see below).
6. To view your MoxiInsights, select Moxi Insights under your client's Profile tab (see below).