Sometimes, a collaborator may leave or you may have completed your mission with a client. In either case, you may be paying for an identity that you no longer need. You may wonder how you can change an identity without deactivating it. It's quite simple.
To change an identity, you don't have to delete it, you can simply replace the accounts connected to it.
Table of contents:
How to change a LinkedIn Account ?
Make sure to follow this procedure :
To start, pause the campaigns that are linked to the identity to be deleted
Disconnect LinkedIn accounts from the identity to be deleted
Then connect the LinkedIn account of the identity to be added to that identity - you'll see that the information (full name, photo etc...) will be updated automatically when the accounts are connected by LGM
When swapping LinkedIn Accounts, make sure to pause your campaign first!
Be careful, remember to pause the campaigns on this identity, otherwise, LGM will try to continue the automation with the LinkedIn account of the first identity once you have reconnected it.
This means that we will try to send messages on Linkedin to leads that are connected with the first identity, despite that your new identity isn’t connected!
Always pause the campaigns before making a change to LinkedIn accounts!
How to change an Email Account ?
Maybe a collaborator leave or your emails go always to spams so you want to change your email.
Make sure to follow those steps :
Go to your identity's email settings
Disconnect your email
Connect your new email
If your identity is used in campaigns, you have to chose between two choices :
Stop leads contacted by forme address
Allow LGM to continue contacted leads with the new address
Choose what you want to do and that's it !
It’s your turn now!
Now that you know how to change your identity, you can try it!
If you have several identities to replace and to allocate to new members of your team, read this article