How Outreach Campaigns Work

Send a guided flow to your list. Track every reply.

Reach your customers via email and SMS. Send to ten people or ten thousand. Every response lands in the same pipeline as your inbound flows.

Looking for the inbound side instead? See how Guided Flows work →

1Step 1 · Pick a flow

Pick the flow you want to send

Start with one of your existing guided flows or pick a template. Same builder, same logic, same calculations, now sent to a list instead of waiting for visitors.

  • Use any existing guided flow
  • Or pick from 100+ industry templates
  • Add or tweak logic and calculations before sending
  • Preview exactly what your recipients will see

Choose a flow to send

100+ templates
S

Spring opening intake

Pool service

Selected
A

Annual renewal

Service agreement

C

Customer satisfaction

Feedback

2Next: Audience
2Step 2 · Audience

Build your audience in seconds

Import a CSV. Pull from your customer directory. Filter by tags, segments, or custom fields. Send to ten people or ten thousand. Same workflow.

  • CSV import with column mapping
  • Pull from your customer directory
  • Filter by tag, segment, location, or custom field
  • Deduplicate, suppress unsubscribes, validate emails

Audience

Filtered from your directory

412 recipients
Tag: Pool customer State: FloridaLast service: > 90d
SM

Sarah Mitchell

sarah@example.com

JR

James Rivera

james@example.com

LC

Linda Chen

linda@example.com

+ 409 more

3Next: Compose
3Step 3 · Compose

Compose your email and SMS

Write the message that introduces your flow. Personalize with merge tags. Send via email, SMS, or both. Branded with your domain and sender name.

  • Branded email with your sender domain and logo
  • SMS with TCPA-compliant opt-out language
  • Merge tags for first name, custom fields, and the form link
  • Reusable email and SMS templates across campaigns

Email

Verified sender
From:Acme Pool <hello@acmepool.com>
Subject:{first_name}, time to schedule your spring opening
Hi {first_name},

Spring is here. Let's get your pool ready. Click below to schedule a service date and confirm details — takes 2 minutes.

SMS

Hi {first_name}! Schedule pool opening: acm.epool/open

4Next: Schedule
4Step 4 · Schedule

Send now, schedule, or throttle in waves

Hit send when you’re ready. Schedule for the perfect time. Throttle large sends in waves so your team can keep up with replies.

  • Send now or pick a future date and time
  • Throttle in waves: 50 every hour, 200 per day, etc.
  • Auto-resend to non-openers after 3 days (optional)
  • Pause, edit, or cancel a campaign at any time

Send schedule

Throttled
5Next: Tracking
5Step 5 · Tracking

Watch responses roll in live

Real-time delivery, open, click, and submission tracking. See who responded, who needs a nudge, and who bounced — all on one dashboard.

  • Live delivery, open, click, and submission rates
  • Per-recipient timeline: sent → opened → clicked → submitted
  • Bounces, unsubscribes, and engagement scoring
  • Filter the list to who hasn’t responded — then re-send

Live campaign

In progress

412

Sent

405

Delivered

287

Opened

142

Submitted

Sent
100%
Delivered
98%
Opened
70%
Submitted
35%
6Next: Pipeline
6Step 6 · Pipeline

Responses land in the same pipeline

Every reply enters the same kanban as your inbound flow submissions. Recipients see their status via a living link — just like inbound. One workspace, one experience.

  • Same kanban as inbound submissions
  • Living link for every respondent — no login required
  • Tags and notes carry through from the campaign
  • Cross-campaign search and filtering

Submitted

142

Sarah M.

Spring opening

Under Review

24

James R.

Spring opening

Contract

8

Linda C.

Spring opening

Living link active for every recipient

Self-service status, no login required

7Next: Close
7Step 7 · Close

Fire contracts. Collect payment. Mark fulfilled.

Same close as Guided Flows. When a recipient is ready, send the contract from inside the same submission. Customer signs in their living link. Stripe payment clears. Done.

  • ESIGN-compliant contracts auto-populated from form data
  • Stripe payments — deposits, full payment, subscriptions
  • Send-for-signature in one click from the pipeline card
  • Outcome routing: every action configurable, no code

Service Agreement — Spring

Signed

Sarah Mitchell

Signed via living link · Mar 26, 11:42 AM

Deposit cleared

$240.00 · Stripe · Just now

Reach your customers. Close the loop.

Send a guided flow to your list, track every reply, and close every deal — all from one platform.