Targeted Outreach by DocOtto

Send your form to your list. Or your list to a link.

Upload recipients, build a smart form, schedule a campaign for 1 or thousands, and collect clean structured responses. Email, SMS, free URL, or QR code. Every reply is ESIGN-compatible and ready to act on.

Looking for inbound forms instead? See Guided Flows →

Targeted outreach that actually reaches

The five-step path from your customer list to structured, signed, actionable responses — in minutes, not days.

1

Upload your customers or recipients

CSV import, sync from your customer directory, or filter by tags and segments. Send to ten people or ten thousand.

2

Create or import your form

Drag-and-drop builder. Start from a template, duplicate an existing flow, or import a PDF. Brand it with your colors and logo.

3

Make it smart

Add conditional logic so each respondent only sees what matters. Add live calculations for quotes, scoring, totals.

4

Schedule a campaign for 1 or thousands

Send now or schedule. Throttle in waves so your team can keep up. Email, SMS, or both.

5

Sit back and collect responses

Live tracking shows who opened, who clicked, who responded. Every reply lands in your pipeline as structured data.

Reach customers your way

Push it out, or let customers come to it

Send the campaign to your list, or share the same form as a public link or QR code. The choice is yours, the pipeline is the same.

Email blast

Branded email from your verified sender. Personalized with merge tags. Track delivery, opens, and clicks.

SMS

TCPA-compliant text messages with opt-out language. High open rates for time-sensitive campaigns.

Free public URL

Every campaign gets a shareable link. Post on your website, drop in a social media post, paste in an email signature.

QR code

Auto-generated QR for every campaign. Print on table tents, flyers, signage, truck wraps for new customer intake.

Audience

Send to ten or ten thousand. Same workflow.

Bulk import a CSV. Sync from your customer directory. Filter by tag, segment, location, last-service date, or any custom field. The system deduplicates, suppresses unsubscribes, and validates emails before send.

  • CSV import with column mapping
  • Sync from your customer directory
  • Filter and segment with custom criteria
  • Auto-suppress unsubscribes and bounces

Filtered audience

412 recipients
Tag: Pool customerState: FloridaLast service: > 90d
SM

Sarah Mitchell

sarah@example.com

JR

James Rivera

james@example.com

LC

Linda Chen

linda@example.com

+ 409 more

ESIGN compatible

Every response is legally binding when it needs to be

Capture e-signatures inside the form. Generate ESIGN-compliant certificates with full audit trails. Tamper-resistant PDFs, IP and timestamp tracking, and document integrity hashing on every signature.

Same e-signature engine as our standalone Contracts product. No add-on, no extra cost.

Signature captured

Sarah Mitchell

ESIGN certificate generated

IP 73.41.18.207 · Mar 26, 11:42 AM

SHA-256 verified

Reach customers. Close the loop.

Send a guided flow to your list, share a free URL, drop a QR code anywhere. Every reply becomes structured, signed, actionable data.