Agents help Outreach teams keep contacts current and follow-ups moving.
Send approved outreach from current lists and report exceptions.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Track approved messages and list recipients whose sends need review.
Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.
Move eligible prospects into the outreach register and flag contact gaps.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Show which outreach texts arrived and which contacts need follow-up.
See who received your campaign texts in your campaign sheet. Find failed texts and people who need follow-up.
List failed contact texts with numbers for outreach staff.
Get a morning list of texts that failed or expired, with the phone numbers and reported reasons your team needs for follow-up.
Keep the contact register clear of duplicates and rejected leads.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Send location-aware updates to subscribers and track each send.
Your subscribers get community news that fits their location and interests, and you get a report of what went out.
Send approved contact messages and identify lists needing cleanup.
Your mail merge from Excel uses your work mailbox, and a results workbook shows which recipient rows need attention.
Send approved outreach emails and report skipped contacts.
Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.
Send approved messages to usable contacts in a saved group.
Your usable contacts get personalized emails, and you get a clear report of every send, skip, and failure.
Send approved outreach messages to each unique group address.
Your group mailing goes out from the team mailbox, with duplicate addresses skipped and a reply showing sends and exceptions.
Send personalized outreach to saved groups and flag skipped contacts.
Your mail merge goes out from the team mailbox, with a clear account of sends, skipped contacts, and messages needing review.