Agents help Outreach teams keep contacts current and follow-ups moving.
Send approved group outreach and record each contact's result.
Your mail merge uses a saved contact group, sends personalized emails from your mailbox, and reports every send, skip, or failure.
Email campaign owners tracking links they can use in outreach.
Your campaign owners get a ready-to-use tracking link by email whenever you add a destination page to the tracker.
Fill the campaign queue with first email drafts ready for review.
Your campaign queue gains tailored first email drafts for contacts who fit your buyer profile, with weak openings flagged for review.
Prepare contact card exports as CSVs for outreach review.
Get a contact CSV in your chosen review folder when a VCF export arrives by email, plus a reply highlighting missing details.
Send approved individual texts while honoring consent and local hours.
Your personalized customer texts reach the sending service when due, and a reply tells you what happened or needs attention.
Contact the remaining people on a list and flag blocked rows.
Your mail merge reaches the people still waiting after you approve a revision, with earlier recipients skipped and a report on anything that needs fixing.
Collect failed recipient addresses from outreach sends.
Get a daily email delivery failure report with addresses for follow-up, stated reasons, and delays kept separate.
Route community group posts to administrators and return their feedback.
Your colleagues can email proposed group posts and get a clear answer on what they can submit.
Send approved first contacts while keeping opted-out people out of the batch.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
Send personalized outreach to allowed contacts from Excel.
Your Excel mail merge goes out after address and do-not-contact checks. You get a row-by-row report of sends and exceptions.
Email new eligible contacts and skip those already contacted.
Your Excel mail merge reaches new recipients without repeating earlier sends, and you get a clear list of rows that need fixing.
Personalize first emails and leave prior contacts out.
Your outreach email template becomes tailored first emails, with prior contacts skipped and a report showing exactly what went out.