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How To Compose Emails in Outreach

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Chris
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Objective

The purpose of this article is to provide direction to Outreach users in composing emails in Outreach. 

Applies To

  • Outreach Users

Notes

  • There is a 5 MB size limit on attachments.
  • If a Prospect opted out of emails in Outreach, you will not be able to send the Prospect an email through the platform.

Procedure

There are a few ways to compose a single email from within Outreach: 

Prospect Profile 

Click the Prospect's email in the Prospect's Profile panel. 

ProspectProfile_02.gif

Prospect List View 

Hover over the email icon (envelope) and click the Prospect's email address. 

ProspectListView_01.gif

Alternatively, click the More Options icon (...) and select Send Email from the dropdown menu. 

ProspectListView_02.gif

Quick Action Toolbar 

While navigating through Outreach, compose an email by clicking on the envelope symbol on the top of the page. 

QuickActionEmail_01.gif

Note: Outreach does not automatically populate the Prospect's email address/name in the To: field when using the Quick Actions feature to compose an email.

How To Bulk Compose Emails: 

Bulk Compose provides users with the opportunity to create a single, dynamic, email that will personalize to each Prospect on delivery. 
Unlike a sequence, Bulk Compose is a one-time email delivery. Although multiple Prospects appear in the To: field, the email recipients do not see other Prospects on the email thread and can only reply to the mailbox that sent the email. 
  1. Access the Prospect's List View.
  2. Search and filter to display a specific list of Prospects as applicable. 
  3. Click to select the applicable Prospects. 
  4. Click the More Options icon (...)  and select Bulk Compose from the dropdown menu.
    img_01.gif
  5. Complete composing the email as applicable and click Send All.img_02.gif
    The emails send, are personalized with the information contained on the Prospect profile (the emails will be personalized with each individual Prospect's information). 

Note: While there are no limits to the number of Prospects you can send a bulk-composed email to, if you are attempting to email more than 50 Prospects, Outreach recommends adding them to a sequence. 

If the bulk-composed message includes prospects that are opted out, the bulk-composed workflow will still process and send for all applicable prospects that are not opted out, and will simply fail for those that are opted out. Users can also check the status and state of their messages from the Outbox page.

 

Additional Information

Outreach University - Account Setup

Bulk Compose Email Governance FAQs

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