How To Compose Emails in Outreach

Purpose: 

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

Intended Audience: 

• Outreach Users

Notes: 

• There is a 5 MB size limitation 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. 

How To Compose a Single Email: 

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. 

Prospect List View: 

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

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

Quick Action Toolbar: 

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

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: 

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.
   
   
5. Complete composing the email as applicable and click Send All.
   
   The emails send, 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. 

Additional Resources: 

Outreach University - Account Setup

Bulk Compose Email Governance FAQs