How To Compose Emails in Outreach

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. 

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, 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. 

Additional Information

Outreach University - Account Setup

Bulk Compose Email Governance FAQs