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How To Send Email on Behalf of Another Outreach User

Chris
Updated

Objective

Easily send a one-off or bulk email communication to Prospects from different Outreach users' mailboxes. 

Applies To

  • Outreach Users

Before You Begin

Configure user permissions

Admins must configure the applicable permissions for users to send on another user's behalf. Depending on the user(s) in question, this may involve granting access to Prospects/Sequences/Mailboxes associated with them and their reports or anyone.

To manage these permissions as an Admin:

  1. Navigate to Administration > User management > Access control.
  2. Find and click on the applicable Profile associated with the user(s) who will be sequencing prospects on others' behalf.
  3. Ensure to select appropriate permissions in these sections:
    • Prospects
    • Sequences
    • Mail
  4. Click Save to complete Profile configuration with the selected permissions.

Set up the outgoing mailbox

The mailbox from which a user would like to send must:

  • be associated with an active user in Outreach
  • be connected
  • have a send method enabled
  • have sync enabled

See also How To Connect a Primary Email to Outreach.

Procedures

How to Send an Email to a Prospect on Behalf of Another User

  1. Access the Outreach Platform. 
  2. Access the Prospects List View.
  3. Find the prospect you want to email.
  4. To the far right of the prospect's name, click the More options (...) icon, then Send email. 
  5. In the resulting New message window, from the From dropdown menu, select the applicable user.
    Unable to select a different user? You may not have the necessary permission. Consult your Outreach admin for assistance.
  6. Complete composing the email as applicable and click Send.

The email will be sent to the applicable recipient on behalf of the selected user. 

How to Send Bulk Emails (Multiple Prospects) on Behalf of Another User

  1. Access the Outreach Platform. 
  2. Access the Prospects List View.
  3. Select the applicable Prospects to email. 
  4. Above the Prospects list, click the More Options (...) icon, then Bulk Compose from the dropdown menu. 
  5. In the resulting Bulk compose window, from the From dropdown menu, select the applicable user.
    Unable to select a different user? You may not have the necessary permission. Consult your Outreach admin for assistance.
  6. Select the applicable user from the From dropdown menu. 
  7. Complete composing the email as applicable and click Send. The email will be sent to the applicable recipients on behalf of the selected user. 

Additional Information

See below to take other actions on behalf of users in your Outreach org:

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