Skip to main content

Outreach

  • Design your email:
    • Adjust the subject / sender information using the Edit Sender Button
    • Use the drag and drop column / content system available within the editor to design a re-usable template. Icons in the bottom left corner allow for mobile and desktop specific editing
    • Select the + button to clone past templates across deals
  • Send test emails using the send test button. We strongly recommend testing all emails prior to send.
  • Send marketing blasts using the send button in the top right corner. All email sends are self-service and can be scheduled to go out immediately or in the future.