Outreach

A useful follow-up reaches the right person with a relevant message and stops when the relationship changes. Outreach brings campaign copy, audience review and delivery results together. Before sending, campaign execution checks recorded replies, unsubscribe and suppression state, limits and stop rules.

Where each screen fits

Campaigns is where you approve a version once, and from there automation runs entirely inside the sender, audience, cadence, limit, and stop rules you set. Email Studio is where you edit live copy, inspect exactly what already went out, and compose a direct one-off follow-up. Revenue Recovery turns a reviewed past relationship, a no-show, a stale quote, into a governed opportunity worth another conversation instead of a name you've forgotten about.

Collections, if invoicing is enabled

Collections brings verified overdue invoices, payment promises, disputes, and reviewed reminders into one workspace. Enable it in Plugins and connect invoicing and email before relying on it for real accounts.

What to verify

A campaign is versioned copy plus a membership list plus a send policy, and activation is itself an approved action, not something that happens by editing a draft. Email Studio keeps drafts protected and publishing explicit, and its preview and test sends use the exact same rendering path as production, so a test that looks right is the template that will send. Recovery keeps stale opportunities, no-shows, and past quotes in a working set, and its playbooks propose work into the same approval queue as everything else in the product, never a separate, less-reviewed path.