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Outreach Manager provides organizations and internal resources with the ability to create and manage outreach campaigns from pre-built outreach blueprints where virtual assistants proactively engage with end users through an omni-channel omnichannel approach. Examples of outreach communications include, but are not limited to, messages, reminders, confirmations, assessments, tasks, and more. Within Outreach Manager, a user can add and edit the content per channel, choose the target population, define launch/end timeframes, etc.

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The available options in the 3 dot menu will differ based on the status of the ManagerOutreach.

• Options in the 3 dot Menu when the status in is “Not Live“
  

  

• Option in the 3 dot Menu when the status is “Live“

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Edit

The Edit option from the 3 dot menu would take us into the Edit screen where we can modify the configuration of the Outreach Manager like Outreach Blueprint, Channels, Population, Dates & Times.

View Details

The View Details option from the 3 dot menu will show us the details present in the below screenshot

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Duplicate

The Duplicate option duplicates the Outreach with a Number suffix added to the Name of the new Outreach

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Delete

The Delete option would delete the Outreach

Copy Outreach ID

The Copy Outreach ID option helps in copying the auto-generated Outreach ID easily

Launch

The Launch option will make the Outreach Live

How to Create an Outreach Campaign with Manager?

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This will be the Name given in the Create New Outreach pop up

ID

This is an auto-generated ID

Basic Info

In this section, the Outreach Blueprint for this Outreach Manager will be selected. Based on the Blueprint selection, the Channels available will be displayed and can be selected by the business user.

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