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Give a Title and Description to the Outreach Manager in the “Create New Outreach“ Pop up and click on the Create button.

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Outreach Manager Campaign Setup page

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Outreach Title

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

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This option will be available only when the Date Range option is chosen in the Duration field. The Outreach will end at the Date & Time given in this field

Options available when Duration is Ongoing

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Options available when Duration is Date Range

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Choosing Outreach Blueprint

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A separate tab will be available for the Channels chosen in the Basic Info section. Using that tab, configurations for that Channel can be done.

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Email Tab

The configuration for the Email channel could be done in this tab.

This tab would become visible when we choose the Email Channel in the Channel section. This tab will disappear if we deselect the Email channel in the Channels sections. But if some configuration has been done in the Email tab, deselecting the Email channel from the Channels section would disable the Email tab so that configuration changes are not lost.

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Subject of Email

As the name suggests, The Email subject can be given in this section

Sender Email Address

The Sender’s Email can be given here. This email address will appear in the From Address of the Email sent to the Population.

How does it initiate?

The value for this could be either Schedule Based or Trigger Based

SMS Tab

Phone Tab

Bi-DirectionalSMS Tab

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