What is Outreach Manager?
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 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.
Outreach Manager landing page
In the Project side Navigation menu, choose “Create“
In the Outreach section, choose Manager
If this is the first Manager created in the Project, we will be landed in the Empty State screen. Or if we have some Outreach Manager created already, the landing page will have the existing Outreach Managers in the List view.
Empty State
List View
3 Dot Menu
In the List View, we can make use of the 3 dot menu to Edit, View Details, Duplicate, Delete, Copy Outreach Id, and Activate the Blueprint. To use the 3 dot menu, hover over the 3 dot menu to view the options.
The available options in the 3 dot menu will differ based on the status of the Outreach.
Options in the 3 dot Menu when the status is “Not Live“
Option in the 3 dot Menu when the status is “Live“
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
Duplicate
The Duplicate option duplicates the Outreach with a Number suffix added to the Name of the new Outreach
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?
To create an Outreach Campaign, click on the “Create Outreach“ button on the Outreach Manager landing page/list view
Give a Title and Description to the Outreach Manager in the “Create New Outreach“ Pop up and click on the Create button.
Outreach Manager Campaign Setup page
Outreach Title
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.
Population
The population for which the Outreach is designed should be chosen in the Population dropdown. The schemas created with type ‘Outreach’ will be available in the dropdown. Only one population can be chosen.
Dates & Times
In the Dates & Times section, the Duration, Time Zone, Launch Date & Time, End Date & Time will be configured.
Duration
The Duration of the Outreach can be either Ongoing or Date Range.
When the Ongoing option is chosen, only Launch Date & Time can be given. The Outreach will begin at the time given in the Launch Date & Time field and it will continue without any end.
When the Date Range option is chosen, an additional field to give the end date will appear. The Outreach will begin at the time given in the Launch Date & Time field and end at the time given in the End Date & Time field
Time Zone
The Time Zone of the Outreach users would be chosen in this field. This time zone would apply to all communications across the Outreach campaign.
Launch Date & Time
The start Date & Time of the Outreach will be given in this field
End Date & Time
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
Options available when Duration is Date Range
Choosing Outreach Blueprint
The Outreach Blueprint for the Outreach Manager would be chosen in the Basic Info section as explained above.
Once the Blueprint is chosen, the available channels in the Blueprint will be available to be chosen.
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.
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.
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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What is it?
Detailed overview of what Outreach Manager is
Detailed Steps for Setting up and Outreach Program
Outreach Manager landing page
empty state
list view
3 dot menu
Create new outreach
Edit existing outreach
Outreach details page
Setup tab
Basic Info section
Population section
Dates & Times section
Channel Tabs (based on what channel(s) are selected in basic info section)
Re-iterate after completing configurations the user still needs to launch the Outreach program via the 3 dot menu on the Manager landing page