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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

SMS 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

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