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Customer outreach campaigns

Stay connected through email, SMS, and WhatsApp.

BUILT FOR YOUR EVERYDAY

Reach customers through the channels supported by your plan. Organize targeted outreach around product updates, offers, and business news.

WHAT YOU CAN DO

Less friction.
More forward movement.

01 /

Choose the right channel

Use email, SMS, or WhatsApp according to your subscription and configured services.

02 /

Plan relevant outreach

Build campaigns around the customers and messages that matter to your business.

03 /

Keep communication organized

Give your team a consistent place to coordinate customer campaigns.

Choose a message with a clear purpose

Customer outreach may concern a product update, an offer, a pending quotation or an operational notification. Decide what the recipient needs to know and what response, if any, is expected. The choice of channel should fit that purpose and the relationship.

The roadmap describes communication templates and a customer timeline, while provider integrations have a separate rollout. Confirm which channels are actually connected for your account.

An example of distributor communication

A manufacturer needs to share updated product information with selected distributors. Segment the recipients by the relevant range or territory, use a clear message and assign someone to handle replies. Keep operational updates distinct from promotional outreach so recipients understand why they are being contacted.

Prepare templates and recipient records

Review contact details, customer preferences, template ownership and the approval process for messages. Confirm provider requirements, sending limits and costs. Test content and routing with your team before a broader campaign.

Are WhatsApp and SMS charges part of the plan?

Channel access and provider usage charges are separate commercial questions. Confirm both before launch, including any template or account requirements.

Can I see every conversation in one timeline?

A centralized correspondence timeline is part of the product model. Its completeness depends on which channels and records are connected in the available release.

Explore the connected product model

Review the wider solution and confirm the capabilities available for your rollout.

Explore the related solution

LET’S MAKE IT WORK FOR YOU

See how it fits your business

Tell us about your current workflow, locations, and team. We can walk you through the relevant features and confirm plan availability, setup requirements, and any integrations you need.