Outreach & Emails

The Outreach/Email Management menu in InLeads.ai is a powerful tool designed to streamline communication with your leads and customers. Below is a detailed breakdown of the features available in this section:

1. Dashboard Overview

• Status Notification: At the top of the page, a status notification informs users whether their email domain is verified and ready for sending emails.

• Templates and Send Email: Users can access the "Templates" section to create and manage email templates or directly click on "Send Email" to start a new outreach campaign.

2. Email List

• Email Summary: On the left side, there’s a list of all sent emails. Each email is listed with the recipient's name, subject line, and timestamp.

• Email Status: For each email, the system displays delivery and open statuses. This feature helps users track the effectiveness of their outreach efforts in real time.

• Detailed Email View: When you select an email from the list, a detailed view of the email content is displayed on the right side. This includes the subject, the email body, and any additional information such as attachments or follow-up actions.

3. Sending Emails

• Customer Selection: In the "Send Email to your Prospects" section, users can select the intended recipient from their existing customers' list.

• Template Selection: Users can choose a pre-created template from the dropdown, which auto-fills the email content based on the selected template.

• Subject Line: A custom subject line can be added or modified before sending the email.

• AI-Generated Emails: A notable feature is the "Generate with AI" button, which can assist users in creating the email content automatically based on the context provided.

• Email Body Editor: The email body editor is rich in features, allowing for text formatting, inserting links, images, and other media, making it easy to customize your message.

4. Template Management

• Create & Manage Templates: Templates help users create standardized emails for repeated use. This can include welcome emails, follow-ups, promotions, or any other recurring communication.

• Customization: The template editor allows for customization of text, images, and other content. Variables such as [Customer's Email], [Customer's Name], and other personalized placeholders can be used to make each email unique to the recipient.

5. Tracking & Reporting

• Real-Time Delivery and Open Tracking: Users can track the delivery and opening status of each email in real-time. This is crucial for evaluating the effectiveness of email campaigns and understanding customer engagement.

• Analytics Integration: The system integrates with the broader analytics of InLeads.ai, allowing users to see how email outreach impacts overall lead engagement and movement through the sales funnel.