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Outreach

Prepare, organize, and activate your outreach audiences.

💡 What It Is

Outreach is where your Prospect Groups turn into real outreach and conversations.

Prospect Groups appear here after they are created in Reveal, ReEngage, or Prospect Import.

Use Outreach to:

  • launch campaigns or send one-time messages
  • view message activity and results
  • manage your Prospect Groups

🧭 How to Use Outreach

🚀 Start Outreach (Required First Step)

Before you can view activity, stats, or results, you must send outreach.

You can do this in two ways:

  • add a Prospect Group to a campaign
  • send a one-time message

👉 Outreach activity, message history, and performance data only appear after a message has been sent

Start with a simple send — you can always refine your campaigns as you go.

🚀 Add a Group to a Campaign

  1. Locate your Prospect Group
  2. Click Add to Campaign
  3. Choose one of the following:

Use an Existing Campaign

  • Select a campaign
  • Click Next

Create a New Campaign

  • Click Create New Campaign
  • Complete the required setup and launch

👉 For full campaign setup instructions, see the Campaigns Guide

⚡ Send a One-Time Message (Without Campaign)

  1. Click the send icon (arrow) next to Add to Campaign
  2. Complete the flow:
    • select a template
    • edit message (if needed)
    • preview and send

👉 Used for quick outreach or Reveal Plan users

📁 View Your Prospect Groups

  1. Navigate to Outreach
  2. Review your groups under Your Prospect Groups

Each group shows:

  • contact count
  • date created
  • status
  • source

🔍 Filter by Source

  1. Use the tabs to view groups:
    • All → all Prospect Groups
    • Reveal → created from the Reveal Map
    • ReEngage → created from existing contacts
    • Prospect Import → uploaded lists
  2. Use the search bar to find a specific group

👀 View Group Details

  1. Click on any Prospect Group row
  2. Review:
    • total properties
    • contactable phone numbers
    • total emails
  3. Click Show/Hide Details to expand or collapse group stats

📊 View Campaign or Message Activity

  1. Click the Active Campaign / Message link
  2. Review:
    • message content
    • send date
    • campaign or message status

👉 Migrated messages may not show full stats

⚙️ Take Action on a Group

  1. Click the three-dot menu in the Actions column
  2. Select an action:
    • Send Email
    • Push to HubSpot
    • Export contacts
    • Archive the group

⚠️ Important Notes & FAQs

Topic Details
Campaign vs One-Time Send Campaigns are used for structured outreach; one-time sends are for quick messaging
Reveal vs Universal Plans Reveal Plans typically use one-time sends; Universal Credit Plans support campaigns
Group Locking Groups in active campaigns are locked until completion
Single Campaign Limit A group can only be used in one campaign at a time
Group Expiration 30 days (Reveal) or 365 days (Universal Credit Plans)
Why can’t I take action? The group is Processing, Active, or Archived
What does “Active” mean? The group is currently tied to a campaign or message
Why don’t I see stats? Stats only appear after outreach is sent; migrated messages may not include historical reporting

🧩 Pro Tip

Start with a small campaign or one-time message to validate your audience and messaging before scaling.