Automate Outreach lets you control which email address, Work or Personal, a campaign sends to. You can set this per campaign and save your preference as a workspace default so you don't have to configure it every time.
Setting the Sending Address for a Campaign
When setting up a campaign, find the "Send outreach to" option and choose Work or Personal.
For candidate campaigns, Outreach defaults to Personal.
For contact campaigns, Outreach defaults to Work.
You can lock the campaign to your chosen address type, or tick the box to allow the other address when your primary choice is missing for a lead.
đ Note: If you lock to one address type and a lead doesnât have that address, the lead is skipped and the campaign continues for all other leads.
Saving a Workspace Default
Instead of choosing the sending address on every campaign, you can save your preference as the workspace default for each campaign type. Future campaigns of that type will start with your default already applied.
Understanding Why a Lead Was Skipped
When a lead is skipped due to a missing address, the error message identifies the specific address type that is missing (for example, "Work email address not found") rather than a generic "no email" message. This makes it easy to know exactly what to update in your CRM.
â Frequently Asked Questions
What happens if I lock to Work email and a lead only has a Personal address?
What happens if I lock to Work email and a lead only has a Personal address?
That lead is skipped, and the campaign carries on for all other leads. The error on that lead will tell you the Work address is missing so you can update the CRM record if needed.
Can I use both Work and Personal addresses in the same campaign?
Can I use both Work and Personal addresses in the same campaign?
Yes. Tick the fallback option to allow the other address type when your primary choice is missing for a lead. For example, send to Work but fall back to Personal if no Work address is found.
How do I save my sending preference as the default?
How do I save my sending preference as the default?
After selecting your sending preference in campaign setup, use the option to save it as the workspace default for that campaign type. This applies to all future campaigns of the same type.