Campaigns & Outreach
Reaching your target audience
By Terence and 1 other2 authors24 articles
- Dashboard ModuleMonitor outreach performance, key metrics, and priority tasks from one central view.
- Campaign ModuleIntroducing the Campaigns module.
- Create CampaignsAccess Automate Outreach uses a step-by-step wizard to guide you through campaign creation.
- Manage Campaigns quick startView, manage, and take action on all outreach campaigns in one place.
- Sequence ModuleSequences are reusable workflow templates that define the steps, channels, and timing for campaign automation.
- Build Sequences quick startCreate reusable multi-step outreach workflows using the visual sequence builder.
- Task ModuleComplete manual outreach tasks generated by campaigns and sequences.
- Content Library ModuleCreate and manage reusable outreach templates across all communication channels.
- Execute Tasks quick startComplete manual outreach tasks generated by campaigns and sequences.
- Content Library quick startCreate and manage reusable outreach templates across all communication channels.
- Send Campaign Emails From Your Own MailboxLearn how to connect your Google or Microsoft 365 mailbox to Access Automate Outreach so campaign emails send from your own address, with replies landing directly in your inbox.
- Sharper Vincere Search: Client Name, Name Matching, and Activity FiltersLearn about the Vincere search improvements in the June 2026 release - including Client Name search, broader name matching, and the new Activity Type filter in Access Automate Outreach.
- Clearer PDL Prospect Table: Full Titles, Contact Hints, and Renamed ColumnsLearn about the PDL prospect table improvements in the June 2026 release - full job titles, labelled email and phone pills, and plain-English column names in Access Automate Outreach.
- Creating Your First CampaignLearn what you need to do to create a campaign.
- Managing Your Campaign's Sending MailboxLearn how to view which mailbox your campaign sends from, change it before launch, and recover campaigns when a connected mailbox becomes disconnected.
- Importing Leads into Access Automate OutreachHow to import leads into your campaigns via Excel or CRM, including how phone and email data is handled, re-importing existing leads, and Vincere contact data.
- Creating a Campaign with the Quick Start PageLearn how to use the Quick Start page to create a campaign from a template - choose a sequence, preview it in the builder, and launch with the title, description,âŚ
- Managing Sequence Templates and the Content LibraryLearn how to use the Sequence Templates library and Content Library to manage, copy, preview, and edit your reusable sequences and message templates in Access Automate Outreach.
- Checking Integration Status in the Campaign WizardLearn where the Campaign Wizard shows the connection status of your email and SMS channels before launch, and how to connect a missing integration without losing your place.
- Using Off-Limits Companies to Protect Client RelationshipsLearn how to build and manage your agency's Off-Limits Companies list in the Compliance Centre, and how exclusions are automatically enforced across every campaign.
- CRM Sync Settings and Activity Log in Automate OutreachAn overview of the CRM Sync tab and Activity Log in Automate Outreach, including enrichment tracking, email matching behaviour, and updated event filters.
- Filtering a Talent Pool or Distribution List by IndustryLearn how to narrow a Talent Pool or Distribution List by industry and sub-industry when setting up a campaign, without changing the underlying pool in Vincere.
- Choosing a Sending Preference for Your CampaignsLearn how to set Work or Personal as the sending address for a campaign, save a workspace default, and understand why a lead might be skipped.
- Understand Exit Strategy in Access AutomateUse this article to gain a better understanding of how the exit strategy works.