How Do I Compose?

When an opportunity reaches the Compose stage of your campaign, there are three ways to compose and send your message.

1. Manually compose each message

Click Compose next to an opportunity. This opens the text editor, where you can write your message. When you're ready, use Preview & Send to preview your email, with any custom fields highlighted in yellow. The automation sequence toggle needs to be turned on for follow ups to send out automatically.

2. Preview & Send

Select one, multiple, or all of the opportunities in Compose, then click Preview & Send. A window will appear where you can view or edit your message before clicking Send. From this screen, you can also see how future messages to the opportunity will appear according to your chosen email sequence.

3. Launch Automation Sequence

Select one, multiple, or all of the opportunities in Compose, then click Launch Automation Sequence. This instantly moves all messages to the Outbox without showing a preview.

Please note: Opportunities with 0 contacts, or opportunities that contain a Contact Form, will be skipped when using Launch Automation Sequence.

Why are opportunities showing "Compose #2" or "Compose #3"?

If you see opportunities in Compose labelled Compose #2 or Compose #3, it means the auto follow-up sequence wasn't enabled during the initial outreach. The system has recognized that you sent your first (or second) email, haven't received a reply, and enough days have passed that it's time to follow up.

To enable the auto follow-up sequence, check the boxes next to the opportunities with a follow-up due and select Launch Automation Sequence. This will also continue the auto follow-up sequence for future contacts.

You can't delete these opportunities because outreach has already started. If you want to remove them from the workflow, change the milestone of each opportunity instead.