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7 min readAdvancedAdmin

Outreach: bulk email, WhatsApp and SMS

One message to many leads or the whole team — with audience filters, personal variables and scheduling.
Before you start
  • A configured channel ("Not configured" = the CloseUp team sets it up)
Open in CloseUp

Steps

  1. 01

    Open it

    Outreach›New message

    Outreach → New message. Give it an internal Name.

  2. 02

    Channel and type

    Channel: Email · WhatsApp · SMS · ManyChat.
    Message type:

    • Operational — no unsubscribe.
    • Marketing — only to people who haven't opted out; unsubscribe link added.
  3. 03

    Content

    • Email: subject · preview text · body.
    • WhatsApp: Approved template (the only way to reach people silent for 24h+) or Free text.
    • SMS: character and billable-segment counter.

    Variables: {{first_name}}, {{full_name}}, {{company_name}}...

    Note: Template name and language must match WhatsApp Manager exactly.
  4. 04

    Audience

    Leads — filter by status, campaign, rep, source, heat, created date.
    Staff — by role, active only.

    Tip: Max 5,000 recipients per send.
  5. 05

    Test and send

    Rate and Schedule (empty = now). Send test to yourself, then Send now / Schedule send → confirm.
    History shows "X of Y sent"; scheduled sends can be cancelled.

    Note: Sent messages can't be recalled. Always test first.