Email Outreach
Generate and send personalized emails to your customers
Overview
After AI generates customer personas, you can create and send personalized outreach emails. AskUsers handles email delivery via SendGrid with full tracking for opens, clicks, and replies.
Email Generation
Initial Email
When a customer is analyzed, AI automatically generates a personalized email including:
- Subject Line - Attention-grabbing, personalized
- Opening Hook - References specific details about their company
- Value Proposition - Why your product/upsell benefits them
- Call-to-Action - Meeting link, IM contact, or survey
- Incentive - Credits, discount, or gift card offer
- Signature - Your configured email signature
Regenerating Content
If the generated email doesn't fit your needs:
| Action | Description |
|---|---|
| Regenerate Subject | Get a new subject line only |
| Regenerate Body | Get a new email body only |
| Regenerate All | Generate completely new email |
Manual Editing
Click on the email preview to edit:
- Modify subject line
- Edit email body
- Adjust tone or messaging
- Save changes
Sending Emails
Single Send
- Select a customer from the list
- Review the generated email
- Click Send Email
- Confirm sending
Batch Send
Send to multiple customers at once:
- Select customers using checkboxes
- Click Send Selected in the action bar
- Review the count and confirm
- Emails are sent with rate limiting (1 per 500ms)
Always review AI-generated content before sending. Ensure accuracy and appropriateness for each recipient.
Email Status
Track the status of each customer outreach:
| Status | Meaning |
|---|---|
| Not Contacted | No email sent yet |
| Initial Sent | First email sent, awaiting response |
| Followup Sent | Follow-up email sent |
| Reply Received | Customer has replied |
| Conversation Active | Ongoing conversation |
Follow-Up Emails
Send follow-up emails to non-responsive customers:
- Select a customer with "Initial Sent" status
- Click Generate Follow-up
- AI creates a follow-up email referencing the original
- Review and send
Follow-up emails acknowledge the previous outreach and provide additional value or a different angle.
Email Tracking
All sent emails are tracked for:
Delivery Events
| Event | Description |
|---|---|
| Processed | Email accepted by mail server |
| Delivered | Email reached recipient's inbox |
| Bounced | Email couldn't be delivered |
| Dropped | Email rejected before sending |
Engagement Events
| Event | Description |
|---|---|
| Opened | Recipient opened the email |
| Clicked | Recipient clicked a link |
| Open Count | Number of times opened |
| Click Count | Number of links clicked |
Email Content
Contact Preferences
Configure how customers can respond:
| Preference | Description |
|---|---|
| Meeting | Include calendar/Zoom link |
| IM | Include Telegram/WhatsApp/etc. |
| Direct email reply | |
| Survey | Link to feedback survey |
Set in Settings → Outreach Configuration.
Incentives
Offer incentives based on customer spend:
| Customer Type | Default Incentive |
|---|---|
| High Spend (>$100/mo) | $20 credit |
| Standard Spend | $10 credit |
Customize amounts and types in Settings → Incentive Configuration.
Business Branding
Emails include your branding:
- Company logo (if uploaded)
- Email signature
- From name and email
Best Practices
Review Before Sending
Always read AI-generated content before sending. Check for accuracy and appropriateness.
Personalize Further
Add specific details you know about the customer that AI might have missed.
Time Your Sends
Send during business hours for better open rates. Avoid weekends and holidays.
Follow Up Thoughtfully
Wait 3-5 business days before sending a follow-up. Don't be too aggressive.