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Managing your outreach workflow
Managing your outreach workflow
Donna Hall Page avatar
Written by Donna Hall Page
Updated over 3 weeks ago

Already nailed the basics from our How to Outreach to Creators guide? Awesome! 🎉 Now let’s take things up a notch with some smart ways to streamline your workflow.

Managing templates and tracking performance

In your email tab, you can manage your templates. You can edit existing ones, delete older ones, and track their performance. It’s important to keep an eye on your open and response rate and always optimize to increase these.

If you have a lot of templates, you can also use filters to search for them. The three little lines behind the name or owner are just for that. Filtering!

Want more insider tips? Check out our blog for advice from seasoned influencer marketers.

Filtering

You’ve got three handy ways to filter your inbox and keep things organized:

By email status

Choose what you want to see:

  • All emails

  • Only read, unread, or sent emails

By influencers

Narrow down to:

  • Emails from influencers in your lists or campaigns

  • Emails linked to any influencer

By influencer status

Focus on emails based on the influencer’s status. For example, you can filter to see only emails from influencers with a Replied status.

Your filters will stay saved even when you leave the tab.

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