How to Send a Proactive Outreach Broadcast on Freshdesk

Created by Nicola Njagi, Modified on Wed, 26 Nov at 10:07 AM by Nicola Njagi

  • Go to Admin.

  • Under Workflows, select Proactive Outreach.

  • Click New Outreach.

  • Choose Simple Email Outreach.

  • Click Import Contacts and upload a CSV file.

    • Ensure the CSV includes Full Name and Email Address columns.

  • Draft your email by adding the Subject and Body.

  • Click Proceed.

  • Choose whether to Schedule the outreach or Send Immediately.


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