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.
Plan Required
Email sending and tracking requires a Growth or Lifetime plan. Free tier users can generate email drafts but cannot send them.
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 |
Real-Time Status Updates
AskUsers automatically refreshes email data to keep you informed of the latest delivery and engagement events.
Auto-Refresh Polling
The application polls for updates automatically:
| Data Type | Refresh Interval | Description |
|---|---|---|
| Email Conversations | Every 15 seconds | Customer timeline, delivery status, replies |
| Dashboard Stats | Every 30 seconds | Outreach metrics, email performance |
| Customer List | Every 30 seconds | Status badges, interaction counts |
Auto-refresh only runs when the browser tab is visible. Switching tabs pauses polling to save bandwidth.
What Updates Automatically
- Delivery status - See when emails are delivered, opened, or bounced
- Open tracking - Real-time open counts as recipients read emails
- Click tracking - Link clicks update within seconds
- Reply notifications - New replies appear automatically in the timeline
- Dashboard metrics - Overall performance stats refresh in real-time
Manual Refresh
If you need immediate updates:
- Refresh the browser page
- Navigate away and back to the customer
- The next polling cycle will fetch latest data
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 |
Event Timeline
Each customer's conversation timeline shows:
- Timestamp for each event
- Visual indicators for delivery status
- Open and click counts with tooltips
- Reply content when received
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
Email Deliverability
Best Practices for Inbox Delivery
- Verify your sender - Set up sender verification in Settings
- Use professional signatures - Include your real name and company
- Personalize content - AI-generated emails are already personalized
- Monitor bounces - High bounce rates affect deliverability
Sender Verification
For improved deliverability, verify your sender email:
- Go to Settings → Email Configuration
- Enter your sender email address
- Complete the verification process
- Verified senders have better inbox placement
Learn more about email configuration in Settings.
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.