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Workflow

How it works

  1. 1

    Import authorized contacts

    Upload a CSV with first name, last name and email. Invalid and duplicate rows are skipped and reported.

  2. 2

    Organize contacts into lists

    Group contacts by role, stage or region so each communication reaches the right people.

  3. 3

    Create personalized communications

    Start from a template, add personalization fields and preview on desktop and mobile.

  4. 4

    Schedule email batches

    Choose start time, batch size up to 500, interval, active hours and daily cap.

  5. 5

    Monitor delivery outcomes

    Follow each batch from queued to delivered, with bounces and rejections clearly flagged.

  6. 6

    Coordinate responses and appointments

    Review replies and book remote interviews in the same workspace.