Create email outreach and choose recipients with segments

Tags: product:outreach intent:create-outreach intent:recipient intent:segment intent:audience

Go to Outreach > Outreach and create an email outreach. Give it a clear internal name, then complete the content and Recipients steps. Build reusable audiences at Outreach > Segments. The segment page can include Custom Segments, Pre-Built Segments, and feature-controlled Smart Segments.

Use stable constituent identifiers and review the segment's member count before attaching it. After sources and exclusions are evaluated, the outreach shows included and excluded recipient totals. Open those lists and sample the underlying people before sending; a source-list total is not necessarily the send total.

If uploading segment data, use the provided format and review the result. A phone-only segment import creates members by unique phone number, but email/text send behavior still depends on recipient identity, eligibility, opt-out state, and channel rules.

Do not send merely because a test email renders correctly. Confirm the audience, unsubscribe topic, suppression/exclusion behavior, and scheduled time.