Review your outreach
Follow-up is the quiet view of a campaign’s Outreach tab. It answers four questions: who has had one, two or three attempts, who is due another, who replied, and who to stop chasing.
It works with or without a board. Opening it creates no next steps or notifications, and nothing on it sends a message: LeadHunter logs your outreach, you send it from your own tools.
Open a campaign, click its Outreach tab and switch from Inbox to Follow-up. Accounts appear once a send is logged or confirmed, or once they’re marked as sent.
How attempts are counted
Section titled “How attempts are counted”An account gets 3 attempts in total: the first email, a first follow-up and a second follow-up.
Messages you log count, and so do messages your agents log; the page shows who logged each one. Messages sent within 24 hours of each other count as one attempt, so an email split in two, or sent to three people, doesn’t use up your attempts. Two genuine attempts on the same day therefore count as one.
Drafts, replies, notes and completed next steps never count. Neither does marking an account as sent: that says contact happened, not how many times or when, so the page shows Unknown rather than guessing.
When an account comes up again
Section titled “When an account comes up again”Each attempt starts a 7-day wait, counted in calendar days from the latest attempt. The page shows the time zone it uses.
| You see | It means |
|---|---|
| Waiting | The 7 days aren’t over yet. After the third attempt this is the final wait. |
| Due | Time for the next attempt. |
| Limit reached | All three attempts made and the final wait is over. Nothing more is suggested. |
| Needs data | A date or a send is missing, so no honest date can be worked out. |
| Replied | They answered. It stays here even if you write again. |
| Confirm reply | An agent logged something inbound, and a person needs to say what it is. |
| Delivery problem | The last send bounced. Check the address; logging another attempt clears it. |
| Snoozed | You set it aside until a date. |
| Closed | Closed as no response, refused, opted out, now a client, or closed on the board. |
An automatic reply doesn’t count as a reply and doesn’t move the date. It stays visible on the row, and you can snooze the account until they’re back.
Record a send made elsewhere
Section titled “Record a send made elsewhere”If you sent something and it isn’t logged, open the row’s menu and choose Confirm a send made elsewhere. Give the date if you know it, or tick I don’t know the date. This records a fact: it sends nothing. Without a date the account stays in Needs data, because no review date can be worked out.
To log the message itself, click the row, or choose Open conversation or log a send in its menu (a row that is Due also has a Log send button). The account’s panel opens with the conversation, its composer, the next step and the decision. If you later log the real email, open Attempts and history and link it to what you confirmed, so it stays one attempt. You can correct a date or void an attempt there too, and your reason is kept.
Stop following up
Section titled “Stop following up”Close as no response stops follow-up in this campaign only. It doesn’t change the account’s status, its fit score or its other campaigns, and it isn’t an opt-out. A person has to do this; an agent can’t. Reopen brings it back and keeps its attempts, and asks you why.
To close or snooze several accounts at once, tick their rows. The bar above the table then offers Close as no response (n) and Snooze (n), each behind one confirmation. The accounts are handled one by one; if one fails, the rest are left as they are.
If they write after you closed, the account shows as Replied so you don’t miss it.
An account with a started card on the campaign’s board is closed and reopened on the board: its row shows the card’s stage, and closing it here answers with Open the card on the board.
If you do want a next step
Section titled “If you do want a next step”Add next step, in the row’s menu, creates an ordinary next step, which shows in the bell, on Today and in the daily email. Nothing is created unless you add it, here or in the account’s panel. A row whose account already has an open next step says Next step, with due and the date when it has one.
For agents
Section titled “For agents”The same queue and actions are in the API: see Outreach review in the API reference.