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Outreach Desk
Automations & forms

Emails that send themselves, at the right moment

Start a series when someone joins, buys, abandons a cart, gets a tag or reaches a date. Collect sign-ups with forms that record consent. Up to 20 automations per workspace.

An illustration of the product, not real results.

Six triggers

Joins your list, buys, enters a segment, gets a tag, abandons a cart, or a date in their details.

Simple steps

Wait, send an email, add or remove a tag, and stop if they click, buy, reply or book.

Signup forms

Hosted or embedded forms with double opt-in, consent records and a preference centre.

Features

What's included

Ready-made recipes

Welcome series, win-back, after a purchase, abandoned cart and birthday, ready to edit.

Shopify and WooCommerce

Customers, orders and abandoned checkouts come in through signed webhooks.

Consent you can prove

Each sign-up keeps when, where and with what wording it was given.

Topics

People choose what they hear about in a preference centre instead of leaving entirely.

Each person once

Segment and tag triggers send each person through once, so nobody is emailed twice by mistake.

Stops on success

Exit when they buy or reply, so you never offer a discount to someone who just paid.

How it works

Up and running in four steps

Pick a trigger

Or start from a recipe.

Add steps

Waits, emails and tags.

Set the exits

Stop when they've done what you wanted.

Switch it on

It runs in the background from then on.

Questions

Automations & forms: common questions

Do I need a store for automations?

No. Store triggers are optional; forms, tags, segments, purchases and dates work without one.

What's double opt-in?

After signing up, the person confirms by clicking a link in an email. It keeps fake and mistyped addresses off your list.

Start free today

No credit card needed. Test mode is on until you decide to send for real.