Outreach

Overview

Outreach is your contact log. Each time you email, message or call someone, jot it down. AMS then remembers:

• when you last got in touch
• what you talked about
• when it's time to follow up

It works for retailers, leads, podcasts and collabs.

Log outreach

What you fill in

• What happened? — I reached out, They replied or Drafted, not sent yet
• Date — when you got in touch (today by default)
• Type — Email, Insta DM, Web Form or Call
• Outreach Notes — what you said or agreed
• Reminder Date — when you want to follow up

Click Create to save it.

From a table

On the Retailers, Leads, Podcasts or Collabs table, open a row's menu and choose Outreach.

From a details page

Retailers, leads, podcasts and collabs each have their own page. Click a name to open it, then:

• click Add Outreach to log a new one
• check the Outreach tab to see every past contact. Each one has Edit and Delete in its row menu.

From a task

On an outreach task, click Log Outreach. Fill in the same fields, then click Log Outreach & Complete Task. That logs the contact and ticks off the task in one go.

When they reply

Got an answer? Log it so AMS stops nudging you.

1. Click Add Outreach.
2. Pick They replied.
3. Add the date, how they replied, and a note. Then click Create.

• Earlier follow-up reminders are cleared.
• A reply doesn't count as outreach you sent, so Last Outreach stays the same.
• It shows as Reply in the Type column, like "Reply (Email)".
• Asked you to check back later? Add a Reminder Date to the reply.

Drafted, not sent yet

Wrote a message you'll send later? Log it as a draft so your reminders stay right.

1. In Add Outreach, pick Drafted, not sent yet.
2. Add a Reminder Date if you like, then click Create.
3. When it goes out, click Mark sent next to it on the Outreach tab. Pick the day you sent it.

• A draft doesn't count as outreach yet. It shows as "Draft, not sent" in the Type column.
• When you mark it sent, the reminder moves too. A reminder a week after the draft becomes a week after the day you sent it.

Stop a follow-up

Done following up, but nothing new to log? Open the record's Outreach tab and click Stop follow-up.

• It clears the reminders. Your outreach history stays.
• The button only shows while a reminder is set.
• Want to start again? Log your next outreach with a Reminder Date.

Outreach page

Go to Marketing > Outreach to see all your outreach in one list.

• Columns: Date, Entity Type (retailer, lead, podcast or collab), Entity Name, Type, Notes, Reminder and Created.
• Filter by Entity Type or Outreach Type.
• Each row's menu has Edit and Delete. Deleting can't be undone.
• Export saves the list as a spreadsheet file.

Who needs a follow-up?

The Leads, Podcasts and Collabs tables show two helpful columns:

• Last Outreach — the date you last got in touch
• Pending (on Leads, Pending Outreach) — says Yes once the Reminder Date on your latest outreach has arrived

On the Retailers table, the same date is in the Last Contact column.

On the Tasks page, the Outreach filter shows tasks by last contact: Last 7 days, Last 30 days, 30+ days ago, 60+ days ago or Never contacted.