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Outbound communications

Outbound communications

See every email, message and call you sent in the last 90 days in one place, see which landed and which need attention, and record touches made outside Vertiqa.

Reviewed OperatorVertiqa 1.75+

Outbound gathers everything you've sent in the last 90 days, whatever the channel, so you can see who you've reached and whether it landed. Open CRM → Outbound (route /outbound-communications). It shows your own outbound touches, not your teammates'.

It includes:

  • Emails, WhatsApp messages and texts sent from Vertiqa.
  • Calls logged as outbound.
  • Touches you recorded yourself with Compose, such as a LinkedIn message or an Instagram DM.
The Outbound page with a count of 3, a search box, Refresh and Compose. On the left, Group by Recipient or Sender, views All outbound 3, Engaged 0 and Needs attention 0, and channels Email, WhatsApp, SMS, Voice 3, Voice note and Direct message. In the middle, All outbound with three calls: Kiosk warranty options to Marcus Reed and Renewal check-in and Walkthrough of the lobby door fix to Sofia Marino, each Completed. On the right, the Kiosk warranty options call: To Marcus Reed, From Dana Owens, a Delivery timeline Queued, Dialed, Connected, Completed, the call notes and a link to the Marcus Reed contact.
Folders on the left, your touches in the middle, the selected one on the right.

Find a touch

  • Views: All outbound, Engaged (an email that was opened or clicked) and Needs attention (anything that failed or bounced).
  • Channels: Email, WhatsApp, SMS, Voice, Voice note and Direct message, each with a count.
  • Group by: Recipient lists the people and records you contacted, and Sender lists the addresses you sent from. Select one to see only their touches.
  • Search looks through recipients, senders, subjects, previews and channels. Newest switches the order to oldest first.
  • The Delivered, Opened and Clicked rates above the list are for the emails in what you're looking at.

Read a touch

Select a touch to see who it went to and from, its content, and the record it's linked to (select that to open it). The Delivery timeline shows how far it got:

  • Email: Queued, Sent, Delivered, Opened and Clicked, with the number of opens and clicks.
  • Call: Queued, Dialed, Connected and Completed.
  • Messages and texts: Queued, Sent, Delivered and Read.

A failed or bounced touch shows where it stopped, and appears under Needs attention. Select Refresh to load anything new.

Record a touch you made elsewhere

Compose doesn't send anything. It records a touch you made outside Vertiqa, so your outreach history stays complete.

The New touch form with Contact (optional) Link an existing contact, Name (optional) Who did you reach out to?, Channel Pick a platform…, What happened? What did you say or send?, Source chips Referral, Website, Event, Paid, Social and Other, and Cancel and Save buttons.
Pick a channel and a source, and describe what you sent.
  1. Select Compose.
  2. Link the Contact you reached, or type a Name if they aren't in the CRM.
  3. Choose the Channel: Instagram, WhatsApp, iMessage, LinkedIn, SMS or Other.
  4. Under What happened?, say what you sent or said.
  5. Choose the Source that led to the conversation, then select Save. Save stays off until there's a channel, a source and a description.

The touch appears in the list under WhatsApp or SMS if you chose one of those, and under Direct message otherwise.

Seeing Outbound needs permission to view activities.

Learn more about the Vertiqa CRM →