Overview

Outbound Emails let you send targeted emails to users who match your audience rules. Use them for one-off announcements, onboarding nudges, feature education, feedback requests, and reactivation emails.

You can start from scratch or use an email starter template. Templates create editable drafts with starter content, audience rules, and scheduling defaults.

Create an Outbound Email

To create an email:

1. Go to Dashboard → Outbound

2. Click New Message and choose Email

3. Choose Start from scratch or select an email template

4. Name the message from the header

Email templates are starting points. You can edit the subject, body, audience, and schedule before sending.

1. General Outbound email settings

Use the Content section to configure how the email looks, who it comes from, and where replies go.

• Template - choose Plain, Personal, or Company

• Brand - choose a brand, or leave No brand

• From - choose the teammate shown as the sender

• Assignee - choose the teammate or team assigned if a recipient replies, or leave it Unassigned

• Subscription - choose the subscription topic for this email, or choose None

If a recipient replies to the email, Featurebase creates or finds the related Inbox conversation and applies the email's assignee.

Use subscription topics when recipients should be able to opt out of one email list without unsubscribing from everything. If you choose None, unsubscribing from that email applies to all emails.

2. Email message content

Edit the subject and body directly in the email preview. You can format text, add links, insert dynamic variables, and use rich content blocks such as images, files, tables, lists, and dividers.

Keep the email focused on one reason for writing and one main action. Before sending, check that:

• The subject makes the topic clear

• The first lines explain why the user is receiving the email

• The main link or button is easy to spot

• Dynamic variables fit naturally into the sentence

• The message still makes sense when previewed as a real email

Use Email marketing best practices for examples of strong subjects, focused CTAs, and email copy.

3. Set the audience

Use the Rules section to decide which users should receive the email.

Click Add audience rule to filter the audience, then use the ‘Preview audience’ to check who currently matches.

By default, the audience is dynamic, which means users can enter or leave the audience as their attributes change. Turn on Lock audience at activation to send a one-off email to users who match at the moment the email is activated.

4. Choose when the email sends

Use Frequency and scheduling to decide when the email should start sending.

For one-off emails, lock the audience and choose whether to send now or schedule the send for later. For ongoing lifecycle emails, keep the audience dynamic and choose a frequency that matches how often users should be eligible to receive the email.

5. Preview and send

Before sending, make sure the email has a subject, body, sender, audience, subscription, and schedule.

Click Preview email to send a preview to your teammate's email. If you have unsaved changes, Featurebase saves the email before sending the preview.

When you are ready Send/Schedule the email, and you’re done!

Review results

After the email starts sending, use the Outbound list and message analytics to review performance.

Email analytics can include counts of Sent, Opened, Clicked, and Replied. The Outbound list can also show aggregate counts of failed deliveries.

FAQs