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Send targeted ongoing messages to start conversations with customers while they browse your website or use your product. Interact with them through a variety of channels both in and outside your product, based on who they are and the actions they take.

Outbound includes:

Organize and filter your messages

To view a specific group of messages, you can filter them by:

  • Audience — Dynamic or fixed.

  • People type — Messages targeted at visitors, users, or leads.

  • State – Messages that are live, draft, paused, or scheduled.

  • Sender – Which teammate the message is from.

  • Tag – Tags allow you to group your messages in any way you like, so you can organize them by the type of message they are, the language they’re in etc.

  • Subscription type – Any email or SMS subscriptions you have set up for your workspace.

  • Sent / Created / Updated at – Add one of these to filter by messages which were sent, created or updated for your selected time period.

Tag your messages

As you send more messages for more diverse reasons, you should group them with tags to keep things organized. You can apply as many tags as you like to each message, for flexible filtering. 

Tag messages in bulk, or one at a time:

Tag your messages in bulk

First, check the box on the left for all messages you’d like to tag. Then, click Tag.

Type the name of the tag you want to add, and click Save. If it doesn’t already exist, you can easily create a new tag.

Now the tag is shown on each message, and can be used to filter them in the list: 

Tag an individual message

To apply a tag to an individual message, open the message, and click More then select Tag.

What’s next?

Follow these guides to learn how to create and send: 


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