Outreach Overview

What Outreach does

Outreach is how you talk to customers without waiting for them to come to you. Beyond the inbox (which is reactive), HaloAgents lets you send proactive emails, drip sequences, banners, and in-app messages. All four types live under Outreach in the sidebar (/dashboard/outreach).

Choose your outreach type

You want to…	Use a…	Why
Send one email to a target audience	Broadcast	One-shot, audience snapshot at send time, watch the rollout live
Send a multi-step email sequence over days or weeks	Series	Multi-step, with delays, conditions, branches, and exit rules
Show a banner across your product	Banner	Persistent, dismissible, targeted by audience
Show a modal or inline message in your product	In-App Message	Higher-friction, contextual, in-product
Have AI plan and draft a multi-step series for you	AI Builder	Chat-based; plan, build, and edit in minutes

A useful rule of thumb: broadcast for one-off announcements, series for lifecycle, in-app for in-product UX.

The four types at a glance

Type	Best for	Length	Trigger
Broadcast	Announcements, feedback requests, one-time campaigns	1 email	Manual or scheduled
Series	Welcome, onboarding, re-engagement, trial conversion, churn save	2 to 50+ emails over time	Manual activation, user signs up, triggers an event, or matches the audience filter
In-App Message	Onboarding nudges, re-engagement modals, beta invites	Single content surface	Audience match (active users see it)
Banner	Dunning, maintenance, feature launches, urgency cues	Single banner	Audience match

Each outreach campaign has the same lifecycle: draft → active → completed → archived, with paused as an in-between state you can use any time.

Two ways to build a series

When you create a series, you pick how to build it:

Option	When to use
AI Builder	Describe what you want; Halo plans the series, drafts every email in parallel, lays it out for you. Best for first drafts. See AI Builder.
Manual Builder	A canvas where you drag and drop nodes (email, wait, condition, end). Best for fine control, complex branching, and editing existing series.

You can switch between the two while a series is in draft. After activation, the manual builder is the only place to edit (and most edits are locked while the series is live). See Series.

Quick starters

The New Outreach button has prebuilt templates to get going:

Welcome series (series): multi-step onboarding for new users
Feature announcement (broadcast): single email about a new release
Re-engagement (series): bring back inactive users
Feedback request (broadcast): single email asking for feedback

Templates pre-fill the trigger, audience pattern, and a sensible step count. You still write the copy (or have the AI Builder do it for you).

Audience targeting

Every outreach campaign needs an audience. Three audience types:

Type	What it means
`all`	Every end user with an email
`segment`	Filter by user/company traits, custom fields, Stripe data, conversation activity
`subscription`	Send to users subscribed to a specific subscription list, with consent rules

The recipient count updates in real time as you change filters; click View Audience to see exactly who will receive the send before you activate. For consent management with subscription lists, see Subscription Lists.

Triggers

Series can fire four ways. The in-app labels and the underlying entry_trigger value:

In-app label	`entry_trigger` value	When it fires
Manual activation	`manual`	You activate it; everyone in the audience is enqueued at once
User signs up	`user_created`	Whenever Halo first inserts a contact (any first identify, lead capture, or dashboard add). Not keyed on the `signed_up_at` trait.
Triggers an event	`event`	When a specific `event_type` fires from the SDK or API
Matches the audience filter	`segment_match`	When a contact starts matching the audience filter (existing matches enroll immediately on activate)

See Triggers & Conditions for the full breakdown of each trigger, audience options, exit rules, and goal tracking.

Conditions and branching

Series can branch based on what users do:

Email opened: branch on whether they opened a previous step
Link clicked: branch on whether they clicked
User property: branch on a custom field value
Event fired: branch on whether they triggered an event

See Triggers & Conditions.

Send windows and business days

Series can be scheduled to respect:

Send window: only send between certain hours (e.g. 9 AM to 5 PM)
Business days only: skip weekends
Per-user timezone: when known, sends respect the recipient’s timezone

When a send falls outside the window, it’s deferred to the next valid time, never dropped.

API access

Programmatic enrollment is available via the Series API:

curl -X POST https://api.haloagents.ai/api/sdk/series \
  -H "Authorization: Bearer ab_live_..." \
  -d '{ "action": "enroll", "user_id": "user_123", "series_id": "uuid" }'

Use this to enroll users from your backend on signup, integration connection, plan upgrade, and any other custom event.

A starter checklist

If you’re new to Outreach, ship in this order:

A welcome series (4 emails over 7 days, trigger: user_created). Most teams don’t have this, and it’s the highest-leverage thing you can build.
A trial conversion series if you have a trial. Trigger on the trial_started event with an exit rule for plan_upgraded.
A re-engagement series for users who haven’t logged in in 30 days. Segment-match trigger.
A feedback request broadcast at month 1 of a customer’s lifecycle.
A feature announcement broadcast template you can re-use for every launch.

That’s enough to cover the lifecycle. Add a churn-save series and a post-purchase series later as your motion matures.

Where to go next

Broadcasts

One-shot emails with audience targeting, recipes, and best practices.

Series

Multi-step sequences with conditions, waits, and recipe templates.

AI Builder

Describe a series in plain English; Halo plans, drafts, and lays it out.

Triggers & Conditions

How series start and how they branch.

In-App Messages

Banner and modal messages inside your product.

Subscription Lists

Consent management for marketing emails.

Troubleshooting

0 matched, missing traits on identify, and other audience issues.

Getting Started

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Channels

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Outreach

Settings

Advanced

What Outreach does

Choose your outreach type

The four types at a glance

Two ways to build a series

Quick starters

Audience targeting

Triggers

Conditions and branching

Send windows and business days

API access

A starter checklist

Where to go next

Broadcasts

Series

AI Builder

Triggers & Conditions

In-App Messages

Subscription Lists

Troubleshooting

​What Outreach does

​Choose your outreach type

​The four types at a glance

​Two ways to build a series

​Quick starters

​Audience targeting

​Triggers

​Conditions and branching

​Send windows and business days

​API access

​A starter checklist

​Where to go next

Broadcasts

Series

AI Builder

Triggers & Conditions

In-App Messages

Subscription Lists

Troubleshooting

What Outreach does

Choose your outreach type

The four types at a glance

Two ways to build a series

Quick starters

Audience targeting

Triggers

Conditions and branching

Send windows and business days

API access

A starter checklist

Where to go next