How do I review and edit an outreach draft?
Check the reason for contact and the message before it enters a send queue.
Updated
01Open Outreach
The Outreach workbench groups the prospect, contact, sender, template, draft, and delivery history. Select a Ready item to see the source context and the personalized subject and body.
02Check personalization
Review the highlighted values, recipient, source page, target page, and reason the prospect was selected. Correct names, URLs, claims, and the requested action. Do not send a message whose context you have not reviewed.
03Edit or regenerate
You can edit the subject and body directly, choose another template, or regenerate a draft when the provider supports it. The editor explicitly does not send a message; saving keeps the draft available for the next review step.
04Understand approval
Submitting a draft moves it into the approval flow. Approved means ready for a later controlled send queue, not already sent. Suppression and sender state are checked again when the draft is approved or scheduled.