When you start an outreach, uman enrolls the contact in a campaign: a planned series of steps, such as an email, a LinkedIn message and a call. Each step becomes a task on your Tasks page, and uman drafts the message before it's due. You review it, send it yourself and tick it off.
š” Your words may differ. uman uses the words of your CRM. With HubSpot you'll see companies instead of accounts: the Accounts and Account type filters read Companies and Company type.
š Your task queue
Open Tasks in the sidebar. The page is available with a Sales license and has two tabs:
Open: what you still have to do, grouped in Overdue, Today, Tomorrow and Later, with the number of tasks in each group. Overdue work comes first.
Completed: the tasks you did or skipped, by the day you closed them.
Each task shows its type (Email, Call or LinkedIn), what to do and for whom, the account, which step of which campaign it is (for example Step 2 of 3), and when it's due or how late it is. Click the account to open it.
Narrow the list with All, Email, Call and LinkedIn (each with a count), search for a contact or account, filter on Accounts or Account type, or pick a period with Select date.
Your homepage shows today's tasks in its Tasks card (see Your homepage). To get your tasks by email, go to Settings > Personal > Email notifications and set Tasks to Daily or Weekly. It stays Off until you turn it on.
ā¹ļø Good to know. uman prepares your tasks in the background, so a brand-new outreach can take a short while to show its first task.
ā Work through a task
Click a task to open its outreach. One side shows the contact: their details, talking points, challenges, Activity summary and sales content. The other side shows the campaign's steps, with the current step open:
Message: what uman wrote for this step, an email, a LinkedIn message or a call script. It's written in your language, and also in the contact's language when that's different. When uman wrote several versions, switch between Option 1, Option 2 and so on.
Copy the message and send it from your own mailbox, LinkedIn or phone. uman doesn't send anything for you.
Not quite right? Describe the change in the box under the message, and uman rewrites it. Add language writes it in another language too.
Select relevant signals for this outreach: the signals the message builds on. Change them and select Save signals to have the message rewritten around them.
When you've done the step, select Mark as done. To move on without doing it, select Skip. Either way the campaign moves to its next step, which lands in your queue when it's due. Closed a step by mistake? Undo reopens it.
A step can only be closed once it's due. Open one early and uman tells you You're here early: select Skip waiting and reach out now to bring it forward to today.
Learned something new about the contact? Add it with Add note under Activity summary and tick Regenerate outreach content (or Regenerate content for followed by the step's name). uman rewrites the current step with what you know now.
Work through all of today's tasks
At the top of the Open tab, the Start working on all button (for example Start working on all 12 tasks) opens your overdue and today's tasks one after the other, most overdue first. Move between them with Previous and Next. Filter on one type first to do, for example, all your calls in one go: the button then reads Start working on 4 calls.
šļø Reschedule, skip or close tasks
Each open task has a Mark as done button and a menu (ā®) with:
Skip: close the task without doing it.
Reschedule: move it to Tomorrow, In 3 days, Next week, or Pick a date.
Stop campaign: end the outreach (see When a contact replies).
Try preparing again: only when uman couldn't prepare the task.
Mark as done and Skip only work on tasks that are due. A task that isn't due yet tells you when it becomes available, or that it's waiting on the previous step.
To handle several tasks at once, tick their checkboxes and choose Mark as done, Skip or Reschedule in the selection bar. Tasks that aren't due yet are left out of Mark as done and Skip.
When uman is still preparing a task
uman drafts each message before the task is due. While it's working, the task shows a spinner (uman is preparing this task). If preparing fails, the task is marked Couldn't prepare: you can still do it yourself, or select Try preparing again.
š¬ When a contact replies
uman doesn't see the replies to the messages you send, so a campaign doesn't stop by itself when someone answers. When a contact replies, agrees to meet or tells you it's not for them, stop the campaign so its remaining steps leave your queue:
Select Stop campaign in the task's menu, or in the open outreach.
Under How did this campaign end?, pick Meeting booked, Wrong timing, No interest or Disqualified.
Add a note for later if you like. When the contact is linked to your CRM, the note is synced with it.
Select Confirm. Any remaining steps are stopped.
The outreach then opens on its Wrap-up step, where you can Plan a follow-up: pick a campaign and a Start date (In 1 month, In 3 months, In 6 months, In 1 year or a date you choose), then select Schedule follow-up. The follow-up waits as Scheduled, and uman starts it by itself when the date comes.
When you complete every step of a campaign, the outreach becomes Finished and opens on the same Wrap-up step: Record outcome to say how it ended, and Plan a follow-up to try again later.
Change or delete an outreach
Change campaign moves the contact to another active campaign. The outreach starts again from step 1.
The bin icon (Delete outreach) deletes a scheduled or running outreach, with its steps and the content uman prepared. This can't be undone, and emails you already sent stay sent. An outreach that finished or has an outcome can't be deleted.
A scheduled outreach shows Scheduled for its start date. Select Reschedule to move it.
You can open a colleague's outreach from a contact's panel, but it's View only: only the person who started an outreach works on it.
š¦ Outreach statuses
Every outreach has a status. You see it at the top of the outreach, and in the Outreaches section of the contact's panel.
Status | What it means |
Scheduled | The outreach starts on a later date. uman prepares its content a few days before. |
Contacting | The campaign is running: its steps land in your queue as they come due. |
Meeting booked | A meeting was booked with this contact. |
Wrong timing | Now isn't the right time for this contact or the business. |
No interest | The contact isn't interested. |
Disqualified | The contact isn't a fit. |
Finished | All steps are done, without a recorded outcome. You can still record one on the Wrap-up step. |
To add contacts, or start outreach for several people at once, see Managing your contacts. To set up the campaigns themselves, see Campaigns.