Large attachments can be a spam indicator, and they can impact your overall email deliverability, so this size limit is in place to help set up your outreach communication for better results.

Note: As an alternative to using the Attachments button at the bottom of the Email Stage Editor, you can attach files larger than 1MB using the "Insert" options located directly in the text editor.

General HTML is supported within Loxo Outreach Campaigns. Please note that the more formatted your email is, the more impact you will see on your email delivery rates.

Loxo recommends utilizing basic email formatting as a better practice for stronger delivery rates. Read more here: Proven Practices - Email Deliverability.

Yes, your Daily Email Limit is determined by your Email Safety Limit, which is managed by account admins in the Email section on the Settings page. The daily limit refreshes itself at midnight UTC and only applies to emails that are drafted and sent within Loxo.

You can read more guidelines to reduce spam and increase email deliverability in our Help Center.

If you reach your Daily Email Limit, any emails sent beyond the limit will show as 'Failed' in the Email Log and will not be sent.

For example, if you are trying to send 5,500 emails, but your Daily Email Limit is set to 5,000, only the first 5,000 emails will be sent. The remaining 500 emails will not go out, but they can be manually retried the next day after the limit has been refreshed. Emails that fail due to exceeding the Daily Email Limit will not be automatically retried the next day.

These limits have been created in response to Google's changing spam threshold rules.

Controlling these limits can be done by an account admin in the Email section of the Settings page. The Daily Email Limit and the sending interval are determined by the Safety Tolerance settings. The limits on the "Safe" setting are determined based on industry-wide standards, and the limitations are reduced from there, allowing for more and faster sending.

If you would like to add a cumulative limit to the number of emails sent by your team on a daily basis, you can change your Email Safety Limits on the Email page.

Loxo cannot limit the number of Outreach Emails independently from one-time messages that are sent. Email limits pertain to all messages that are sent by all users on the account.

Duplicating is a great way to save yourself time by reusing or editing Campaigns that were successful for you in the past.

You can also save successful Campaigns as Templates to re-use in the future.

You can duplicate an entire Campaign by clicking on the three-dot icon on the right-hand side of the Campaign from the main Outreach Page.

If you save a Campaign as a Template, you can use this to create a fresh Campaign by clicking the +Campaign button in the upper right corner of the main Outreach Page. You'll choose the "Browse Templates" option to locate the one you've saved, and you can modify the Campaign content as needed from there before adding your prospects.

Users can set up their unsubscribe links by navigating to Settings > My Email > Preferences. You'll need to enter the Merge Tag {{unsubscribe_link:here}} to generate the actual link. Unsubscribe links are automatically added to bulk emails and emails sent as part of an Outreach Campaign. Account admins can enable unsubscribe links for their team under Settings > Compliance > Outreach.
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Click to learn more about unsubscribing from emails in Loxo.

The "Make this stage optional?" feature is only available on the Call Queue and Loxo Task Stages, as these are the stages that may require action on your part.

When there is action required by you (such as completing a task or making a call) as a part of the Campaign, the manual action on your part is typically included as a required step of the Campaign.

The "Make this stage optional?" feature lets your recipients continue through future stages in the Campaign even if you don't perform the manual task required for that stage.

If you do not turn this feature on, a Campaign recipient will not move forward in the Campaign until you complete the manual task.
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For example, say you have a Call Queue Stage in your Outreach Campaign, but this is not set up to be optional. When prospects reach that stage, they will be automatically added to your Call Queue. Prospects will not continue through the Campaign until they have been removed from the Call Queue.

Loxo manages fonts in Pixels, like Google, since pixels are typical for digital communication and optimal digital appearance. Microsoft uses Points, which were designed for clarity when printing on paper. The ratio between pixels and points differs slightly.

We generally recommend using a size 16 font and 1.3 line spacing for emails.

An Admin can view detailed instructions for changing the default font for the account, or they can go to Settings > Emails > Email default style.

A campaign will not stop if someone clicks on a link or schedules through a third-party tool. A Campaign will only pause when someone replies directly to the email sent from the Campaign.
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You can edit Campaign text fields, email, and SMS priorities, as well as time delays up until the point where an active prospect is scheduled for the next step.

If the change is not made & the person is scheduled to receive the unchanged version, that is what they will receive.

Any changes that are made will be received by all new prospects, as well as any active participants who have not received that stage.

If a candidate has not completed the final stage yet or has not been marked as complete by another means (such as by a user), they would be able to receive the additional stage.

Most people have better results when they map out the Campaign before adding prospects. We encourage you to try and make any changes before the Outreach Campaign begins.

All Loxo Outreach Campaigns operate independently of each other, even ones that have been duplicated from existing Campaigns.

Including a person in one Campaign will not exclude them from other Outreach Campaigns. A person's status in one Campaign will not affect their status in another Campaign.

If you duplicate an active Campaign and add the same people to the duplicate, they will continue receiving the original active Campaign as well as begin receiving the duplicate Campaign. The original Campaign and the duplicate Campaign will be threaded separately.

Adding a stage to the end of a Campaign that has been finished by all prospects will not re-engage the Campaign. Any additional stages you add will not be sent to prospects who have already been marked as complete for the Campaign.

If you are trying to send a secondary message to a group of prospects from a specific Campaign, we recommend starting fresh with a new Campaign. After setting up the new Campaign with your updated stages, you can select all of the prospects from the original Campaign and add them to the new one so they will receive the additional stages.

At this time, it is not possible to add selected people from within a campaign to a list.
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Outreach Campaign Email Stages will append the signature of the person who created the Campaign, regardless of who the email is set to be from.
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If you want to change the signature, you need to have the Campaign duplicated by the user with the desired signature.
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The owner of an Outreach Campaign populates important details such as the email signature, the tasks associated with the Campaign, the name displayed next to the email address, the Call Queue, and the texting phone number.

If you want to change the email signature, the name displayed next to the email address, or any of the other items listed above, the Campaign's owner needs to reflect the change.

If you want to change a Campaign's owner, the best way to do that is to save the original Campaign as a Template, and then the new owner should use the Template to set up a new Campaign under their name.

Your Campaign Settings determine which email address the Campaign will send messages to for contacts with more than one email address.

To manage your Email Priority for a Campaign, open your Campaign and click the gear icon in the upper right corner to open the Campaign Settings. Use the checkboxes to enable or disable email types, and Drag & Drop to determine your preferred priority.
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If someone has two personal or two work emails, the system will choose whichever is higher in the list on the person's profile. The profile will list the email addresses in the order in which they were added. The email addresses listed on a profile are not automatically ranked or alphanumeric.

The only way to add a call task to a Call Queue directly from an Outreach Campaign is if you are the owner of the Campaign. An Outreach Campaign will add the phone call to the Campaign owner's Call Queue.

If you would like to assign a call task to another person, you can create a Shared Task Board to manage tasks with that person. Use a Task Reminder Stage to create a call task on the shared Task Board, then share access to that task with the other person.

When you schedule Outreach Campaigns, the delays are set according to a 7-day week. The only time when business days are accounted for is if you turn on "respect operating hours" within the Campaign Settings. To do this, go into your Campaign, click on the gear icon in the top-right corner, toggle "respect operating hours" to on, and click save at the bottom.
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Note: this setting can only be updated if there are no active prospects in the Campaign.

To adjust the Outreach Campaign hours of operation, an account admin can go to Settings and open General. Outreach Campaigns Hours of Operation are adjustable along with the agency's default Timezone.

The delay on stage 1 will delay the initiation of the messaging by whichever amount you choose after the person has been added to the Campaign.

Any delays after stage 1 will be based on the previous stage. For example:

If you are utilizing delays and have "respect operating hours" turned on for the Campaign, the delays will run as they usually would, but will wait to send the message until Monday if the delay would have triggered the next stage on a Sunday without the "respect operating hours" turned on. For example:

Check out how to manage email messages by using rules in Outlook.

Check out how to create rules to filter your emails in Gmail.