Connect the message to the next move.
Plan the campaign, review the creative, and make the response useful. Tracking, forms, workflows, contacts, governed email delivery, and eligible outbound calls can work together so the next step has an owner and an approval path.
- Plan
See the publishing week
The Social Media calendar and post queue show the content plan. A digital worker can help draft it while people review the creative and destination.
- Connect
Give each response a route
A tracked destination and intake form can identify the campaign response. A configured workflow can prepare the contact and a staff-owned next step.
- Grow
Put an approved campaign in the right queue
After people approve the content and audience, they can hand a campaign to the Email Agent for audience-aware delivery. Suggest mode queues the send for approval; pacing and send windows remain configurable.
A message deserves a useful next step.
Follow a campaign from the content calendar into a tracked response, a staff-owned workflow, and an Email Agent delivery queue. Each handoff uses another part of the same platform.
- What would you make room for?Idea
Idea · Monday
- Planning season starts hereDraft · Oct 21
Awaiting account and content review
- A closer look at team spacesIn review · Oct 22
Creative and account still needed
Review the post before scheduling.
Write once, review across connected accounts.
Publish to+ Add account · Account connection requiredCaptionMake room for what comes next. Explore a planning session shaped around your team’s work.Link destinationPlanning session form · tracked link
Make room for what comes next. Explore a planning session shaped around your team’s work.
Review the destination and creative before publishing.
Destination: planning-session request form · Last 7 days
- 1Clicks
- 1Unique
- 1Contacts
- NoneSchedules
- NoneConversions
Reviewed creative
Campaign destination
Visitor submits the form
A visitor clicked, then submitted the form. A click alone would not identify the visitor.
Planning session request
Source: campaign form
Owner: Growth team
Staff review precedes any outreach.
Delivery: Email Agent · Audience: opted-in planning inquiries
- ✓Campaign content approved by staff
- ✓Eligible audience approved by staff
Approved campaign content, held for send approval. Staff approval is required before sending.
How much the agent decides on its own.
- Daily sendWhich contacts receive the email at the head of the queue. Engagement tiers: Hot · Engaged · New
- Send in waves
- Send window · 9:00 AM until 5:00 PMUse the contact’s time zone
- Send-time optimizationEach contact gets the email at the time they usually engage.
- 01Give the week a shape.
See upcoming content and the post queue together. A digital worker can help prepare ideas; the team still owns the calendar.
- 02Check the creative and the destination.
The composer brings the caption, media, linked form, destination accounts, and publish controls into view.
- 03See what happened after the click.
Click Tracking can connect a campaign link to its destination. A form response identifies a person only after they submit it.
- 04Give the response an owner.
A configured form-submitted workflow can look up the contact and prepare a staff task with the campaign context.
- 05Hand the approved campaign to the email agent.
After staff approves the message and eligible audience, Email Agent delivery can queue the send for review.
- 06Set the limits before the work starts.
Choose Suggest mode, audience tiers, send pacing, and a window that respects each contact’s time zone.
The experience carries the context.
This journey connects a reviewed social post, tracked form response, configured workflow, staff task, and an Email Agent delivery queue. No post is published, form submitted, workflow run, email sent, or result measured by this page. Channel connections, audience permissions, and approvals are configured with your team.
Explore all featuresBuild the right version for your work.
We’ll map your existing tools, choose the experiences that matter, and help your team put them to use.
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