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Outreach Settings in SalesMind AI

Learn how to manage your campaign with blacklist and outreach settings.

Updated 2 months ago

Outreach Settings control who your campaigns will and won't reach. You can define them at three levels: Agent, Sender, and Campaign. Only the settings applied inside the campaign itself are actually enforced.


Where Settings Can Be Defined

Agent Level

Apply default settings across all senders created under the agent.

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Sender Level

Each sender can have its own settings, which get applied when that sender is used in a campaign.

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Campaign Level

The active settings that determine actual outreach. Only blacklist entries set here will stop outreach from going through.

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How Blacklisting Works

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To exclude a competitor from being contacted:

  1. Add the competitor's company or profile link to your blacklist.
  2. Save the changes.
  3. Confirm the blacklist entry is attached to the campaign's outreach settings.

⚠️ Warning: If a competitor is blacklisted at the Agent or Sender level but not inside the campaign settings, outreach will still go through to them.


How Settings Propagate

When you create a new campaign with a sender:

  • The sender's settings are automatically applied to the campaign.
  • If the sender has no settings, the campaign defaults to the agent's settings.
  • You can also push blacklist changes across all campaigns and senders at once for consistency.

Key Takeaways

  • Outreach settings exist at three levels, but only campaign-level settings are enforced.
  • Always verify that your blacklist entries (competitors, unwanted profiles) are included in the campaign itself.
  • Use the bulk propagation option to keep settings consistent across campaigns and senders.

What's Next

  • Learn how to configure Advanced Settings for inactive days and active hours
  • See the full Campaign Creation guide for a step-by-step walkthrough