Overview
Reach
Outbound email and SMS: find and import people, build campaigns and multi-step journeys, send from your own mailboxes inside a safety envelope, and work the replies.
On this page
Reach is Unobits' outbound communication system: it helps you decide who to talk to, what to say, when, through which channel — and what happened after. It covers cold prospecting, newsletters and warm follow-up, by email and SMS, sent from your own mailboxes within limits that protect them.
Reach was previously called Sequences. A sequence is now one part of Reach — the journey a campaign sends.
- Open
- View Reach — Owners, Admins and Managers by default
- Build campaigns and change senders
- Manage Reach — Owners and Admins by default
- Sending volume
- governed by system credits
- Also needs
- At least one connected mailbox (or a number, for SMS)
- Where
- Clients & Business → Reach (
/clients/reach)
How Reach is organized#
| Pill | What it is for |
|---|---|
| Overview | What needs you, active campaigns, new opportunities, replies, sending health and performance |
| Campaigns | Each campaign: who it reaches, what it sends, from which sender, and how it is doing |
| Leads | The people Reach can contact, with where each came from and what they may be used for; lists |
| Discovery | Finding businesses worth approaching, once or on a standing cadence |
| Replies | What came back, and what happens next |
| Templates | Saved messages any step can use |
| Senders | Mailboxes, numbers, domains and messaging connections |
| Settings | Defaults, Autopilot, Donna, SMS, sending safety and compliance |
The three layers of a campaign#
- Journeyhow: a reusable series of steps — email, wait, SMS, decision, task
- Campaignwho, when and from where: one audience, one schedule, one sender, one safety envelope
- Enrolments and sendswhat actually happened to each person
A newsletter is a campaign with a single send and no journey. A three-step follow-up is a campaign whose journey has three steps. Saving a journey as a playbook lets another campaign start from a copy of it.
Two rules that shape everything#
Who may be contacted depends on why you have their address. Every lead records where it came from. A campaign declares whether it is prospecting (a first approach) or marketing (to people who asked to hear from you), and Reach only admits people whose source is a basis for that kind of message. Opt-outs always win. See Eligibility, consent and opt-outs.
How much you may send is calculated, not chosen. Each sender has a safe daily volume that grows as it warms up, and your organization's credits cap the total. You can lower limits; nobody can raise the calculated one. See Sending safety and limits.
Reach and the rest of Unobits#
- CRM — enrol CRM records into campaigns; a lead and a CRM contact resolve to one person, and a CRM contact's record shows Reach activity.
- Email — replies arrive in the mailbox that sent them; Email shows This came from Reach on those threads and can hand a person to Reach.
- Finance — invoice emails can be sent through the same sending system Reach uses.
- Donna — can draft messages, propose campaigns and, where you allow it, act inside Reach. See Reach settings.
- Automations — Reach is not a second automation engine. Use Automations for anything that should happen when an event fires elsewhere.