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Outreach Settings in SalesMind AI

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

Toe Wai Shan avatar
Written by Toe Wai Shan
Updated over a month ago

The Outreach Settings control who your campaigns will or won’t reach. These settings can be defined at three levels: Agent, Sender, and Campaign. While you can configure them in multiple places, only the settings applied inside the campaign itself are effective.


1. Where Settings Can Be Defined

  • Agent level – Apply default settings across all senders created under the agent.

  • Sender level – Each sender can have its own settings, which will be applied when used in a campaign.

  • Campaign level – The active settings that determine actual outreach. Only blacklist entries set here will stop outreach.


2. How Blacklisting Works

For example, if you want to exclude a competitor from being contacted:

  • Add the competitor’s company or profile link to your blacklist.

  • Save the changes.

  • Ensure that the blacklist entry is attached to the campaign’s outreach settings.

⚠️ Important: If a competitor is blacklisted at the agent or sender level but not inside the campaign settings, outreach will still go through.


3. Propagation Across Levels

When creating a new campaign with a sender:

  • The sender’s settings are automatically applied.

  • If the sender has no settings, the campaign will default to the agent's settings.

  • You can also choose to propagate blacklist changes across all campaigns and senders for consistency.


4. Key Takeaways

  • Outreach settings can exist at three levels, but only campaign-level settings are enforced.

  • Always verify that your blacklist entries (competitors, unwanted profiles, etc.) are included in the campaign.

  • Use the option to apply edits across campaigns and senders to maintain consistency.


Outreach settings help you protect your campaigns from accidentally reaching competitors or irrelevant contacts. Always check your campaign blacklist to ensure your outreach is targeted and effective.

Learn more about setting up your first campaign here.

Happy Prospecting!

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