Feature area

Outreach and invitation system

Outreach connects POV questions to recipients through validated templates, preview, and controlled sends—including open invitation links for broader callouts.

Features/Outreach and invitation system

What it is

The POV panel combines story context, selected questions, recipient targets, and per-language message templates. Operators preview rendered messages before send and can review recent send status.

  • Template selection by language
  • Subject, body, and shortform fields
  • Send preview with participant aggregation
  • Direct send and open invitation paths

Where it lives in the product

All outbound preparation happens in the POV panel: story, questions, recipients, templates, preview, and send actions.

  • Send lists and individual participant tabs
  • Open invitation form (expert add-new tab)
  • Recent sends log with delivery refresh

What you control

Editors control wording, language variants, recipient sets, and which questions are in scope for each send.

  • Template content per language
  • Shortform preparation for constrained channels
  • Which lists and individuals receive the POV
  • Open invitation expiry and POV binding

Typical flow

From template selection to queued messages.

  1. Step 1

    Select questions and recipients

    Choose POV questions and target send lists or individuals.

  2. Step 2

    Configure templates

    Pick language-specific templates and adjust subject, body, and shortform text.

  3. Step 3

    Preview

    Run send preview to see rendered messages and skipped recipients before committing.

  4. Step 4

    Send or publish open link

    Queue direct messages or generate an open invitation link for managed public intake.

Product screenshots

Language-aware outreach controls.

Create controlled open callouts with expiry and section scope.

Launch controlled community callouts in minutes.

Common questions

Which channels are supported?

Send flows respect participant preferred platforms and per-send channel rules for email, SMS, and Slack where configured. Skipped recipients appear in preview and send results.

Related features

Other product areas connected to this workflow.

Controlled open invitations

Open invitations let teams publish a managed link for a specific POV so new contributors can register, get reviewed, and record a response without treating the callout as an uncontrolled public form.

Read feature page

Related terms

Definitions used on this page.

POV (Point of View)

A specific angle inside one story or campaign, with its own question set, audience, and outreach message.

Read in glossary

Open invitation

A managed access-link flow used for public or semi-public registrations and callouts.

Read in glossary

Multilingual outreach

Using language-aware templates and message variants during participant communication.

Read in glossary

See this workflow on your desk or campaign

We can walk through setup, approval, and reply handling using your story format.