You are inviting 50 people to an event. You need to send the invite, follow up with those who have not responded, and send the RSVP link to those who say yes. Or you are trying to book meetings with a list of prospects and need to keep track of who has responded and who still needs a nudge. Or you want to share a report with a specific group of contacts and follow up with anyone who has not seen it.
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This is what Initiatives is built for. Create an initiative for any outreach goal, add the contacts you want to reach, and work through them stage by stage.
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At each stage, Andsend suggests a personalized message based on where you are with that specific contact.
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When you create a new initiative, you can pick from templates with pre-configured stages and AI instructions: Event Invitation, Content Sharing, Meeting Booking, or Networking Follow-up. You can also start from a blank slate and build your own stages together with the AI assistant.
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Give your initiative a name and description, then select which contacts to include. You can choose from groups you have already organized in Andsend using Smart Tags, which let you automatically identify and categorize contacts based on your criteria.
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Based on your initiative, Andsend creates adapted stages. For an event invitation, the stages might be: to invite, invited, accepted, declined, and so on. For a meeting booking, the stages reflect that process instead.
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You can also create your own stages based on your specific outreach goal. Each stage has its own AI instructions, which shape the message suggestions Andsend generates for contacts in that stage.
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Contacts move between stages automatically based on where you are in the conversation. No manual switching needed.
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For every contact in your initiative, Andsend creates a personalized message suggestion based on the stage that contact is in. Open the conversation, review the suggestion, make any changes you want, and send.
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This lets you work through a large group of contacts quickly while keeping every message personal.
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From the Initiatives page you see all your initiatives with their current status and progress. Each initiative shows how many contacts have been contacted and how many have responded.
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See it in action: watch the 2-minute tutorial.
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Learn how contacts work in Andsend →
​Learn about Smart Tags →
​Learn about Actions →