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Outbound support

Support your customers proactively, via email, in-product messages, product tours, and more.

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About this course

Customer support was long seen as a cost center—reactive help for inevitable questions or frustrations. But as customer experience becomes a key differentiator, that approach no longer cuts it.

Forward-thinking businesses now embrace proactive support, anticipating needs and delivering help when and where it’s needed. It’s a vital part of modern support strategies, enabling targeted, personalized assistance through multiple channels.

With tools like outbound messages, banners, and product tours, you can guide customers before they even reach out—reducing inbound volume so your team can focus on more complex, high-value conversations. This not only improves efficiency but also drives product adoption and expansion.

Outbound includes:

Message types:

  • Chat or Post Messages
  • Banners
  • Emails
  • Tooltips
  • Product Tours
  • Checklists
  • Surveys
  • News Items

On mobile:

  • SMS
  • Mobile Push Notifications
  • Mobile Carousels

Campaigns and orchestration:

  • Series

Curriculum60 mins

  • Introduction to Outbound
  • The benefits of Proactive Support
  • Creating an outbound message
  • Audience targeting for Outbound
  • Product tours
  • Banners
  • Tooltips
  • Chat and Post messages
  • Emails
  • News items
  • Surveys
  • Checklists
  • Mobile only
  • Mobile Carousels
  • Mobile Push
  • SMS
  • Recap
  • Recap

About this course

Customer support was long seen as a cost center—reactive help for inevitable questions or frustrations. But as customer experience becomes a key differentiator, that approach no longer cuts it.

Forward-thinking businesses now embrace proactive support, anticipating needs and delivering help when and where it’s needed. It’s a vital part of modern support strategies, enabling targeted, personalized assistance through multiple channels.

With tools like outbound messages, banners, and product tours, you can guide customers before they even reach out—reducing inbound volume so your team can focus on more complex, high-value conversations. This not only improves efficiency but also drives product adoption and expansion.

Outbound includes:

Message types:

  • Chat or Post Messages
  • Banners
  • Emails
  • Tooltips
  • Product Tours
  • Checklists
  • Surveys
  • News Items

On mobile:

  • SMS
  • Mobile Push Notifications
  • Mobile Carousels

Campaigns and orchestration:

  • Series

Curriculum60 mins

  • Introduction to Outbound
  • The benefits of Proactive Support
  • Creating an outbound message
  • Audience targeting for Outbound
  • Product tours
  • Banners
  • Tooltips
  • Chat and Post messages
  • Emails
  • News items
  • Surveys
  • Checklists
  • Mobile only
  • Mobile Carousels
  • Mobile Push
  • SMS
  • Recap
  • Recap