Overview
Meeting Settings > Outcome Email manages the selected client's deal-wide post-meeting request sent to the assigned meeting owner. Configure timing, subject, body, and a safe preview. Real and test messages send from SalesHive Notifications at [email protected], not from a client outreach mailbox. Internal SDRs are redirected to the read-only meeting-owner directory before these settings load. They cannot edit this configuration or send test messages. Other users retain their existing viewing and management permissions.
How to use this page
Open Outcome Email
Go to Platform > Settings > Meeting Settings and select Outcome Email. This configuration belongs to the selected deal rather than an individual campaign. Internal SDRs are redirected to the active-owner directory; ask your manager or strategist about reminder or outcome-email changes.
Enable and configure the request
With the required non-SDR employee management access: Turn on Owner outcome email when needed, then set the delay, subject, and body. Save settings after reviewing the merge fields and one-use outcome-button note.
Understand the sender and recipient
The assigned active meeting owner is the only live recipient. SalesHive sends from SalesHive Notifications at [email protected]. It does not borrow a client Primary, SDR, Sender, cold-outreach, or warming mailbox, does not address the prospect, and does not add a client signature or use outreach volume.
Review the deal-wide scope
The same outcome-email configuration applies to eligible meetings across every campaign for the selected client, including contacts moved or re-enrolled into another campaign after the meeting was booked. Each meeting gets one request at most. Meetings held before the workflow is enabled, or more than 7 days ago, are not backfilled.
Send a test email
With the required non-SDR employee management access, enter a reviewed test recipient and select Send test. This sends a real email from SalesHive Notifications using the current subject and body. Its test outcome form does not update meeting records.
What the buttons do
- Outcome Email
- Management view, subject to your access: Opens the selected client's deal-wide post-meeting owner request settings.
- Owner outcome email
- Management view, subject to your access: Turns the selected client's deal-wide owner request workflow on or off.
- Save settings
- Management view, subject to your access: Saves the delay, subject, body, and current enabled state.
- Send test
- Authorized non-SDR employees: send a real test email from [email protected]. Its test outcome form does not update meeting records.
- Owners / Reminders
- Management view, subject to your access: Opens meeting-owner routing or pre-meeting prospect reminder settings for the same client.