Outcome Email

How to use this page

1. 1

   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.

2. 2

   Enable and configure the request

   With the required non-SDR employee management access: check Owner outcome email (on by default for managed clients, so turn it off if this client should not get requests), set Send after, pick how to send the request under Send the request by, then optionally enter comma-separated addresses under CC client team members (optional), and edit the subject and body. Select Save settings after reviewing the merge fields and one-use outcome-button note.

3. 3

   Choose email or Slack

   Email to the owner is the default and sends a private email. To post requests in the client's Slack channel instead, select the Slack option (it shows the channel name). It is only available once a client-facing Slack channel is linked for the client. In Slack, the request and its one reminder tag the owner when they are a channel member, and the saved outcome is added to the request's thread. If Slack cannot take the post, the email is sent instead. CC recipients apply to email and to email fallback when Slack cannot post; they do not receive the Slack post itself.

4. 4

   Understand the sender and recipient

   The assigned active meeting owner receives the live request. Optional CC client team members receive the email and its one reminder, including the secure outcome link. Emails send from SalesHive Notifications at notifications@saleshive.com. SalesHive 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.

5. 5

   Review the deal-wide scope

   The line under the settings shows the current state: On by default for managed clients, Set explicitly for this client, or Requests paused with the reason (for example Client outreach paused, Client service ended, Self-serve workspace, Not a managed client workspace, Archived client, or an internal, demo or Testing workspace). A paused client gets no requests even when the switch is on. When the default has not started yet, it says requests start with the next automatic check, for meetings scheduled after that time. The same 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, plus one reminder if the outcome is still missing. Meetings held before the workflow is enabled, or more than 7 days ago, are not backfilled. Automatic requests and reminders stop while outreach is paused for the client, whether delivery is set to email or Slack.

6. 6

   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, even when requests are set to Slack. 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. It starts on for managed clients. Saving after you change it records an explicit choice for this client.

Email to the owner

Sends each outcome request and reminder as a private email to the meeting owner. This is the default.

Slack #channel

Posts each outcome request and reminder in the client's linked client-facing Slack channel. Greyed out until a channel is linked.

CC client team members (optional)

Adds comma-separated client team addresses to the initial owner email and its one reminder, including the secure outcome link. CC applies to Slack fallback email but not to Slack posts. Test emails go only to the test recipient.

Save settings

Management view, subject to your access: Saves the delay, delivery choice, subject, body, and current enabled state.

Send test

Authorized non-SDR employees: send a real test email from notifications@saleshive.com. 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.

Update Meeting Outcome API

Opens the developer documentation for reporting a meeting outcome through the SalesHive API instead of, or alongside, the owner email. Not shown in a self-serve workspace.

Common questions