Email outreach

Caard helps you write follow-up emails fast — but it never sends them for you. You always review the draft and send it from your own email client, so every message goes out from your real address.

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How sending works

When you finish a draft, one of two things happens, based on your preference in Settings → General → Email sending:

• Copy to clipboard (default) — the subject and body are copied; paste them into any email client.
• Open in mail app — your default mail app opens with the draft pre-filled.

Either way, you press send yourself.

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Compose an email

1. Open a lead and select Email lead, or go to Leads → Email to compose freely.
2. Pick a template, or start blank.
3. Write the subject and body — or let AI draft it.
4. Copy or open in your mail app, then send.

Personalisation placeholders like {{first_name}}, {{sender_name}}, and {{event_name}} are replaced with real values when the draft is generated.

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AI drafting

Select Generate to have AI write the draft. It uses:

• The lead’s details (name, company, role, event)
• Your workspace’s global AI guidance — standing instructions about positioning and voice
• The template’s own context, tone, and language settings

Regenerate as often as you like, and edit before sending.

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Templates

Manage templates at Leads → Email → Settings:

• My templates — personal, only you see them.
• Workspace templates — shared with the team; edited by admins.

Each template has a name, subject, body, a kind (Event, Lead, or Either), and a mode (AI-generated or Manual).

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Email history

Leads → Email lists your past outreach with its status — Copied, Sent, Opened, Clicked, or an error state. Use it to see who you’ve contacted and who’s engaging.