Outreach allowance and social marketing

Two different things share the word "outreach" here, and confusing them wastes a lot of time:

• The outreach allowance is a cap on how much email this workspace may send from the mailbox Agaro provides. It is shown wherever you can send.
• Social Marketing publishes to providers you connect yourself, and has its own limits set by each provider, not by us.

Neither is the same as a transactional email — an invoice or a booking confirmation is not outreach and is not capped.

#The outreach allowance

Every marketing surface that can send shows the same line:

0 of 100 outreach emails used this month — connect Gmail/Outlook for unlimited

That is 100 marketing emails per month on the workspace mailbox. The meter appears even at zero, deliberately: you should know the ceiling exists before you import a five thousand address list, not after.

To remove the cap, attach your own mailbox. Open Marketing → Connections → Outreach and connect Gmail or Outlook. Sending then goes out through your provider under your own reputation and quota, and the allowance no longer applies.

If outreach has been paused for deliverability, the meter says so and turns red. Transactional email keeps working while it is paused — only marketing sending stops.

The Outreach module — scripts, touch logs, rejection playbooks — was

retired. There is no /outreach page. If you followed an older link or an

older version of this guide, that is why it 404s.

#Connect a social account

Open Marketing → Connections → Social media. (The older Social Marketing → Accounts link redirects here.) The current guided account connection surface supports Instagram professional accounts discovered through Facebook Pages the operator manages. The integration must be configured by an administrator, and the Instagram account must be professional and linked correctly.

Connected provider credentials are not displayed after storage. Disconnecting an account stops future scheduled posts for that account but does not delete provider content already published.

#Compose a social post

1. Open Social Marketing and select Create post.
2. Enter the post content.
3. Select one or more connected accounts.
4. Add media URLs through the media picker where needed.
5. Link an umbrella marketing campaign when applicable.
6. Save a draft, schedule it, or publish now.

A published post is locked. This keeps the stored post aligned with what was sent to the provider. Create a new post when you need a materially different message.

The composer can optionally request a push notification for supported workspace subscribers. A push lifecycle row does not by itself guarantee delivery to a device that has revoked browser permission.

#Schedule responsibly

Confirm the scheduled time, account selection, media, and campaign attribution before saving. A disconnected account cannot publish a queued post. The social publishing job processes scheduled records and records the resulting status.

#Review insights

When the provider supplies insights, post cards and the edit view can show impressions, likes, comments, and shares. Insight synchronization depends on the connected account permissions and provider availability.

Do not compare totals from different networks as if the definitions are identical. Each provider controls what an impression or engagement means.

#Social feeds

The Feeds destination shows supported mentions, comments, messages, and hashtag streams collected from connected accounts. Streams are refreshed by the scheduled social polling process.

If a feed is empty, confirm that an account is connected and a stream has been configured. Provider permissions can allow publishing while denying some inbox or insight data.

#Website visitors

The Visitors destination shows activity captured from published sites through the visitor tracking endpoint. A visitor begins as an anonymous token and can later be associated with a contact, lead, or partner.

The visitor detail records first and last seen time, session count, source or campaign attribution when present, and page view history. Identification links the visitor to CRM data; it does not retroactively prove the identity of every prior person who used the same browser.

#Comment to lead

Supported social comment events can create or link lead activity through the normalized comment webhook. This depends on a valid connected account and a provider integration that sends the required signed or authenticated event data.

#Troubleshooting

#No social accounts are available in the composer

Open Marketing → Connections → Social media and connect an eligible account. If connection is unavailable, ask an administrator to verify the platform integration and provider permissions.

#A scheduled post did not publish

Confirm the account is still connected, the post is scheduled for the intended timezone, and its status is not Draft or Failed. Review provider errors before creating a duplicate.

#Insights remain empty

The provider may not return insights yet, the account may lack insight permission, or the sync job may not have run. Confirm the post has a provider identifier and the account connection includes the required scopes.

#You cannot find Outreach in the sidebar

Outreach is no longer a module and has no page of its own. What used to live there is now two things: the allowance, shown on the Marketing hub and the campaign surfaces, and Marketing → Connections → Outreach, where you attach the mailbox that sends. Old /settings/integrations/gmail links redirect there.

#Visitor tracking shows anonymous rows

Anonymous is expected until a form, identity link, or operator action associates the token with a CRM record. Do not guess an identity from page activity alone.