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The tool · exception outreach
Exception Email Builder
Paste the exceptions
tab or comma separated, header row optionalColumns: Name, Email, Date, and an optional Yes/No column for "already contacted".
Anyone here, or marked Yes in the paste, gets the repeat template.
Templates
use {name} and {dates}; a first line starting "Subject:" sets the subjectMessages
one per person, in source orderSkippeddated today
- None
Updated contacted list
copy this back once you sendNothing added yet.
Confirmation reply
send once a fix is enteredThe adjustment has been entered and the error has cleared.
No further action needed.
How it works
Nothing dated today. Today's rows can still clear before the day ends, so they wait. They show in the skipped list instead.
One person, one message. Rows group by email address. Every open date for that person goes into the same message.
First contact or repeat. Anyone not on the contacted list gets the first-contact template. Everyone else gets the repeat. Source order is kept.
Update the list the same day. Once you send, copy the updated contacted list back so nobody gets introduced twice.
Silent after two messages? Put them on the non-responder list, and rebuild that list name by name from the latest queue, never by subtraction.
Pairs with Queue Diff: diff the list first, then build the messages from what is still open. Everything saves in this browser only.
General guidance from practice, not legal, HR, or financial advice. Everything you paste stays in this browser and is never sent to a server.