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FirstTouch sends email through connected sender inboxes and Flow Plan email steps.

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What Email Automation Includes

Email automation can include:
  • new-thread email steps
  • reply-style follow-ups inside a Flow Plan
  • approval-required email drafts
  • sender Work Schedule checks
  • email account capacity checks
  • reply tracking that stops matching same-Team enrollments
  • bounce and out-of-office handling
  • HubSpot logging when configured

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Required Setup

Before email automation can run, confirm:
  • the sender has a connected email account
  • the sender has permission to send outreach for the Team
  • the prospect has a usable recipient email
  • the Flow Plan is valid and live
  • required approval tasks are completed
  • available credits cover the Flow Plan’s maximum estimated run cost

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Where To Configure Email

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Daily Inbox Capacity

Each connected inbox has a configurable daily capacity that defaults to 300. Available capacity subtracts both messages already sent and pending messages reserved for that day. FirstTouch also observes outbound messages sent outside FirstTouch from the same inbox. For a FirstTouch send, the primary recipient and every CC or BCC recipient each consume one capacity unit. See Sending and Scheduling.