Follow-up that runs itself
Automated Outreach
Reach candidates the moment they qualify with multi-step email and SMS campaigns that nurture leads automatically.
What you get
- Reusable email and SMS templates with merge fields, shared across the team
- Trigger-based sends on status changes, form submissions, and new leads
- Registry re-contact campaigns: bulk study invites with tracked links
- Delivery, open, and reply tracking with compliant opt-out
Why it matters
Most leads go cold because follow-up is manual. Trialflow sends the right message at the right time — on a schedule, triggered by a status change, or as a bulk invitation to everyone in your registry who matches a new protocol — so every candidate gets consistent, timely outreach without anyone remembering to hit send.
See it in action
Automated Outreach, inside Trialflow
FAQ
Automated Outreach questions, answered
What can trigger an automated campaign?+
Campaigns can run on a fixed schedule or fire automatically when something changes — a new lead is captured, a candidate qualifies, or a status moves to a stage you choose — so the right message goes out without anyone hitting send.
Can I personalize the messages?+
Yes. Drop in variables like first name, study, or appointment details and Trialflow fills them in per recipient, so automated outreach still reads like it was written for that person.
What channels can a campaign use?+
Campaigns combine email and SMS across multiple steps, so you can, for example, email a candidate when they qualify, text a reminder two days later, and email again if they haven’t responded.
Can I invite my existing registry to a newly awarded study?+
Yes. Registry activation scores your consented contacts against the protocol and surfaces the qualifying subset — with hard consent gates first: only people who agreed to hear about future studies, excluding do-not-contact, unreachable, and already-enrolled contacts, re-checked at send time. Send the bulk invitation with a tracked campaign link and every reply, form submission, and enrollment that comes back is attributed to that outreach.
How do I know whether outreach is working?+
Every send is tracked for delivery, opens, and replies, so you can see which messages and sequences move candidates forward and adjust the ones that don’t.
Do recipients have a way to opt out?+
Yes. Compliant opt-out is built into outreach — when someone opts out they’re suppressed automatically, helping you respect consent and stay within messaging regulations.
Can I pause or edit a campaign after it’s live?+
You can pause, edit, or retarget a campaign at any time. Changes apply going forward without disrupting candidates already moving through the sequence.
Will automated messages overwhelm my candidates?+
You control the cadence, the number of steps, and the exit conditions, and opted-out or already-responded candidates drop out automatically — so people only get the follow-up that’s still relevant to them.
See Automated Outreach in action
Get a personalized walkthrough tailored to your studies and therapeutic areas.