01 · Step
Type
A one-time send or a recurring newsletter on the cadence you choose.
NewsletterStay in front of
Stay in front of
your whole book.
Send campaigns from your own Gmail or Outlook to the contacts you already have. Your agent drafts it, you approve, and it goes out personalized to every recipient. No new list to build, no separate tool to learn.
The one-to-many layerReach your whole book,
Reach your whole book,
not one at a time.
Missions and operations work one relationship at a time. The Newsletter is the layer that reaches everyone at once: broadcast plus automation. Send a campaign to a segment now, or set a recurring sequence on the cadence you choose, like a monthly market update to your whole book. The agent drafts and personalizes from your documents, you approve the send, and from there each cycle goes out to a freshly resolved audience on its own.
One campaign, start to sendYour agent writes
Your agent writes
the first draft.
Pick a segment, and the agent drafts a campaign grounded in your work. You edit, personalize per recipient, send a test to yourself, and it goes out from your own address. Here is what that one screen looks like.
New campaign✦ Draft with agent
ToAll clients · 214 recipients
SubjectYour spring rate update is here
Hi Rachel,
Rates moved this week, and it is worth a quick look at your file before the lock window closes. I have pulled your numbers and can walk you through them.
Reply here, or grab a time and I will set up the call.
Send a test to myself firstSend now
12Campaigns
214Reachable
Opt-inTracking
Audience segments
All clients214
All vendors38
Mission replies, past 90 days61
Operation · Mortgage book200+
Personalized per recipient
{{first_name}} becomes Rachel, James, Priya. A clean fallback when a name is missing.
Every campaign, one viewLive, scheduled,
Live, scheduled,
and sent.
See the whole program at a glance: what is live, what is scheduled, and how each send performed. Open and click rates appear once you turn tracking on.
AllLiveScheduledDraftsSent
Spring rate updateSentMay 18 · 214 sent41% open
Monthly market noteLiveMonthly on day 138% avg
Renewal remindersScheduledJun 20, 9:00amNot yet sent
Welcome seriesDraftNot scheduledDraft
How a campaign is builtFive steps.
Five steps.
Most of them your agent.
The flow is the same one in the app. You make the calls that matter and the agent handles the assembly, from audience to a clean, professional send.
02 · Step
Audience
Pick a segment or search for people by name. Suppressions are removed and the count is de-duplicated for you.
03 · Step
Content
Write it, or draft with your agent. Subject, body, signature, and a personalized greeting per recipient.
04 · Step
Schedule
Send now, schedule a date and time, or set a weekly, monthly, or custom recurrence.
05 · Step
Review
See the audience, the schedule, and the compliance footer. Send a test to yourself first.
What you getBuilt for client work,
Built for client work,
not bulk mail.
Every campaign goes out from your own address, personalized and grounded in the contacts and history you already keep. It is the same agent that runs your missions and operations, working over the tools you have connected.
Included
From your own address
Campaigns go out from your connected Gmail or Outlook, not a noreply box. Recipients see a message from you.
Included
Real segments, real contacts
Audiences come from your contact book: clients, vendors, an operation, or everyone who replied in the last 90 days.
Included
Personalized per recipient
Every send greets each contact by first name, with a clean fallback when a name is missing.
Included
Tracking is opt-in
Opens and clicks are off by default. Turn them on when you want them, and only future sends are tracked.
Included
Unsubscribe built in
An unsubscribe link is appended to every campaign automatically. Add your mailing address in Newsletter settings and it appears in the footer of every send.
Included
Recurring without the work
Set a cadence once and each cycle sends to a freshly resolved audience. Turn on re-draft and the agent rewrites each cycle for your approval before it sends.
The loopA reply becomes
A reply becomes
a Mission.
When someone replies to a campaign, that live reply can become a Mission, so a one-to-many broadcast turns back into a one-to-one conversation your agent handles. It is the loop that ties the Newsletter back to the rest of Invice.
Free for 15 daysYour next campaign
Your next campaign
drafts itself.
Connect your inbox, pick a segment, and let your agent draft the first one. You approve, it personalizes every copy, and it sends from your own address. Free for 15 days, no card required.