What is a Campaign Playbook?+
It is the reviewed strategy Presage applies to a campaign: its objective, audience, offer, desired outcome, research and message policies, plus approved positioning rules. It gives the campaign a repeatable direction while each draft still adapts to the individual prospect.
What is technology-aware personalization?+
When enabled, Presage can combine verified technology evidence with the campaign offer and an approved playbook. The result is a relevant business angle—such as a complement, integration, migration, optimization, alternative, or consulting need—not a superficial insertion of a product name.
Can Presage support services as well as software?+
Yes. Campaign offers and technology-positioning rules can describe a SaaS product or a professional service such as consulting, implementation, integration, migration, modernization, or training.
Does Presage automatically send every generated message?+
No. Campaign and click-triggered follow-ups are created as drafts. Users can edit and approve them, review the exact recipient and prepared message, and explicitly confirm an eligible email send. Reply drafts also remain editable and require a user action to send.
What does click tracking tell me?+
Opt-in click tracking shows eligible link requests by campaign, message, contact, and link. Presage reports total and qualifying unique activity and separates likely-human, unknown, and suspected automated requests. A click helps prioritize follow-up; it does not prove that someone intends to buy.
How does Presage analyze replies?+
For supported inbound campaign replies, Presage separates human replies from automatic messages, summarizes the latest response, identifies apparent intent, questions or objections, estimates interest, and recommends a next step. Users can correct the classification and score; the analysis does not replace judgment.
Which reply providers are supported?+
Presage includes a built-in Resend inbound adapter. A configured provider-neutral email API or SMTP/MTA bridge can also deliver messages into the same reply workflow. Reply tracking is available only when the workspace’s inbound gateway is operational.
Which email delivery APIs can I connect?+
Presage supports Resend, SendGrid, Mailgun, Postmark, Amazon SES, Brevo, and Mailjet for campaign email delivery. Provider capabilities for delivery events, inbound receiving, and custom Reply-To addresses are reported separately.
Does Presage replace a CRM?+
Presage provides contact, research, campaign, delivery, and engagement workflows, but it is not presented as a replacement for every CRM function. It can complement a broader customer system while focusing on researched B2B outreach and follow-up.
Can I import contacts from CSV or LinkedIn?+
Yes. Presage accepts structured imports such as CSV and can import eligible LinkedIn connections through Member Data Portability after a separate, explicit authorization. Imported records pass through normalization, duplicate, quota, and background-processing checks.
How do I save or update a LinkedIn profile with the Chrome extension?+
Preview the available profile information in the Presage sidebar and correct basic details before saving. If the contact already exists, compare existing and incoming values and choose which differences to replace. Protected manual fields stay unchanged. You can then open the saved contact directly in Presage.
Does the extension need an account, and does it capture profiles automatically?+
A Presage account and a LinkedIn session in the same browser are required. Sign in or create your Presage account with LinkedIn from the sidebar. New accounts start on Basic, and your plan’s permissions and usage limits apply. Opening a LinkedIn page alone does not capture a profile or save a contact; you decide when to preview and what to save.
Which campaign metrics are available?+
The workspace exposes delivery states; total, qualifying unique, likely-human, and suspected automated click activity; human and unique replies; positive and high-interest replies; reply rates; and conversations needing attention. Exact availability depends on enabled tracking and reliable delivery data.
How should engagement data be used?+
Use it as decision-support context and follow your organization’s communication, privacy, and data-protection obligations. Presage does not claim that click classification or reply interpretation is infallible.