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Email campaigns vs task reminders

Can Tallyfy send email campaigns?

Section titled “Can Tallyfy send email campaigns?”

Tallyfy is a workflow management platform - not an email marketing tool. It doesn’t send broadcast email campaigns like Mailchimp or HubSpot would.

However, Tallyfy’s built-in task reminders serve a similar purpose for your existing contacts. When someone has an assigned task, they receive:

  • Daily digest emails listing their overdue tasks first, then ones coming up
  • Manual reminders that you send about a specific task when it needs a nudge
  • An email when a rule shows them a step that stayed hidden until an earlier step was done

The digest goes out on each person’s chosen days, so you don’t need to chase every task by hand.

When to use Tallyfy vs email tools

Section titled “When to use Tallyfy vs email tools”
NeedUse
Broadcast marketing to thousands of contactsEmail campaign tool (Mailchimp, SendGrid, etc.)
Reminding known contacts to complete specific tasksTallyfy task reminders
Collecting information from clients or vendorsTallyfy public kick-off forms
Sending a one-time notification within a workflowTallyfy email step type
Nurturing leads with drip sequencesEmail campaign tool

Tallyfy is built for warm, known connections - clients, partners, vendors, and team members who need to complete work. For cold outreach or mass marketing, use a dedicated email platform and connect it to Tallyfy via middleware if you need the responses to trigger workflows.

Section titled “Related articles”

Tasks > Step types

Tallyfy has two task categories and five step types. Process tasks are steps inside templates…
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