outreach
Announcements, product tours,
campaigns, and surveys. Built in.
Reach customers without buying another tool. Publish announcements inside your chat widget, guide new users with checklists and tours, send email campaigns metered at $2 per 1,000 sends, and collect feedback with AI-generated micro-surveys. Every impression, click, and completion lands in your analytics.
release note
Exports just got 4x faster
Large CSV exports now stream in the background and land in your email. No more waiting on the tab.
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Scheduled · shown to customers only · dismissible
guides
Onboard users where they already talk to you
Checklists, product tours, tooltips, modals, and push prompts run inside the same widget that answers questions. Build steps in the dashboard, target an audience, and watch completion rates in analytics.
- Five guide kinds with a step builder
- Completion state persists across visits
- Impressions, clicks, and completions tracked
Getting started
2 of 3 complete
Checklists, tours, tooltips, modals, push prompts
campaigns
Email your customers without another vendor
Send product updates to everyone or just customers active in the last 90 days. Delivery health is tracked per campaign, and pricing is metered honestly: $2 per 1,000 sends, no list fees.
- Audience targeting from your real customer data
- Draft, schedule, send, and track delivery
- Costs shown per campaign before you send
June product update
sent1,842
Recipients
98.4%
Delivered
$3.68
Cost
Audience: active in the last 90 days · $2 per 1,000 sends
What outreach tools does HelpYap include?
HelpYap includes four outreach surfaces: in-widget announcements, engagement guides, email campaigns, and feedback micro-surveys. All four are managed from the same dashboard as your support inbox, and all four report into the same analytics.
Nothing requires a second script or a separate vendor. Announcements and guides render inside the chat widget you already installed, surveys ship as their own one-line embed, and campaigns send through HelpYap's email infrastructure.
- In-widget announcements with scheduling and audiences
- Engagement guides: checklists, tours, tooltips, modals, push prompts
- Email campaigns with audience targeting and delivery health
- Feedback micro-surveys with AI-generated questions
- Unified outreach analytics: impressions, clicks, completions
How do in-widget announcements work?
Announcements appear inside your chat widget in one of three formats: a banner, a release note, or a news item. You write the message, pick an optional call-to-action link, choose the format, and publish. No code changes, no deploy.
Each announcement moves through a draft, scheduled, published, and archived lifecycle, with optional start and end dates so launches go live on time and expire on their own. Audience targeting lets you show an announcement to everyone, to visitors only, or to identified customers only.
What are engagement guides?
Engagement guides are in-widget flows that walk users through your product. HelpYap supports five kinds: onboarding checklists, multi-step product tours, tooltips, modals, and push prompts.
You assemble each guide in a step builder: give every step a title, body, and optional action, then reorder as needed. Push prompts are intentionally single-step, so they stay a nudge rather than a lecture. Completion is tracked per guide, so you can see which flows actually get finished.
How do email campaigns work, and what do they cost?
Email campaigns cost $2 per 1,000 attempted recipients, metered separately from your AI usage. There is no per-contact fee and no email add-on tier: you pay for what you send.
You write a subject, preview text, and body, then target either all customers or active customers. The dashboard estimates your recipient count and cost before you send, and after sending it reports delivery health: delivered rate, delivered count, and failures, per campaign and in aggregate.
- $2 per 1,000 attempted recipients, metered
- Audience targeting: all customers or active customers
- Recipient and cost estimates before you send
- Delivery health: delivered rate, delivered and failed counts
- Draft, scheduled, sending, sent, failed, and archived statuses
How do feedback micro-surveys work?
Micro-surveys are a lightweight banner that asks visitors one question on your site. They ship as their own one-line script tag, separate from the chat widget, so you can run surveys on pages where you do not run chat.
Writing the question is optional: click AI generate and HelpYap drafts survey questions for you, then pick one or edit it. You control which pages the survey appears on, how long it waits before showing, where it sits on screen, and a cooldown in days so the same visitor is not asked twice in a row.
- Own embed script, independent of the chat widget
- AI-generated question suggestions
- Page targeting: choose exactly which URLs show the survey
- Configurable delay, position, and per-visitor cooldown
- Thank-you state after submission
How do I measure outreach performance?
Every outreach surface reports impressions, clicks, dismissals, and completions into your analytics dashboard, alongside click rate and guide completion rate.
Because outreach and support share one analytics view, you can see outreach engagement next to conversation volume, resolution rate, and CSAT instead of stitching together exports from separate tools.
faq
Common questions
Do announcements and guides require code changes?
No. Announcements and engagement guides render inside the HelpYap chat widget you already installed. You create and publish them from the dashboard, and they appear in the widget without a deploy.
How much do email campaigns cost?
Email campaigns are metered at $2 per 1,000 attempted recipients, separate from AI usage. The dashboard shows an estimated recipient count and cost before you send. Enterprise plans can apply volume discounts at invoice time.
Can I schedule an announcement in advance?
Yes. Announcements support draft, scheduled, published, and archived statuses with optional start and end dates, so a launch banner can go live at a set time and expire automatically.
Can the AI write my survey questions?
Yes. The feedback survey builder includes an AI generate action that drafts question suggestions based on your project. You can use one as-is or edit it before publishing.
Do surveys work on pages without the chat widget?
Yes. Micro-surveys ship as their own one-line embed script, independent of the chat widget, with page targeting so you choose exactly which URLs show the survey.
What outreach metrics does HelpYap track?
Impressions, clicks, dismissals, and completions for announcements and guides, plus click rate and guide completion rate, all in the same analytics dashboard as your support metrics. Email campaigns additionally report delivered rate and failure counts.
Try it on your own docs
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