Top of Mind

Top of Mind keeps you in front of the partners you are not talking to every week. You build campaigns, each one a group of partners you choose, and each campaign is one of two things: a Newsletter, which is one message you write and send to everybody on it, or Personalized notes, where your assistant writes each partner their own note from your history with them and you read and send them one at a time. Either way the mail goes out from your own mailbox, one email per person, and nothing goes out until you press Send.

Where to find it: Sidebar, Partners, Top of Mind tab.

The page is a table of your campaigns, and each campaign has a page of its own where everything about it lives: who it goes to, who it comes from, when, and either the message or the notes waiting to be read.

The Two Kinds Of Campaign

A newsletter campaign is one message. You write the subject and the message, and every partner on the campaign gets the same words with their own first name in the greeting. You press Send now, or you pick a day and it goes out that morning.

A personalized notes campaign is a cadence. You say how often, and when the campaign comes due your assistant writes a personalized note to each partner on it, built from your own record of that relationship. The notes wait in a queue on the page. You open each one, change anything you want, and press Send or Skip.

You pick the kind when you make the campaign, and it does not change afterward. If you want the other kind, make a second campaign.

Your Campaigns

Top of Mind opens on a table of your campaigns, one row each. You can keep up to ten.

Every account starts with one called Everyone, which is every partner you have, as personalized notes every 30 days. Your assistant makes it the first time you open the page. Keep it, rename it, narrow it, or delete it and build your own.

A row shows the campaign's name and its kind (Newsletter or Personalized notes), who is on it in plain words with the count and the cadence, a Status pill with a line under it, and a Sends column saying what happened last ("Last sent Sep 1", "43 sent · 6 replies", "Next notes Oct 7", "Never sent"). Press anywhere on the row to open that campaign.

The pill is one of:

• Draft. A newsletter you are still writing, with its subject in quotes underneath.
• Scheduled. A newsletter booked for a morning you picked, or a personalized notes campaign with its next set of notes due, which reads Notes written Wednesday, October 7 underneath.
• Sending. On its way out right now.
• Notes being written. Your assistant is writing this campaign's notes right now.
• 39 notes to review. They are written and waiting for you to read.
• Sent. Nothing open, and something has gone out before. A personalized notes campaign says Last notes September 1.
• Paused. You switched this campaign off, and the line says No notes until you resume it.
• Nothing yet. Nothing open, nothing sent, and no day set for the next notes.

Above the table is a filter: All, Needs you, Scheduled, Sent, Paused, each with its own count. Needs you is the one to start from, because it is a draft nobody has sent, notes waiting to be read, and any campaign with nothing written on it yet.

Under the table is the one rule every campaign shares: a partner never gets more than one Top of Mind email in 21 days, across every campaign and Inner Circle. If you change that window, the line says your number instead, and if you turn the hold off it says so. See The Recent-Note Hold below.

Making A Campaign

Where to find it: Sidebar, Partners, Top of Mind tab, New campaign button.

New campaign is a page of its own, and it fills in as you go.

1. Name. Something you will recognize later, such as "CPAs, quarterly".
2. Kind. Two tiles side by side, Newsletter and Personalized notes, with a sentence each. The one you choose gets a heavy border and a Selected tag, and the cards below it take that kind's shape straight away.
3. Who Gets It. The choices below. A line under them counts the partners who match and names the first few, so you see "42 partners match. Starting with Sandra Nguyen, Marcus Bell and Teresa Alvarez" before you save anything.
4. How Often, on a personalized notes campaign only.

Create campaign at the bottom stays switched off until there is a name and a kind. Press it and you land on the new campaign's own page.

The kind is chosen here and nowhere else. A campaign you already made has no Kind card at all: the chip beside its name says which it is. If you want the other kind, make a second campaign.

Who Is On It

Every choice below is optional, and they stack. Pick nothing at all and the campaign is every partner.

• Tiers. Your own groupings. A partner is on the campaign when their tier is one of the ones you tick.
• Profession. Attorneys, CPAs, financial advisors, and the rest of the designations you can set on a partner.
• PROVISORS. Members only, or everyone who is not a member.
• Commission. Partners who pay a referral fee, or partners who do not.
• Time since last contact. 30, 45, 60 or 90 days, or a number you type. This reads the same last-contact date the rest of the app reads, so a coffee last Tuesday or an introduction you made counts. There is also Never contacted at all for the people who have never heard from you.
• Referrals. You sent them one, they sent you one, either way, or never either way.
• Introductions. You introduced them to someone, they introduced you to someone, either way, or never either way.
• Added in the last, in days. New partners only.

Membership is worked out fresh every time notes are written, so a campaign of "attorneys with no contact in 60 days" is always the people who fit that description today, not the people who fit it the day you made it. A personal note you sent counts as contact with that partner, so somebody who just had one drops out of a "no contact in 60 days" campaign until that clock has run again. A newsletter does not count that way, because it is one message to everybody.

On a campaign you already have, this is the Who row's Edit button.

How Often

This card only appears on a personalized notes campaign. A newsletter campaign has no schedule of its own, because you decide when it goes.

Pick 30, 45, 60 or 90 days, or type any number from 21 to 365. The count starts from the day the last note went out, not from the day you set it up, and a date that lands on a Saturday or a Sunday moves to the Monday, because a note read on Monday under a weekend of mail is a note nobody reads.

If you would rather have a day of the month, turn on Use a day of the month and pick a week and a weekday, such as the first Tuesday. The notes come on that day each month instead of on the day count.

A brand new campaign is due the next weekday, so you see your first notes right away. You can also write them early: open the campaign and choose Write the notes now from the ⋯ menu, or press Write them now on the empty Notes to Send card.

Include Inner Circle Partners

Inner Circle partners are left off every campaign to start with, because your assistant already keeps you in front of them one at a time on their own cadence. If you want a particular campaign to reach them anyway, turn on Include Inner Circle partners in that campaign's Who Gets It card. It is a per-campaign choice.

Pausing And Deleting

Where to find it: open the campaign, then Pause at the top right, with the ⋯ menu beside it.

Pause and the campaign says Paused: nothing is written for it, and anything still waiting on it is cleared, so you never press Send on a note that has gone stale. Turn back on starts it again.

Delete campaign, in the ⋯ menu, removes the campaign and anything still waiting on it. The notes it already sent stay in your history, with their counts and their replies, because you did write to those people. A note you pressed Send on still goes out, even though the campaign it came from is gone, because you already said to send it. A newsletter whose send is in the middle of going out cannot have its campaign deleted at all. Wait for it to finish, or pause it first.

A Campaign's Own Page

Everything about one campaign lives on its own page, in four parts.

The header names the campaign, says On or Paused, and says what the campaign does in one sentence, like "Every 30 days, Nora writes a short personal note to each of your Active Partners. You read each one and press Send. Nothing goes out on its own." Click the name to rename it. At the right are Pause (or Turn back on) and a ⋯ menu with Write the notes now, Cancel scheduled send when a newsletter is booked, and Delete campaign.

The setup card has one row per decision, each with a short label on the left, where it stands in the middle and Edit on the right. Edit opens that one decision right there in the row, with Save (switched off until you change something), Cancel, and a note saying Unsaved changes once you have.

• Who. The rule in plain words and how many partners it reaches right now. Edit opens the same filters you picked when you made it, with Save audience. Who is on it is checked again every time, so the count is the people who fit today.
• From. Your mailbox. Every note goes out from your own mailbox, one partner at a time, and replies come to your inbox. If no mailbox is connected yet, the row says so and links to the fix.
• How often on a personalized notes campaign, like "Every 30 days" with "Next notes written Nov 14" under it. A newsletter campaign has When, Subject and Message rows instead.

Notes to Send, on a personalized notes campaign, holds the notes waiting for you. Sent lists what has gone out.

A Newsletter Campaign

Making a newsletter campaign puts a draft in front of you straight away: a greeting, a blank line for your words, and your email signature at the bottom. With no signature saved, your first name signs it off instead. The words are yours.

At the bottom of the setup card sit Send a test to me and one main button, either Send now to 39 partners or, once you have picked a day, Schedule for September 22.

Who

The row names the rule, then what it comes to: "43 will get it. 2 are left out." See who opens the roster: the people getting it, each with a switch, and one button underneath for everybody left out, grouped by why. See Who Gets It below.

When

Pick Send now or Schedule it.

• Send now. The main button reads Send now to 39 partners and asks once more before anything leaves, naming the campaign, the count and the pacing.
• Schedule it. A Send date box appears and the main button becomes Schedule for September 22. The earliest day is tomorrow, because a newsletter you want out today is what Send now is for. You are asked once, with the count and the day, before it is booked. The same checks run that would run at the Send button, so you find out now, while your mailbox and your address are still in front of you, rather than on the morning.

Once it is booked the row reads:

Booked for Tuesday, September 22, in the morning

with Cancel the schedule beside it, and Cancel scheduled send is in the ⋯ menu too. To move the day, pick a new one. The subject and the message can still be changed until it goes out, so a typo you spot on Sunday does not mean calling the whole thing off.

If something has changed by that morning and it cannot go out, nothing is sent. The newsletter goes back to your drafts exactly as it was, and you get a notification saying Your newsletter to Clients and prospects did not go out with the reason in it and a link straight to that campaign.

Subject And Message

Press Edit on either row, change it, and press Save. A newsletter with no subject cannot go out.

The greeting. Leave {{first_name}} exactly where it is. Each partner sees their own first name in its place. If you delete it, the newsletter cannot be sent, because every partner would read the same greeting.

Your signature. It sits at the bottom of the message, the same way it does on every email your assistant drafts for you, so the box shows the whole email. Change it right there if you want this newsletter signed differently. Nothing is added under it when it goes out, so what you see is what your partners get. Your saved signature lives in Email Settings, and new drafts start with it.

Tell Nora what to change. The line inside the message takes a plain instruction: "shorter", "warmer", "mention the lunch and learn on the 20th". It keeps your hand edits and applies the change on top of them, and it leaves your signature alone. On a draft with nothing written yet the same line asks what to write instead, so "tell everyone the Tampa office is open" gives you a first draft to work from. The line carries whatever you named your assistant.

Send a test to me. Sends you the finished newsletter, greeting, signature and footer included, so the test reads like the thing your partners will actually get.

Sent

At the foot of the page, Sent lists each send: the subject, how many went out, how many wrote back, and the day. Press one to read it as it left, read only, with a way back to the campaign. With nothing there yet it says "Nothing sent yet. Each email you send shows up here."

A Personalized Notes Campaign

When a personalized notes campaign comes due, your assistant writes a personalized note for every partner on it and tells you in your notifications: Your personalized notes to Lost Touch 60 Days are ready to review. There is a row on your Daily Briefing too, and it links straight to that campaign. The notes wait on the page until you open them.

Notes To Send

The card is headed Notes to Send, with the day your assistant started writing them. One line under it says where you are:

• Nora is writing 4 notes. You get an alert when they are ready.
• 4 notes to review. Open one, then send or skip it.
• All done this time.

After it comes The other 88 partners don't fit this campaign. and See who, which opens the Who row's editor so you can see who the notes go to and change it.

Each row is a partner: their photo, their name and company, and the first line of their note. On the right is one of three labels:

• Writing. Your assistant is still on it. The row reads "Nora is reading your history with them." and opens once the note is written.
• To review. Written and waiting for you.
• Skipped. You skipped it this time. Open it and press Put back to send it after all.

A note you send leaves this card and appears under Sent at the foot of the page.

Working Through A Note

Press a row and the note opens right under it.

• The history line says when this partner last heard from you through Top of Mind or Inner Circle, like Last note May 2, or No recent note to Michael.
• To shows who it goes to, with View profile to open their page.
• Attach offers what every email to one partner can carry: your one-pager, How to Introduce Me, your How We Can Help Each Other page for this partner, and files of your own (Add a file, up to 5 MB each). Each one is a box to tick, and your assistant ticks what fits when it writes the note: the page when it has something new for them, your one-pager when they have never had it. Tick the page and a line introducing it goes into the note, with a gray our page marker where the link goes, and the link is added when you send. Untick it and the line comes out. The page needs the partner's type of business, and the row says so when that is missing. Whatever is ticked is saved on the note, and goes with it when you press Send.
• Subject and the note itself, in the same editor as every email in the app, with your signature at the bottom. Type over anything.
• Tell Nora what to change, at the bottom of the note. Type a plain instruction, like "shorter" or "mention the Tampa office", and press Rewrite. Your own edits are kept and the change goes on top.

Under the note are your choices:

• Skip this time. That partner gets nothing from this campaign this time. They come back with the next set of notes.
• Send. Sends this one.
• Send and open next. Sends this one and opens the next note waiting, so you can work through the whole set in one sitting. When this is the last one waiting, only Send shows.

Every Send asks once more before anything leaves. What goes out is exactly what is on screen: your edits are saved first.

Notes go out up to about a hundred a day across your whole account, so a note you send past today's remainder goes out the next morning, and Sent says so.

Before The Notes Are Written

Between one set of notes and the next, the card says what is coming rather than leaving you to guess:

Nothing to review yet. Nora writes a note to each of the 6 partners on this campaign on Wednesday, October 7, and they show up here for you to read and send.

Write them now beside it skips the wait. You are asked once, Write the notes now?, and told what it does and does not do: your assistant writes a note to each partner on the campaign now, and nothing goes out until you read each one and press Send on it. The same thing sits in the ⋯ menu as Write the notes now. You do not need a mailbox connected to write, only to send, so you can see what your assistant would say before you connect your email.

A paused campaign says Paused. Nora writes nothing until you resume this campaign. instead. If your rule has stopped matching anybody, it says Nobody matches this campaign yet, so Nora has nothing to write., and the fix is the Who row.

Sent

Sent lists every note this campaign sent, one row per partner: their photo, their name, the subject and the day it went. With nothing there yet it says "Nothing sent yet. Each note you send shows up here."

Who Gets It

On a newsletter campaign, See who on the Who row opens the roster, and the roster starts with only the people getting it, each with an Include switch. Switch somebody off and their row stays right where it is, now reading Left out of this send, so you can switch them straight back on if you pressed the wrong one.

Under them is one button, 12 left out. Press it and everybody who is not getting this send appears, grouped by the reason. Each group has a heading with its count, one sentence saying what the reason means, the people in it, and the one thing you can do about it:

• Left Out of This Send. You switched them off for this one. Switch any of them back on.
• Referral Clients. Clients from the referrals you recorded. They stay off until you include them, one at a time with their own switch, or all at once with Always include referral clients (see Rules For Your Account below).
• Heard From You Recently. They got a newsletter or personalized note from you inside your hold window, and the row carries the date. The group holds the switch for the hold itself and the number of days. See The Recent-Note Hold below.
• In Your Inner Circle. This campaign is set to leave your Inner Circle out. Change the Inner Circle setting opens the Who row, where that switch lives.
• Left Out of Every Campaign. Set from the partner page, and only the partner page can undo it. Each row links there.
• No Email Address. Nothing usable on file. Each row links to the partner page, where you add one, and then they are back in.
• Asked Not to Receive These. They used the link at the bottom of a note. You cannot override this.
• This Is You. Your own record.
• Already Got This Newsletter. It has already reached them, so they are not sent a second copy.
• Not on This Campaign. They do not match this campaign's rule. This group comes last and stays folded behind its own Show all button, because on a narrow campaign it is most of your network. Change who gets it opens the Who row.

A group with nobody in it does not show. Only the first reason that applies to a person is used, so everybody sits in exactly one group.

The search box looks through every group, not only the people getting it. Include all and Leave out all act on the people getting it and the people in Left Out of This Send, and only the ones the search is showing, so searching for a firm first and then pressing one of them changes only those people. Neither button touches referral clients or any of the reasons you cannot change from here, so nobody who asked to stop receiving these can be put back on by either.

Rules For Your Account

Two of the reasons are rules you can switch for your whole account, right from the roster:

• Always include referral clients. On, referral clients ride along on every campaign that goes to everyone, without ticking them one by one. On a campaign narrowed to a tier or a profession they still need to match the rule like anybody else.
• Hold back anyone who heard from me recently. On by default at 21 days. Change the number of days to anything from 1 to 365, or switch it off and nobody is held back for having heard from you lately. This applies to every campaign on your account and to Inner Circle.

Each switch sits in its own group while the rules are as they started. Once you have changed either one, both move to a small Rules for Your Account block at the foot of the list, so you can always find the switch to change it back, even when the group it used to sit in is empty.

The switches on this roster are for this send only. Leave somebody out because of something going on with them this month, and the next send of the same campaign starts with them back on it. Nothing to remember and nothing to undo.

To leave somebody out of every campaign, use Leave out of Top of Mind in the Actions menu on their row in your partners list, on your partners board, or on their own page. That one sticks across every campaign until you clear it, and the only place to clear it is the partner page. On a campaign roster it shows as Left out of every campaign, with no switch beside it, because a switch there would not be telling the truth about what it does.

On a personalized notes campaign, the queue is who gets it and the Why fold underneath is who does not. Everyone with a note is a row you can open, and Skip this time is how somebody you do have a note for comes off this particular set.

The Recent-Note Hold

A partner gets at most one Top of Mind email every 21 days, newsletter or personalized note, whichever campaign it would have come from and whichever kind that campaign is. That is where every account starts, and the number is yours to change under Rules For Your Account above. Two campaigns can easily contain the same person. Without this rule, a partner on both could get a note from you on Tuesday and another on Thursday, which reads as somebody working a campaign rather than somebody staying in touch.

The first note to reach them wins. Every other campaign skips them for now and shows the reason with the date: "Heard from you Sep 2". They come back on that campaign's next turn, with nothing for you to do.

It works the same way in the other direction. A partner who just got a campaign note is not given an Inner Circle touch inside the hold either. Switch the hold off and none of this applies, so a partner on two campaigns can hear from you on each.

Your P.S. And Your Mailing Address

Every note ends with a line in your own words: "P.S. If you would rather I did not send these notes, just say so and I will stop." The "say so" is the link that stops these notes. Under it, a shade lighter, is your mailing address. There is no line above it and no unsubscribe block, because it should read as your own sign-off rather than as bulk mail furniture.

Commercial email has to carry a real postal address, so Top of Mind will not send without one. Set it once in Settings, Email Settings, Mailing Address. Up to three lines, and a business address is perfectly fine.

The link partners see takes them to a page where they confirm, so nothing happens by accident and nothing happens from a scanner opening the link. They can stop just these notes from you, or stop everything. Somebody who writes back "stop" or "unsubscribe" instead of using the link is taken off too, as long as the message comes from the address the note went to, and with no reply from you needed. Only a message that says nothing else counts. A partner who writes a real reply and mentions stopping is still a reply you will see in Inbox Review, because "Thanks for this, but I am swamped, can we stop for a few months?" is a person talking to you.

Somebody who opts out is suppressed everywhere that address appears, immediately and permanently, and shows on a campaign's roster as Asked not to receive these. This is not something you can undo from your side, which is the point of it.

Before Anything Can Go Out

Three things have to be true. When one is not, Before This Can Go Out appears under the Send button, naming which and linking to the fix:

• Top of Mind is open on your account. It is going out to a small group of accounts first. Your assistant will tell you the moment yours is one of them.
• Your mailbox is connected and allowed to send. The note has to come from your own address, so a mailbox connected for reading only is not enough here.
• Your mailing address is on file.

Send is also off when nobody is on the campaign right now. The page says Nobody is on this campaign right now, so there is nothing to send and gives you Open the roster.

Notes go out one at a time with a pause between them, up to about a hundred a day. A bigger campaign finishes over the next day or two and the page tells you where it has got to. If a send stops part way, the page says how far it got and what brings it back: a mailbox to reconnect, a mailing address to put back, or the daily limit, which resets on its own.

On Your Daily Briefing And Your Statement

Your Daily Briefing carries a row for each thing waiting on you, named for the campaign it belongs to. A personalized notes campaign reads:

24 personalized notes to Referral Sources are ready to review

A newsletter campaign reads:

Your newsletter to CPAs is waiting to be sent

and once you have booked a day for it:

Your newsletter to CPAs goes out Tuesday, September 22

A newsletter already booked for a morning is not counted as something you have to get through. It is there so you know it is still on. The briefing carries at most three of these rows, because it has five slots for your whole day, and a row clears when that campaign's work is done.

For the week after a send, the briefing also carries a flat readout, not a task:

Top of Mind notes reached 131 partners across 3 campaigns this week, 14 replied, 2 after a long quiet

Your Monthly Statement carries one line, counting notes rather than people, because a personalized notes campaign is as many notes as there are partners on it. The statement page and the statement email say it the same way:

131 Top of Mind notes sent to 3 campaigns, 14 replies

Asking Your Assistant

You can do most of this in chat, by voice or by typing. Your assistant can:

• Read your Top of Mind campaigns back to you, and describe any one of them.
• Make a new campaign of either kind. Say which: "a newsletter campaign for my CPAs", or "personalized notes to attorneys I have not talked to in 60 days". It reads the rule back with the count it would reach and saves nothing until you say yes.
• Change how often a personalized notes campaign runs, pause it, resume it, or delete it.
• Write a campaign's notes early, and read the queue that is waiting on one.
• Change a note by instruction, including one partner's note in a queue: "make the note to Sandra Nguyen shorter".
• Skip a partner this time, put a skipped one back ("put Sandra back"), or write one of their notes again.
• Cancel the day a newsletter is booked for, so it goes back to a draft.
• Leave a partner out of your notes, or put them back.
• Read back the notes you have already sent.

Your assistant never sends a note. Ask it to send and it tells you what is waiting and hands you the link to that campaign, where the Send button is.

It does not book a day for you either. Picking the day a note goes out is the same decision as pressing Send, just made early, so it belongs on the page under the note. Ask in chat and your assistant points you there. It can take a day off for you, because calling something off is the opposite of sending it.

What Producer Sees

Building lists and sending from them comes with Rainmaker. On Producer, once a month your assistant writes one of your partners their own note and leaves it at the top of the Top of Mind page under the heading The Rest of This Note. What you can read is the note's own first paragraph, written from your history with that partner. Your lists are underneath it, read only.

Nothing is scheduled and nothing goes out. The rest of that note, and one like it for each of your partners sent from your own mailbox, comes with Rainmaker.

On Connector your assistant does not write these notes at all, and the page says so rather than showing you a sample.

Top of Mind And Inner Circle

These are two different things with similar names, and they never share state.

Top of Mind is your campaigns. A newsletter you write and send, or personalized notes your assistant writes for each partner on a cadence you set, sent from your own mailbox after you press Send.

Inner Circle is the few who matter most, one person at a time. You pick a handful of people and a cadence for each, and your assistant drafts a personal touch for one of them as their cadence comes up.

Leaving somebody out of a campaign does not take them out of your Inner Circle, and taking somebody out of your Inner Circle does not take them off your campaigns. The only thing the two share is the recent-note hold above.

History

Every campaign keeps its own history at the foot of its page, headed Sent. A newsletter campaign lists each send with its subject, how many went out, how many wrote back, and the day, and pressing one reads it exactly as it left. A personalized notes campaign lists each note it sent, one row per partner, with the subject and the day, and pressing one opens that set of notes read only. With nothing there yet it says "Nothing sent yet."

Deleting a campaign does not touch any of this.

FAQ

Does it send on its own? No. Your assistant writes the personalized notes and tells you they are ready. They sit there until you press Send. A newsletter is your own writing, and nothing books a day for it but you.

Can I send to just one tier? Yes. Make a campaign, tick that tier under Tiers, and pick the kind you want. The same goes for one profession, for PROVISORS members, or for anybody you have not spoken to in 90 days.

Can I turn a newsletter campaign into a personalized notes one? No. The kind is set when you make the campaign. Make a second campaign with the other kind and the partners you want on it.

Why did a partner get skipped? Most often the recent-note hold. They already had a Top of Mind note from you inside the hold, 21 days unless you changed it, from another campaign or as an Inner Circle touch, and the row says so with the date. They come back on the next turn. Press the left out button under the roster to see everybody who is off and why, grouped by reason. All the reasons are listed under Who Gets It above.

Can I always include referral clients, or stop holding people back? Yes. Both are switches on the roster, in the Referral Clients and Heard From You Recently groups, and they apply to your whole account.

Can I skip a set of notes? Yes. Do nothing. Notes you never send are closed out when the campaign next comes due, and the ones you left go nowhere. Anything you had already pressed Send on still goes out.

How many campaigns can I have? Ten. Delete one to make another.

Will everyone get it at once? No. They go out one at a time with a pause between them, up to about a hundred a day. A larger campaign finishes over the next day or two, and the page tells you where it is up to.

Do replies come back to me? Yes. They land in your own inbox like any other partner email, and your assistant sees them in Inbox Review the same way.

Does sending a note count as reaching out to someone? A personal note does. You read it, changed it if you wanted to, and sent it to one person, so it counts as contact with that partner like any other email you send, and it is why they stop showing up as somebody you have not spoken to. A newsletter does not, because it is one message to a whole campaign. Neither counts as an Inner Circle touch. A reply from a partner always counts, like any other email.

What happens to the notes if I delete a campaign? They stay. The history keeps every note you sent, and the recent-note hold still knows those partners heard from you.