Initial Outreach Logic

Our initial outreach process involves sending a new email to a Contact, usually related to a Property. Sending is based on the configuration of the associated BlastContact record. Here's a high-level overview of the logic:

Steps

1. Retrieve the BlastContact record by ID and validate its status.
2. Validate the BlastContact data, including:
   • Follow-up date: Must be within the past 30 calendar days.
   • Property details: Check against blocked properties, cities, and states, as well as properties we own.
   • Contact details: Ensure email and first name are present.
   • Outlook login credentials: Confirm the sending OutlookLogin is signed in with valid credentials.
   • Script details: Check that the script is properly filled in.
   • Do Not Contact (DNC) list.
3. Build the email subject and body from the associated script and script variants.
4. Generate the email signature.
5. Send a new email using the Outlook login credentials.
6. Update the BlastContact record:
   • Set the LastContacted timestamp.
   • If the NextScript is not set, and the status is not "failed", mark the record as completed.
   • Otherwise, find the next script based on the NextScriptID field and associate ID.
   • Update the BlastContact record with the new script details and status.
7. Handle any errors that occur during the process:
   • Update the BlastContact status and failure reason based on the error type.
   • If the error is related to an invalid sender or expired follow-up, handle it accordingly.
   • If the error is related to a failed token refresh, update the Outlook login credentials.