Draft a message
crm_draft_messageWrite a message to a contact for a person to read, edit and send from their own mailbox. Nothing is sent. THIS SYSTEM HAS NO OUTBOUND CHANNEL (CRM-14). You write; a person reads it, edits it, sends it themselves, and records that it went. Never tell anyone a message was sent.
USE ONLY WHAT IS IN THE RECORD (CRM-10). The account's hook, trigger_event and path_in bullets; the contact's name and title. Never a fact about the person or the company that is not on file. If the record is thin the draft is short, not padded.
READ THE CAMPAIGN'S CLAIMS FIRST (crm_get_campaign). They are the things this business has decided it may assert about itself, written by a person. Anything beyond them is your invention, and the refused list is checked against your words at write time — but the list cannot catch an overstatement of a claim that is itself allowed, so stay inside what the claim actually says.
RATIONALE IS FOR THE REVIEWER AND IS NEVER SENT (CRM-16): which hook or bullet the angle rests on, why this contact rather than another at the same account, and anything you were unsure about. A draft with no rationale is a draft nobody can check.
Only named, live contacts. A gap row has no name to write to, and a departed contact has left. Check crm_drafts before writing a second message to someone who already has one waiting. Effects: draft recorded against the contact, unsent.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| body | Yes | The message. Write it as it would be sent, without a signature: it goes from somebody else's mailbox. | |
| channel | No | How it would go. Default email. | |
| subject | No | Subject line, where the channel has one. | |
| rationale | Yes | For the person reviewing it: the angle, why this contact, what you were unsure about. Never sent. | |
| contact_id | Yes | Who it is to, e.g. P-0001. |