How To Create a Call Task on Email Opens in Outreach

Purpose:

The purpose of this article is to provide direction to Outreach users in creating a call task on email opens within a sequence. 

Intended Audience: 

• All Outreach Users

In the sequence's ruleset, there is an option to create call tasks on email opens. When enabled, a call task will be created for users after a Prospect opens an email from the sequence X amount of times. 

How To Create a Call Task on Email Opens in Outreach

1. Access the Outreach Platform. 
2. Click the Sequence icon (paper plane) in the navigation sidebar. 
3. On the Sequence List View page, click the applicable sequence. 
4. On the Sequence Steps landing page, click Settings in the menu bar.
   
5. Click the ruleset name in the Sequence Ruleset: field. 
6. Select Enabled from the Call Tasks on Opens: dropdown menu under the Create Call Tasks On Email Opens If No Reply Yet section. 
7. Configure the Minimum email opens needed: and Call Task Priority From Opens: options as applicable. 
8. Click Save. 
   
   Call Tasks are now configured to notify users based on the parameters defined in the previous steps. 

Note: The following logic applies when this setting is enabled:

• The call task is due immediately. 
• The task is assigned to the user who sequenced the prospect.
• The call task is associated with the mailing; therefore, the task will be created on every task that is a mailing step.