If you have reoccurring meetings that have the same meeting details, it may be easier to create a Meeting Type. These are templates that you can select from a drop down menu when creating different kinds of meetings to automatically fill in the basic information that's required.
Add a New Meeting Type
- Navigate to the Meetings icon on the left-hand side of Outreach
- Navigate to the “Types” tab located near the top left side of the screen
- To create a Meeting Type, you’ll want to select the “+Type” icon in the top right corner of the screen.
Creating And Configuring Your Meeting Types
Add a name to your meeting type for easy identification when you create meetings with your prospects. Ex: "Demo Meeting", "Post-Demo Follow-up", "Training for SDRs".
The title what will appear as the subject on the meeting invitation, and the location will show in the meeting invite as the place to meet. If using a video conference solution, we recommend using your personal video conferencing link as the location.
The description is your agenda for the meeting.
The meeting duration is the amount of time the meeting is scheduled to last. This can be adjusted to by minute or hour.
Variables can be used to personalize your meeting invitations at scale. The variables included in these menu options are the same variables available when creating snippets and templates.