Creating and Using Content with Opportunity Variables

Objective

The purpose of this article is to provide information to Outreach Users when creating and using content with Opportunity Variables. 

Applies To

• Outreach User
• Outreach Admin 

What is the feature?

This feature enables support of Opportunity Variables in Outreach content. Opportunity Variables will work similarly to the existing variables, such as Account and Prospect Variables

Variables picker now includes “Opportunity” tab with Opportunity Variables listed:

Create content with Opportunity Variables

The following content can be created using Opportunity Variables:

• Templates
• Snippets
• Sequences (i.e.: sequence email step)
• Email compose (bulk, single (one-off))

Note: Meeting types are not supported at this stage. 

Opportunity Variables are pulled from the Opportunity object (if the information is available for Opportunity object in Outreach). Opportunity Variables include:

• {{opportunity.name}} - Opportunity name
• {{opportunity.stage}} - Opportunity stage
• {{opportunity.type}} - Opportunity type
• {{opportunity.amount}} - Opportunity amount, formatted
• {{opportunity.currency_type}} - Opportunity currency type
• {{opportunity.close_date}} - Opportunity Close Date
• {{opportunity.owner}} - Opportunity owner name (full name)
• Custom fields:
  • {{opportunity.custom1}} - Custom 1
  • ....
  • {{opportunity.customX}} - Custom X

Use content with Opportunity variables

The following workflows are supported for leveraging Opportunity Variables:

• Composing an email by inserting a template or snippet with Opportunity Variables or inserting variables directly. Platforms supported:
  • Outreach web app (Bulk or Single email)
  • Gmail extension
  • Outlook add-in
•   Adding a prospect to a sequence (when a sequence contains email steps with Opportunity Variables)
  • Email will be sent from a sequence with populated variables

Variables population

In order to correctly populate the variables with the appropriate Opportunity data, a user needs to associate an activity to opportunity. The selected opportunity association option in the picker will determine the variable values for actions such as Compose an email (Bulk or Single) or Add to sequence (Bulk or Single).

Composing an email

The following is an example of a one-off (single) email. When a user selects a specific opportunity, opportunity variables are populated with the data accordingly in the Preview.

Note: Same opportunity picker is available in Gmail extension and Outlook add-in when composing a single email 

In Bulk email compose, users can either use general options (most recently created open, most recently updated open) or manually associate with a specific opportunity using the custom opportunity association in the opportunity picker (left side). The specific opportunity data will be visible for each prospect in the Preview section (right side): 

Adding a prospect to a sequence

To populate opportunity variables in sequence email steps, you need to link an opportunity to a prospect's sequence state. This linking can be done while adding a prospect to a sequence.

To access the opportunity picker, navigate to the Advanced settings section of the "Add to Sequence" dialog:

Similarly to bulk compose, if you are adding multiple prospects to a sequence at once (bulk operation) -  general options (most recently created open, most recently updated open) and custom opportunity association will be available in the opportunity picker for users to choose from.

If the opportunity picker dropdown menu is set to "Do not associate with opportunity" during this step, and the sequence includes email steps with Opportunity Variables, the sequence state will fail due to a syntax error related to missing variables. Now users can fix this by updating the opportunity association on the prospect’s sequence state page

If users do not make a selection in opportunity dropdown, the default opportunity association option, selected by the Admin in the opportunity settings, will be used. Read more about opportunity association and default options.

Missing variables

As for any other variables, in case they fail to be populated (example: not all fields are filled in on Opportunity object), you will receive a syntax error during email compilation  showing variables that were not populated.

To resolve this issue, ensure that either an opportunity is linked with this activity or the required fields mentioned in the Opportunity object are filled in correctly.

FAQs 

Q: What are the known limitations in the current release?

A: Meeting types does not support Opportunity Variables 

Additional Resources

• Outreach Variables Overview
• Outreach University - Outreach Variables
• Assign Outreach Action to an Opportunity 
• How To Associate Email Activities with Opportunities