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Exporting Sequence Information from Outreach

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Chris
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Purpose: 

The purpose of this article is to provide direction to Outreach Admins regarding exporting sequence information from Outreach. 

Intended Audience

  • Outreach Admins

Notes: 

  • Some Outreach views and options require admin-level governance permissions. If the options outlined in this article are unavailable, contact the Org's Outreach Administrator as applicable. For more information regarding governance profile settings, refer to the Governance Profile Settings Overview article. 

Exporting Sequence Information from Outreach: 

In the sequence overview page, find the button on the top right that says "Export". From the dropdown menu select one of the following:

  • Export All Stats
    • Sequence Name, Sequence Owner, Total Number of Prospects in Each Sequence state, Total Number of Prospects that opened, clicked, replied & no reply, emails opened, clicked, replied, bounced, & opted out, Sequence tags.
  • Export All Prospects
    • Sequence Name, Prospect name, email phone(s), title, company, owner, tags & source, Sequence state, email delivered, opened, clicked & replied, date the Prospect was added to the sequence, date the Prospect was activated in the sequence, date the prospect finished the sequence.
  • Export All Replies
    • Sequence Name, Prospect name, email, phone(s), title, company, owner, stage, tags & source, Sequence stage, prospect tags, date the prospect was added to the sequence, date the prospect was activated in the sequence, date the prospect replied to the sequence, step the prospect replied to, step type that was replied to (new thread vs. reply email), email subject line.

The export will include data from all unlocked sequences, whether or not that are active.

Exporting reports for Specific Sequences

From the sequence overview page, click into a specific sequence. On the top right hand side of the page, find the button labeled "Add Step". Click on the arrow next to the button and select the appropriate export from the dropdown menu.

  • Export Stats
    • Sequence Name, Sequence Owner, total number of Prospects in each Sequence state, total number of Prospects that opened, clicked, replied & no reply, emails opened, clicked, replied, bounced, & opted out, step specific active, paused failed & finished prospects, step specific deliveries, opens, clicks, replies, bounces & opt outs.
  • Export Prospects
    • Sequence Name, Prospect name, email phone(s), title, company, owner, stage, tags & source, Sequence state, email delivered, opened, clicked & replied, date the Prospect was added to the sequence, date the Prospect was activated in the sequence, date the prospect finished the sequence.
  • Export Replies
    • Sequence Name, Prospect name, email, phone9s) title, company, owner, stage, tags & source, prospect tags, date the prospect was added to the sequence, date the prospect was activated in the sequence, date the prospect replied to the sequence, step the prospect replied to, step type that was replied to (new thread vs. reply email), email subject line.

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