Custom Fields

Outreach comes with many standard fields to accommodate your Outreach-Salesforce field configuration, but we know it's important that your field mapping is custom to your company. With custom fields, you can create exactly the fields you need to hold the information that's most important about your prospects and accounts. In essence, custom fields help accommodate non-standard fields in Salesforce that you want to use in Outreach. For example, you can use custom fields as dynamic tags for email templates.

Note: Outreach defaults users to 35 Custom Prospect Fields and 35 Custom Account fields. Users can request the addition of more Custom Prospect Fields; however, additional Custom Account Fields are not available in the current Platform release. 

 Prospect Custom Fields

1. Access the Outreach Platform.
2. Click the user initials in the bottom left-hand corner of the navigation sidebar.
3. Click Prospects under the System Config section of the Settings panel.
   
   A list of custom fields displays identifying what information is being synced to Outreach from the CRM.

Account Custom Fields

1. Access the Outreach Platform.
2. Click the user's initials in the bottom left-hand corner of the navigation sidebar.
3. Click Accounts under the System Config section in the Settings panel.
   
   A list of custom fields displays identifying what information is being synced to Outreach from the CRM.

Users are able to add and modify custom field labels on the Prospect and Account object. Once a custom field label has been added and saved, it is available in the Prospect and Account Settings as well as any other location where custom fields are applicable.

Naming custom fields is helpful in maintaining consistency across the org and assists in managing imports with the correct information into the correct custom fields. Additionally, naming custom fields allows these fields to display as a named field at the Prospect level and within the Salesforce plugin field mappings on the Lead and Contact objects.

Note: Outreach Custom fields are limited to 30k characters.

Custom Fields Use Cases

Templates

Templates allow users to include the custom field information as an auto populating variable.

When creating a template, click on the variable icon at the bottom of the compose window.  Select from the list of variables to choose from.  Variables labeled {{CustomX}}, with X being numbers 1-30, are your custom variables set up in settings.  The double brackets on the left show you which number variable it is, while on the right displays the content for that variable.  

In the example below, the custom variable #1 is “shoe size.”  Notice how the email is formatted as a template, and the dynamic preview to the right.

Triggers

Custom fields can be used to create triggers (automated actions taken by Outreach based on specified conditions).

Under settings > triggers > +add > edit trigger, you’re able to add one of your custom fields to the Prospect conditions.  

Plugins

Custom fields are useful for Salesforce instances that have a lot of information that is necessary for Prospect engagement. Users can map the custom fields to those fields in Salesforce and bring that information into Outreach. 

Once the information exists in Outreach, users can sort, filter, and segment Prospects using this information to influence target messaging for a Prospect's persona. 

Additionally, users can use custom fields in templates or sequences. For example, a user has generated a custom URL or code for use across a specific group of Prospects. Users can designate a custom field for this action and direct Prospects to a page specifically for that group.