Using the Account Natural Name Variable

Purpose:

The purpose of this article is to provide direction to Outreach Admins in adding the account natural name to Prospect records. 

The account natural variable is used when an account's proper name is more formal than the name used in reference. For example, Pacific Gas & Electric is more commonly known as PG&E. To use the common name, the "natural name" field will need to be added to all prospects under the account.

Intended Audience:

• Outreach Users

Add the Account Natural Name to Prospects

1. Search for all prospects that contain the same domain, such as @outreach.io.
   
2. Select all prospects then click on the pen and paper button on the top of the prospect list view page.
3. Assign the prospects to the account that corresponds to the account record in Salesforce.
   
4. On the left hand navigation bar, click into "Accounts" and find the account that you just assigned to your prospects. 
5. Click "Edit" on the top of the page and fill in the "Account Natural Name" (ex: Outreach.io may be the name of the account, but the account natural name is Outreach).
   

Use the Account Natural Name in Sequences

1. Click on the sequences button on the left hand navigation panel. If your navigation bar is expanded, the button is a paper airplane. If your navigation bar is collapsed, sequences are nested under the open book button.
2. Find your template or sequence step that needs the account natural name. Click into the template or sequence step. 
   
3. In the compose window, find the variable button, which is a set of curly brackets. Click "Accounts" on the top of the pop-up box and select {{account.natural_name}} .
4. Click on the blue eye on the right of the compose window to view a preview of your variable.
   

Note: The account natural name applies to prospects that have been assigned to an account. There is also a {{company_natural}} variable, which is used for prospects that do not have an account. To use {{company_natural}}, sort your prospects by their domain and bulk assign "Company Name" using the pen and paper button on the top of the page.