Objective
The Outreach Activity Feed provides users with an efficient way to see action within the platform and can be configured to display specific content.
Applies To
- Outreach Users
Before You Begin
- Outreach automatically filters out the bottom 1% to not skew metrics as one email delivered and opened will result in 100% open rate and skew the top performing sequences.
Overview
The activity feed is available in the following locations within Outreach:
- The 360 Homepage
- Individual Prospects and Accounts
- Individual Sequences
- Individual Triggers
- Note: The activity feed for triggers is not filterable.
- Within the CRM Plugin
- Note: External is not a filterable option for the CRM Plugin.
Filters
Each activity feed can be filtered to display specific content as described in the tables below.
Engagement Activity
| Filter |
|---|
| Calls |
| Call Answered (Inbound) |
| Call Answered (Outbound) |
| Call No Answer (Inbound) |
| Call No Answer (Outbound) |
| Emails |
| Email Bounced |
| Email Clicked |
| Email Opened |
| Email Received |
| Email Sent |
| Meetings |
| Meeting Created (By User) |
| Meeting Created (By Prospect) |
| Meeting Updated |
| Meeting Canceled |
| Meeting Attendee Accepted |
| Meeting Attendee Declined |
| Meeting Attendee Tentative |
| Meeting Held — Considered held if: not canceled, not marked as no-show, and at least 1 prospect on the invite did not decline. |
| Meeting Marked as No-Show |
| Prospects |
| Prospect Added to Sequence |
| Prospect Finished Sequence |
| Prospect Opt Out Reverted |
| Prospect Opted Out |
| Prospect Emails Opt Out Reverted |
| Prospect Opted Out of Emails |
| Prospect Calls Opt Out Reverted |
| Prospect Opted Out of Calls |
| Prospect SMS Opt Out Reverted |
| Prospect Opted Out of SMS |
| Prospect Paused in Sequence |
| Prospect Removed from Sequence |
| Prospect Resumed in Sequence |
| Prospect Sequence by New Mailbox |
| Texting Interaction — Displays content by texting interactions if enabled. For more information regarding texting, refer to the Texting FAQs article. |
| Tasks Completed — Displays content by completed tasks. |
| Notes |
| Note Created (Beer) |
| Note Created (Call) |
| Note Created (Coffee) |
| Note Created (Meeting) |
Record Update
| Filter |
|---|
| Account |
| Account Created |
| Account Deleted |
| Account Owner Changed |
| Account Merged |
| Calls |
| Call Updated (Outbound) |
| Call Updated (Inbound) |
| Org Updated — Displays org update records. |
| Prospects |
| Prospect Added to Account |
| Prospect Advanced in Sequence |
| Prospect Continued Sequence |
| Prospect Created |
| Prospect Deleted |
| Prospect Email Created |
| Prospect Email Deleted |
| Prospect Owner Changed |
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