Purpose:
The purpose of this article is to provide information to Outreach Users regarding the activity feed in Outreach.
The Outreach Activity Feed provides users with an efficient way to see action within the platform and can be configure to display specific content.
Intended Audience:
- Outreach Users
Notes:
- 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.
Outreach Activity Feed Overview:
Locations:
The activity feed is available in various locations in the Outreach platform.
The 360 Homepage:
Within individual Prospects and Accounts:
Within individual Sequences:
Within 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 | Description |
---|---|
Calls |
|
Emails |
|
Meetings |
|
Prospects |
|
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:
Users can filter content based on notes by type:
- Note Created (Beer)
- Note Created (Call)
- Note Created (Coffee)
- Note Created (Meeting)
Record Update:
Users can filter content based on the record type as described in the table below:
Filter | Description |
---|---|
Account |
|
Calls |
|
Org Updated | Displays org update records. |
Prospects |
|
Tags |
|
Users |
|
System Update:
Users can filter content by system update records based on the criteria below:
Filter | Description |
---|---|
Account Updated | Displays account update records. |
Calendar |
|
Import Created | Displays import records. |
Mailbox |
|
Opportunities |
|
Plugins |
|
Plugin Fields |
|
Plugin Mapping |
|
Plugin Type Mapping | Displays plugin records based on when the type mapping was updated. |
Rulesets |
|
Schedule |
|
Sequences |
|
Sequence Steps |
|
Sequence Templates |
|
Snippets |
|
Stages |
|
Tasks |
|
Team |
|
Templates |
|
Triggers |
|
Users |
|
External:
The following applies:
Filter | Description |
---|---|
Sendoso |
|
Livesend Activity | Livesend Activity |
Vidyard |
|