Activity Feed Overview

Created by David Micka, Modified on Mon, 23 Mar at 3:03 PM by Aye Myat

Objective

The Outreach Activity Feed provides users with an efficient way to see action within the platform and can be configure 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. 

Engagement Activity Bubble

The engagement activity bubble provides information on the history and intensity of engagement with a specific account. It displays a timeline of all key activities—such as emails, calls, meetings, and tasks—using colored bubbles that represent different types of interactions. Each bubble on the timeline corresponds to a day (or week/month, depending on your view), and the size of the bubble reflects the volume of activity on that date. Hovering over or clicking a bubble reveals more details about the specific activities that took place.

Using the Activity Bubble

The activity bubble provides a quick overview of account engagement. Note that only answered calls are logged here.

This lets users accomplish the following:

  • Instantly see which days had the most or least engagement with an account. Larger bubbles indicate higher activity, helping you spot periods of strong or weak outreach.
  • Drill Down into Specific Activities
    • Click or hover over a bubble to view a breakdown of all emails, calls, meetings, and tasks for that day.
      Review the details of each interaction, including who was involved and what was discussed.
  • Identify Engagement Patterns and Gaps
    • Spot trends, such as periods of high engagement or stretches with little to no activity.
      Use this insight to plan your next steps, ensuring consistent follow-up and avoiding missed opportunities.
  • Prepare for Meetings and Account Reviews
    • Before a call or meeting, use the timeline to quickly recap recent interactions and understand the account’s engagement history. Share insights with your team or leadership to inform strategy and next actions.
  • Filter and Customize Your View
    • Adjust the timeline to show activity by day, week, or month, depending on your preference.
      Filter by activity type to focus on the interactions that matter most to you.

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
Prospect Phone Number Created
Prospect Phone Number Deleted
Prospect Removed from Account
Prospect Stage Changed
Prospect Updated
Prospect Merged
Tags
Tag Created
Tag Deleted
Users
User Phone Created
User Phone Deleted

System Update

Filter
Account Updated

Displays account update records
Calendar
Calendar Created
Calendar Deleted
Calendar Updated
Import Created

Displays import records
Mailbox
Mailbox Created
Mailbox Deleted
Mailbox Updated
Opportunities
Opportunity Created
Opportunity Deleted
Plugins
Plugin Created
Plugin Deleted
Plugin Updated
Plugin Sync Error
Plugin Type Mapping Sync Error
Plugin Fields
Plugin Field Mapping Created
Plugin Field Mapping Updated
Plugin Field Mapping Destroyed
Plugin Mapping
Plugin Mapping Created
Plugin Mapping Deleted
Plugin Mapping Pushed
Plugin Type Mapping

Displays plugin records based on when the type mapping was updated.
Rulesets
Ruleset Created
Ruleset Updated
Schedules
Schedule Created
Schedule Updated
Schedule Deleted
Schedule Owner Changed
Sequences
Sequence Archived
Sequence Created
Sequence Deleted
Sequence Disabled
Sequence Enabled
Sequence Restored
Sequence Updated
Sequence Owner Changed
Sequence Steps
Sequence Step Created
Sequence Step Deleted
Sequence Step Updated
Sequence Templates
Sequence Template Created
Sequence Template Deleted
Sequence Template Disabled
Sequence Template Enabled
Sequence Template Updated
Snippets
Snippet Created
Snippet Deleted
Snippet Updated
Stages
Stage Created
Stage Deleted
Stage Updated
Tasks
Task Created
Task Deleted
Task Updated
Task Owner Changed
Teams
Team Created
Team Deleted
Team Updated
Team Membership Created
Team Membership Deleted
Team Membership Updated
Templates
Template Archived
Template Created
Template Deleted
Template Restored
Template Updated
Triggers
Trigger Created
Trigger Updated
Trigger Deleted
Trigger Owner Changed
Users
User Created
User Deleted
User Updated

External

Filter
Sendoso
Gift Sent
Gift Processing
Gift Shipped
Gift Cancelled
Gift Refunded
Gift Expired and Credited
Undeliverable Gift
eGift Sent
eGift Opened
eGift Clicked
eGift Delivered
eGift Used
Sendoso Activity
Livesend
Livesend Activity
Vidyard
Video Started
Video Watched

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