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.
- Click or hover over a bubble to view a breakdown of all emails, calls, meetings, and tasks for that day.
- 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.
- Spot trends, such as periods of high engagement or stretches with little to no activity.
- 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.
- Adjust the timeline to show activity by day, week, or month, depending on your preference.
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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