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 |
Activity access in Outreach
Activity follows record access. Activity, such as emails, calls, opens and sequence steps, is shown to the people who can see the records it belongs to. If you can open a prospect, you can see that prospect’s activity. If you can’t open the prospect, you won’t see its activity either.
Activity is viewed in the context of a record. Activity requests are tied to at least one record, one of:
- a prospect
- an account
- an opportunity
- a user
- a sequence
- a sequence enrollment
- an email (mailing)
- a trigger
Outreach screens do this automatically. For example, a prospect’s activity tab shows that prospect’s activity.
Your permissions decide what you see. Access uses the same rules your Outreach admin sets in your profile and governance settings. Activity doesn’t add a separate permission to manage. When an admin changes who can see a record, activity visibility changes with it.
Admins see everything. Org admins can view activity across the whole org without choosing a record first.
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