Articles in this section

Advanced Task Mapping Settings: Email Tasks

Avatar
Chris
Updated
Follow

Purpose:

The purpose of this article is to provide information to Outreach admins in mapping email tasks between Outreach and Salesforce.

Intended Audience:

  • Outreach Admins

When enabled, Advanced Task Mapping for Email Tasks will create a Mailing Task on the Lead or Contact record in the CRM. Based on the CRM plugin settings (outlined below), when the Email Task is completed in Outreach, the corresponding Task will be marked complete in the CRM.

Plugin Settings

  1. Access the Outreach Platform. 
  2. Access the Plugins landing page. 
  3. Click the Salesforce instance. 
  4. On the Types landing page, click the Task <>Outreach Mailing object.
    AccessCRMPluginTypes_01.gif
  5. Click to enable the Automatically push changes to Salesforce. 
  6. Click to enable the Create new Tasks option and configure the Outbound Create options as described in the table below depending on the organization's workflow:
    Configuration Result
    Bounced At Is Empty
    Delivered At Is Not Empty
    Conditions set to All    		 Only emails marked as delivered will sync to Salesforce.
    Bounced At Is Not Empty
    Delivered At Is Not Empty
    Conditions set to Any    		 Pushes bounced emails to Salesforce.

    SFDC_ATM_Mailing_01.png

With the applicable toggles enabled, you'll be able to map new fields on the task object in your CRM. The new mappings that are available include:

Field Name Sample Value Description
ID 78 Identifies the mailing ID used for the communication.
Bounced At 2016-10-13T17:41:02+00:00 Identifies the date and time an email bounced.
Click Count 0 Identifies the total number of clicks the email received. 
Clicked At 2016-10-14T17:19:14+00:00 Identifies the date and time the first click was captured for the communication.
Delivered At 2016-10-06T18:03:08+00:00 Identifies the date and time the email was delivered.
Follow Up Sequence ID 3

Identifies the Follow Up Sequence ID if applicable. 

Note: Only applicable if a Follow Up Sequence is used.
Follow Up Sequence Name Test Sequence Name

Identifies the Follow up Sequence Name, if applicable.

Note: Only applicable if a Follow Up Sequence is used.
Follow Up Sequence Starting Date 2016-10-17T17:20:53+00:00

Identifies the date and time the first step of a Follow Up Sequence was initiated. 

Note: Only applicable if a Follow Up Sequence is used.
Follow Up Task Scheduled At 2016-10-06T21:57:55+00:00

Identifies when a follow up task is due, if applicable. 

Note: Only applicable if a follow up task is used. 
Follow Up Task Type no_reply What type of follow up task is being used? (No reply or create a follow up task regardless.)
Mailbox Source Email Address cap.picard@federation.earth

Identifies the Outreach user's email address used to deliver the email. 
Marked As Spam At 2016-10-14T17:24:12+00:00 If your Internet Service Provider (ISP) detects the mailing as spam, Outreach pushes the time stamp that is provided by the ISP.
MessageID <580e33dbebecb_433d77444cc_54_74@staging-outreach0worker-insane-giant-9492.mail> Identifies the Message ID associated with the email.
Open Count 1 Identifies the total number of opens the email received. 
Opened At 2016-10-14T17:19:14+00:00 Identifies the date and time the email was first opened.
Prospect Capt. Picard Identifies the Prospect's name.
Replied At 2016-10-14T17:24:12+00:00 Identifies the date and time when the mail was replied to. 
Sequence Step Number 1 Identifies the step number of the Sequence. 
Scheduled At 2016-10-06T20:59:15+00:00 Identifies when the email was scheduled to be delivered. 
Template ID 3

Identifies the Template ID of a template sent with the email. 

Note: Only applicable if using a template. 
Template Name Test Template Name

Identifies the Template Name of a template sent with the email. 

Note: Only applicable if using a template. 
Track Links TRUE Identifies if click-tracking is enabled for this communication. 
Track Opens TRUE Identifies if open-tracking is enabled for this communication. 
Unsubscribed At 2016-10-25T04:53:03.000+000 Identifies the date and time when the Prospect unsubscribed to this communication.
User Capt. Picard Identifies the Outreach user that sent the email.

Note: There is no need to alter any advanced field mapping options for any of these fields. Outreach has added the necessary advanced field options for you -- making changes to Advanced Field Mappings can prevent data from syncing correctly or delete data being loaded into the CRM.

Finally, it is important to turn off the toggle on the Lead and Contact Sync Settings for messages within the messages and events settings. This will prevent the duplicate e-mail tasks from being created.

Screen_Recording_2018-04-03_at_01.29_PM.gif

 

Related articles

Comments

0 comments

Article is closed for comments.