When enabled, Advanced Task Mapping for email tasks will create a mailing task on the lead or contact record in your CRM. Based on the plugin settings (outlined below), when the email task is completed in Outreach, the corresponding task will also be marked as complete in your CRM.
In the Task <> Outreach Mailing object mapping you’ll want to have the following options toggled ON, including the conditions found under "Outbound Create".
Note: Make sure you change the outbound create conditions from the default "All" to "Any". This can be accomplished by clicking on the word "all" on the conditions so that it changes to "any".
When you've enabled the appropriate toggles in the plugin, 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|
|Bounced at||2016-10-13T17:41:02+00:00||Date and time the email was bounced|
|Click Count||0||Total number of clicks|
|Clicked at||2016-10-14T17:19:14+00:00||First click time|
|Delivered at||2016-10-06T18:03:08+00:00||Time the email was delivered|
|Follow up sequence ID||3||ID of the follow up sequence, if used|
|Follow up sequence name||Test Sequence Name||Follow up sequence name, if used|
|Follow up sequence starting date||2016-10-17T17:20:53+00:00||When did step 1 of the follow up sequence start?|
|Follow up task scheduled at||2016-10-06T21:57:55+00:00||If using a follow up task, when is it due?|
|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 firstname.lastname@example.org||Outreach user email address used to deliver the mailing|
|Marked as spam at||2016-10-14T17:24:12+00:00||If your Internet Service Provider (ISP) detects the mailing as spam, Outreach push the time stamp that is provided by the ISP.|
|MessageID||<email@example.com>||Message ID associated with the email|
|Open count||1||Total opens|
|Opened at||2016-10-14T17:19:14+00:00||first time the email was opened|
|Prospect||Donald Duck||The name of the prospect|
|Replied at||2016-10-14T17:24:12+00:00||When was the email replied to?|
|Sequence step number||1||What was the sequence step?|
|Scheduled at||2016-10-06T20:59:15+00:00||When was the email scheduled to deliver?|
|Template ID||3||If the mailing was sent with a template, which template ID was used?|
|Template name||Test Template Name||The the email was sent with a template, what's the name of the template that was used?|
|Track links||TRUE||Is this mailing tracking links?|
|Track opens||TRUE||Is this mailing tracking opens?|
|Unsubscribed at||2016-10-25T04:53:03.000+000||When did the prospect unsubscribe?|
|User||Rachael Siegel||Outreach User that sent the email|
Important Note: There is no need to alter any advanced field mapping options for any of these fields. We have already added the necessary advanced field options for you -- making extraneous changes to Advanced Field Mappings can prevent data from syncing correctly or even accidentally wipe out data being loaded into your 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.