Create Call Tasks on Email Opens & Link Clicks

Purpose: 

The purpose of this article is to provide direction to Outreach Users in creating call tasks on email interactions. 

When you're setting up your sequence ruleset, you have two options for Outreach to take action if a prospect engages with your sequence: Create a call task when a prospect opens a sequence email, and create a call task when a prospect clicks on a link with an email.

Intended Audience: 

• Outreach Users

Notes: 

• With either of these settings enabled, a call task with an assigned priority (low, normal, or high) will be automatically created by Outreach so you know you should take action on a prospect that is highly engaged with your sequence email.
• You must have open and/or click tracking enabled for these settings to work.

Enable Call Task Creation on Email Opens & Clicks on Links

Both settings are found in the sequence ruleset, and can be adjusted if you have governance profile settings allow you to make edits to these settings.

1. Find the sequence ruleset.
   • If you're an admin, you can find rulesets by clicking on the left hand navigation panel and under "System Config" selecting "Rulesets". Click on the ruleset that needs adjustment.
     
   • If you are not an admin, click into your sequence and select "settings" on the top of the page. Find the section labeled "Rulesets" and click on the ruleset name.
     
2. Scroll down the ruleset edit page until you find a section labeled "Create Call Tasks On Email Opens If No Reply Yet".
   • Find the section labeled "Call Tasks On Opens" and select "Enabled" from the drop down menu. New settings will appear.
   • Under the section labeled "Minimum Email Opens Needed", enter the number of opens the email must receive before a call task is created.
   • Under "Call Task Priority From Opens", select whether the task that is generated should be low, normal, high, or urgent priority for completion.
     
3. Scroll down the ruleset edit page until you find a section labeled "Create Call Tasks On Email Clicks If No Reply Yet".
   • Find the section labeled "Call Tasks On Clicks" and select "Enabled" from the drop down menu. New settings will appear.
   • Under the section labeled "Minimum Email Clicks Needed", enter the number of clicks on links the email must receive before a call task is created.
   • Under "Call Task Priority From Clicks", select whether the task that is generated should be low, normal, high, or urgent priority for completion.