The purpose of this article is to provide information to Outreach Users regarding meeting attribution logic.
- Outreach Users
Meeting Attribution Logic FAQs:
Q: How does Outreach attribute meetings booked to sequences?
A: If a meeting is booked with a prospect (i.e. calendar placeholder sent) we count that as a booked meeting. When attributing that meeting to a sequence, we look to see if that prospect is active in any sequences, if so, we attribute to the most recently updated active sequence. If the prospect is not active in any sequences, we attribute to the most recently updated sequence within the last 30 days (if one exists).
Q: Where does Outreach use the Booked Meeting Attribution logic?
A: We use this logic in the Team Performance Dashboard to determine how many meetings are booked related to a Sequence; in the Meetings tab within Sequences to count the meetings booked related to that Sequence; In Rulesets to determine if a meeting was booked and if we should finish that prospect in sequence; and in Round Robin Team Meetings to count how many meetings have been booked for a rep/user.
Q: Does a Prospect need to accept the calendar placeholder for it to count as a booked meeting?
A: No. The calendar placeholder simply needs to be sent to the prospect for it to count as a meeting booked.
Q: Why do we count placeholders sent as a meeting booked instead of the calendar placeholder needing to be accepted?
A: In our research, we found that 10-20% of calendar placeholders are never accepted, even though the prospect may actually attend the meeting. This means that if these meetings were not attributed to sequences, you would be drastically undervaluing the efficacy of your sequences.
Q:What happens if the prospect is in two sequences?
A: We will attribute the meeting to the most recent sequence the prospect was in that meets the logic outlined above.
Q: What happens if they book a meeting outside of Outreach?
A: We count meetings booked both directly through Outreach as well as calendar placeholders synced into Outreach from your calendar (Gmail or Outlook/O365).
Q: What happens if a prospect books a meeting via your public calendar link?
A: Outreach counts a meeting as booked regardless of the source of that meeting. This means that a meeting can be booked via public calendar link, Google/Outlook/O365 calendar, or directly in Outreach by any user within your org. In other words, if there is a calendar placeholder on the calendar of anyone on your team who has their calendar synced with Outreach and it contains that prospect’s email address, we will count it.
Q: Are meetings still counted as booked even if I mark the meeting as no-show or canceled?
A: Yes, we count both no-show meetings and canceled meetings. We recommend you report on both meetings booked and meetings held. By including no-show and canceled meetings you can get a clear picture of how many meetings we initially booked. You can then filter out meetings that are canceled or marked no-show and calculate your meeting hold rate. Talk to your Customer Success Manager if you need help doing this.