The purpose of this article is to provide information to Outreach users regarding the Account Engagement Score field in Outreach.
Outreach has a new numeric field on the Account Object that supports positive and negative values, integers and non-integers, filtering, sorting, and is usable in triggers. The field is exportable and available in the Outreach APIs, enabling third-parties to build integrations into Outreach and provide the Account Engagement Score.
Q: What is the Account Engagement Score?
A: The Account Engagement Score in Outreach is a numeric field found on the Account object that enables third parties to build integrations into Outreach and provide users with the opportunity to prioritize accounts that are most likely to become customers.
Q: What values does the Account Engagement Score field support?
A: The Account Engagement Score field in Outreach supports positive, negative, integer, and non-integer values.
Q: Can I filter and sort the Account Engagement Score field?
A: Yes! Outreach provides users the ability to filter and sort Account Engagement Scores.
Q: What can I do with an Account Engagement Score in Outreach?
A: Organizations can view accounts in Outreach by engagement data and use the Account Engagement Score field for Smart Views. Once an account list view are updated, reps can sort by top accounts.
Organizations can input account engagement scores to Outreach via their third-party data providers to automate rep focus on the right accounts by triggering tasks to engage top accounts.
Example: If an Account Engagement Score is greater than 90, a generic account task trigger can be implemented for the assigned rep to engage the account accordingly (either through new Prospect sequences, or prioritize tasks in existing sequences).
For more information regarding Smart Views, Sequences, and Triggers, refer to the applicable articles.
Q: How do I map the Account Engagement Score field in Outreach for my data provider?
A: To map a field in Outreach, refer to the How To Map a Field in Outreach article. Users will need to contact their Data Provider to acquire the applicable field name for their mapping.
Q: What type of data is typically passed from my CRM or third-party integration into the Account Engagement Score field?
A: The field allows for any numeric value. Most often this field either comes from an intent data provider (i.e. Bombora, TechTarget, G2, 6Sense) via CRM, or from a generic account intent score in your CRM (likely aggregated from multiple data sources). We expect in the future for many of the intent data and ABM vendors to integrate data from their systems directly into this account field.