Objective
Learn to create Collections of content in Outreach.
As your company scales, you're creating more Templates, Snippets, and Sequences to target different personas and use cases. To keep things organized, Outreach has Collections. Collections are a way to group similar content for Users in the same role or on the same team who may benefit from having quick access to Templates, Snippets, or Sequences.
Applies To
- Outreach Users
Procedure
- Access the Outreach Platform.
- In the bottom left corner of the navigation sidebar, click Administration.
- Click User management > Access control.
- In the main Access control panel, click to open the Collections tab.
- To the upper right of the Collections list, click Add Collection.
- In the New collection pop-up, add a Name and provide it a Color as applicable.
Note: You can use the built-in simple color picker or manually enter any valid hexadecimal reference. - Under Associate with, check the boxes to select the type of content that can be added to the collection: Sequences, Templates, and/or Snippets.
- Click Add.
- Repeat Steps 4 - 8 for all additional collections as required.