Configure and Use Outreach Notifications

Created by Tomas Zeman, Modified on Thu, 12 Nov at 2:23 AM by Aye Myat

Objective

The purpose of this article is to provide guidance to Outreach Users and Admins in configuring and using Outreach Notifications. The Outreach Notification Platform provides streamlined communication and increased awareness for Users by delivering alerts through multiple channels such as Email, Browser, Slack, and an In-App Notification Feed.

Applies To

All Outreach Users and Admins
Notification Settings in User Profile

Before You Begin

Some notification channels (e.g., Slack) require admin setup before users can enable them.
Not all notifications support all channels.
Browser notifications require OS-level permission to work properly.

Overview

Outreach Notifications enhance how users receive updates, alerts, and task reminders by offering four distinct channels:

In-App Notification Feed: Centralized feed within Outreach where users can view, manage, and act on notifications.
Slack: Notifications delivered directly into Slack.
Email: Notifications sent to the user's login email.
Browser Notifications: Alerts that appear via native browser/OS notification systems.
Toast Notifications (in-app popups): Toast for urgent tasks displayed within the Outreach UI.

Procedure

Log in to Outreach.
Navigate to your user name.
Click Personal Settings > General > Notifications.
Toggle on the appropriate notifications for Slack.
For Email engagement updates, select the channels where you want to receive them. If a channel option is missing, that channel is not available for this notification type.

Notifications

Notification	When it is triggered
Somebody other than the recipient responding to an email	Send email to a prospect, but prospect replies from a different email belonging to a different prospect. Send email to a prospect, but prospect replies from a different email belonging to an unknown prospect.
Meeting updates	Meeting is booked via your public calendar link. Meeting is reassigned to another prospect. Meeting is rescheduled. Meeting is scheduled on behalf of another Outreach user.
New voicemails	You got a new voicemail.
Bounce limits	50% of bounce rate achieved when sending emails to prospect. 80% of bounce rate achieved when sending emails to prospect. Final bounce limit warning, when you are not able to send emails for the next 24 hours.
Plug-in Errors	There are issues with connected CRM.
Mailbox and calendar sync errors	Your calendar disconnected and synchronization stopped working. Your mailbox disconnected and synchronization stopped working.
Mentions	Someone mentioned you in the Kaia chat.
Urgent tasks notification	You'll be notified whenever an urgent task goes past its due date.
Kaia Meeting Summary	Automatic Slack notifications when a Kaia meeting summary is ready
Email engagement updates	A prospect clicks a link in your email. A prospect replies to your email.

Email Engagement Updates

Email engagement updates notify you when a prospect clicks a link in, or replies to, an email you sent. These updates are delivered to the channels you select in your user notification settings:

In-App Notification Feed: Available from the bell icon in the top right corner of Outreach. Click the bell to expand the feed.
Slack: Available only if your admin has configured the Slack connection at the organization level.

To choose your channels:

Navigate to Personal Settings.
Select General > Notifications and find Email engagement updates.
If a channel checkbox is missing, that channel is not available for this notification type.

Browser Notifications

Browser notifications are displayed by your browser in your OS notification area.

Please make sure you enable notifications on your browser level. You will be asked for permission via the browser after pressing the "Enable browser notifications" button.

Browser Notifications	When it is triggered
Overdue urgent tasks	When an urgent task is moved to overdue state.
Incoming call	When you are receiving an incoming call.
Engagement with outgoing emails	Prospect opens email. Prospect clicks on a link in the email. Prospect replies to the email.

Note: Link clicks and replies are also available as Email engagement updates, which follow your notification channel preferences.

Toast Notifications

This notification shows as a toast in the top right corner of Outreach.

Notification	When it is triggered
Overdue urgent tasks	When an urgent task is moved to overdue state.

Integration for Slack

Admins can configure Slack connection at the General Org configuration page in the administration.

Additional Information

Why don't I see Slack as an option?
Slack must be enabled by your Outreach admin and mapped to your account.

Can I receive browser notifications if I block popups?
No. Ensure permissions are granted in your browser and OS settings.

What's the difference between Toast and Browser notifications?
Browser notifications appear outside Outreach in your OS; Toasts show in-app.

What triggers an Email engagement update?
A prospect clicking a link in your email or replying to it. The update is delivered to the channels you selected in your user notification settings.

How are Email engagement updates different from browser notifications for email clicks and replies?
Browser notifications are delivered only through your browser. Email engagement updates follow your notification preferences, so you can also receive them in the in-app feed and in Slack.

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