Activity Feed Overview

Objective

The Outreach Activity Feed provides users with an efficient way to see action within the platform and can be configure to display specific content. 

Applies To

• Outreach Users

Before You Begin

• Outreach automatically filters out the bottom 1% to not skew metrics as one email delivered and opened will result in 100% open rate and skew the top performing sequences. 

Overview

The activity feed is available in the following locations within Outreach

• The 360 Homepage 
• Individual Prospects and Accounts
• Individual Sequences
• Individual Triggers
  • Note: The activity feed for triggers is not filterable 
• Within the CRM Plugin
  • Note: External is not a filterable option for the CRM Plugin. 

Engagement Activity Bubble

The engagement activity bubble provides information on the history and intensity of engagement with a specific account. It displays a timeline of all key activities—such as emails, calls, meetings, and tasks—using colored bubbles that represent different types of interactions. Each bubble on the timeline corresponds to a day (or week/month, depending on your view), and the size of the bubble reflects the volume of activity on that date. Hovering over or clicking a bubble reveals more details about the specific activities that took place.

Using the Activity Bubble

The activity bubble provides a quick overview of account engagement. This lets users accomplish the following:

• Instantly see which days had the most or least engagement with an account. Larger bubbles indicate higher activity, helping you spot periods of strong or weak outreach.
• Drill Down into Specific Activities
  • Click or hover over a bubble to view a breakdown of all emails, calls, meetings, and tasks for that day.
    Review the details of each interaction, including who was involved and what was discussed.
• Identify Engagement Patterns and Gaps
  • Spot trends, such as periods of high engagement or stretches with little to no activity.
    Use this insight to plan your next steps, ensuring consistent follow-up and avoiding missed opportunities.
• Prepare for Meetings and Account Reviews
  • Before a call or meeting, use the timeline to quickly recap recent interactions and understand the account’s engagement history. Share insights with your team or leadership to inform strategy and next actions.
• Filter and Customize Your View
  • Adjust the timeline to show activity by day, week, or month, depending on your preference.
    Filter by activity type to focus on the interactions that matter most to you.

Filters

Each activity feed can be filtered to display specific content as described in the tables below.

Engagement Activity

Notes:

Users can filter content based on notes by type: 

• Note Created (Beer)
• Note Created (Call)
• Note Created (Coffee)
• Note Created (Meeting)

Record Update

Users can filter content based on the record type as described in the table below: 

System Update 

Users can filter content by system update records based on the criteria below: 

External 

The following applies: