Context
The Add to Outreach Sequence and Remove from Outreach Sequence actions allow you to add or remove people from Outreach Sequences directly from Demandbase.
Important: Take Action functionality is limited to a maximum of 100 records at a time. This limit doesn't apply when using Automations within the Orchestration solution.
Prerequisites/Preparation
Demandbase Outreach Integration
There must be active Sequences in Outreach.
Steps: Add to Outreach Sequences
- Select people to add to a Sequence and click Take Action.
- In the right Take Action menu, select the Partner tab and click Add to Outreach Sequence.
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From the Assignee drop-down list, select the Outreach User that can access the Sequence.
Tip: Sequences that are public can be accessed by any Outreach user. - From the Sequence drop-down list, select the Outreach Sequence you want people added to.
- Click Confirm.
Steps: Remove from Outreach Sequences
- Select people to remove from a Sequence and click Take Action.
- In the right Take Action menu, select the Partner tab and click Remove from Outreach Sequence.
- From the Sequence drop-down list, select the Outreach Sequence you want people removed from.
- Click Confirm.
Outcome
Demandbase sends a request to Outreach to add or remove the people you selected from the Sequence.
Important: If a person is already part of an exclusive Sequence (setting managed in Outreach), an error message appears in Action History and a pop-up message warns you that Demandbase was unable to complete the action.