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.
Prerequisites/Preparation
Demandbase Outreach Integration and active Outreach Sequences.
Steps: Add to Outreach Sequence
- Select people to add to a Sequence and click Take Action.
- In the right Take Action section, click Add to Outreach Sequence.
- From the Assignee drop-down list, select the Outreach User that can access the Sequence. Sequences can be accessed by the owner, or any Outreach user if they are set as public.
- From the Sequence drop-down list, select the Outreach Sequence you want people added to.
- Click Confirm.
Steps: Remove from Outreach Sequence
- Select people to remove from a Sequence and click Take Action.
- In the right Take Action section, 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 you selected was already added to another exclusive Sequence, an error message appears in Action History and a pop-up message warns you that Demandbase was unable to complete the action.