Take Action: Outreach Sequences

  • Updated

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. 

Take_Action_Outreach.png

Prerequisites/Preparation

Demandbase Outreach Integration

There must be active Sequences in Outreach.

Steps: Add to Outreach Sequences

  1. Select people to add to a Sequence and click Take Action.
  2. In the right Take Action menu, select the Partner tab and click Add to Outreach Sequence.
  3. 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.
  4. From the Sequence drop-down list, select the Outreach Sequence you want people added to. 
  5. Click Confirm.

Steps: Remove from Outreach Sequences

  1. Select people to remove from a Sequence and click Take Action.
  2. In the right Take Action menu, select the Partner tab and click Remove from Outreach Sequence.
  3. From the Sequence drop-down list, select the Outreach Sequence you want people removed from. 
  4. 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.

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