Add Automation Actions to Add or Remove People from Outreach Sequences

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Context

When you create an Automation, you can add actions to add or remove people from Outreach Sequences from the Actions tab. These actions allow you to automate managing people in Outreach Sequences based on the Selector criteria you specify.

The actions you can add depend on the member type (Account or Person) selected for an Automation. See Automation Actions

Prerequisites/Preparation

You must have Administrative privileges or be assigned to a permission set with the required access to use Orchestration.

You have the Demandbase Orchestration solution.

Demandbase Outreach Integration and active Outreach Sequences.

Steps: Add People to Outreach Sequences

  1. From the left navigation bar, go to Orchestration_N.png Orchestration > Automations.
  2. Click Create New to create a new Automation or click the name of an existing Automation.
  3. Click the Actions tab and click the plus icon.
    Tip: You can add multiple actions to an Automation. If an Automation already has an action added, click + Add Action to add another action.
    Automation_Action_Person.png
  4. In the Add Action window, select the Partner tab and click Add to Outreach Sequence.
  5. In the Add to Outreach Sequence window, enter the following:
    • Assignee: 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.
    • Sequence: Select the sequence to add people to.
      Automation_Add_to_Outreach.png
  6. Click Save.

Steps: Remove People from Outreach Sequences

  1. From the left navigation bar, go to Orchestration_N.png Orchestration > Automations.
  2. Click Create New to create a new Automation or click the name of an existing Automation.
  3. Click the Actions tab and click the plus icon.
    Tip: You can add multiple actions to an Automation. If an Automation already has an action added, click + Add Action to add another action.
    Automation_Action_Person.png
  4. In the Add Action window, select the Partner tab and click Remove from Outreach Sequence.
  5. In the Remove from Outreach Sequence window, select the sequence to remove people from in the Sequence drop-down list.
    Automation_Remove_from_Outreach.png
  6. Click Save.

Outcome

When the Automation runs, Demandbase identifies people that meet the Selector criteria and adds or removes them from the selected Outreach Sequence. 

Next Steps

Click the Scheduler tab to set up the schedule and frequency for the Automation to run.

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