Automation: Outreach Sequences

The Outreach Sequence actions allow you to automatically add and remove people from Outreach Sequences.

Prerequisites

• You must have Admin privileges or be assigned to a permission set with the required access to use Orchestration.
• Demandbase must be integrated with Outreach.
• You must have active Outreach Sequences.

Add People to Outreach Sequences

1. From the left navigation bar, go to Orchestration > Automations.
2. Create an Automation with Person Member Type.
   Tip: You can edit an existing automation by clicking an Automation name.
3. In the left main action panel, select CRM & MAS > Add to Outreach Sequence.
4. In the right sub-action panel, complete the following drop-downs: 
   • Assignee: Outreach user who can access Sequence. 
     Important: Sequences that are public can be accessed by any Outreach user.
   • Sequence: Outreach Sequence you want people added to.
5. Connect the sub-action node to the Set Automation Flow main action node.
6. In the Set Automation Flow main action node, define the population and schedule.
7. Publish the Automation.

Remove People from Outreach Sequences

1. From the left navigation bar, go to Orchestration > Automations.
2. Create an Automation with Person Member Type.
   Tip: You can edit an existing automation by clicking an Automation name.
3. In the left main action panel, select CRM & MAS > Add to Outreach Sequence.
4. In the right sub-action panel, complete the following drop-downs: 
   • Assignee: Outreach user who can access Sequence. 
     Important: Sequences can be accessed by the owner, and by any Outreach user if they are set to public.
   • Sequence: Outreach Sequence you want people removed from.
5. Connect the sub-action node to the Set Automation Flow main action node.
6. In the Set Automation Flow main action node, define the population and schedule.
7. Publish the Automation.