Article
Best Practices for Outreach Triggers
support.outreach.io
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Solution “With Outreach, reps can mark a meeting as “no show” which can kick off an automated process through triggers to automatically sequence the prospect on that meeting.” Setup
In order for the trigger to fire, Reps need to go into Outreach to mark a meeting as “no show” when a prospect does not attend. Reps will likely need to be trained on this click path -- learn more here. “This has the added benefit of allowing you to push no show data into CRM to get insight intomeeting no show rates.” If you are creating triggers to drop prospects into an automated meeting rebooking sequence, then train reps to not do their own follow up, otherwise the prospect may get multiple streams of communication.
Meeting No Show Follow Up “prospects who missed a meeting can be automatically added into a re-booking sequence to ensure the meeting gets rescheduled and the SDR still receives credit.” Problem
Determine follow up strategy: “This will change the number of steps in the sequence as well as the frequency of touch points.” Even with a first manual email, typically automated “bump” emails are a best practice to remain efficient and ensure the rep is getting a response.