Outreach Connector
Intro
Outreach is a sales communication platform that makes your team's communication workflows faster and reveals the performance insights that make them more effective at selling. Use Domo's Outreach connector to generate reports about calls, prospects, accounts, and so on. To learn more about the Outreach API, visit their page (https://www.outreach.io/platform/).
You connect to your Outreach account in the Data Center. This topic discusses the fields and menus that are specific to the Outreach connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.
Prerequisites
To connect to your Outreach account and create a DataSet, you must have the username and password associated with your Outreach account.
Connecting to Your Outreach Account
This section enumerates the options in the Credentials and Details panes in the Outreach Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.
Credentials Pane
The Domo Outreach connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click Connect (or select Add Account if you have existing Outreach accounts in Domo) to open the Outreach OAuth screen where you can enter your Outreach username and password. Once you have entered valid Outreach credentials, you can use the same account any time you go to create a new Outreach DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.
Details Pane
This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.
Menu |
Description |
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Report |
Select the Outreach report you want to run. The following reports are available:
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Outcome | Select whether you want to retrieve all outcomes, only answered outcomes, or only non-answered outcomes. | ||||||||||||||||||||||||||||||
Mailing Type | Select whether to retrieve data for all mailing types or only a specific type (campaign, sequence, or single). | ||||||||||||||||||||||||||||||
Action | Select whether to retrieve data for all task action types or only a specific type (action items, calls, emails, or in-person). | ||||||||||||||||||||||||||||||
State | Select the task state you want to retrieve data for. | ||||||||||||||||||||||||||||||
Type | Select whether to retrieve data for all task types or only a specific type (follow-up, manual, no-reply, open sequence, call sequence, email sequence, task sequence, or touch). | ||||||||||||||||||||||||||||||
Include Email Body? | Select True to include the email body in your report data. | ||||||||||||||||||||||||||||||
Date Filter | Select whether to filter dates based on the creation date or the date when updates were last made. | ||||||||||||||||||||||||||||||
Duration |
Select whether you want to pull data for a single date (e.g. January 23) or a date range (e.g. January 23-31). |
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Report Date |
Select whether the report data is for a specific date or for a relative number of days back from today. If you choose Specific, the report will always pull data for the selected date whenever it runs. If you choose Relative, the report will pull data for the entered number of back days whenever it runs. For example, if you selected Relative and entered 7 for the number of days back, each time the report ran it would pull data for the last 7 days. |
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Specific Date |
Select the specific date you want to pull data for. |
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Days Back |
Enter the number of past days that should appear in the report. The report will pull data for this number of past days whenever it runs. For example, if you entered 7 here, each time the report ran it would pull data for the last 7 days. |
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Start Date |
Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date. |
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End Date |
Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date. |
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Specific Start Date |
Select the first date in your date range. |
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Specific End Date |
Select the second date in your date range. |
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Days Back to Start From |
Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days. For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago. |
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Days Back to End At |
Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days. For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago. |
Other Panes
For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.