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Outreach Rules

This tutorial will look at configuring the outreach rule for different communication channels. The channels include but are not limited to LinkedIn, Twitter, Facebook, etc.

Go to the navigation menu on the left side or top of the page to access this report. Then, click on Settings - Outreach Rule.

A rule is a set of criteria and automatic actions applied to new campaign emails. Your email program will first check to see if a new message meets the conditions you have specified, then it will send the email.

Filtering Parameters

The first part of this settings window consists in selecting the parameters the rule will be configured for.

Here you choose the organization member, channel, and type of engagement for which you want to configure the rule. You can make settings the same across all organization members by ticking the box. After you click Save, you continue to the second part of the settings.

Configuration Settings

Here you can configure the setting for the selected channel. It is important to pay attention to the notification: "settings configured here will supersede all settings set at a campaign level and apply to the team member."

Depending on the chosen channel, you will have different parameters to configure the settings, meaning that the Instagram channel's parameters differ from those in the LinkedIn channel, for example.

The Outreach Rules in Sales Innovator open up with the pre-filled fields that give the recommended value for that specific parameter.

In this tutorial, you have learned about the rules set up for different communication channels.

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