Want to level up your Outreach integration? Read on for some best practices and implementation tips.
How can we ensure that the gift email is sent from the Contact Owner and prospects/customers can book a meeting?
When you're enabling the Outreach automation, you'll have the ability to customize a few options. Starting with setting up "Send From", this is broken into 3 categories:
"Myself": which would be whoever created the trigger)
"Contact Owner": whoever owns the contact in Outreach)
"Specific User": whoever the person is building the sequence defines as the send from user
You'll want to select Send from "Contact Owner."
If you want prospects/customers to have access to the Contact Owner's calendar, you'll need to select:
"Before Item Acceptance": Contacts MUST request a meeting before accepting an item
"After Item Acceptance": Contacts are asked to request a meeting AFTER accepting an item
IMPORTANT NOTE: If selecting "Contact Owner" for 'send as', each "Contact Owner" will need to be set up and integrated with Postal (email and calendar):
"Contact Owner(s)" are set up with Postal access and associated with the correct team
"Contact Owner(s)" integrate their email to Postal
"Contact Owner(s)" integrate their calendar to Postal
If all the above is set up correctly, then the Postal Trigger can automate a gift email to send at the start of the selected step to prospects/customers placed in that defined sequence. The gift email will send from the Outreach contact owner's work email domain and allow prospects/customers to book time on their connected calendar.