How to Add Alyce Triggers in Outreach

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Note: You must have installed the Alyce integration into Outreach in order for Alyce triggers to be accessible.  Please see Installing the Alyce Integration in Outreach for more details

For a general overview of triggers, please visit Outreach Support. 

Setting Up Triggers

1. Go to Settings > Triggers > Add

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2. Select the Alyce event you want to use to take an action within Outreach

You can act on the following events within Outreach:

  • Gift Created
  • Gift Needs More Information
  • Gift Options Ready
  • Gift Invitation Sent
  • Gift Invitation Delivered
  • Gift Invitation Delivered - Email (use this event if your invitation is not physical)
  • Gift Accepted
  • Gift Viewed
  • Gift Declined
  • Gift Invitation Expired 

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3. Add the appropriate conditions for prospects and accounts

Alyce highly recommends adding conditions to ensure triggers only fire for prospects or accounts that you want them too.

Note: If you do not add any conditions you cannot activate a trigger in Outreach. Alyce recommends Id "is not" empty as a default condition if there are no others you are looking to add.

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4. Add actions that will happen when the trigger fires

These include creating tasks, tags, adding to sequences, setting fields, and removing tags/sequences. 

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5. Input the details of the action you choose

Ex: For Sequences - Select which sequence to add and the appropriate users' mailbox.

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Ex: For Tasks - Select the Task Type and Time Due

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Please consult with your Customer Success Manager to decide on the best triggers for your organization.

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