- ADOBE CONNECT HOW TO
- ADOBE CONNECT UPDATE
- ADOBE CONNECT OFFLINE
Name: A name by which you will recognize this destination in the future. An asterisk next to a field in the UI indicates that the field is required. To configure details for the destination, fill in the required and optional fields below. If the details provided are valid, the UI displays a Connected status with a green check mark. Password: Your Outreach account password. You will be shown the Outreach login page. To authenticate to the destination, select Connect to destination. Alternatively you can locate it under the CRM category. Within Destinations > Catalog search for Outreach. In the configure destination workflow, fill in the fields listed in the two sections below. To connect to this destination, follow the steps described in the destination configuration tutorial. Read the access control overview or contact your product administrator to obtain the required permissions. To connect to the destination, you need the Manage Destinations access control permission. ADOBE CONNECT UPDATE
As soon as a profile is updated in Experience Platform based on segment evaluation, the connector sends the update downstream to the destination platform.
Streaming destinations are “always on” API-based connections. 
Each segment status in Outreach gets updated with the corresponding segment status from Platform, based on the Mapping ID value provided during the segment scheduling step. You are exporting all members of a segment, together with the desired schema fields (for example: email address, phone number, last name), according to your field mapping. Refer to the table below for information about the destination export type and frequency. Refer to the Outreach documentation for further details. The ID must match the ID within the Outreach URL for the prospect being updated. This is a numeric value corresponding to the prospect profile. Outreach supports update of identities described in the table below. Refer to the Outreach documentation for additional details. If you received this message, you must update your segment export schedule to conform to the rate threshold. If you reach this limit you will receive a 429 response with the following message: You have exceeded your permitted rate limit of 10,000 please try again at T00:00:00. The Outreach API has a rate limit of 10,000 requests per hour per user. They are not used when updating prospects. Label names are for ease of identification only. You can view the segment status on the prospect page against these labels. Outreach settings page for prospects displaying custom fields with user-friendly labels matching to the segment names. Outreach settings page for prospects displaying custom fields. For ease of identification it is recommended to manually update the labels to their corresponding segment names instead of keeping the defaults. ADOBE CONNECT HOW TO
Refer to How To add a custom field in Outreach for additional guidance.
Outreach supports custom fields for prospects. Note down the items below before you authenticate to the Outreach CRM destination: Credential Also see the Outreach support page for more details. Go to the Outreach sign in page to register and create an account, if you do not have one already. Note the following prerequisites in Outreach, in order to export data from Platform to your Outreach account: You need to have an Outreach account Refer to Adobe’s documentation for Segment Membership Details schema field group if you need guidance on segment statuses. Prerequisites Experience Platform prerequisitesīefore activating data to the Outreach destination, you must have a schema, a dataset, and segments created in Experience Platform.
ADOBE CONNECT OFFLINE
You can build segments from your offline data and send these segments to Outreach, to display in the prospects’ feeds as soon as segments and profiles are updated in Adobe Experience Platform.
Use casesĪs a marketer, you can deliver personalized experiences to your prospects, based on attributes from their Adobe Experience Platform profiles. Instructions to authenticate to your Outreach instance are further below, within Authenticate to destination section. Outreach uses OAuth 2 with Authorization Grant as the authentication mechanism to communicate with the Outreach Update Resource API. This Adobe Experience Platform destination leverages the Outreach Update Resource API, which allows you to update identities within a segment corresponding to prospects in Outreach. Outreach helps organizations automate sales engagement and act on revenue intelligence to improve their efficiency, predictability, and growth. Outreach is a Sales Execution Platform with the most B2B buyer-seller interaction data in the world and significant investments in proprietary AI technologies to translate sales data into intelligence.
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