Guide: Using Outreach with Databox

HOW TO

How to connect Outreach to Databox

IN THIS SECTION

How to connect Outreach to Databox

To connect an Outreach Account in Databox, go to  Data Sources > + New connection. Type Outreach in the search bar and click on the green Connect button. 

This will open the Activation window where you will be prompted to enter Account information and authorize the Databox app. 

The time zone that you select during the connection process will determine the sync schedule of your Outreach Data Source. 

How much historical data is synced when you first connect Outreach to Databox?

When you connect a new Outreach Data Source in Databox, the most recent 25,000 results are initially synced. 

Certain Metrics may have more or less historical data available. For more information about the amount of historical data available for a specific Metric, please contact our Support Team at [email protected]

Pro Tip: Once your Outreach Data Source is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical Outreach data in your Databox reports. Learn more here

What time zone does Outreach data sync in? 

During the connection process, you are prompted to select the time zone. This determines the sync schedule for the Data Source. Learn how to edit a Data Source time zone here

How to access pre-built Outreach Templates

1
 Navigate to Databoards > Template Library
2
 In the Data Source drop-down list, select Outreach
3
 To view a preview of the Template populated with dummy data, click Preview
4
 To pull the Template into your Account and re-populate it with your own Outreach data, click Use Template
5
 Select the appropriate Outreach Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected Outreach Account and can be found on the  Databoards page
Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.

Popular Outreach Templates

Outreach (Prospect Overview) Outreach (Delivery Overview)

This Template will help you uncover key insights into your prospecting efforts and track the impact of every touch point.
This Template provides greater visibility into your email delivery and engagement metrics.

How to build a Databoard using Outreach data

1
 Navigate to  Databoards > + New Databoard > Start Blank
2
 Click on the Datablock Library icon on the lefthand side of the Designer
3
 Select the appropriate Outreach Account from the Data Source drop-down list in the Datablock Library
4
 View the list of pre-built Outreach Datablocks in the Datablock Library. Drag and drop your selected Datablock onto your Databoard    
5

 If a pre-built Datablock isn't available for your use case, click on the  Visualization Types icon under the Datablock Library icon

6
 View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard
7
 Click on the Datablock on the Databoard to open the corresponding Datablock Settings on the righthand side of the Designer
8
 Select the appropriate Outreach Data Source and Metric in the righthand Datablock Settings. This will update the Datablock and it will populate the Datablock with the corresponding data
 
9
 Complete steps 4-8 until your Databoard is complete

Popular Outreach Metrics

Opens Sequences Active (Sequence)




Total Prospects Created Prospects Completed Tasks

View a full list of Outreach Metrics available in Databox here.

Additional Information

  • We are currently able to collect 25k results per Metric for the following Metrics: "Deliveries," "Created Prospects," "Completed Tasks," "Opportunities," "Delivered Emails," "Scheduled Emails," and "Calls." If you have an extremely large amount of data, possible discrepancies may occur. 
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