Get Started Guides
A Get Started Guide for Outplay Admins
Everything you need to know as an Admin on Outplay If you’re new to Outplay, we’ve got you covered. As an Admin on Outplay, these are the most essential steps you need to perform and complete to get started. By doing so, you can enable your teams and users to enhance their sales process and book more meetings with prospects seamlessly. Step 1: Connect your Mailbox The first step to getting started with Outplay is by connecting your mailbox. By doing so, you can send and receive prFew readersA Get Started Guide for Outplay Users
Everything you need to know as a User on Outplay New to Outplay? You’re in the right place! As a User on Outplay, these are the most essential steps you need to perform and complete to get started. Moreover, you can learn more about Outplay and make the most out of it to enhance your sales process and achieve your sales goals. Step 1: Connect your Mailbox to Outplay The first step to getting started with Outplay is by connecting your mailbox. By doing so, you can send aFew readers
Connect to Outplay
Connect your mailbox to Outplay
Link your mailbox to Outplay to automate your emails. The first step to getting started on Outplay is by connecting your mailbox. By doing so, you can send and receive prospect emails directly on Outplay. Moreover, you can send emails via sequences as part of your outreach strategy and experience a heap of other unique features. This article discusses the following: Connect your Gmail to Outplay Connect Office 365 to Outplay (3-connect-youSome readersConnect your calendar to Outplay
Book more meetings with prospects by connecting your calendar. Connect your Google/ Office 365 calendar to Outplay to avoid conflicts and prevent the hassle for prospects trying to book a meeting with you. You can also get a complete overview of all your events and meetings right on Outplay without switching between apps. Connect your calendar On Outplay, go to Profile → Settings. (https://storage.crisp.chat/users/helpdesk/website/7f51f7a5a1106000/1e8e464f-7df3-403c-99Few readers
Configure Outplay Settings
Configure Org Settings on Outplay
Configure Safety, OOO, and Priority Level Settings as an Admin With Outplay, you can streamline and automate your outreach efforts at scale. However, to ensure that the platform is being used effectively and efficiently by your team, it is important to appropriately configure Org Settings aka Admin’s Safety Settings. In this article, you can find various settings that can be adjusted to optimize Outplay’s performance and enhance the overall sales process. You can ensure that your team achiSome readersRedirect URL and Global opt-out links
The Redirect link from Outplay directs users to a page where they are prompted to confirm their decision to opt out, and a confirmation is provided upon completion. In contrast, certain companies maintain pre-existing unsubscribe pages featuring global lists that are often situated independently of these platforms. These pages typically offer the choice to unsubscribe from all emails or select specific email lists. (https://storage.crisp.chat/users/helpdesk/website/254aba8c44beac00/6fd4f424-Some readersSet up your Outplay profile
Complete your profile to manage tasks within Outplay easily. Add essential personal information to your Outplay profile to help your team members easily recognize your activities and tasks while establishing better communication on the platform. Moreover, your prospects and customers can see the human behind the scene and not just mistake your interaction for another automated communication. This article discusses the following: Complete your Outplay profile (3-complete-your-outplaFew readersConfigure your notification settings
Receive instant notifications for prospect activities. Receive instant notifications on several prospect activities such as email responses, inbound calls, and text messages. Moreover, you have the option to be notified via email and choose the activities for which you want to receive notifications. View your notifications On Outplay, click the Notifications button on the top panel. (https://storage.crisp.chat/users/helpdesk/website/3b1cd21f3989b400/ade284a3-dee9-4025-813Few readersManage Do Not Contact Settings
A new permission called “ Manage Do Not Contact under safety settings” is introduced to control the permissions for the users. By default, the settings would be like This means Admin can now control who can add/remove the domains within the DNC section. If the permission for any user is disabled then the user will not be able to take any action on the page. We have also introFew readersConfigure your Safety Settings
Set parameters for your automated activities and configure your DNC list. Ensure that your outreach efforts and automated activities are running the way you want without requiring your constant attention. On Outplay, you can Set the maximum number of emails sent in a day Stop sequences for an account when one prospect in that account replies Ensure emails are not sent to your competitors, and much more! Set parameters for your automated activities On Outplay, go toFew readersConfigure Fields for Accounts and Opportunities
Please note: There will be no impact on Import from Salesforce report and Create via CRM synchHere are the steps to set the fields as mandatory Login to portal Navigate to Settings Navigate to Field Configuration Accounts & Field ConfigurationOpportunities All the Default fields have to be visible in both accounts & opportunities sections Click on the search icon and search for the field which you want to set as mandatory Click on the ellipsFew readers
Set up unique Outplay features
How to set up your custom domain on Outplay
Add a custom domain to track email links and avoid being listed as spam When you track email link clicks on Outplay, a tracking domain which is different from your sender domain (your email) is used. When your tracking domain and sender domain do not match, it’s likely that your emails may be reported as spam. However, there is a quick way to prevent yourself from being listed as spam. You can configure multiple custom tracking domains on Outplay to use. This ensures that your tracked emaiSome readersUse the Outplay Dashboard
The Dashboard puts everything you need to breeze through your sales tasks all in one place Outplay is designed to help you get through your engagement tasks as quickly and easily as possible, so you can spend more time having sales conversations, and less time on busy work. The Dashboard puts everything you need to run through your sales tasks quickly in one place. DashboardFew readersConfigure your Outplay Dialer settings (User)
Manage your number and voicemail settings Before you start calling your prospects, you have to configure the essential number and voicemail settings for Outplay Dialer to ensure that you don’t miss an important call or leave a prospect clueless. On Outplay, go to Profile → Settings. Navigate to the User section and click Calls. (https://storage.Few readersHow to set up your meeting availability on Outplay
Create windows of availability for prospects to book a meeting with you. Outplay takes care of your meetings for you. You can set available time slots and other specifics to ensure that you have an opportunity with every prospect. Moreover, you can configure your personal meeting link, schedule reminder emails, and much more. Need a break between two consecutive meetings? Hoping to avoid spontaneous bookings? We’ve got you covered! Configure your meeting availability settings NOTE:Few readersHow to set up Outplay Dialer (Admin)
Add dialer credits, purchase numbers, enable Local Dial and much more. On Outplay, you can directly call your prospect through the Outplay Dialer. But first, you have to add dialer credits and configure your Outplay Dialer settings. NOTE: Outplay Dialer can be enabled by an Admin account. This article discusses the following: Add Dialer Credits to your Outplay account Purchase a phone number Assign a numberFew readersConfigure Chat and Website Tracking settings
Track website visits and continue sales conversations through chat When a cold prospect visits your website, a regular chat widget asks a few qualifying questions to funnel them into the sales pipeline. But what happens when a warm prospect, to whom you’ve already been talking, lands on your website through your email? Up pops that cold-prospect chat widget again, asking them the same old re-qualifying questions and disrupting the rapport you've worked so hard to build! Here’s where OutplFew readers
Get started with Sequences and Tasks
How to create a multichannel sequence on Outplay
Create effective sequences that win and save time. Whether you’re prospecting, following up, or closing a deal, there’s a sequence for every part of your sales cycle. But first, what is a sequence? A sequence is a personalized multi-channel outreach campaign with several sequential touch points. With sequences, you can engage your prospects and personalize your outreach efforts at scale. Moreover, you can reach out to prospects on multiple platforms and increase your chances of closing a dSome readersConfigure your Sequence Settings
Everything you need to run effective sequences Once you’ve created a sequence on Outplay, you can configure sequence settings to ensure that it works to its full potential without your constant attention. This article discusses the following: General Settings of a sequence Safety Settings of a sequence Stages Out of Office Configuration On Outplay, click Sequences oSome readersConfigure Sequence Schedule
Sequence schedules specify the set of weekdays and timeframes which you can configure to let Outplay know when to send emails to your prospects and manage your tasks. This article discusses the following: How to create a schedule How to edit a schedule How to clone your schedule How to delete a schedule How the schedule works Create a schedule on Outplay On OutplaySome readersAdd prospects to Outplay
Add prospects and get started with your outreach efforts. On Outplay, there are several ways you can add prospects to your account. This article discusses the following: Add prospects manually Add prospects to sequences directly Add prospects via CSV import Add prospects via CRM integration Add prospects manually On Outplay, click Prospects on the sidebar menu.Some readersHow to view and manage the schedule for sending a sequence
Schedule sequences to always reach out to prospects at the right time Make your multichannel sequence more effective by scheduling them for specific weekdays and time frames. By scheduling sequences, you can ensure that your sequence emails reach prospects when they are available for business. Moreover, you can set sequences to detect prospect time zones, if available, and send emails accordingly. This article discusses the following: Schedule an Outplay sequence (schedule-sFew readersHow to add prospects to a sequence and activate it
Effortlessly add prospects to a sequence and activate it with a click After you’ve created a sequence and configured its settings, you can add prospects to the sequence and activate it. By doing so, you can follow up with prospects easily, track your response metrics, and automate tasks. Add a prospect to a sequence On Outplay, click Sequences from the sidebar menu. (https://storage.crisp.chat/users/helpdesk/website/d064d3b248a3a000/0d238cb1-7fe5-4939-b890-92b9225mcnxh.pnFew readersBreeze through your daily tasks with Outplay
Completing tasks has never been easier Once a task is created, Outplay adds it to the list of Daily Tasks that you have to complete. On your Daily Tasks, you can also find tasks that are created when a manual action is required to move a prospect to the next step in a sequence. Once you begin your tasks, you can find everything you need to complete the task on the Task panel. Need to make a call? The Outplay Dialer pops up. Have an email to send? Send it right from the Task panel. CoFew readersHow to create a task on Outplay
Create tasks and never miss an opportunity with a prospect Tasks ensure that you take that necessary step to interact with a prospect to get you closer to winning the opportunity. A task can be a follow-up email or call, an SMS reminder or a WhatsApp text message. Once a task is created, Outplay adds it to the list of Daily Tasks that you have to complete. However, most of your tasks are created when your intervention is required to move a prospect to the next step in a sequence. This arFew readers
Manage your Outplay account
Manage your subscription and billing information
Find all your payment related information in one place On Outplay, you can add or remove users as you require. Also, keep your billing details updated in order to avoid interrupting your Outplay subscription. This article discusses the following: View your subscription plan Add or remove users Update your billing information Manage your invoices View your subscription planSome readersCreate roles and configure permissions
Define roles and restrict access permissions of users on Outplay In a team, there are several roles with varying functionalities that require specific access permissions. On Outplay, you can create customized roles for users and choose what they have access to. NOTE: Roles and permissions can be configured by an Admin account only. Outplay’s Default Roles Outplay has three default roles that can be directly assigned to users or tweaked as per your requirements. On OutplaySome readersHow to invite new team members to Outplay
Invite team members to Outplay and assign licenses & mailboxes to them On Outplay, you can invite team members as users to your subscription plan. You can select licenses and mailboxes for them, and send an email invite. When the user signs up, they are automatically added to the same subscription as yours, and the selected licenses and mailboxes are assigned to them. User Seats/ EngageFew readers