Automate Tasks with Triggers on Outplay
Save Time and Boost Efficiency with Automated Triggers on Outplay In today's fast-paced sales environment, automating repetitive tasks is crucial to saving time and maximizing productivity. Outplay's Trigger feature helps you to automate various aspects of your sales process, from updating prospect profiles to managing sequences. This article will guide you through the process of creating triggers and leveraging their power to streamline your sales workflow, enabling your team to focus onSome readersHow to edit a trigger on Outplay
Modify the triggers for more accurate automation Triggers are powerful automation tools that help you automate your sales process by updating your accounts and prospects. They can be fine-tuned with criteria and specific actions, but sometimes you may need to edit them to make them more accurate. In this article, we'll show you how to edit a trigger in Outplay. Edit a trigger Login to Outplay. In the Engagement section, navigate to Profile → Settings. (https://sFew readersHow to enable/disable or delete a trigger
Prevent Unwanted Actions in Your Sales Campaigns Outplay's triggers allow you to automate tasks in your campaigns, but sometimes you might need to enable/ disable or delete a trigger as required. In this article, we'll show you how to enable/ disable or delete triggers in just a few simple steps. Let's get started! Here’s how you can enable/disable or delete a trigger on Outplay: Login to Outplay. In the Engagement section, navigate to Profile → Settings. (https://Few readersHow to Clone a Trigger in Outplay
Save Time Creating Triggers by Cloning Existing Ones Creating triggers can be a time-consuming task, especially if you need to create several similar triggers. However, with Outplay's "clone trigger" feature, you can easily duplicate an existing trigger to use as a template for a new one. In this article, we'll show you how to clone a trigger in Outplay. How to Clone a Trigger By using an existing trigger as a template, you can ensure that your new trigger has the same settings, withouFew readersHow to Add Criteria to Your Triggers
Use criteria groups to customize your triggers and automate smarter Triggers are a powerful way to automate your sales process, but to make them truly effective, you need to get specific with your criteria. By adding criteria, you can add multiple conditions to your triggers and get even more specific about when they should fire. In this article, we'll show you how to use criteria groups to create smarter, more effective triggers. NOTE: Click here (https://support.outplayhq.com/automatFew readersAccount Triggers
Account Triggers are basically meant to be executed on the conditions like whenever the account is created or updated. To create an Account trigger, select the option either from anyone below Account Created - The Trigger will fire when an account is created in Outplay and all relevant condiFew readersFinish prospects in an account based on the Account Stage using Triggers
If your focus is on managing accounts, the following actions will help you automate the process. Consider this scenario: you've been engaging with an account only to discover it does not meet the qualification criteria. In such instances, it's advisable to Finish all prospects associated within the account, especially if the account stage has been changed/updated as Disqualified. Based on the Account Stage we can easily set up a trigger. To initiate this process, Navigate to your SettinFew readers