Configure Outplay Settings
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      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 achieves their goals and drives success without any roadblocks. 

       

      NOTES:

      • Org Settings can be configured by an Admin account only. 
      • Users will not be able to override Org Settings. 

       

      This article discusses the following:

      Configure your organization settings

      • Login to Outplay. In the Engagement section, navigate to Profile → Settings.

       

      • On the Settings sidebar menu, navigate to the Company section and click Org Settings.

       

      • In the Org Settings section, you can configure the following settings: 
        • General Settings
        • Priorities
        • AI Settings
        • Security

       

      General

      Under General Settings, there are two sections:

      • Safety
      • Out-of-Office Configuration
      • Email Validation Settings
      • Company Logo

       

      Safety

      Under the Safety section, you can configure the following:

      Field

      Description

      Maximum emails allowed to the same domain in a day

      Enter the maximum number of emails that a user can send to a specific domain in a day.

      Do not create prospects for the below domains

      Enter the domains you want to avoid while a user creates prospects.

      How many emails can be sent in a day by user?

      Enter the maximum number of emails that a user can send in a day.

      Set a default font family

      Select the default font style for users. 

      Set a default font size

      Select the default font size for users. 

      Task re-assign on owner change

      Enable the toggle if you want to re-assign tasks for a prospect when the owner is changed. 

      Enable Call Waiting

      Enable the toggle if you want the call waiting feature to be available for users.

      Enable Call Recording

      Enable the toggle if you want the call recording feature to be available for users.

      Enable Objection Handling

      Enable the toggle if you want Objection Handling to be enabled while responding to prospect emails.


      NOTE: Click here to read more about Objection Handling. 

      Create prospect if call is made to number directly 

      Enable the toggle if you want to create a prospect each time you call a new phone number. 


      NOTE: These stats are not included in reports.  

       

      Do not create prospects for domains

      On Outplay, we understand that there may be certain domains you prefer not to add as prospects or record any meetings or calls for. By adding domains to the Do Not Create Prospects section, you can exclude them from your prospects list and ensure that no communication with these domains is recorded within Outplay.

      • Type in the domain names that you wish to exclude, one per line, pressing Enter after each domain name.
      • If required, continue adding additional domain names by repeating the process.

       

      Out-of-Office Configuration

      Suppose, you’ve reached out to a prospect but they are out of the office. They respond to your email by mentioning their availability in the future or they leave an alternate contact for you.

      By enabling and setting the Out of Office Configuration, Outplay Bot instantly notifies you of OOO and autoresponder emails. Moreover, you can set resume dates for paused prospects and save alternate contact information - all from a notification pop-up window! 

      • Navigate to the Out of Office Configuration section under the General Settings tab.

       

      • You can configure the following under the OOO section:

      Field

      Description

      Enable out of office Configuration

      Enable the toggle if you want to activate the Out of Office feature on Outplay. 

      Enable Bot to predict a Return date

      Enable the toggle if you want Outplay Bot to analyze an Out of Office email response and predict the return date of the prospect. 

      The default number of days to resume a prospect in a sequence 

      Enable the toggle if you want to resume a prospect in a sequence when the return date is not mentioned in the out-of-office email response. 


      Here, you can enter the number of days after which the prospect can be resumed in a sequence in such an instance. 

       

      • After completing the fields, click Save. 



      NOTE: Outplay Bot will only detect OOO emails from prospects who respond to you as part of a sequence.

       

      Email Validation Settings

      Maintaining accurate contact information for your prospects is crucial. With Outplay’s Email Validation Settings, you can configure the validation process for newly created prospects' email addresses and optimize your sequences accordingly.

      When a prospect is added to Outplay, the Email Validation Settings allow you to ensure the validity of their email address before proceeding. By verifying the accuracy of prospect emails, you can minimize the risk of communication errors.

       

      Additionally, Email Validation Settings offer the option to exclude prospects with specific email validation statuses from your sequences. Whether it's Invalid, Not Validated, Accept All, Disposable, or Unknown, you can filter out prospects with questionable email addresses, ensuring that your outreach efforts are directed towards verified and reliable contacts.

       

      By configuring these settings, you enhance data integrity and improve the efficiency of your sales campaigns. 

       

      Company Logo

      By uploading your Company Logo, you can prominently display your branding on landing pages where leads and prospects can book meetings with you. By adding your company logo, you create a cohesive brand experience for your audience. It enhances recognition and reinforces your brand identity, giving a professional impression to visitors who engage with your meeting booking process.

       

      NOTES: 

      • Ensure that your company logo meets the minimum resolution requirement of 32x32 pixels.
      • Prepare your logo in either JPEG or PNG format.
      • Verify that the file size of your logo is less than 2 MB to ensure smooth uploading.

       

      Priorities

      If you're looking to enhance your sales productivity and streamline your outreach efforts, customizing priority statuses is the way to go. In this article, we'll walk you through the simple process of setting up and managing priority statuses, so that you can prioritize your sequences and prospects effectively.

      With Outplay's priority statuses, you can easily categorize your sequences based on their importance, assign appropriate priority levels, and focus your efforts where they matter the most. 

      Click here to read more about Priorities for sequences on Outplay. 

       

      AI Settings

      On Outplay, AI Settings allows you to provide crucial information about your product or service, enabling powerful features like AI Mail Writer, Email Assistant, and Personalize to generate unique and relevant content to interact with prospects. By entering a name and description for your product or service, you enable the AI to understand and tailor its communication specifically to your offering.

      When filling out the description for your product or service in AI Settings, it's important to be elaborate and precise. The more detailed and accurate your description, the better the AI will be able to comprehend your offering and generate personalized content that aligns with your brand voice and resonates with your target audience.

       

      Take the time to provide a comprehensive description that encompasses the key features, benefits, and unique selling points of your product or service. By doing so, you empower the AI tools in Outplay to create highly customized and effective communication on your behalf.

       

      TIP: You can enable Automatic Mail Generation to enable AI Mail Writer. 

       

      Security

      On Outplay, we prioritize the security of your account and sensitive information. To enhance your account's security measures, we provide robust features such as Single Sign-On (SSO) and Multi-Factor Authentication (MFA). In this section, we'll explore how you can configure these features to reinforce the protection of your Outplay account.

      Configuring Single Sign-On (SSO):

      Single Sign-On simplifies the login process by allowing you to access multiple independent software systems with just one login. By leveraging SSO, you can streamline your authentication experience and reduce the need for remembering multiple sets of login credentials. Outplay supports various Identity Providers (IdPs), including popular ones like G-Suite and Okta, ensuring compatibility with your preferred authentication system.

      Click Add Identity Provider and follow the provided instructions to integrate your preferred Identity Provider (IdP) with Outplay.

       

      Once configured, you can log in to Outplay using your existing identity provider credentials (e.g., G-Suite, Okta) and wouldn’t be required to create separate login IDs and passwords.

       

      Configuring Multi-Factor Authentication (MFA)

      Multi-Factor Authentication adds an extra layer of security to your Outplay account by requiring users to provide additional verification in addition to their username and password. This additional step mitigates the risk of unauthorized access, even if login credentials are compromised.

      To enable Multi-Factor Authentication (MFA) for all users in your Outplay account, click here. 

       

      You have configured Org Settings for your Outplay account successfully. 

       

      NOTES:

      • Org Settings can be configured by an Admin account only. 
      • Users will not be able to override Org Settings.