Take Action

Take Action

Looking at your account insights and thinking what to do next?

About this course

What You’ll Learn:

  • Understand where users can take action from, either in-app or through Scout
  • Able to add/remove accounts from specific lists in Engagio
  • Adding people in target accounts to any accessible Marketo smart-campaign, Outreach sequence, Salesloft cadence, or Salesforce campaign
  • Easily making Salesforce account-level and contact-level field value changes
  • Ability to quickly create a Salesforce task for an account or contact

Who Should Take This Course:

This course is designed for marketers and salespeople who are looking to bridge the gap between looking at account insights and taking actionable steps to ensure they’re working accounts in a productive manner. 

 

Time Expectations:

10 short video tutorial and roughly 16 mins.

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum16 min

  • Where to Take Action
  • Action From Inside Engagio 0 min
  • Action From Scout Extension 1 min
  • Engagio Actions
  • Run a Play [PlayMaker Only] 1 min
  • Add To/Remove From Engagio List 1 min
  • Partner Actions
  • Add to Marketo Program 1 min
  • Add to Outreach Sequence 2 min
  • Add to SalesLoft Cadence 2 min
  • Salesforce Actions
  • Account Data Change 1 min
  • Person Data Change 1 min
  • Add to SFDC Campaign 1 min
  • Create an SFDC Task 1 min
  • Feedback
  • Tell Us What You Think

About this course

What You’ll Learn:

  • Understand where users can take action from, either in-app or through Scout
  • Able to add/remove accounts from specific lists in Engagio
  • Adding people in target accounts to any accessible Marketo smart-campaign, Outreach sequence, Salesloft cadence, or Salesforce campaign
  • Easily making Salesforce account-level and contact-level field value changes
  • Ability to quickly create a Salesforce task for an account or contact

Who Should Take This Course:

This course is designed for marketers and salespeople who are looking to bridge the gap between looking at account insights and taking actionable steps to ensure they’re working accounts in a productive manner. 

 

Time Expectations:

10 short video tutorial and roughly 16 mins.

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum16 min

  • Where to Take Action
  • Action From Inside Engagio 0 min
  • Action From Scout Extension 1 min
  • Engagio Actions
  • Run a Play [PlayMaker Only] 1 min
  • Add To/Remove From Engagio List 1 min
  • Partner Actions
  • Add to Marketo Program 1 min
  • Add to Outreach Sequence 2 min
  • Add to SalesLoft Cadence 2 min
  • Salesforce Actions
  • Account Data Change 1 min
  • Person Data Change 1 min
  • Add to SFDC Campaign 1 min
  • Create an SFDC Task 1 min
  • Feedback
  • Tell Us What You Think