Introduction
With the Sendoso integration with Outreach, you can send physical gifts and eGifts within Outreach. After installing the integration, use Sendoso to send eGifts immediately - directly from your Outreach email, and Sendoso will post events directly into your Outreach activity feed so you can track the status of your gift without ever leaving Outreach.
After your package is delivered, use Outreach triggers to add your prospect to a follow-up sequence - all from the comfort of your Outreach account.
How to Install
To get started, make sure you're logged in to your Sendoso account.
Now, you’ll want to head over to your Outreach account and click on Administration.
From there, click on Integrations and click Install new apps to head to the marketplace.
Search for Sendoso to find the app.
Click Install app. Review the permissions and click Allow, then click Install.
You should now see Sendoso installed in your apps on Outreach.
To confirm the connect, head over to Sendoso and click the Outreach card on the Integrations page.
You'll see a green dot and the word Synced.
How to Send
Now that Sendoso is installed on your Outreach account, you’ll be able to send gifts directly from a prospect’s page. You’ll see the Sendoso S widget, which will open Sendoso so you can send from Outreach.
You can also add a Sendoso tile to your prospect page to get a larger view.
With a new Sendoso tile, you can send gifts without leaving Outreach.
You can also send a gift through the email composer on Outreach. When you click a prospect’s email to reach out, you’ll see a Sendoso S at the bottom where you can send a gift.
Outreach Activities
On the Activities tab on a prospect’s page, you can also check the status of gifts sent to the prospect. Simply filter the activities page to show External activities, and you can choose only to see Sendoso activities.
This will show you when a physical send has been delivered or when an eGift has been opened and redeemed.
Please note: only sending activity initiated in Outreach will be visible in Outreach. Any sending activity initiated outside of Outreach, via sendoso.com, for example, will not be visible on the prospect's activity feed in Outreach.
Best Practices
You can A/B test Sendoso in Sequences! Clone an existing sequence that your team is using today and add a gifting step into that Sequence to see if Gifting helps to move the needle compared to your active sequence without a gifting step!
By default, only sends that originate from Outreach will show up in the ‘Activity’ section of the prospect record. If you want all gifting activity to push into Outreach, check out this article and use your Salesforce integration to accomplish this.
The Sendoso activity can be used with ‘Triggers’ in Outreach to either add a prospect to a follow up Sequence once a gift is delivered/redeemed, or to create a follow up task for your sales team once a gift has been redeemed/delivered! Check out this article to learn more about how Sendoso can work with Triggers!
To automate gifting at scale with Sendoso and Outreach, use our new Integrated Party Links feature to mass send out gift offers via automated email steps in Outreach!
FAQs
Can I trigger a gift send directly from Outreach, or are sends manual only?
Gifts cannot be triggered automatically from Outreach on their own — sends are initiated manually from the prospect record. However, you can add Party Links to automated emails within an Outreach sequence, allowing recipients to claim gifts through a link. Check out Integrated Party links to learn more.
How do I send gifts directly from within Outreach?
The recommended approach is to install the Sendoso app from the Outreach marketplace and then add the Sendoso Tile to your Outreach prospect page layout. This embeds the Sendoso experience directly into the Outreach prospect record and will automatically pull in the contact's information into the send flow. Also, if you go to send an email to a Prospect in Outreach you will see a Sendoso “S” logo in the email tool where you can generate gift links directly from the email composer.
Why isn't my Outreach booking/meeting link working when I try to add it to Sendoso?
Outreach calendar/booking links need to be enabled on the Sendoso backend before they can be used. This is enabled by calendar base URL (not per individual user), so once it's approved, it will work for everyone using that same base URL. To get a link approved, submit a support ticket including an example of the meeting link URL.
Can I add Sendoso as a step in an Outreach Sequence?
Yes! However, to accomplish this we recommend creating a manual task as your step in the sequence. When your team goes to complete that task, it will take them to the prospect record where they can use the Sendoso Tile to send a gift, or the email composer tool to include a gift link in their email. You can also use a custom field and name it ‘Gift Link’ and add it as a variable to a manual email so that users remember to add their gift link to a templated email.