🤼Outbound: Enrich accounts to find stakeholders
Multi-stakeholder outbound sequences are proven to be more effective than single-stakeholder reach outs. By the end of this tutorial, you will be able to enrich a segment containing accounts to identify stakeholders with specific job titles, and then crafted ensuring the right outreach for each.
Step 1: Construct a Segment with the Correct Filters
Outcome: Your goal here is to have a precise segment of accounts, with the right filters applied, making sure there’s a column containing a company domain.
Navigate to the ‘Entities’ section within your Cargo workspace
If you need to apply filters to narrow down the accounts to the relevant ones
Ensure that your segment has a column designated for 'company domain'. We’ll use this as the primary identifier to enrich these accounts later.
Step 2: Push Records to a Workflow
Outcome: Once setup, your segment will automatically push the relevant records to the workflow as a function of your record enrolment rules (see workflows section)
In the ‘Workflows’ section, create a new workflow based on the ‘Accounts’ entity (or the relevant one in your case)
Step 3: Use a Data Provider to Find Stakeholders
Outcome: Use Apollo (or your favourite data provider) to enrich company domain information to find a list stakeholders that match a predefined list of job titles.
Inside the workflow you’ve set up (see the section on Workflows to learn how this works), you can inspect a test sample coming from your segment
Add a new Apollo - Search node from the nodes catalog
Configure the action to use the 'company domain' from the records to search for stakeholders with the specified job titles
If Apollo is successful in enriching the account with the provided details, it should display an ‘Out’ display, with each stakeholder being a data object in the resulting output
Use a filter node to continue the workflow only if the results from Apollo are not empty
Step 4: Index the Found Employee Profiles
Outcome: The enriched employee profiles obtained need to be indexed and allocated to a specific outreach route, each designed for different job titles like founder, revenue operations manager, and head of data.
After retrieving the employee profiles, create branches within the workflow for each job title you are targeting using a switch branch
Assign the appropriate outreach route to each branch, ensuring that the messaging is adapted to the respective stakeholder's role
Assign the appropriate outreach route to each branch, ensuring that the messaging is adapted to the respective stakeholder's role
Last updated