We’re proud to announce that Actions are now generally available (GA). Actions are accessible in Engage from either Accounts or People.
Users can take action at both the account and people level across the following systems:
- Change Person Data
- Change Account Data
- Add to Salesforce Campaign
- Create a Salesforce Task
Marketing Automation Actions
- Add people to a Marketo Campaign (more Marketing Automation Platforms coming soon!)
- Add or Remove Accounts to/from a static Account List
- Run Play (for customers that have licensed PlayMaker)
Sales Development Actions
- Assign SalesLoft Cadences
- Assign Outreach Sequences
Actions can be enabled and managed for teams by Engagio Admins. This includes turning the Actions on or off at the system level. It also allows teams to set Actions for Admin use only.
These settings are accessible via Actions Configuration under Engagio Wide Settings.
By default, Engagio Actions are set to “on” and will be visible to users. If Salesforce and Marketo are configured for Engagio, these actions are also defaulted to “on.” Please note that Salesforce actions are defaulted to admin use only.
If you use an SDR tool, you will need to enable the integration with Salesloft or Outreach if you have not previously done so. Once that integration is complete, the corresponding Actions will be defaulted to “on.”
For more information on how to enable Actions, please review the documentation on Taking Actions with Accounts and People.
Any other questions or concerns? Share it in our Slack Channel, Intercom or reach out to your Customer Success Manager.