Rulesets

A reusable set of behaviors to be applied to sequences.

Select

The add-in will use the Outreach API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the add-in.

Id supports the '=,IN,>=,<=,>,<' operators.
AutoResumeOotoProspects supports the '=,IN' operators.
CreatedAt supports the '=,>=,<=,>,<' operators.
EmailOptOutAction supports the '=' operator.
Name supports the '=,IN' operators.
PermitDuplicateProspects supports the '=,IN' operators.
SequenceExclusivity supports the '=,IN' operators.
UpdatedAt supports the '=,>=,<=,>,<' operators.

For example, the following query is processed server side:

SELECT * FROM Rulesets WHERE Id = 1

SELECT * FROM Rulesets WHERE Id IN (1, 2)

SELECT * FROM Rulesets WHERE Id >= 1

SELECT * FROM Rulesets WHERE Id <= 1

SELECT * FROM Rulesets WHERE Id > 1

SELECT * FROM Rulesets WHERE Id < 2

SELECT * FROM Rulesets WHERE CreatedAt <= '2022-02-25 01:02:02.0'

SELECT * FROM Rulesets WHERE CreatedAt >= '2022-01-25 01:02:02.0 ' AND createdAt <= '2022-02-25 01:02:02.0'

SELECT * FROM Rulesets WHERE CreatedAt >= '2022-02-25 01:02:02.0'

SELECT * FROM Rulesets WHERE CreatedAt = '2022-02-25 01:02:02.0'

SELECT * FROM Rulesets WHERE CreatedAt < '2022-02-25 01:02:02.0'

SELECT * FROM Rulesets WHERE CreatedAt > '2022-02-25 01:02:02.0'

SELECT * FROM Rulesets WHERE UpdatedAt <= '2022-02-25 01:02:02.0'

SELECT * FROM Rulesets WHERE AutoResumeOotoProspects = 'false'

SELECT * FROM Rulesets WHERE PermitDuplicateProspects = 'disallow'

SELECT * FROM Rulesets WHERE SequenceExclusivity = 'none'

Columns


Name	Type	Description
Id [KEY]	Integer	Id of ruleset.
ApplyCompletedStageIn	Integer	The amount of time in seconds after the sequence has completed before the completedStage will be applied to the Prospect.
AutoResumeOotoProspects	Boolean	A boolean value indicating whether or not out-of-the-office Prospects will be automatically resumed.
AutoResumeOotoProspectsExpiresIn	Integer	The maximum amount of time in seconds to wait before opted-out Prospect will be resumed.
AutoResumeOotoProspectsIn	Integer	The default amount of time in seconds to wait before opted-out Prospects will be resumed.
CallOptOutAction	String	Determines if prospect can be added to sequences if they are opted out of calling.
ClicksNeededBeforeCallTaskCreated	Integer	The number of email clicks needed before a call task will be automatically created. This feature will be disabled unless a value is set.
CreatedAt	Datetime	The date and time the ruleset was created.
EmailOptOutAction	String	Determines if prospect can be added to sequences if they are opted out of emails.
IncludeUnsubscribeLinks	Boolean	A boolean value specifying whether or not to include unsubscribe links within emails.
MeetingBookedAction	String	Determines if a prospect is marked as finished when a meeting is booked.
MinimumProspectTouchedInterval	Integer	The minimum number of seconds that must elapse between when a Prospect was last contacted and when they may be added to a sequence.
Name	String	The name of the ruleset.
OotoAutoExtractionEnabled	Boolean	A boolean value determining whether to use out of the office return date auto extraction.
OpensNeededBeforeCallTaskCreated	Integer	The number of email opens needed before a call task will be automatically created.
PermitDuplicateProspects	String	A value determining whether a Prospect may be added to this Sequence multiple times or not. The allowed values are allow, disallow, only_if_inactive. The default value is disallow.
SequenceExclusivity	String	A value determining whether Prospects may be added to multiple different Sequences. The allowed values are all_sequences, exclusive_sequences, none. The default value is none.
SmsOptOutAction	String	Determines if prospect can be added to sequences if they are opted out of SMS.
SmsReceivedAction	String	Determines if a prospect is marked as finished when a text message is received.
StepOverridesEnabled	Boolean	A boolean value determining whether to allow users to customize step templates when adding to sequence.
OwnerId	Integer	Owner Id.
SequenceStatesLinks	String	Sequence states links.
UpdatedAt	Datetime	The date and time the ruleset was last updated.
LinksSelf	String	Link self.
Type	String	Type.

Excel Add-In for Outreach

Rulesets

Select

Columns