Setting up Outreach Smart Writer
Setting up Outreach: A Step-by-Step Guide
🏠 Boomerang AI – Outreach Setup Home
Welcome to the Outreach Setup Portal for Boomerang AI.
This page outlines how to configure Outreach for the BR AI Champion Sequence, including creating Prospect-level custom fields and mapping them to sequence steps for Smart Writer content injection.
⚙️ 1. Set up Custom Fields (Prospect Level Only)
Objective:
Add 15 new text-type custom fields under Prospect in Outreach for Smart Writer content.
Instructions:
- Go to Settings → Prospects → Custom Fields.
- Click Add Custom Field (Type = Text).
- Create these fields exactly as named below:
Field Name | Type |
BR Smartwriter Content 1 | Text |
BR Smartwriter Content 2 | Text |
BR Smartwriter Content 3 | Text |
BR Smartwriter Content 4 | Text |
BR Smartwriter Content 5 | Text |
BR Smartwriter Content 6 | Text |
BR Smartwriter Content 7 | Text |
BR Smartwriter Content 8 | Text |
BR Smartwriter Content 9 | Text |
BR Smartwriter Content 10 | Text |
BR Smartwriter Content 11 | Text |
BR Smartwriter Content 12 | Text |
BR Smartwriter Content 13 | Text |
BR Smartwriter Content 14 | Text |
BR Smartwriter Content 15 | Text |
Reference:
✉️ 2. BR AI Champion Sequence Setup
All Email Steps should be manual so reps can review Smart Writer content.
Step Structure
Link -> Boomerang AI Sequence Structure
Alternately, you can use the structure given below-
Day | Step Type | Field References | Notes |
Day 1 – Email (Manual) | Email | Subject → <BR Smartwriter Content 1>Body → <BR Smartwriter Content 2>Regards,{Sender.First Name} | Include signature |
Day 1 – LinkedIn Connect | LinkedIn | Body → <BR Smartwriter Content 3> | — |
Day 3 – Phone Call | Phone | Body → <BR Smartwriter Content 4>Regards,{Sender.First Name} | Signature added |
Day 7 – LinkedIn Engagement | LinkedIn | Body → Action: <BR Smartwriter Content 5>Optional InMail → <BR Smartwriter Content 6> | — |
Day 10 – Email #2 (New Thread) [Manual] | Email | Subject → <BR Smartwriter Content 7>Body → <BR Smartwriter Content 8>Regards,{Sender.First Name} | Include signature |
Day 12 – Phone Call | Phone | — | — |
Day 15 – Creative Touch (Email or LinkedIn) | Email / LinkedIn | Body → <BR Smartwriter Content 9>Regards,{Sender.First Name} | Include signature |
Day 18 – Value Add Email [Manual] | Email | Subject → <BR Smartwriter Content 10>Body → <BR Smartwriter Content 11>Regards,{Sender.First Name} | Include signature |
Day 21 – Final Outreach (Breakup Email) [Manual] | Email | Subject → <BR Smartwriter Content 12>Body → <BR Smartwriter Content 13>Regards,{Sender.First Name} | Include signature |
🧩 Custom Fields 14–15 are spares for future steps or testing. Boomerang AI Smart Writer will automatically populate these 15 fields for each Prospect. Congratulations, you’re all setup!
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