As you take action or run plays to your target accounts, Engagio can log all of that to Salesforce.

How do I turn on logging?

Engagio Admins can change their organization's settings for logging activities on the Activity Logging screen. Simply toggle the settings on or off as desired.

What activities can be logged?

Platform
  • Calendar Events*
  • Inbound Emails*
Engagio Actions
  • Marketo Campaign
  • Salesforce Campaign
  • Salesloft
  • Outreach

Calendar Events

Who and What:
We look up all meeting attendees, and sort them by attendee order.

We pick the first contact on the meeting, if no contact, exists, we pick the first Salesforce lead. By default, if no one on the invite is in Salesforce, the meeting is not logged. 

Alternatively, you can enable the option to Add Contacts from Calendar Events to Salesforce. With this option enabled meeting attendees who are not in Salesforce already will be created as new Contacts if they can be matched to an Account in Salesforce.

If a Contact, the “Name”/“Who” field is the Contact and the “What”/“Related To” is the Account.

If a Lead, the “Name”/“Who” field is the lead and Salesforce does not support setting the Account. 

Subject: [Engagio] [Meeting]: Meeting Name

Description Field: Meeting Description in the invite

Activity Date / Due Date: Date meeting started

Status: First “Closed” status in activity Status pick list

Duration: Only supported for Gmail, length of meeting

Owner Id: The Engagio User whose calendar we synced the meeting from.

Task Type: “Meeting”

Is the meeting an “external” meeting?

We take the email domain from the person who sent the invite, as well as the most common domain of the users in your instance and filter out all people with one of those email domains. If there are attendees with other email domains remaining, we consider this an external meeting. Non-external meetings are not logged.

Email Logging - High Level

Types of Logging Possible:

Outbound Emails - Emails sent from your inbox, in other words, emails in your “Sent” folder
Inbound Emails - Emails you received
Email Body: Do we log the body of the email or not.

Will we log this email?

If this email is “locked” in Engagio, either by the auto-lock list or if a specific thread was locked. We only log non-locked email to Salesforce.

We ONLY log emails that match to an account. If the email does not contain anyone belonging to an account, we will not store it or log it (includes all internal only email). 

Email is Inbound or Outbound:

To determine if the email is inbound or outbound, we look at the “from” email address. If the email address matches to a users email, or has a domain that consists of your domain, we consider it outbound.

Out of Office Handling

We do not log “out of office” or “automatic” replies, like emails with “Out of Office” and“Auto Response” in the subject line

Inbound Email:

Subject: [Engagio] [Inbound Email]: Email Subject Line

Description: If “Log Email Body” is enabled, we’ll add email Information about to, cc, from, date, subject, followed by the text from the email. (We try to strip out all HTML)

Status: First “Closed” status in activity Status pick list

Owner: The first Engagio user who was a recipient (ordered by people in “To”, then “cc”, then “bcc”). In the edge case no Engagio user is a direct recipient of the email, the activity owner will be the owner of the account.

“Name”/“Who”: The “From” person, we find this person by email address at the account. The person sending the email must be in Salesforce for an activity to be logged.

“Related To”: If the person we find for the email is a contact, we’ll specify the account.

Activity Date: The date that the email was received

Outbound Email:

Subject: [Engagio] [Outbound Email]: Email Subject Line

Description: If “Log Email Body” is enabled, we’ll add email Information about to, cc, from, date, subject, followed by the text from the email. (We try to strip out all HTML)

Status: First “Closed” status in activity Status pick list

Owner: If the sender was an Engagio user, the activity will be owned by the Engagio user who sent the email. In the edge case the sender is not a user, the activity owner will be the owner of the account.

“Name”/“Who”: The first lead or contact who was a recipient (ordered by people in “To”, then “cc”, then “bcc”).

“Related To”: If the person we find for the email is a contact, we’ll specify the account.

Activity Date: The date that the email was sent

Engagio Actions:

Marketo Campaign

Type: "Marketo Campaign"

Subject: "[Marketo Campaign]: " + Name of Lead

Description: Campaign Name

Owner: User who initiated the Action

“Name”/“Who”: The lead or contact impacted by the Action

“Related To”: If the person we find for the email is a contact, we’ll specify the account.

Salesforce Campaign

Type: "SFDC Campaign"

Subject: "[Marketo Campaign]: " + Name of Lead

Description: Campaign Name

Owner: User who initiated the Action

“Name”/“Who”: The lead or contact impacted by the Action

“Related To”: If the person we find for the email is a contact, we’ll specify the account.

Outreach

Type: "Outreach"

Subject: "[Outreach]: " + Sequence Name

Description: Assignee

Owner: User who initiated the Action

“Name”/“Who”: The lead or contact impacted by the Action

“Related To”: If the person we find for the email is a contact, we’ll specify the account.

Salesloft

Type: "Salesloft"

Subject: "[Salesloft]: " + Cadence Name

Description: Cadence Name

Owner: User who initiated the Action

“Name”/“Who”: The lead or contact impacted by the Action

“Related To”: If the person we find for the email is a contact, we’ll specify the account.

Insider Tip
Since these activities will be logged to Salesforce as tasks, and you can assign engagement minutes to tasks in our Engage application, it's possible to give these activities engagement minutes and have them show up under the account with your other sales and marketing activities.
* Good to know
Engagio will only log emails and calendar events from users that have connected their inbox to Engagio. Emails and Meetings MUST be able to be matched to a target account in order to be stored by Engagio or logged to Salesforce. Engagio does not create leads, contacts, or accounts to log an activity under.