Managing Sequences: Archiving and Unarchiving

If you’re an Orum user integrating with Outreach, managing your sequences effectively can help streamline your workflow.

This guide will walk you through the process of archiving and unarchiving sequences in Outreach, ensuring that your task counts in Orum reflect only the truly "due" tasks.

Archive a Sequence

To archive a single sequence in Outreach:

1. Access the Outreach Platform: Log in to your Outreach account.
2. Navigate to Sequences: Click the Sequences icon (paper plane) in the navigation sidebar.
3. More Options: Find the sequence you want to archive and click the More Options icon (three dots) to the right of the sequence.
4. Select Archive: Choose Archive from the dropdown menu.

Archive Multiple Sequences

To archive multiple sequences at once:

1. Access the Outreach Platform: Log in to your Outreach account.
2. Navigate to Sequences: Click the Sequence icon (paper plane) in the navigation sidebar.
3. Select Sequences: Click to select the sequences you wish to archive.
4. Manage Sequences: Click the Manage Sequences icon (padlock) and select Archive from the dropdown menu.
5. Confirm Archiving: Click Confirm on the Archive Sequences confirmation popup.
6. Complete: Click Done to finish.

Restore Archived Sequences

To restore archived sequences in Outreach:

1. Access the Outreach Platform: Log in to your Outreach account.
2. Navigate to Sequences: Click the Sequences icon (paper plane) in the navigation sidebar.
3. Filter Archived Sequences: Click Views & Filters, then click Sort & Filter. Add a filter for State is Archived.
4. Select Sequences: Click to select the sequences you want to restore.
5. Manage Sequences: Click the Manage Sequences icon (padlock) and select Unarchive from the dropdown menu.
6. Confirm Restoration: Click Confirm on the Restore Sequences confirmation popup.
7. Complete: Click Done to finish.

By following these steps, you can efficiently manage your sequences in Outreach, ensuring that your Orum task list stays up-to-date and relevant. If you have any questions or need further assistance, feel free to reach out to Orum’s support team.