Download Outbound
Mazie Wingeier
I just heard one of my coworkers saying we need to block outbound access to RDP, I didn't have chance to follow up with him what him because of COVID-19. I am trying to to understand what would be the reason, is that a best practice possibly?
That solely depends on your use case and if its something that you wish to allow. In secure environments (think Banking, Hospitals, and other regulated industries) you would absolutely block ms-rdp connects to your untrust interface. The risk in allowing RDP connections to external resources comes more in data retention and access rather than it being inheritably insecure. It's an easy way at that point for data to be exfiled from your network either for malicious purposes or by a well-meaning technically savvy user. In these type of environments though, it's absolutely something you wouldn't want to allow.
In a more office centric environment where you don't have any regulatory compliance reasons to limit this access and didn't have a strong business need to secure data, then this is more of a policy decision. I would argue that your employees probably have no need to ever access any outside resources via RDP, and that it can safely be closed and requests to open access can be evaluated for business need on a case-by-case basis.
I want to create a report that will show me a total # of outbound sales activity with potential new clients (aka not exisiting clients) from the last 7 days. I created one, but I feel like its flawed.
Here you're excluding all contacts who have not been enrolled into a sequence in the last 7 days. In other words: even if there was a call but not sequence enrollment, the call wouldn't show up in the statistic.
My main goal is to create a report that shows activity with contacts that have not had previous business with us, aka: outbound sales outreach to leads (which we could usually filter out by deals, but we are new to HubSpot and not all of our previous customers have associated deals in the system).
- In this example, how would I be able to determine whether the activity is with a lead (vs. someone corresponding over a purchase order)? If a new contact is added to HubSpot by one of our Account Managers who is preparing their order, then wouldn't they also appear on this report? How would I verify that they are targeted outbound leads by sales/marketing vs. someone our account management team is speaking with?
In this example, how would I be able to determine whether the activity is with a lead (vs. someone corresponding over a purchase order)? If a new contact is added to HubSpot by one of our Account Managers who is preparing their order, then wouldn't they also appear on this report? How would I verify that they are targeted outbound leads by sales/marketing vs. someone our account management team is speaking with?
Aha, now I'm understanding what the issue might be. Ideally, your existing contacts would have a value in the contact property Lifecycle stage. Then you could simply exclude contacts with "Lifecycle stage is any of customer or other" from your report. This would be an initial effort (via import or bulk edit) and ongoing if account managers are adding contacts regularly. They would have to be trained to also update the Lifecycle stage correctly.
My recommendation would be to maintain the Lifecycle stage for all contacts (and backfill, if needed). You can then look at any activity of newly created contacts as long as you exclude irrelevant Lifecycle stages.
Yes, I have already put values in all of the Lifecycle phases. I had to actually create a new Lifecycle phase property to modify it a bit. But, I have automations in place that update the Lifecycle phase in unison with the Modified Lifecycle phase property that I have in place.
But, if I remove the Filter 4 regarding sequences, then I think I have a more accurate reporting. So, for Filter 4, the "Last sequence enrolled date is unknown" does not equate to: has never been enrolled in a sequence, I reckon.
I think that might be my current problem. At the moment, we have stopped using sequences. But, if we use them again, I will need to somehow modify the report to include only those who have never been added to a sequence OR only added within the last 7 days. If you have any advice on that, let me know. If not, maybe I'll just remove Filter 4 for now and wait until we start untilizing the sequencing feature again.
Is there a way to NAT outbound traffic on an MX to one of my public addresses and not the IP address of the MX itself? I just replaced a SonicWall firewall where this was configured. Using the MX interface address has broken some of the applications that were previously using the public address. For some reason the MX interface address is being recognized as out of the country.
In that case, what I've done in the past is terminate the /30 on a L3 switch that sits in front of the MX. Then on the switch, create a VLAN with the public IP block and connect the MX WAN port to this VLAN.
To get a whole subnet to use a different outbound IP you will only be able to do that if the IP belongs to the WAN interface and as someone mentioned above you could achieve that with another L3 device connected to WAN2.
I ran into this same issue at one of our buildings. I was trying to assign each one of our tenants a public IP. So basically mapping their LAN /24 to a single public IP. Never found a great way to accomplish it without more hardware.
Is there a way to do this now? We are doing research on the MX line to potentially replace our Palo Alto, but I came across this thread and wanted to make sure this wasn't still a limitation of the MX line.
I have an outbound dialing campaign running with timezone PST with callable timeset 8 AM to 6 PM.
I am posting contact to it whenever a user registers in my website.
When a user registers after 6 PM, the contact gets posted into the campaign but it never calls the customer which is valid. As this is an actively running campaign, I expect it to call the customer on the next day 8 AM. But the dialed total is getting incremented in the purecloud UI instantly without any call made.
Should I create a different campaign of all the users registers between 6 PM to 8 AM and schedule that campaign on everyday 8 AM? When I have multiple timezones, then I have create as many campaigns in this case.
Whenever you insert a record into a call list, it will be processed according to the campaign's configuration and rules whenever that record is retrieved for dialing. Based on your description, you're inserting a record into an active campaign at a time when dialing that record is not allowed. This causes PureCloud to immediately attempt the record, but never place a call because of the timezone restrictions and record the attempt. This is working as intended.
It looks like a good idea @tim.smith. I will automate the process of turning the campaign on and off. But I have seen that when I click recycle it dials even the previously dialed numbers. I will check it today and get back to you.
That makes sense @tim.smith. But when a campaign has multiple time zones, then we can start the campaign everyday based on timezone. For example if I have two time zones EST, PST and the callable timeset for both zones are 8.AM to 8.PM, I can start the campaign everyday by 8 AM EST but again it will start dialing both EST and PST numbers as soon as I start the campaign which will again skip PST numbers which was skipped yesterday.
Thank you @tim.smith. Is there any way to send a voice mail to the customer when he does not pickup a couple of calls. I mean usually we use attempt control to redial the contacts who did not pick up the calls. So when a third redial happens, customer does not pick up the call, we need to send him a voice mail.
I think you can get that with an analytics aggregate query grouped by ANI. If the filters aren't giving you what you need, you can always use a detail query and aggregate the results yourself using any logic you like.
I want to get all the contacts which are dialed twice and not answered or picked up by the user. After getting those contacts, I want to post them to a different campaign. I tried analytics API. It gives me all the contacts for the specified interval. How can I determine which property to be used to identify whether it was dialed twice and user did not pick up the call?
I could not find anything about this on the website so I'm asking it here. Does anyone know if Dropbox charges an Outbound Data Transfer cost?
If so, where could I find information on the pricing structure, specifically the cost per gigabyte (GB) for outbound data transfers?
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