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Learn how to connect your Sales Engage account with your Outlook or Gmail.

Connecting to Gmail

Connecting to Gmail means you'll receive reply tracking, access to the Gmail delivery channel, the ability to schedule emails in Gmail, and send compliance.

1. In Sales Engage, click the gear icon and select Settings.

2. Under My Account, select Email Settings.

3. Click the Email Connection tab.

4. Click Get Started. 

5. Select I use Gmail to send emails and click Next.

6. Click OK.

7. If you've already logged in to Gmail, choose the account you’d like to connect to. If not, enter your Gmail address and click Next. In this example, we're not yet logged in.

8.  Enter your password and click Next.

9. Click Allow.


You can use this connection to track emails and also as a delivery channel.

Connecting to Outlook Online

Connecting to Outlook means you'll receive reply tracking, access to the Outlook delivery channel, the ability to schedule emails in Outlook, and send compliance.

1. In Sales Engage, click the gear icon and select Settings.

2. Under My Account, select Email Settings.

3. Click the Email Connection tab.

4. Click Get Started.

5. Select I use Outlook to send emails and click Next.

6. Select the version of Outlook you're using and click Next. In this example we're choosing Outlook Online.

Outlook Online Also known as Office Online
Exchange On-premise
Includes Exchange 2013 and 2016
7. Click OK.

8. If you're not logged in to Outlook, enter your log-in info and click Next. If you are, choose the account you’d like to connect to and click Next. In this example, we're already logged in.

9. Click Accept.

 

You can use this connection to track emails and also as a delivery channel.

Connecting to Exchange On-Premise

Connecting to Exchange On-Premise means you'll receive reply tracking, access to the Outlook delivery channel, the ability to schedule emails in Outlook, and send compliance.

1. In Sales Engage, click the gear icon and select Settings.

2. Under My Account, select Email Settings.

3. Click the Email Connection tab.

4. Click Get Started.

5. Select I use Outlook to send emails and click Next.

6. Select the version of Outlook you're using and click Next. In this example we're choosing Exchange On-premise.

Outlook Online Also known as Office Online
Exchange On-premise
Includes Exchange 2013 and 2016
7. Enter your credentials and click Connect.

Note

If you turn off Autodiscover in the Exchange Version drop-down, you'll need to ask your IT department for the Exchange URL.


You can use this connection to track emails and also as a delivery channel.

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