Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

Table of Contents
maxLevel4
minLevel4

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.

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

Image Removed

Under My Account, select Email Settings.

Image Removed

Click the Email Connection tab.

Image Removed

Click Get Started. 

Image Removed

Select I use Gmail to send emails and click Next.

Image Removed

Click OK.

Image Removed

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.

Image Removed

 Enter your password and click Next.

Image Removed

Click Allow.

Image Removed

You can use this connection to track emails and also as a delivery channel.
Numbered Headings
start-numbering-ath5
Marketo note

Each user needs to connect to Outlook from their Sales Connect account.

Numbered Headings
start-numbering-ath5

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.

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

Under My Account, select Email Settings.

Click the Email Connection tab.

Click Get Started.

Select I use Outlook to send emails and click Next.

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

Outlook
365
OnlineAlso known as Office Online
Exchange On-premise
Servers

Includes Exchange 2013 and 2016
Click OK.

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.

Click Accept.

 


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

Marketo note

When using Outlook as a delivery channel, you cannot send more than 300 bulk emails at a time.

Numbered Headings
start-numbering-ath5

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.

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

Under My Account, select Email Settings.

Click the Email Connection tab.

Click Get Started.

Select I use Outlook to send emails and click Next.

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

Outlook
365
OnlineAlso known as Office Online
Exchange On-premise
Servers

Includes Exchange 2013 and 2016
Enter your credentials and click Connect.

PIC

Image Added

Marketo 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.

Marketo note

When using Outlook as a delivery channel, you cannot send more than 300 bulk emails at a time.