Page tree

Versions Compared

Key

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

TextLearn how to connect your Sales Connect account with Outlook.

Table of Contents
maxLevel4
minLevel4

Marketo note

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

Numbered Headings
start-numbering-ath5

Connecting to

Gmail
Click the Get Started button.
PIC

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 Connect, click the gear icon and select Settings.

Image Added

Under My Account, select Email Settings.

Image Added

Click the Email Connection tab.

Image Added

Click Get Started.

Image Added

Select I use
Gmail
Outlook to send emails
. -- https://monosnap.com/file/JWQOgam0FpNprVR2ItUDYcSQ6PoAi4

PIC

Click OK. - https://monosnap.com/file/6TEUeT9gnFvgAScep9nV4OczCrlncK

PIC

Choose
and click Next.

Image Added

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

Image Added

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

Image Added

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 - https://monosnap.com/file/EEA0OEKuIIcstYoP2ARvXt9OCo2rtZ

PIC

Click Allow. - https://monosnap.com/file/H7H8fzfwf8lIA3Wrq3weJvPvzVOx78
Once you click allow, you will be navigated back to the Email connection tab with a successful connection to Gmail - https://monosnap.com/file/4U9WtbjoqYYbpRkrPRVDjHKFmTW6F9
to and click Next. In this example, we're already logged in.

Image Added

Click Accept.

Image Added


You can use this connection to track emails & and also use it as a delivery channel.https://docs.

marketo
.com/display/public/DOCS/Setting+up+Your+Delivery+Channel#SettingupYourDeliveryChannel-Gmail
-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 Connect, click the gear icon and select Settings.

Image Added

Under My Account, select Email Settings.

Image Added

Click the Email Connection tab.

Image Added

Click Get Started
button
.

PICImage Added

Select I use Outlook to send emails
. - https://monosnap.com/file/qb9js1EjLZzCmcUSALDkgT9vPv5dog

PIC

You will then be asked which
and click Next.

Image Added

Select the version of Outlook you
are using - Online or
're using and click Next. In this example we're choosing Exchange On-
Premise https://monosnap.com/file/JbchFCRD9XAwFbpnENe3ydxfdTt1QV

You will then see the following pop up, prior to being navigated to your Outlook OAuth Page - https://monosnap.com/file/S8En5mpHTO3GhbqWDYxieHkZC38apX

Click OK.

PIC

Choose the account you’d like to connect to. - https://monosnap.com/file/pdYJwx6XywNmQTNArXcwG2okdUGntk

PIC

Click Accept. - https://monosnap.com/file/yGL7YtX04RIeawe1HLIM7RnzcCo4ry

PIC

Once you click allow, you will be navigated back to the Email connection tab with a successful connection to Outlook Online - https://monosnap.com/file/sqPdlWrozs0IT01YBKljOj2meBmNyk

You can also use Outlook as your delivery channel
premise.

Image Added

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

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.