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

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Marketo note

Each user needs to connect to Outlook from their Sales

...

Connect account.

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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 OnlineAlso known as Office Online
Exchange On-premise
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.

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

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.