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Connecting to Outlook

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, 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
365
Online.

Outlook 365Also known as Office Online
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.

Numbered Headings
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Connecting to

Outlook

Exchange On-

Prem

Premise

Connecting to Outlook Exchange On-Prem 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, 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
Servers
.

Outlook 365Also known as Office Online
On-premise Servers
Includes Exchange 2013 and 2016
Enter your credentials and click Connect.

Image RemovedPIC

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