Compose New Email

sidebar can be used to redact new or respond emails, either using crm templates or ai depending on the connected crm the availability of templates and ai features varies by crm system if you're not seeing these options, it may not be supported by your current crm on outlook, launch sidebar the panel will display three options select recipients (from your crm) insert template (from your crm) insert email tracker select recipients from your crm in the select recipients section, you can search for contacts or leads stored in your crm system and insert their email addresses into the “to,” “cc,” or “bcc” fields to perform a search, select where you wish to insert the email address, then a search window is displayed select either “contacts” or “leads” from the dropdown selection box and then enter a name to search from in the “search for…” box a search will automatically be executed once you have stopped typing and matching records are shown in a list click on the contact or lead you wish to email to, and their email address will automatically be populated you will be returned to the compose email screen to check any addresses before sending insert template if your crm system supports email templates, you can search for and insert them into your new message window click on the “insert template” button to open the template search screen you can then enter the name of a template to search for in the “search for…” and a search is executed when you stop typing the connector will search your crm system for the text entered and return any matching templates you can then choose the template you wish to insert you will be returned to the compose new email screen, where you can review the message before sending it the email templates in your crm are accessible via the connector this is particularly helpful for quick replies especially from your mobile device 1 on outlook, go to your inbox 2 select an email 3 click compose email using template link 4 from the dialog box, enter a string to search or select a template from list 5 click compose email button on 6 an email form opens for the selected contact or lead with the template details 7 update as desired or send email templates are only supported in salesforce lightning, not classic your crm needs api access yo templates for this feature to work insert email tracker email trackers attempt to notify you when an email has been opened we use pixel tracking, which works by inserting a hidden pixel containing a url when the email is opened, the url is accessed, and we then notify you via email that the email has been viewed it is a version of “read receipts,” which used to be incorporated in email clients it is important to note that no email tracking method is foolproof each method has its limitations due to most email providers and email clients incorporating stricter controls on user privacy when inserting a tracker, you will be notified every time that email is viewed, whether you or another user views it you will receive ten notifications if a person opens your email ten times if you send an email to multiple people, each time the email is viewed, you will receive a notification via email so, it is essential to consider if you wish to track each open of an email we cannot detect who is opening the email; we can only detect that the pixel contained within the email has been viewed, so a notification would also be received if you opened your “sent” folder and viewed the message yourself once a notification has been received, you can unsubscribe from future requests for a detailed overview of pixel tracking, see spy pixel to insert an email tracker, fill in the “subject” of your email and click on “insert tracker” button notifications will be sent to you whenever that email is viewed there is no way to switch off these notifications once enabled