Compose New Email

draft new emails in outlook using your crm data, templates, and ai features when you create a new email and open the connector, you will see four options select recipients from your crm draft email using einstein ai draft email using template (from your crm) insert email tracker the availability of templates and ai features varies by crm system if any of these options is missing from your panel, it may not be supported by your crm select recipients from your crm look up contacts and leads records stored in your crm and insert their email addresses into the to , cc , or bcc fields you can add multiple recipients from the dialog for calendar items, you can add attendees as required or optional draft email using template if your crm supports email templates, you can search for and insert them into your new message window click the draft email using template button and search among the mail template in your crm you will be returned to the compose new email screen, where you can review the message before sending it templates are only supported in salesforce lightning, not classic your crm needs api access to templates for this feature to work email tracker email trackers use pixel tracking (a hidden image link) to notify you via email whenever a recipient opens your message how it works to track emails, unaric sidebar inserts a hidden pixel containing a url (this is known as pixel tracking ) when the email is opened, the url in the pixel is accessed, and you will be notified by email that your email has been viewed, alongside the hostname and country location of whoever opened it this notification run every time that email is viewed—this means also when you view it, for example, in your sent folder however, once a notification has been received, you can unsubscribe from future requests no tracker is foolproof due to modern email providers strict privacy controls, tracking pixels might not work with all the email providers you send mail to for a detailed overview of how pixel tracking works, see spy pixel https //en wikipedia org/wiki/spy pixel insert email tracker in outlook, create a new email compose the email and add an email subject open unaric sidebar and click the insert email tracker button insert tracker just before sending the email people involved under people involved , unaric sidebar will show you people matching in your crm with the recipient and cc email addresses in the email if a match is found the person's crm profile will be displayed automatically if no match is found click the + icon next to their email address to add them as contact record in your crm a new contact form with the email address prefilled will open