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. 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 Einstein AI
Provide instructions to Einstein AI and it will create an email draft you can preview refine.
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.
Insert 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.
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.
