You can track emails sent from Outlook suit using Salespanel’s Outlook add-in. If you are not familiar with the concept of Outlook add-ins, here is a technical overview of it: Outlook add-ins
In this article, we will show you how you can Install Salespanel's add-in into your Outlook setup.
Once you have Salespanel's add-in installed you will be able to track an email and the email recipient will be automatically added to your Salespanel account. Once the recipient opens an email, the activity will be logged. You can also add links to your domain in the email. If your lead clicks on these links, website activities will also be tracked and logged.
You will also get real-time email open and website visit alerts if you install the Salespanel browser extension.
Let's go through the installation steps.
Installation
A one-time installation needs to be completed to activate email tracking for Outlook.
- Log in to your Outlook account from your browser.
- Create a new message and click the 3-dot icon at the bottom half of your message creation screen.
- Click on Get Add-Ins and on the pop-up, add a custom add-in by visiting My add-ins > + Add a custom add-in > Add from URL.
- You will now need the Salespanel's Outlook add-in installation link. Copy this url and paste it on the next pop-up and click OK and Install.
The Salespanel add-in will be installed and show up in the add-in menu.
Update: Installing Custom Add-ins in Outlook
Microsoft has recently updated the method for installing custom add-ins to Outlook 365. Please follow the new steps below to install your custom add-ins from a file if you are facing trouble:
Download the Add-in File
Firstly, download the XML file for the custom add-in. For example, if you are installing the Salespanel add-in, download the file from https://outlookaddin.salespanel.io/salespanel-manifest.xml and save it to your Downloads or Desktop folder.
Install Add-in from a File
Open Outlook and click on "Get Add-ins" or "Add Apps" (this may vary depending on your version of Outlook).
Go to "My add-ins" and scroll down to the "Custom add-ins" section.
Here, select "Add a custom add-in," then choose "Add from file."
In the dialog box that appears, navigate to the location where you saved the XML file, select it, and click "Open" to initiate the installation.
Note: Installing custom add-ins from an XML file is currently only available through the Add-Ins for Outlook dialog. The team at Microsoft is working to support this functionality in the new Store in Outlook.
Additional Information for Users: The "Add from URL" option has been removed, and custom add-ins must now be installed directly from a saved XML file. If you encounter instructions to install from a URL, please download the file first and then follow the process above using the "Add from file" option.
Tracking Emails
Now that the Add-in is installed, you only need to activate tracking before sending emails.
- In the message creation menu, click on the 3-dot button again.
- Hover over the newly added Salespanel add-in and click Track Email.
- You will be prompted to log-in to your Salespanel account. You will only need to log in once. Salespanel will stay logged in, the next time you open Outlook.
- After log-in, a small notification will pop-up above the message creation screen saying tracking has been activated.
You will need to click Track Email from the 3-dot menu every time you send an email to track it. This is a default behavior provided by Outlook add-in policies. Add-in can only get into action if it is clicked explicitly for security reasons.
Note: The same add-in works across desktop versions of Microsoft Outlook (Outlook 365 for Windows and MacOS), web version (Outlook.live.com)