Once you are logged into Salesforce locate the Setup tab in the top right and select it. Then in the Quick Find bar on your left, type in Outlook Integration and Sync and select it. Now click on the grayed-out bar next to Let users access Salesforce records from Outlook to enable Lightning for Outlook.
How to integrate Salesforce Lightning with Outlook?
Once you are logged into Salesforce locate the Setup tab in the top right and select it. Then in the Quick Find bar on your left, type in Outlook Integration and Sync and select it. Now click on the grayed-out bar next to Let users access Salesforce records from Outlook to enable Lightning for Outlook.
How do I set up lightning sync for Outlook?
Locate Lightning for Outlook and Sync and enable Lightning Sync by selecting the grayed-out bar. Choose either OAuth 2.0 to login directly as Admin or choose Service Account. Login and follow the instructions provided. Once your connection is tested select New Config under Set Sync Settings and Check Status.
How do I integrate outlook with Salesforce?
Once you are logged into Salesforce locate the Setup tab in the top right and select it. Then in the Quick Find bar on your left, type in Outlook Integration and Sync and select it.
How do I enable Salesforce cloud in Outlook 2016?
In your Outlook client locate the Get Add-ins icon on the top right of your home bar and search for “Salesforce” and enable the Add-in. Once you have that enabled close out of this window. Then select the Salesforce Cloud Icon that should appear in the top right.
How do I track an email campaign in Salesforce?
To track emails in Salesforce, you need to first enable Enhanced Email and Email Tracking. Once this is done, you'll be able to track emails that have been sent from Gmail, Salesforce, Email Relay, and Office 365. With Enhanced Email, emails in Salesforce are saved as EmailMessage records instead of Task records.
How do I track outbound emails in Salesforce?
Track Outbound Emails Sent by Each User in SalesforceAccess the "Type" picklist field from Setup. ... Under the Task Type Picklist Values section, click New and enter a new picklist value labelled Outbound Email.Click Save.More items...
How do I run a campaign member report in Salesforce?
Go to the Reports tab. Click the “New Report...” button. Under “Select Report Type”, click the plus sign next to Campaigns, then click once on the Campaigns with Campaign Members option, and click the Create button. For the Date Field range, choose “All Time”
How do you put a tracker in an email?
Sending a tracked email is simple....How to Track an EmailEstablish company guidelines on email tracking practices. Technology like email tracking can be used to improve the customer experience, but it must be used responsibly. ... Install an email tracking app. ... Compose an email. ... Check the "Track" box.
How do I enable email logs in Salesforce?
How to Get the Email Logs in SalesforceFrom Setup, enter Email Log Files in the Quick Find box, then select Email Log Files.Click Request an Email Log.Email Logs.Email Log Request.Log Data Options.Fill all the details and click “Submit Request” button.You can download it from your email.
How do I create an email report?
Click Select Email(s). Click the checkboxes next to the desired email(s) that you want in the report in the drop-down menu that appears. Optionally, add filters. Click Build Report.
How do I add a report to a Salesforce lightning campaign?
From a report that returns lead, contact, or person account records, click Add to Campaign. ... Enter the name of a campaign.Select a member status for the new members.Choose whether members already associated with the campaign keep their status. ... In Lightning Experience, click Submit.More items...•
How do I use campaigns in Salesforce lightning?
0:191:16Salesforce Lightning | Campaigns - YouTubeYouTubeStart of suggested clipEnd of suggested clipLet's go ahead and click into campaign in the top navigation. From there you will notice that byMoreLet's go ahead and click into campaign in the top navigation. From there you will notice that by default in the far left you are taken to recently viewed campaigns.
How do you add a report to a lightning page layout?
To do this, click on the tab group, and click the add tab button. Click on the name of the new tab and select report from the menu. Drag & drop the report chart element to the report tab to add your reports. Save the Lightning Page and navigate to a campaign to see your reports in action!
How do I download email tracker pro?
First of all download eMailTrackerPro from here. Once downloaded, locate the emt.exe and double click it to start the installation process. The installation process is very simple. Simply choose the desired location on your machine and click install.
How can I track email opens and clicks?
More videos on YouTubeEnable the feature by clicking on the eye icon at the bottom of your Gmail compose window.Select whether you want to track email opens, clicks, or both. ... See real-time notifications in the bottom left of your compose window.More items...•
How can I track a read email?
8 Best Email Tracker AppsMailtrack for Gmail. Mailtrack is a simple email tracker that tells you if the emails you sent have been opened or not. ... MixMax. MixMax is another solid email tracking tool that allows you to see when and if someone reads your email. ... Cirrus Insight. ... Yesware. ... Streak. ... Gmelius. ... Snovio. ... ContactMonkey.
Introduction
A lot goes into a successful email campaign. In the previous units, you segmented your database into lists, created email templates, tested emails thoroughly, and then sent them to your recipients. Now it’s time to review your hard work.
List Email Report
When you navigate to your List Email report, you’ll notice that it breaks down the most important data about your sent emails. It has three other tabs that offer additional reports: Click-Through Rate Report, Interaction, and Email Clients.
Report Tab
The Report tab shows basic information and metrics about the email send. The Open Rate pie chart gives you a visual breakdown of the percentage of opened, bounced, and unopened emails for the list email send. Below the Open Rate pie chart, the clicks report breaks down the links in the email and how many prospects clicked each link.
Click-Through Rate Report Tab
The Click-Through Rate report displays link performance visually. A rendering of your email is overlaid with the click-through rate next to each link. The call-out colors get warmer (blue is coolest, red is warmest) as the click-through rate gets higher relative to other links in the email.
Interaction Tab
You can add even more reports to your Pardot account by purchasing the Advanced Email Analytics Package. The package includes the Engagement and Activity report, which displays in the Interaction tab and shows how your recipients engage with your email. The data aggregates all engagement and activity (opening an email, clicking a link) together.
Email Clients Tab
The Email Clients report captures and tracks email client usage for emails opened across your lists in Pardot. Find this report under the Email Clients tab. The email client list includes more than 120 email clients; any client not in the list is marked as “Other” in the report.
Email Like a Pro
In this module, you learned how to prepare your content and your account for email sending, how to create email templates, how to test and send emails, and how to track your email sends with reporting. Email marketing is a huge part of a successful marketing automation strategy. Now you’re ready to put it to work!
What are your campaign Member Status values?
Every campaign has a specific outcome. In Salesforce, the values in the Member Status picklist capture campaign outcomes. Customize your member status values to represent the possible outcomes for your campaigns.
What types of responses do your campaigns elicit?
Every campaign normally includes a “call to action” for the customer or prospect; for example, “Call our sales team at 1-800-DIAL-US.” The type of call to action determines how customers and prospects respond, and in addition, it determines how you track those responses.
What are your campaign Member Status values?
Every campaign has a specific outcome. In Salesforce, the values in the Member Status picklist capture campaign outcomes. Customize your member status values to represent the possible outcomes for your campaigns.
What types of responses do your campaigns elicit?
Every campaign normally includes a “call to action” for the customer or prospect; for example, “Call our sales team at 1-800-DIAL-US.” The type of call to action determines how customers and prospects respond, and in addition, it determines how you track those responses.
How to enable Lightning for Outlook?
You will need to get in touch with your Salesforce Administrator to enable Lightning for Outlook. Once you are logged into Salesforce locate the Setup tab in the top right and select it. Then in the Quick Find bar on your left, type in Outlook Integration and Sync and select it.
Is Salesforce available on Outlook?
Salesforce for Outlook is only available for users using Microsoft Outlook 2016/2013 or Microsoft Outlook for Mac 2016 using Mac OS X 10.10 or later. Users must also have access to Exchange Online with Office 365 or Exchange 2016/2013 on-premises.
Is Salesforce inbox a separate app?
A: Salesforce inbox is a separate addition to Salesforce for Outlook. However, if you are using outlook 2013 or a not fully updated version of outlook 2016 you would have an issue with pinning.