This article walks your team through tying your sales emails add-in for Outlook 365 / Office 365 into your ActiveConversion software account. Once connected, ActiveConversion’s software will report when your prospects opened your email or access an attached document. It will also notify you when they click on a URL link in your email to your website. You will get notified by email when your assigned prospects in ActiveConversion return to your website in the future.
Here's a quick overview of how it works:
- You write an email in Outlook
- Add your prospect's email address in the 'to' field
- Click the ActiveConversion icon in the Compose window to enable/disable tracking or add a document or URL link to be tracked
- The recipient opens the email
- ActiveConversion records the contact's name, email address, and the email subject they opened and starts tracking the recipient's activity.
This is a great way to get more information about what existing clients or prospects are interested in. As well, it will increase the number of leads ActiveConversion will have contact information for. You'll automatically get email notifications when a prospect assigned to you shows interest interacts with the email.
Contact and prospect's activity information is stored in your ActiveConversion account under the prospect activity details available on multiple screens in the ActiveConversion software.
How To Use
Once the add-in is installed (full instructions below), it's ready to use. You should see an ActiveConversion icon in the compose window of any new emails you create.
Online Version (NOT AVAILABLE)
Enter your ActiveConversion username and password if needed to connect to your account. You should only need to do this once - your login will be remembered for next time.
Email email@example.com if you have any problem with remembering your password.
This function turns the tracking on or off. The setting you used last time will be saved, so if you previously sent an email with ActiveConversion tracking enabled, it will still be enabled the next time you compose an email.
If you're not sure if tracking is enabled, click the "Enable/Disable" link, and the status will appear near the top of the email composition window.
How To Track Documents
The Track Document feature is ideal for salespeople who want more insight into who is viewing the sales proposals or collateral being sent.
To track a document, click the location in the email where you'd like a link to your document to go. Then click the AC icon in the compose email window and click "Track Document.” Then, you can either drag a file or click on the upload area to select the file to upload.
Your selected file will be uploaded to ActiveConversion, and a tracking link will be inserted into your email. When the message is sent, your recipient will click the link to download the sent file. If ActiveConversion has previously identified them, they will download the file directly. Otherwise, it will ask for their name and email address before downloading.
Any clicks of the tracking links, or downloads of this file, will be tracked in ActiveConversion under the lead's profile.
Tracking Link Clicks
ActiveConversion also tracks clicks from other web links within your email content. To track a link click; you will need to highlight the link and click the link (chain) icon in your message before the email is sent.
Text links are not tracked. This gives you control over which link clicks are tracked in ActiveConversion and which do not contribute to your lead profile and scoring.
First Time Setup/Configuration
Set up for Outlook 365 (Online)
Due to changes in Microsoft systems and tracking, we are no longer able to offer a connection to the online version of Outlook 365.
Set up for Office 365 (Desktop)
To install the Outlook add-in:
- Click File > Options > Add-Ins
- Click the "Manage Add-ins" icon
- On the "Manage add-ins" screen, click the "+" button and choose "Add from a URL"
- In the "Add add-in from a URL" box, enter the URL below and click "Next" to go through the wizard
- Click on “Install”
- Now the add-in is installed. The browser can be closed now and you can come back to the Outlook App.
- Once the add-in has been added, ensure that "Turned on" is checked on the "Manage add-ins" screen