Purpose
This document provides an overview of for Header-Based Sync an Advanced Email Sync Control for Microsoft 365.
Audience
- Outreach Admins
Notes
- This feature is currently in Beta.
Overview
Outreach requires integration with at least one email account to provide services such as email sequences, sentiment, A/B testing, insights, reporting, and more.
Most Outreach customers use Outreach’s standard email sync, including many customers with high-security needs; however, some customers need to meet more restrictive security requirements related to email sync.
Outreach’s Header-Based Sync provides additional controls that offer two steps to email processing. First, we sync only email headers from a user mailbox to Outreach. Second, we analyze the headers, and based on the outcome of that analysis we determine if a certain email should be ignored or stored in Outreach. And only when an email is determined to be relevant to Outreach, do we download the entire message including the email body, and store it in our platform.
Such an approach can help customers meet more restrictive requirements by providing more control over their email data.
How to Turn On
To enable the header-based sync in your organization:
- Click the User’s initials (avatar) in the bottom left corner and select Settings.
- Click Org under the User Admin section of the Settings panel.
- Click the ‘Email’ tab
- Turn ‘Sync emails based on headers only’ on.
- Click Save.
FAQ
Q: What email providers are enabled with header-based sync?
A: As of now we support header-based sync for customer mailboxes that use Microsoft Graph API as a connection protocol (Office 365 OAuth (recommended) option in the Email provider field of the mailbox configuration). We may support other email providers, Gmail specifically, in the future, but we don’t have any concrete plans for that so far.
Q: Is there any impact on the accuracy and performance of email processing with header-based sync enabled?
A: As part of the header-based sync we changed the logic for auto replies/ OOO emails that are contained in the body.
There should be no negative impact on the accuracy and performance of email processing once the header-based sync is enabled. Users shouldn't notice any difference since header-based sync works for them behind the scenes.
Should you encounter any issues, please submit a support ticket.
Q: How can customers assess the accuracy of header-based email sync?
A: As stated above there should be no сhanges and or differences in behavior observed. Everything should work as before and emails should be synced into Outreach with no changes. If you notice any changes in your email syncing accuracy, please reach out to Outreach Technical Support through our support portal at support.outreach.io.
Additional Resources
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