Outreach Everywhere Gmail Features
Outreach's Gmail integration gives users the functionality of the Outreach platform from within the Gmail compose window. Outreach functionality will live inside of the Gmail compose window. You’ll know Outreach is active when the top of the compose window is blue.
Similar to creating an email within the platform, users have the option to track opens, indicated by the eye symbol, and clicks, indicated by the pointer symbol, for delivered email. Click and open tracking are enabled if highlighted in Outreach blue. You can also confirm whether these features are enabled by hovering over the symbols:
The tracking states are sticky - Outreach will remember the settings selected from the previous email delivery. If click tracking was off and open tracking on for the previous email delivered, the next compose window opened will keep these selections - click tracking will be off and open tracking on.
If we notice that the individual being emailed does not yet exist in the Outreach platform, the Extension will automatically create a new prospect in the web app where all email activity and open/click tracking will be synced. First and last name will not be included in the creation of the new prospect. If adding prospect to a follow up sequence, first/last name will need to be added to the prospect profile in the Outreach platform for first and last name variables to merge successfully.
Turning the toggle off will quickly disable open tracking, click tracking, and new prospect creation.
You can adjust the tracking state in the Chrome Extension options. Right click on the Outreach “O” in the extension list in the Chrome Browser and select “options”. Under “tracking state” select to default click and open tracking on, off, or remember the previous state:
Sequences, Templates & Tasks in Outreach Everywhere
Similar to features found in the web app, users can pull Outreach templates into the compose window. If the individual being emailed is a prospect in Outreach, and variables exist in the template, the Outreach Everywhere extension will automatically merge the variables with the corresponding prospect information:
If there are any missing variables in the template, Outreach will pop up a warning message letting you know there are unmerged variables that need to be modified.
Snippets are available to add additional information or quickly answer a common question.*
Prospects can also be added to follow-up sequences once the email is sent, and tasks can be scheduled for future follow - up. If a follow-up task or sequence is selected, the corresponding field in the compose window will be highlighted in Outreach blue. You can confirm the date/time for the follow-up task and/or see which sequence the prospect will be added to by hovering over the fields.
Delayed Delivery - “Send Later”
At the bottom of the compose window user can click on “send now” to immediately deliver the drafted email.
Another option is to schedule email delivery at a specified date and time, scheduled by clicking on the clock button found next to the “send now” button. If scheduled for a later date or time, a green confirmation bar appears at the bottom of the compose window and the delivery button texts updates to confirm that the email is set to “send later”. Make sure you click "send later" to schedule the email for delivery.
If the email is scheduled for a delayed delivery, or if the compose window is accidentally closed, Outreach will save a draft of the email in the Gmail draft folder as well as in the Outreach outbox.
You can create a new prospect or pull up the existing prospect's profile from the side panel to call from within Gmail.
*Attachments will not be including when using snippets in Gmail and will need to be added separately.