Outreach Everywhere Gmail Features
Outreach's Gmail integration gives you the functionality of the Outreach platform from within the Gmail compose window. Outreach functionality will live inside of the Gmail compose window or when the Outreach Everywhere chrome extension is opened.
Similar to creating an email within the platform, you have the option to track opens and clicks. Click and open tracking are enabled if, when you click on the gear symbol, the engagement tracking options are checked.
Similar to features found in the web app, you 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.
If desired, you can create a follow-up task or bump the email to the top of your inbox after a specified period of time. You can request a follow-up task be generated or email bump sent to your inbox regardless of whether or not the prospect replies to your email.
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.