Purpose:
The purpose of this article is to provide information to Outreach Users regarding the updated features for Outreach Everywhere.
Outreach Everywhere is Outreach's Google Chrome extension that brings the power of Outreach into a User's Gmail environment. With Outreach Everywhere installed and enabled, Users can:
- Automatically create Prospects
- Associate email activities with opportunities
- Add recipients to sequences
- Insert Templates and Snippets
- Set reminders/bump emails
- Schedule Meetings
Intended Audience:
- Outreach Users
Notes:
The Outreach Everywhere extension must be installed and enabled. For more information regarding installation of Outreach Everywhere, refer to the Installing Outreach Everywhere Chrome Extension article.
Outreach Everywhere & Gmail FAQs:
Q: What is Outreach Everywhere?
A: Outreach Everywhere is Outreach's Chrome extension that brings the power of Outreach into your Gmail environment.
Q: How do I install Outreach Everywhere?
A: Refer to the Installing Outreach Everywhere Chrome Extension article for more information.
Q: What is Outreach Everywhere compatible with?
A: Outreach Everywhere is compatible with Google Chrome browser instances, Salesforce Lightning, and Salesforce Classic. Currently, no other browsers are supported.
Q: Is Outreach Everywhere available to all Outreach Users?
A: Yes, any Outreach user can download the Chrome extension.
Q: How do I identify if the person I am emailing is a Prospect?
A: Outreach's Prospect Indicator identifies if a person is a Prospect in Outreach or not.
Emails with a gray dot indicate the person is not yet a Prospect in Outreach.
Emails with a purple dot indicate the person is a Prospect in Outreach.
For more information regarding how to create a Prospect from Gmail, refer to the Gmail Prospect Indicators: Creating a New Prospect from the Inbox article.
Q: Can Outreach automatically create Prospects for me?
A: Yes, With the Automatic Prospect Creation for Gmail feature enabled, Outreach will add a Prospect to the platform if Outreach is unable to identify a record containing the intended recipient's email address
For more information on enabling or disabling automatic prospect creation, refer to the How To Enable Automatic Prospect Creation article.
Q: Can email activities be linked to opportunities from Gmail?
A: Yes. With the Associate Email Activity enabled, Users can select an opportunity to associate with an email to ensure clear and accurate visibility into the progress and history of an opportunity.
For more information regarding linking email activities to an opportunity, refer to the How To Associate Email Activities to Opportunities article.
Q: Can I add Prospects to a Sequence from Gmail?
A: Yes, Outreach provides users with the opportunity to add a Prospect to a Sequence directly from the email.
Once the action has been added to the Sequence, a red dot appears over the Sequence icon (paper plane) in the email to indicate the Prospect has been added to the Sequence.
Q: What happens if one of the recipients on the email responds?
A: Outreach's default setting is to detect the reply and stop the Sequence. Users can configure these settings to do otherwise. For more information regarding sequences, refer to the Sequence articles in the Outreach knowledge base.
Q: Can I add one of my colleagues as a CC on my email and have them stay on CC through a Sequence?
A: Yes, as long as the recipients are not blocked by your Org domain exclusions. For more information regarding blocked domains, contact your Outreach Admin as applicable.
Q: How do I add Templates or Snippets to my email?
A: Once a Template or Snippet has been created in Outreach, they are available for use in Gmail. Compose a new email and click the Template or Snippet icon accordingly to add content.
Fore more information on adding a Template or Snippet, refer to the Outreach Everywhere & Gmail User Guide.
Q: I have important emails that I don't want to forget about, is there a way to "promote" or move these emails, or set reminders so I stay on top of them?
A: Yes. Users can add reminders and create tasks within an email to process at a specified date and time.
For more information on creating follow up tasks and bumping emails in Gmail, refer to the Outreach Everywhere and Gmail Guide.
Q: Can reminders be configured for automation?
A: Yes, users can configure reminders via email settings (gear icon) to automatically perform an action, such as bumping an email, after the user-defined conditions are met.
Q: Which emails are included in automatic reminders?
A: Automatic reminders are only for external emails. As long as the recipients are not blocked by your Org domain exclusions, you will need to set a reminder.
Q: Can I remove or edit a reminder?
A: Yes. To remove a reminder, click the trash icon to the right of the reminder. To edit a reminder, click the pencil icon to the right of the reminder.
Q: How do I set a note on a bump or task reminder?
A: Notes are included when a reminder is set.
Q: Where does the note display?
A: On a bump the note will be included in your Outreach bump reminder email. For task reminders, the note will be available in the notes task section.
Q: How do I avoid notes being accidentally sent to Prospects?
A: Outreach sends bump reminders to your inbox with the note included in the body of the message. These reminders are separate from your communication with the Prospect.
Q: How do I schedule meetings or let Prospects know when I am available?
A: Outreach Everywhere makes scheduling meetings and providing availability simple.
Q: My version of Outreach appears to have different features than what is illustrated in this article, is something wrong?
A: No. Outreach is in the process of enhancing the Outreach Everywhere Chrome extension to provide more streamlined efficiency to your workflows. If your view is different, you may be on an older version of the extension. Simply uninstall and reinstall the extension to experience the latest features.
Q: Can I delay or schedule when an email sends?
A: Yes. After finalizing your draft email, click the clock icon next to the Send with Outreach button to open a scheduler.
Additional Resources:
Outreach Everywhere & Gmail User Guide
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