How To Insert Meeting Availability into Outlook Emails with Outreach

Objective

Add meeting opportunities for Prospects into emails sent via Outlook.

Not using Outlook? Click here for instructions for the Outreach application and Gmail.

Applies To

• Outreach Users
• Outlook
• Outreach Sales Engagement Add-in for Outlook

Before You Begin

• First install and enable the Outreach Sales Engagement Add-in for this feature to work properly. 
• This feature, and others in the add-in, will not be fully enabled in emails sent to addresses that cannot be created as Prospects.

Procedure

General Outlook Guidelines

1. Access the Outlook instance and compose a new email.
2. Click the Open Outreach icon in the ribbon.
3. Click Insert Availability.
4. Click to select the available days and times.
5. Complete the meeting details as outlined in the table below.
   

   Option	Description
   Type	Defines the meeting type as configured in the Outreach Platform. For more information on meeting types, refer to the applicable article. Note: Users can click Clear Meeting Type to reset the meeting details.
   Assign To Calendar	The host of the meeting. Note: This field can change depending on how aMeeting Typeis configured. Click Change Assignee to select a different meeting host.
   Title	Meeting title. Note: This is a required field.
   Duration	The User-defined amount of time a meeting will last.
   Available Times	Displays the days and times a User has selected to meet. To add additional time, click Add Time. To remove a time slot, click the X to the right of the applicable entry.
   Guests	Displays the invited attendees. Note: Prospects included in the email's To: field are automatically added. Users can add more attendees by inputting valid email addresses, or remove attendees by clicking the X to the right of the applicable entry.
   Location	Meeting location.
   Description	Additional details about the meeting, such as agenda.
   Include Public Calendar Link	Inserts a Public Calendar Link in the email to provide Prospects the ability to select a different time frame to meet.

6. Click Insert Available Times.
   The available meeting times are inserted into the email as configured.

Outlook - Exchange 2013 Guidelines

1. If your Outreach Outlook Add-in is not already open, click the Outreach logo icon and select Open Outreach. Log into Outreach as needed.
2. Open a new compose window or reply to an existing email thread.
3. In the Outreach panel, click Insert Availability.
4. In the resulting pop-up window, apply a meeting type on the right hand panel and click on the calendar to select available times.
   
5. Manage the invited guests in the GUESTSfield.
   • Anyone included in the To: field of the email will automatically be included.
   • Add guests by entering in their email addresses.
   • Remove any guests by clicking the x next to their name.
6. Complete any other desired settings in the right hand panel.
7. Click Insert Available Times to apply your options. A list of your available times will appear as links in your compose window, as well as your public calendar link for rescheduling (if you have one associated with your meeting type).
8. When you've finished composing your email, click Send with Outreach.

Additional Information

How To Install the Outreach Sales Engagement Add-in for Outlook

How To Create a Meeting Type in Outreach

Outreach Public Calendar FAQs