The purpose of this article is to provide information to Outreach users regarding commonly asked questions about Outreach and the Outlook Add-In.
- Outreach Users
Q: Why do I still see the Send with Outreach button if I can use the regular Outlook send?
A: This will remain for only the beta period and is disabled. When this feature goes GA, it will change to an Open Outreach button.
Q: Why do Snippets not automatically register open and link tracking?
A: Snippets do not have tracking settings in the Outreach platform, so there is nothing to inherit. Outreach is looking to introduce new functionality that will handle this close to how Template tracking operates in the Add-In, but this will be released at a later date.
Q: Are Insert Availability links tracked?
A: No initially. If you would like to track insert availability links, you will have to manually insert them using the insert tracked link feature.
Q: Why can't I turn open tracking off in the Add-In?
A: To ensure that both web users and desktop users have the same experience, Outreach decided to optimize giving users an unimpeded way to send emails, with Outreach features enabled, and quickly move to their next action. The current API Microsoft provides does not provide a functionality to enable tracking without overwriting the whole email, which can cause content formatting discrepancies.
Q: How do I remove an enabled open tracking for an email?
A: Users must discard the draft email to "remove" the open tracking function.
Q: Does the new tracking mean that we will always automatically add prospects to Outreach now?
A: Yes. Originally, Prospects were only auto added when reps selected the send with Outreach option. In a future update, Outreach will work on governance options to control the adding of Prospects.
Q: If we see any issues can we disable this functionality without any risk?
A: Yes. Contact your CSM for assistance in having the feature disabled.