How To Connect a Primary Email to Outreach

Purpose: 

The purpose of this article is to provide direction to Outreach Admins in connecting a primary email account (i.e. Outlook, Gmail, etc.) with Outreach. 

Intended Audience: 

• Outreach Users

Notes: 

• Some Outreach views and options require admin-level governance permissions. If the options outlined in this article are unavailable, contact the Org’s Outreach Administrator as applicable. For more information regarding governance profile settings, refer to the Outreach Governance Profile Settings Overview article.
• A primary email address is required to connect Outreach.
• Users cannot add shared or group email addresses such as info@ or help@. 
• Users experiencing connection issues with an email address previously configured, refer to the Note following Step 5.
• This article addresses the initial set up of a primary email account to Outreach. For more information regarding connecting an alias mailbox, refer to the How To Configure an Alias Email Address article. 
• Users connecting a mailbox for the first time in Outreach will see the Set up your account option in lieu of an edit option. Images and GIFs in this article may illustrate a view not accessible to users. This does not change the connection process.  

How To Connect a Primary Email to Outreach: 

1. Access the Outreach platform. 
2. Click the user's initials in the bottom corner of the navigation sidebar. 
3. Click You under the System Admin section in the Settings panel.
4. Click Mailboxes.
   
   
5. Click Set up Account.
   
   
   
   Note: Users reconnecting a disconnected mailbox will click Edit, and click the applicable Connect button as illustrated in the example below. Re-enable the Sending and Syncing options as applicable.
   
   
   Note: Unauthorized request error messages indicate an incorrect username or password. If you are certain your credentials were entered correctly, contact your network or system administrator as applicable to verify the credentials they have on your mail server.
6. Click to select the applicable email provider from the Email Provider: dropdown menu as described in the table below.

   Email Provider	Description
   Other	Not recommended for User configuration. Users will need to provide SMTP and IMAP host address and port. If required, Users will need to provide their SMTP credentials. For more information contact the Org's Outreach Admin as applicable.
   Gmail API	Connects Outreach to a Gmail server using REST API. Recommended for Users operating a Gmail account. Selecting this option provides Users with the ability to connect directly to Gmail.
   Gmail Password (legacy)	Not recommended as a User's primary mailbox. Requires User credentials.
   Exchange Server	Recommended for Users operating Outlook Web. Connects Outreach to a Microsoft Exchange Server. Users will need to Change/Update their Exchange password to continue. Requires EWS Endpoint If you log into email online at https://mail.company-name.com/EWS/Exchange.asmx. Perform a Microsoft Connectivity Test if you're still experiencing difficulty locating the URL. On successful completion, the .asmx link will provide the EWS Endpoint. For more information regarding EWS Endpoint configuration and discovery, refer to the Microsoft Exchange Web Services in Office 365 article. Note: If you cannot find the EWS Endpoint, or if the auto-discover does not populate the required information, contact your Outreach Admin as applicable.
   Office 365 OAuth2	Recommended for Users operating an Office 365 account. Connects Outreach to Microsoft Outlook using Open Authorization (OAuth).
   Office 365	Not recommended as a User's primary mailbox. Requires Users credentials.
   Microsoft Hybrid Modern Auth	Connects Outreach for customers using the on-perm with OAuth authentication method.
   Rackspace	Connects to Rackspace hosted Exchange server.
   Intermedia	Connects to Intermedia hosted Exchange server.
7. Click Connect if applicable.
   Note: Connect option is only available for OAuth-based protocols.
8. Click to enable the Sending and Syncing options and add a signature as applicable.
9. Click Save.
   
   
   The email address and provider is connected as configured.

Additional Resources:

Outreach University - Account Setup 

Set Up an Alias with Gmail's 2-Step Verification