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Recommended for
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Previously:
- Users whose emails are mostly to non-prospects and for whom a few seconds delay in sending non-prospect emails is not tolerable.
- Users who are willing to explicitly use Send with Outreach when sending prospect emails that need to be tracked via Outreach.
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Previously:
- Users who have a large fraction of their sent emails directed at prospects.
- Users for whom it is a high priority to ensure all prospect emails are tracked in Outreach without needing the user to think about this for each email.
- The Outlook add-in should NOT be installed for users who are not Outreach licensees.
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- Anyone;
- By introducing user control over manual and automatic processing we are combining the use cases from the Legacy and New add-ins
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Send experience
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- Separate “Send with Outreach” button.
- Only messages sent via this button are sent with Outreach features and are synced to Outreach Outbox.
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- Native Outlook Send button
- Messages to prospects are sent with Outreach features and are synced to Outreach Outbox.
- Add-in identifies prospects during send action, eventually, prospects can be created on Send.
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- Native Outlook Send button
- Messages to prospects are sent with Outreach features and are synced to Outreach Outbox.
- Add-in identifies prospects during send action, eventually, prospects can be created on Send.
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Add-in processing lag for emails to a non-prospect
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- 0 seconds.
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The Add-in is not in the path of regular Sends, it is in the path only when the user uses Send with Outreach.
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- Estimated at less than 1-3 seconds.
- The actual lag may be larger than this, depending on Microsoft and Outreach add-in processing lag, network speed, and machine quality.
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- With both manual and automatic processing there may be a very short delay (less than New Add-in)
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Add-in processing lag for emails to a prospect
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- ~Seconds to minutes.
- The lag depends on Microsoft and Outreach add-in processing lag, speed of Microsoft message backend sync, network speed, and machine quality.
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- Estimated at 1-5 seconds.
- The actual lag may be larger than this, depending on Microsoft and Outreach add-in processing lag, network speed, and machine quality.
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- Should be faster that both previous versions.
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Send reliability
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- It may take several tries to send the message using the Send with Outreach button, due to the way Microsoft syncs messages and how the add-in processes them.
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- Messages are processed differently which results in higher send reliability than with legacy add-in.
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[Windows native app and Outlook Web specific]
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For messages sent with Send with Outreach button.
- Processing lag affects only these messages.
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- All messages are processed through Outlook.
- Processing lag affects all messages sent with Outlook.
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- Microsoft informs the user via a modal when this happens.
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Features
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Extra features of the new add-in.
Privacy and prospect-related features
- Prospect status (prospect / non prospect / blocked) is reflected in the add-in side panel.
- Information about opted-out prospects is surfaced in the side panel; emails are not synced to outbox; mass communication tools in add-in (sequences) are blocked for opted-out prospects.
- Allows manual prospect creation from the side panel for any potential prospect, not just for the email sender.
- The side pane displays prospect status for all email participants, not just the email sender.
- Automatic prospect creation configurable by admin.
Efficiency features
- Reminders - bump the email to the top of your inbox or create a task in Outreach; you can add a note to every reminder you create.
- Automatic reminders
- New Meeting links
- Public calendar link
- Opportunity Association directly from the inbox
- More Ribbon Icons
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- Same as 2.0
- In Addition the UX is improved by showing insight messages directly in the compose window relevant to the action the user is taking.
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Send later with Outreach
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No. Native Outlook Send later can be used.
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No. Native Outlook Send later can be used.
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Installation
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- 1.0 Installation is no longer available.
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- Install via link directly in Outlook.
- Install via Microsoft Admin console.
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Yes |