Outlook Plugin

From Net-Results Support

Knowing which prospects are engaging - and when - leads to increased close rates and speeds time to revenue.

The Net-Results Outlook Plugin tells your sales people who’s opening their emails, which links they’re clicking, and what they do on your website.


Outlook-marketing-automation-plugin.jpg

Installing the Outlook Plugin

  • Download the plugin (technically it's called an "Addin")
  • Double click the file you've downloaded (it's called "Net_Results_Outlook_Addin.exe").
    You may see a warning about an "unknown publisher". You can trust us :) Please proceed and the installation process will begin.
  • When prompted, enter your Net-Results username and password.
    Don't know your password? You can reset it here: https://www.net-results.com/app/login.php

When you've finished the install process, start Outlook. When you compose an email you'll see that the composer screen has some new options from Net-Results (see the screen image above). Read on to learn about these new options!


Track Any Email Sent From Outlook

Compose emails as you normally would - or pull in a template from Net-Results and change the content as you like.

Instead of clicking "Send" like you normally do, click the “Send and Track”
Send-and-track-outlook-email.jpg
button
. Net-Results sends your emails using Outlook - but we'll automatically track when those emails are opened, which links are clicked, and exactly what your prospect does on your website.

Your emails appear in your Sent Items like any other email would, and replies come back to your inbox as they always do!

Tracked emails may only be sent to one recipient at a time - each trackable link is customized to the recipient, so no cc’ing or bcc’ing!


Get Notified When Your Email is Opened or Clicked

Selecting Outlook-notify-on-open.jpg or Outlook-notify-on-click.jpg will trigger an email letting you know when your email is opened or clicked.

Net-Results will remember your preferences when you send your next email so you don’t have to make these selections every time. You can always turn notifications on or off for any given email.


See The Email Before They Do

The Outlook-preview-send.jpg button allows you to see exactly what the email will look like before sending, with any personalized fields like “Dear FIRST_NAME” - that may be part of a Net-Results template you might be using - filled in with the correct information.


Create Email Templates for Use in Outlook

Enable Sales Personnel With Attractive, Pre-built Emails that Stay on Message

Outlook-email-templates.jpg

Create emails in Net-Results and make them available for sales to use in Outlook! Your entire team will save time, while sending great-looking emails that stay on message.

Do it: Simply check the box labeled "Enable as a CRM Template" when creating or editing any email in Net-Results


A Bird’s Eye View of Prospect Activity

If you use a supported CRM platform, the Net-Results Activity Stream - that appears within each Lead and Contact record - is enhanced to show email sends, opens and clicks from Outlook! Of course you can also see every time your prospect has visited your website and which pages they’ve viewed as well :)


Supported Versions of Outlook

The Net-Results Outlook Plugin is currently available for Outlook 2010, 2013 and 2016 desktop versions (we'll add support for Office365 a bit later)


Updating the Plugin

The plugin will automatically detect available updates and prompt you to install the latest version.