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Links are tracked to the first recipient in the To: field of the email.

Any link beginning with is rewritten as an individually tracked link.

When an email is sent via the plug-inвЂ™s Send with PD button, the following actions occur: If the prospect already exists in Pardot, the email will be added to the existing record as an activity. Using this will automatically track all links in your email (they must be written as and assign the recipient (the first address in the To: field) to you as a new prospect. If you do not see the button, ensure that you are on the Message tab when composing a new or replying to an existing email.

You will now see a Send with PD button next to your normal send button.

You will be notified of whether or not your login information is correct. Note that your Pardot credentials may be different from your CRM or email credentials.

Click on the Prospect Insight tab and enter your Email Address and Pardot Password.

Once the installation completes, open Outlook 2007.

DOWNLOAD SALESFORCE ADD IN FOR OUTLOOK INSTALL

If you are prompted to install Microsoft Office Primary Interop Assemblies (necessary for adding plug-ins), click Install.

NET 3.5 framework that is required to run certain plug-ins for Outlook 2007.

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Click the download link that you were given and start the installation.Completely close out of Microsoft Outlook 2007.You will also need to close any open Microsoft Office applications such as Word, Excel, Powerpoint, Outlook, etc.

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Add-ins for Outlook 20 are available here.Д«efore starting, uninstall any previous version of the Pardot for Outlook add-in by going to Add / Remove programs in the Windows Control Panel. The Pardot Outlook add-ins are only compatible with Windows operating systems (they are not compatible with Macs).This will provide valuable insight into any prospect activity that occurs as a result of your message.

Simply click the Send with PD button and any links in your email will automatically be tracked behind the scenes. Select an add-in to see more information about it.PardotвЂ™s Microsoft Outlook 2007 add-in allows you to send tracked emails to prospects directly from within your default email interface. Turn an add-in on or off by sliding the toggle switch. On the Office add-ins page, you can do the following: Select the Store button or the Manage add-ins button on your add-ins bar. They also appear on the Message tab when you're reading or composing an email. They appear on the ribbon right next to the Store button. For example, this userВ installed the Translator for Outlook and Reply with eGift add-ins. The add-ins that you have installed automatically appear on your ribbon.

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For paid add-ins and free trials, select Get it to finish your purchase. When you find an add-in you want, review its privacy policy.ДЇor free add-ins, use the toggle controls to turn them on or off. On the Add-Ins for Outlook page, browse for the add-in you want by selecting All and scrolling through the list, or search for an add-in by using the Search box. Note that the icon may look slightly different depending on your version of Outlook. In Outlook, click Home > Get Add-insВ on the ribbon. Select an add-in to see more information about it on the right side of the page. Turn on or turn off an add-in by checking or clearing its check box in the Turned on column. Use the options on the toolbar to add more add-ins, uninstall an add-in, or refresh the page to see a list of the latest add-ins. Select Find more add-ins for Outlook at the Office Store to go to the Office Store. On the Manage add-ins page, you can do the following:

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When youвЂ™re prompted to sign in, type the email address and password you use to sign in to Office programs. In Outlook, go to File > Manage Add-ins or Manage Apps. Note: If the Reading Pane ( View > Reading Pane) is set to Off, all add-ins will appear disabled.

When you're in the main Outlook window (without a new message open), you can access your installed add-ins from the ribbon. When you're writing a new email message ( Home > New Email), you can access other installed add-ins from the Message ribbon. The add-ins that you have installed automatically appear in the gray add-in bar near the top of the message when there is data in the email that is related to the add-in.ДЇor example, when you open an email message that has a street address, you'll see that the add-in's name, Bing Maps, is displayed in the add-in bar.Д¬hoose the add-in to access the data it offers. To get them, youвЂ™ll need Office 2013 or Office 2016 and Exchange 2013 or Exchange 2016, and your administrator needs to activate add-ins for Outlook. Note:В If you donвЂ™t see the Manage add-ins (or Manage Apps) button, you wonвЂ™t be able to get add-ins for Outlook.

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