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2019

Marketo Sales Engage now has the ability to connect to Outlook seamlessly from the Email Connection tab in MSE. Got questions? We’ve got answers!

 

What are the benefits of doing this? Why should I do this?

With this connection, you'll receive more robust reply tracking, access to the Outlook delivery channel, the ability to schedule emails in Outlook, and newly added send compliance. This upgrade also addresses the bug with dropped connections!

 

Does each user have to reconnect to Outlook, or just the Admin?

The upgrade is required at the individual user level  for anyone who would like to use Outlook as a delivery channel.

 

How long will the process take?

The set-up process is extremely simple, and only takes about 2 minutes to complete.

 

Will I lose any information?

No, you will not lose any of your tracking information. When you disconnect from your old Exchange Reply Tracking connection to the new one, we will make sure all your information remains up to date.

 

When should this be done?

On the 30th of April, we will sunset the Exchange Reply Tracking page. It would be ideal to connect to the new Email Connection page prior to this date.

 

What happens if I do not connect by April 30th? Will I lose data?

No, you will not lose any data if you did not connect to Outlook prior to this date. You will simply be prompted to reconnect using the new connector post-April 30th. As soon as you connect, you will be able to see all your reply tracking & send compliance information!

 

What do I need to do as a user? What are the steps to connect to Outlook?

If you would like to use Outlook as a delivery channel for you Marketo Sales Engage account, all you need to do is:

Login to Marketo Sales Engage

Navigate to Settings > Email Settings > Email Connections > Get Started

Follow the pop ups to connect to Outlook. You can find more details in the following document

https://docs.marketo.com/display/public/DOCS/Email+Connection+Tab+for+Outlook+Users