Overview

The Playbooks for Outlook add-in gives reps the ability to track opens, clicks, and downloads on emails sent from their Office365 inbox. 

How to Send a Tracked Email

After installing simply compose an email and click "Send & Track Email" within Outlook for Mac, Outlook for PC, or the Office365 Webapp. 

If they are not already logged in reps will be prompted to enter their Playbooks credentials:

If reps want to add tracked attachments they can click the attachments icon above Notifications. 

Once they select the attachment it will be inserted as a tracked link within their email body.

Notifications

Once prospects interact with the email reps will receive notifications through the Notifications sidebar.

NEXT STEP:
Learn how to install Playbooks for Outlook

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