Email Marketing

Outlook Integration Set-Up

4) Save

Admin Starter Training

Set-Up

Outlook Set-Up

Create Email Templates

2) Permission Set Assignments > Edit Assignments

Gmail Set-Up

Add Signature to Email Templates

Step Two: Einstein Activity Capture

1) Type “Capture” in search bar > Settings > Add Contact and Event Sync

2) Select Microsoft Office 365 > Next

3) Select User-Level OAuth 2.0 > Next

4) Name Outlook Integration > Next

5) Choose Sync Settings > Next

6) Choose Advanced Settings > Next

7) Add Users > Next

8) Finish

Create Personalized Emails

Step One: Admin Set-Up

Verify Email Address

Step Three: Connect User’s Outlook Account

1) Icon > Settings

2) Email and Calendar Accounts

3) Connect Account

4) Checkbox > Next

5) Connect MyOffice365 Account

6) Choose your account

7) Green Header and connected accounts should appear when complete

1) Set-Up > Users > Users > Select User

3) Add Standard Einstein Activity Capture