Email Training

Outlook
Training Videos

Access to recorded product trainings and articles.

All categories

How to Use Email Tracking in Outlook

See who opens emails, clicks links, and views attachments in real-time.

How to Enable Pop-up Notifications in Outlook

Get notified when recipients engage with your emails.

How to Send a Tracked Attachment in Outlook

Attach files you want to track directly from your compose window.

How to View Presentation Reports in Outlook

View detailed reporting and page-by-page breakdowns.

How to Enable Pop-up Notifications in Outlook

Get notified when recipients open your attachments.

How to Use Campaigns in Outlook

Create multi-touch, multi-channel campaigns.

How to Share a Campaign in Outlook

Share best-performing campaigns with your team.

How to Reschedule Campaigns in Outlook

Reschedule campaign touches to send at a different date and time.

How to Add an Attachment to Campaigns in Outlook

Include tracked attachments in your outreach campaigns.

How to Set Up Meeting Scheduler in Outlook

Create custom meeting types and meeting links.

How to Use Meeting Scheduler in Outlook

Send personalized meeting links that sync to your calendar.

How to Use the Meeting Scheduler Zoom Integration

Integrate with Zoom to automatically add video call details to your invites.

How to Use Email Templates in Outlook

Create ready-to-go email templates that personalize in seconds.

How to Share a Template in Outlook

Share best-performing templates with your team.

How to Use Response Insights in Outlook Templates

Receive data-backed suggestions when writing your templates.

How to Add a Hyperlinked Image Into an Outlook Template

Add tracked hyperlinked images to your templates.

How to Use Reporting in Outlook

View daily activity, engagement data, and outcomes.

How to Use Salesforce Integration in Outlook

Automate data entry and get Salesforce in your inbox.

How to Use the Salesforce Sidebar in Outlook

View insights and create/update records in the Salesforce sidebar.

How to Sync an Email to Salesforce in Outlook

Automatically sync your email activity to Salesforce.

How to Sync a Calendar Event to Salesforce in Outlook

Create calendar events in Outlook that sync to Salesforce.

How to Manually Log an Email to Salesforce in Outlook

Log previous communication to Salesforce from your inbox.

How to Use Telephony in Outlook

Integrate with RingCentral to complete and track calls directly from your inbox.

How to Use Contacts in Outlook

Keep tabs on all contact data, interactions, and notes in one place.

How to Use Prospector in Outlook

Get instant access to verified phone numbers, email addresses, LinkedIn profiles, and more.