Connect to Outlook
Learn how to connect your Sales Insight Actions account with Outlook.
NOTEConnecting to Outlook Online
Connecting to Outlook means you’ll receive reply tracking, access to the Outlook delivery channel, the ability to schedule emails in Outlook, and send compliance.
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In Marketo Sales, click the gear icon and select Settings.
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Under My Account, select Email Settings.
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Click the Email Connection tab.
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Click Get Started.
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Select I use Outlook to send emails and click Next.
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Select the version of Outlook you’re using and click Next. In this example we’re choosing Outlook Online.
NOTEMarketo does not support Exchange Hybrid accounts at this time. -
Click OK.
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If you’re not logged in to Outlook, enter your log-in info and click Next. If you are, choose the account you’d like to connect to and click Next. In this example, we’re already logged in.
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Click Accept.
You can use this connection to track emails and also as a delivery channel.
NOTEOutlook Online (Office365) enforces its own sending limits. Learn more here.
Connecting to Exchange On-Premise
Connecting to Exchange On-Premise means you’ll receive reply tracking, access to the Outlook delivery channel, the ability to schedule emails in Outlook, and send compliance.
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In Marketo Sales, click the gear icon and select Settings.
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Under My Account, select Email Settings.
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Click the Email Connection tab.
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Click Get Started.
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Select I use Outlook to send emails and click Next.
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Select the version of Outlook you’re using and click Next. In this example we’re choosing Exchange On-premise.
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Enter your credentials and click Connect.
NOTEIf you turn off Autodiscover in the Exchange Version drop-down, you’ll need to ask your IT department for the Exchange URL.You can use this connection to track emails and also as a delivery channel.
NOTEWhen using Exchange On-prem, your IT Team will establish your email sending limit.