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.

  1. In Marketo Sales, click the gear icon and select Settings.

  2. Under My Account, select Email Settings.

  3. Click the Email Connection tab.

  4. Click Get Started.

  5. Select I use Outlook to send emails and click Next.

  6. Select the version of Outlook you’re using and click Next. In this example we’re choosing Exchange On-premise.

    Outlook OnlineAlso known as Exchange Online
    Exchange On-premiseIncludes Exchange 2013 and 2016
  7. Enter your credentials and click Connect.

    NOTE
    If 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.

    NOTE
    When using Exchange On-prem, your IT Team will establish your email sending limit.

Getting Permission to Connect to Outlook Online

You may need to work with your IT team to get permission to allow Marketo Sales to connect to your Outlook Online account (Microsoft 365).

NOTE
Inform the IT team that manages your Microsoft 365 account that the application that needs access is “Marketo Sales Connect.”

Depending on your IT team’s preferences and current configuration, it’s best to consult with them about how to grant access. Below are some articles that can help guide the conversation.

Previous pageConnect to Gmail
Next pageCan I Recover a Contact or Group I Deleted?

Marketo Engage