Pardot’s Microsoft Outlook 2003 add-in allows you to send tracked emails to prospects directly from your default email interface. Simply click the Send with PD button and any links in your email will automatically be tracked behind the scenes. This will provide valuable insight into any prospect activity that occurs as a result of your message.
- The Pardot Outlook add-ins are only compatible with Windows operating systems (they are not compatible with Macs as Outlook for Mac does not support add-ins).
- This add-in requires Outlook 2003. Add-ins for Outlook 2007, 2010 and 2013 are available.
Before starting, uninstall any previous version of the Pardot for Outlook add-in by going to Add / Remove programs in the Windows Control Panel. You will also need to close any open Microsoft Office applications such as Word, Excel, Powerpoint, Outlook, etc.
- Download the add-in.
- Completely close out of Microsoft Outlook 2003.
- Locate the downloaded installer file and run it by double clicking
- You may see a screen asking you to install some Microsoft Office components. Agree to install by clicking “Install”.
- Now the Pardot for Outlook AddIn installer should appear. Click Next three times then Close to complete the installation.
- Configure the add-in in Outlook by starting Outlook and selecting Tools, then Options. Click the Pardot tab in the upper right, enter your Pardot login credentials then hit Verify to test. Once the verification succeeds, click OK to save.
- You can now send tracked emails through Outlook by clicking “New Mail Message” and then clicking the “Send with PD” button on your toolbar.
Using the Add-in
When an email is sent via the plug-in’s Send with PD button, the following actions occur:
- Any link beginning with http:// (or https://) is rewritten as an individually tracked link. Links are tracked to the first recipient in the To: field of the email.
- If a prospect with that email address already exists in Pardot, the email activity is added to the prospect’s record. If the sender of the email is different from the prospect’s assigned owner, the prospect remains assigned to their original owner.
- If the prospect already exists in Pardot and is unassigned, the prospect will be assigned to the sender of the plug-in email and their email activity recorded.
- If a prospect does not exist in Pardot with that email address, a new prospect record is created in Pardot and assigned to the user who sent the email. The new record will likely only have an email address and other fields may need to be filled in at a later point.
- A new lead record, assigned to the user who sent the email, is created in the connected CRM system if applicable. If a contact or lead already exists (using the identical email address), the email will simply be added to the existing record as an activity.
Prospects created via the plug-in will automatically be associated with a campaign titled “Email Plug-in” by default. To change the campaign associated with your email plug-in, administrator users can take the following steps:
- Click on your email address in the top right of the Pardot interface.
- Click Edit account.
- Scroll down to Email Plug-in Campaign and select the desired campaign from the dropdown menu. All emails sent using the Outlook, Thunderbird, and Apple Mail plug-ins will be tagged with this campaign.
- Because of the way Pardot uniquely tracks links, it is generally best to not send tracked emails to multiple recipients at once. If multiple people receive the email or the email is forwarded and others click the links, there is a risk that they could be tracked as though they were the first recipient.
- The add-in will track each link that begins with http://. If you have links that you do not wish to track, you would need to begin them without the http://.
- Because of the way the add-in works with Microsoft Exchange, Outlook users may experience issues sending emails to internal recipients with the “Send with PD” button (you may see the message ERROR: No Valid Recipients). There should be no issues when sending to users outside your domain. This is typically not an issue, as most people do not need to track internal correspondence, and it is not encouraged to include multiple recipients (i.e. cc’ing other team members).
- HTML opens are only tracked if the recipient clicks on a link in the message (we cannot tell if they downloaded images).
- In order to include hyperlinks (links behind text) in an email using the “Send with PD” button, you will need to make sure your Message format setting in Outlook is set to “HTML” as opposed to “Rich Text”. In order to check this setting in Outlook, go Tools –> Options and then select the Mail Format tab. Within this tab, you will see a dropdown at the top for Message format, where you can select “HTML”.
Troubleshooting the Outlook 2003 Add-in
If you are getting an error message due to invalid email address or password, take the following steps:
- Within Outlook 2003, go to Tools > Options > Pardot (or the Pardot tab)
- Enter your login credentials and press ‘Verify‘
Take the steps below if you are getting the following error when attempting to verify your Pardot credentials in Outlook or when using the “Send with PD” button: “ERROR: Exception has been thrown by the target of an invocation.”
- Go to HKEY_LOCAL_MACHINESYSTEMCurrentControlSetControlLsaFipsAlgorithmPolicy (Start > Run > type in ‘regedit’ (without quotes) and hit enter and then look for these folders)
- Change the value for “Enabled” to 0
- Restart Outlook.
If the steps above do not resolve your issue, or if you are experiencing a different problem, please contact our Solutions team by clicking the “Support” tab on the left side of this page or the “Contact Support” button on the right.
Please be sure to note you operating system (e.g. “Windows 7 32-bit”) and any error message(s) you may have received. Please also ensure you have the latest version of the add-in installed (the one linked above was updated on June 29, 2013).