Summary 

Prospect Insight's MS Outlook 2007 plug-in allows you to send tracked emails to prospects directly from within your default email interface. Simply click the Send with PI 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.

Setup

1. Contact your account administrator or account manager to receive the download link. 
2. Completely close out of Microsoft Outlook 2007.
3. Click the download link that you were given and start the installation. 
4. If prompted, install the .NET 3.5 framework that is required to run certain plug-ins for Outlook 2007.
5. If you are prompted to install Microsoft Office Primary Interop Assemblies (necessary for adding plug-ins), click Install. 
6. Once the installation completes, open Outlook 2007.
7. Click Tools and then Options. 
8. Click on the Prospect Insight tab and enter your Email Address and Prospect Insight Password. Note that your Prospect Insight credentials may be different from your CRM or email credentials. 
9. Click Verify. You will be notified of whether or not your login information is correct. 
10. Click Apply and then OK. 
11. You will now see a Send with PI button next to your normal send button. If you do not see the button, ensure that you are on the Message tab when composing a new or replying to an existing email. Using this will automatically track all links in your email (they must be written as http://...) and assign the recipient (the first address in the To: field) to you as a new prospect. If the prospect already exists in Prospect Insight, the email will be added to the existing record as an activity.

Using the Plug-in

When an email is sent via the plug-in's Send with PI button, the following actions occur:

1. Any link beginning with http:// is rewritten as an individually tracked link. Links are tracked to the first recipient in the To: field of the email. 
2. A new prospect record, assigned to the user who sent the email, is created in Prospect Insight. The new record will likely only have an email address and other fields may need to be filled in at a later point. If a prospect record already exists, the email is simply added as an activity associated with the prospect.
3. 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. 

Plug-in Campaign

Any account created after November 1, 2008 will automatically have their plug-in associated with a campaign titled "Email Plug-in" by default. Accounts created before November 1, 2008 will default to their oldest campaign. To change the campaign associated with your email plug-in, administrator users can take the following steps:

• My Settings
• Edit Account
• Select Email Plug-in Campaign from dropdown
• All emails sent using the Outlook, Thunderbird, and Apple Mail plug-ins will be tagged with this campaign.

Usage Notes

1. Because of the way Prospect Insight 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.
2. The plug-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://. 
3. Because of the way the plug-in works with Microsoft Exchange, Outlook users may experience issues sending emails to internal recipients with the "Send with PI" button. 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).

Troubleshooting the Outlook Plug-in

If your "Send with PI" button disappears, take the following steps:

1. In Outlook, go to Tools, then "Trust Center", and on the left, select "Add-ins"
2. Look at the bottom of that page and hit "Go" next to "Manage COM Add-ins"
3. In the COM Add-Ins dialog, check the check box next to ProspectInsight2007
4. Select OK and restart Outlook

If you are getting an error message due to invalid email address or password, take the following steps:

1. In Outlook, go to Tools, then Prospect Insight Options
2. You should be able to log-in with your Prospect Insight credentials

If you are getting an error message during the installation, take the following steps:

1. Clear your browser's cache and then close your browser.
2. Run the installation again (setup should take some time when it says "Downloading required files...").

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