Pardot’s Microsoft Outlook 2007 add-in allows you to send tracked emails to prospects directly from within 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).
- This add-in requires Outlook 2007. Add-ins for Outlook 2003 and 2010 are available here.
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 2007.
- Click the download link that you were given and start the installation.
- If prompted, install the .NET 3.5 framework that is required to run certain plug-ins for Outlook 2007.
- If you are prompted to install Microsoft Office Primary Interop Assemblies (necessary for adding plug-ins), click Install.
- Once the installation completes, open Outlook 2007.
- Click Tools and then Options.
- Click on the Prospect Insight tab and enter your Email Address and Pardot Password. Note that your Pardot credentials may be different from your CRM or email credentials.
- Click Verify. You will be notified of whether or not your login information is correct.
- Click Apply and then OK.
- You will now see a Send with PD 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 Pardot, 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 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.
- A new prospect record, assigned to the user who sent the email, is created in Pardot. 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.
- 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 plug-in will track each link that begins with http:// (or https://). 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 plug-in works with Microsoft Exchange, Outlook users may experience issues sending emails to internal recipients with the “Send with PI” 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 not tracked for emails sent with the plug-in.
- 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 2007 Plug-in
If your “Send With PI” button disappears
If you are getting an error message due to invalid email address or password
If you are getting an error message during the installation
Uninstalling the plugin
Due to the many configurations of Windows, Service Packs, and Outlook patches, the plug-in may occasionally disappear. This behavior is noted to happen:
- When Microsoft applies Automatic Windows Updates that effect Outlook, all plug-ins must be re-enabled.
- When Outlook closes unexpectedly, all plug-ins are disabled, so that Outlook can restart from a “known good” configuration.
To re-enable the plug-in:
- In Outlook, go to Tools, then Trust Center, and on the left, select Add-ins.
- Look at the bottom of that page and hit “Go” next to Manage COM Add-ins.
- In the COM Add-Ins dialog, check the check box next to ProspectInsight and click OK.
- Go to Help, then go to Disabled Items, then click on Prospect Insight and hit Enable.
- Select OK and restart Outlook.
- In Outlook, go to Tools, Options, then Prospect Insight Options (or the Prospect Insight tab)
- You should be able to log-in with your Pardot credentials
- Clear your browser’s cache and then close your browser.
- Run the installation again (setup should take some time when it says “Downloading required files…”).
If clearing your browser’s cache is not successful, take the following steps:
- Close out of Outlook 2007.
- Go to the Start Menu
- Go to Control Panel
- Click on Add or Remove Programs
- Find the program titled Microsoft Office 2007 Primary Interop Assemblies and uninstall
- Run the installation again (the Microsoft Office 2007 Primary Interop Assemblies will be reinstalled during this installation)
If reinstalling the Microsoft Office 2007 Primary Interop Assemblies is not successful, take the following steps:
- Uninstall the plug-in
- Go to the Start Menu
- Control Panel
- Add or Remove Programs
- Find the program titled Visual Studio Tools for the Office System 3.0 Runtime and uninstall
- Download the Visual Studio Tools for the Office System 3.0 Runtime here (http://www.microsoft.com/downloads/details.aspx?familyid=54EB3A5A-0…)
- Run the plug-in installation again
- Go to Start Menu -> Control Panel -> Add or Remove Programs
- Find the program titled ProspectInsight and uninstall
- Restart Outlook.
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 outlook (at) pardot.com.
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 September 27, 2011).