Pardot’s Microsoft Outlook 2010 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 2010. Add-ins for Outlook 2003 and 2007 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 installer.
- Completely close out of Microsoft Outlook 2010.
- Run the setup file and complete all steps in the install wizard.
- Once installed, open Outlook 2010 and and go into Add-in Options (File > Options > Add-Ins > click the Add-in Options button).
- Enter your Pardot username (email address) and password and click Verify.
- You will now be able to send tracked emails using the Send with PD button that appears in your Compose Message screen.
Using the Add-in
When an email is sent via the add-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 Settings.
- 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:// (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 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 not tracked for emails sent with the add-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 2010 Add-in
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 affect 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 File, then Options, and on the left, select Add-ins.
- Click “Go…” at the bottom of that page next to Manage COM Add-ins.
- In the COM Add-Ins dialog, check the check box next to Pardot for Outlook and click OK.
- Go to File, Options, Add-Ins, and then change the dropdown next to Manage (at the bottom) to Disabled Items and click “Go…”.
- Click on Pardot for Outlook and click Enable.
- Click OK and restart Outlook.
If you are getting an error message due to invalid email address or password, take the following steps:
- In Outlook, go to File, Options, then Add-Ins
- Near the top of the window, you should see Launch Add-in options dialog:. Click the Add-in Options button.
- You should then be able to Sign In with your Pardot credentials, click Verify to validate them, and then click Ok and Apply.
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 you are unable to click ‘Add-In Options’ and receive the error “The end date you entered occurs before the start date”, follow the instructions below:
- Go to File, Options, Calendar, WorkTime
- Make sure that the ‘Start Time‘ is set to a time that is before the ‘End Time‘
Without these being in order, you will be unable to access the Add-In Options section and verify your Pardot account details.
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 your 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).