This feature is deprecated and is only available for accounts created before 5/1/2015. If your account was created before 5/1/2015, you can download this feature by logging into Pardot, hovering over your email address, and then clicking Downloads. Click here for a video walkthrough.
- 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 2007. Add-ins for Outlook 2010 and 2013 are available.
InstructionsBefore 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 Pardot 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-inWhen 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.
Plug-in CampaignProspects 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.
- This add-in will not work with proxy servers.
- 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 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".
- Outlook 2007 and Outlook 2010 do not recognize "float" positioning elements. One way to overcome this is by adding "align"=left or "align"=right following the float. This should help with the display in these to mail clients. See this Campaign Monitor Article for more details on which email clients recognize CSS elements: http://www.campaignmonitor.com/css/.
Troubleshooting the Outlook 2007 Plug-inIf your "Send With PD" 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
If your "Send with PD" button disappears:
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.
- 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 Pardot for Outlook and click OK.
- Go to Help, then go to Disabled Items, then click on Pardot for Outlook and hit Enable.
- Select OK and restart Outlook.
- In Outlook, go to Tools, Options, then Pardot for Outlook Options (or the Pardot 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...").
- 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)
- 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 Pardot for Outlook and uninstall
- Restart Outlook.
- 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.
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).