![]() ![]() You can click on the Sendoso button to choose an option to send.Į-Gift send from Prospects View, you can send an e-gift link directly into your emails via Prospects page.Īctivity Tracking, you can drill into Activity to filter Sendoso activities and status of your sends. Note - if it doesn't appear on a Prospect record then you'll need to close your browser and re-open it. Next, log in to Outreach or refresh the tab/window to see the Sendoso button. Next, Install the Sendoso app (via Chrome), you can click here to install it. Next, Click on Install Outreach.io App (via Chrome), you can click here to install it. Next, click into the Outreach integration option: Next, on the bottom left of the menu bar, select Integrations or click here to go directly to the Integration page. NOTE: If this didn't occur for you, check to see if you are receiving this message in red that says "Error: Click settings to complete setup" If you are seeing this, then click on "External App Settings" to finish the setup. Then Click Org, then Integrations and scroll down to Sendoso. Next, ensure your Admin has enabled Sendoso in Outreach. Please ensure you are logged into your individual Sendoso account to utilize it within your email. To get started, make sure you're logged in. ![]() In the Outreach Org settings, admins can now manage your company's use of the integration by selecting which Sendoso events you choose to feed into Outreach Manage the Sendoso Application in Outreach Sendoso will post events directly into your Outreach activity feed so you can track the status of your gift without ever leaving OutreachĪfter your package is delivered, use Outreach triggers to add your prospect to a follow-up sequenceĤ. Use Filters to Manage the Sendoso Activity You See Send eGifts from Sendoso Chrome Extension or from your Outreach EmailĪfter installing the integration, use Sendoso to send eGifts immediately - directly from your Outreach emailĢ. With the Sendoso integration with Outreach you can send physical gifts and eGifts within Outreach.ġ.
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