Does SalesHandy work for Outlook?
If you're looking for a way to track your response to incoming communication, there are plenty of tools available out there. They range from basic solutions that let you know when someone has read or responded to an email, all the way up to full enterprise level solutions that allow you to see which clients have opened and replied to what messages.
The most popular solution is probably Saleshandy. It's been around since 2013 and it offers unlimited email tracking, including Read Receipts notifications. The tool also lets you create custom reports based on different criteria like recipient name or subject line.
Saleshandy costs $99 per month but if you want to try it first before committing, they offer a 14 day trial so you can check out their features without paying anything at all. If after testing it for yourself, you decide you would rather pay for the service then you'll need to sign up using this link. You will not get any credit towards your monthly subscription should you cancel during the trial period though so make sure you use it wisely!
You might already be wondering how well Saleshandy works with Microsoft Outlook. Well here we are going to show you exactly how easy it really is to integrate SalesHandy into your inboxes. We've tested it ourselves using both Chrome and Firefox browsers as well as Office 365 and Gmail accounts. So whether you prefer desktop Outlook or webmail, you can take advantage of our guide below.
Can I add email tracker to Outlook?
Yes. In fact, adding the SalesHandy Outlook Plugin directly to your Outlook account is pretty simple. After downloading the file, double click on the.zip archive to extract the files. Open up Outlook by right clicking on your taskbar icon and selecting "New Item". Then select "Plugins" under the New menu item. Select "Add PlugIn" from the dropdown menu and browse to where you extracted the downloaded zip file. Once installed, just restart Outlook and you should find the new plugin listed in the list of available plugins. From here you can choose between one of four options - Mail Tracker, Attachments, Team Templates, and Scheduling Tools. Just pick whichever option sounds appealing to you and enjoy your SalesHandy experience.
How many emails can I send with SalesHandy?
As long as you don't exceed the daily limits set by the company, you should have no problem sending multiple emails through SalesHandy. If you do end up hitting these caps however, you may lose some functionality. For example, you won't receive automatic replies back from recipients who haven't yet read your message. Instead, you will only see those details once you reach the maximum limit again.
It's important to note that each user gets three emails per hour, as defined by the company. This means that even if you hit your daily cap, you still have time left over to send more emails. However, this doesn't mean it's wise to spam people with multiple copies of the same message. Sending too much information could cause problems down the road such as getting blacklisted or blocked altogether.
How does SalesHandy work?
When you open SalesHandy, you start off with a blank slate ready to accept whatever commands you give to it. At the top of the page you will see a number of buttons labeled Track Response, Send Message, Schedule Recipients, etc... Each button opens a popup window showing further instructions depending on its label.
For instance, while opening the Track Responses popover you can type in the names of specific contacts or entire groups of contacts. These actions will automatically appear as filters for future reports you generate. On the other hand, the Send Message button allows you to enter individual addresses manually or import them via CSV/Excel.
Once everything is configured, you can test your settings by simply entering an address and pressing Enter. A small green tick appears next to the contact's name indicating that he or she has received your email. Clicking the arrow beside the name reveals additional information about the status of the email including date sent, attachments included, and the total size of the message.
From here you can continue to tweak your settings until you feel satisfied with the results. You can adjust various parameters like frequency of updates, minimum required word count, minimum required characters, and response behavior. There is even an optional feature allowing users to mark certain emails as urgent so they will always be flagged as unread even if a recipient hasn't yet checked his mailbox.
Finally, you can save your settings as a template so you can quickly apply them to future correspondence. When you're done, you can close the window and return to your main interface to review previous activity.
Can Mailtrack be used with Outlook?
We didn't run across any issues integrating SalesHandy with either Windows 8 or Outlook 2010. Both versions worked flawlessly. As far as Office 365 goes, we couldn't get the plugin to load properly but it was able to connect successfully to Google Apps accounts. While we were unable to replicate this issue with Exchange Online, we did notice that the plugin made several requests to a server located outside the United States.
To avoid potential trouble, you may consider installing the plugin on another computer or switching to a VPN provider that isn't located within US borders. Of course, this defeats the purpose of having email tracker in the first place. But it's better safe than sorry.
Download: SalesHandy Outlook Plugin [Broken URL Removed]
Are you interested in trying SalesHandy? Have you tried integrating it with Outlook? Or maybe you'd recommend something else instead? Let us know in the comments section below.
1) How to install the Saleshandy Outlook Add On
Downloading and installing sales handy is pretty easy once you've got it installed on your computer.
Open Microsoft Office 365 and click Install new app in the left menu bar.
Click Browse my apps button at the top right corner of the page.
Type "Saleshandy" into search box and hit Enter key.
Select Saleshandy Outlook add-in and Click Next button.
Enter Username/Email address as per your account settings, select Password if required and then click OK button.
You will be redirected back to the main screen where you can choose whether you want to activate this add-on immediately or later. You can also change the language setting here too.
When you've finished making any changes, click Save Changes button at the bottom of the window.
Close all windows except the one where you just saved the installation file. The only other option you need to do after saving the file is clicking Activate Now button at the top of the window.
Activating SalesHandly
Once activated, you'll find it under Tools section in your Outlook toolbar. Click on it now and you should get a pop-up window asking you to enter your username and password details.
After entering those details, click Sign In button. Now SalesHandly will start working automatically for you.
With the introduction of Microsoft Teams and improvements made to Gmail's ability to read your inbox, it can be hard to keep track of which messages you've received and responded to. The good news is that there are some tools available to help you out here.
One such tool is SalesHandly, a subscription service that lets you track every response to an incoming message or email thread across multiple accounts. It also allows you to customize how many threads you want to see per day so you don't get overwhelmed by reading through them all at once.
Mailtrack Outlook provides similar functionality but without any subscriptions needed. You'll need to install its add-on first though before activating the feature itself. Let us show you exactly what this add-on offers and whether or not it works as advertised.
How do I turn on Mailtrack in Outlook?
If you already use SalesHandly, installing Mailtrack will only take a few minutes and won't require you to sign up again or create another account. All you need to do is click Install from the Tools tab within the add-on window.
Once installed, open Outlook and head over to Settings " Extensions " Add-ons " Find New Add-ons... In the search bar type Mailtrack. From now onward, when you receive new mail or messages, you should see a checkmark appear next to it indicating that Mailtrack has been enabled.
You might find that the add-on doesn't automatically activate if you haven't used SalesHandly previously. To make sure you're getting notifications whenever you receive an email, go back into the Settings menu and enable Enable MailTrack for all accounts under General settings. This way, even if you didn't mark Mailtrack as active during installation, it will still start working immediately after setting it up.
Does Mailtrack work with all emails?
Yes! As long as you're signed into either your personal or business account(s) while receiving an email, you'll receive notification about each reply, forwarded item, or other action taken against that particular email.
It's worth noting that you probably shouldn't expect to receive these alerts for every single piece of correspondence sent to your address. If you send hundreds of emails daily, you may end up missing important replies because they fall outside the scope of those tracked emails.
However, you'll never miss anything important since Mailtrack tracks everything going on in your inboxes regardless of sender, subject line, or content — no matter where it came from.
Is using Mailtrack legal?
In short, yes! According to the company behind Mailtrack, it's 100% legal and safe to use. However, we advise taking caution in case of potential misuse. For example, if someone sends you an email asking you to pay money via PayPal, it would be wise not to respond right away assuming it was a scam. Instead, wait until you know who it really belongs to before responding.
Additionally, you'd always better avoid clicking links inside email attachments unless you know for certain that the person sending it isn't trying to steal information like credit card numbers or passwords. We highly recommend disabling automatic download options on all non-essential files you share online so others aren't able to access them.
Finally, just remember that using Mailtrack does come with risks associated with sharing sensitive data publicly. So please think twice before doing something unsafe.
Does Outlook have an email tracker?
While you could technically set up something similar manually yourself, Mailtrack makes things much easier. By simply enabling Mailtrack on one of your accounts, you can then view all activity related to that particular account in the same place.
This means you'll be able to easily distinguish between different types of interactions, including replies, forwards, deletions, and more. Plus, Mailtrack gives you full control over how often you wish to receive updates about specific items. Want to monitor all activities happening today? No problem. Only interested in yesterday's actions? That too.
On top of that, you can also filter results based on date ranges, recipients' names, and/or tags attached to each item. There are tons of customization options included in the app as well, making it easy to tailor your experience to fit your needs.
Download: Mailtrack Outlook ($3.99 monthly subscription required) [No Longer Available]
Alternatively, try our favorite email tracker extensions for Chrome instead. They include features like customizable filters, detailed reports, and real time stats. And unlike most competitors, they don't cost a dime.
We suggest checking out our review roundup below to learn more. But if none of them suit your needs, feel free to leave a comment detailing why. Also, let us know if you managed to figure out how to use Mailtrack Outlook successfully.
Have you ever tried Mailtrack Outlook? What did you think? Any questions regarding the add-on? Feel free to ask down in the comments section below!
Getting Started With SalesHandy
The first thing we'll do before installing SalesHandy on our computer is set up a free account at saleshandy.com so that we have an understanding of what this tool does.
Sign in at https://saleshandy.com/signup
Click Create Account.
You will now see a list of features under "Features". Click Add Features.
Select All Inbox Options from the dropdown menu.
Next, select Customize My Emails below.
Under the heading My Emails, click Manage Your Settings.
1. Track Attachments
SalesHandy automatically tracks emails sent by you or others. To enable attachments, check the box next to Enable Attachment Tracking.
To customize how many days you want SalesHandy to retain any attachments you send, just enter the number of days in the field provided.
2. Set Up Receive Notification Rules
Receiving notification rules let you know when someone sends you an email. For example, if I'm part of a project management team, I might like to receive notifications whenever anyone sends me a new task assignment via an email. You can also use them to tell SalesHandy about specific people who you would like notified whenever they send you a message.
Here, we
How to Setup a New Account in Outlook
The first thing we need to do is set up an account on our computer.
Head over to https://mail.saleshandy.com/account/. This will take you directly to the signup page where you'll have to fill in all the required fields such as name, password, and email address.
Click Continue when finished filling everything in.
On the next screen, click Next.
Choose whether or not you want access to salesforce.com from this new account by clicking Allow Access.
When done signing into your new SalesHandly account, you should see a Welcome Message like below.
From here, if you'd like to start using Saleshandy right away, click Start Using Today! Otherwise, you can go back to any time in the past by clicking Back To Now.
If you're interested in setting up your own customized dashboard and seeing how much money you've been making since last month, then continue reading below.
1. Create Your Dashboard
To create your own personalized dashboard, head back to the main dashboard homepage at https://www.saleshandy.com/dashboards, and select Add A Customized Dashboard.
A new window will open asking you what type of customizations you would like to make to your dashboard. Select one of these options to begin creating your own personal dashboard.
2. Set Up Your Own Team Templates
After choosing either Individual Or Group, you'll get another popup box prompting you to choose between individual or group settings. If you're going to use Saleshandy only for yourself, I recommend selecting Individual Settings.
Here you can customize exactly what information you wish to display on your dashboard. You can also decide what filters you wish to apply to certain types of emails so that they don't show up on your dashboard, and what reports you wish to generate.
By default, you won't see anything but the top three most recent entries on your dashboard unless you change something about them through the customization menu above.
SalesHandy is a simple but powerful way of keeping track of your emails and their responses from all the accounts you use on a daily basis. The tool helps you keep tabs on every single response that comes back to you via email or phone call. It can be used as an effective reminder system when it comes time to follow up with customers or when you need some feedback about what's going well at your company.
There are several tools available out there that allow you to create reminders based on certain criteria. Some offer more features than others, however, none have been able to give me everything that I want. That's why I was so excited when I found SalesHandy. This one has taken my productivity to another level by allowing me to get rid of those annoying "to dos" lists while still getting all the data I need.
I've covered how to set up Gmail filters before, and they're great if you just want to see new messages in your inbox. But if you also want to know who responded to your message and which ones were helpful, then this isn't really sufficient. You need something like SalesHandy where you'll actually receive notifications whenever someone responds to any of your messages. It even allows you to filter your entire list of contacts into different groups. For example, you could separate them into three categories: New Prospects, Past Customers, and Referrals. Having this information will help you prioritize your next steps when it comes time to reach out to these people again.
If you're looking for ways to improve your workflow and increase your effectiveness, then you should check out our roundup of the best business apps for Microsoft Teams. And don't forget to check out our guide to using Google Docs together with Office 365. If you haven't already installed SalesHandy yet, here's how you can download it now!
How do I add SalesHandy to Outlook?
The first thing you need to do is sign up for an account. To get started, click the Add-ons button in the top right corner of Outlook. From there, select More Tools " Extensions. Then choose Browse All Available Sites to look through the various extensions that we have listed on the site. Scroll down until you find SalesHandy and click Install Now. Once this completes, open SalesHandy and log in with your username and password.
You may notice that the app doesn't show up in the main window of Outlook. Instead, you will see two buttons located above the Ribbon menu bar. These buttons let you switch between Outlook and SalesHandy without having to close the program completely. Clicking either one lets you access your email history in SalesHandy and view your latest conversations in Outlook. However, clicking the second button opens up SalesHandy directly.
When you start the application, you'll be greeted with a welcome screen. On the left side, you can specify whether you'd prefer to respond to incoming emails only, or both incoming and outgoing messages. Also included is a section called My Activities. Here, you can review recent communications made by other users in SalesHandy. Each conversation contains four sections: Subject, Message, Response, and Date/Time. In addition, you can toggle each section individually. When selecting the subject field, you can enter keywords to narrow down your search further.
After you make your selections, hit Next to continue. At this point, you can customize your settings by entering your personal details such as name, address, and contact number. There is also a place to indicate whether you would like to receive notifications when someone replies to your messages. Finally, you can save your preferences under Settings.
Once you finish configuring SalesHandy, you can simply send yourself an email from Outlook. This action triggers the creation of a new thread within SalesHandy. Within this thread, you can attach files to the communication, share documents, and link to external websites.
In order to use SalesHandy effectively, you must first organize your contacts. By default, SalesHandy includes everyone in your Contacts folder and anyone else added to your Address Book. If you plan on making heavy use of SalesHandy, consider adding additional folders for specific types of contacts. For example, you might include the names of companies you deal with regularly. Or maybe you want to group your clients together according to city or state. Whatever method works best for you, remember that you can always rearrange your folders later.
Does SalesHandy work with Outlook?
Yes, it does. As mentioned earlier, you can easily integrate SalesHandy with Outlook by opening the app instead of accessing your mailbox directly. While doing so, you will also automatically receive notifications regarding any new responses to your messages.
To begin, click Start Monitoring. This brings up a small window showing your last 25 messages. From here you can scroll through previous threads, read individual messages, or mark them as unread. After choosing the option that suits you, click Done to return to SalesHandy.
Now that you have chosen the type of notification you wish to receive, you can change its frequency. Choose 1 Hourly, Daily, Weekly, Monthly, or Customized. Then, click Save Changes.
For maximum flexibility, you can adjust the options available depending on your needs. First off, you can decide whether to display the sender's full name, partial name, initials, or nothing at all. You can also pick the color scheme and font size. Lastly, you can enable or disable the ability to reply to messages.
Finally, you can select which email addresses appear in the Notification List. Simply drag and drop the desired recipients onto the box below. These individuals will receive notifications whenever you respond to a message sent to you.
On the next page, you can tweak your alerts. Under Frequency, you can set the notification interval. Additionally, you can decide whether to notify you by text message, sound, or both.
Lastly, you can customize the appearance of the alert itself. Select the color theme you wish to employ, along with the background image.
Click OK once you're finished customizing SalesHandy.
Is SalesHandy free for Outlook?
No, unfortunately not. Although SalesHandy offers a free version, this limited edition provides less functionality compared to its premium counterpart. Moreover, the free version cannot be extended beyond five users.
How do I install SalesHandy?
Installing SalesHandy is pretty straightforward. Just head over to the website and copy the short code provided on the landing page. Then paste it into your browser's URL bar and press Enter to proceed. Alternatively, you can go straight to the official SalesHandy installation page. Either way, you will then arrive at a confirmation page asking if you wish to accept the Terms of Service agreement. Press Accept to move forward.
From there, you will be prompted to provide your name and email address. Then, you will be asked to confirm your choice by clicking the blue button labeled Yes. Following this step, you will finally land on the final page where you will fill in your payment info.
After completing the process, you will be redirected to a dashboard containing links to your profile, billing information, and customer support.
At this stage, you will need to activate SalesHandy by logging in and creating a license key. You can do this by heading back to the home page. Below the Status tab, you will find a series of boxes displaying your current status. Hit Activate License to generate a unique key. A message indicating success will pop up shortly after.
Next, navigate back to the homepage. Above the header, you will see a link titled Get Started. Click this to take you to the actual SalesHandy interface.
This should bring you to a Welcome Screen informing you that you are ready to monitor your activity. Follow the instructions to complete the setup process.
As soon as you launch SalesHandy for the first time, you will be given the opportunity to connect multiple social media accounts to the service. Doing so will grant you access to your LinkedIn, Twitter, Facebook, Instagram, YouTube, Pinterest, and Tumblr feeds.
By connecting the various services, you can better engage with potential leads and prospects, discover trending topics related to your industry, and stay informed about industry news.
Additionally, when you log in to SalesHandy for the first time, you will be presented with a few sample activities created by other users. These examples illustrate how you can incorporate SalesHandy into your own day-to-day routine.
Finally, if you ever run into problems trying to figure things out, you can visit Customer Support for assistance. They are responsive and knowledgeable, and will walk you through whatever issues you encounter.
Did you enjoy reading this article? Check out our rundown of the best business apps for Microsoft Teams. We hope you enjoyed learning about SalesHandy and think it's worth checking out.