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Considerations for Using Engage for Gmail
When using Engage for Gmail, keep these considerations in mind.
Note
Salesforce Engage is now known as Sales Emails
and Alerts. You can expect to see the previous name in a few
places until we replace it, including in the app
itself.
General
- To use Engage for Gmail, the Salesforce user’s profile must have the API Enabled permission.
- Your Engage for Gmail session lasts as long your Salesforce session is set to persist in your Salesforce org’s settings.
Sending Emails
- Emails sent with Engage for Gmail are sent through Google’s email servers.
- When you send a Sales Emails and Alerts email to a recipient that isn’t an existing lead or contact in Salesforce, you’re prompted to create a lead or contact. The new record is synced to Account Engagement and creates a prospect.
- If a prospect is archived, you can’t send the prospect an Engage for Gmail message, and the prospect’s marketing actions aren’t displayed.
- You can send to only one recipient at a time.
- You can’t select a template until you enter the recipient’s email address.
Tracking and Logging Emails
- If the Sync plug-in email setting is enabled on your connector, emails are logged to the lead or contact activity history with “Engage Gmail Email” prepended to the subject.
- If you have multiple prospects with the same email address, the extension prompts you to select which Salesforce record to track the email on.
- Engage for Gmail overwrites all pasted links with a tracked link URL and inserts an open tracker into the email body content.
- Email opens and clicks are tracked in Account Engagement.
- The Email Plug-in Campaign dropdown in Account Engagement Settings defines the campaign for your Engage for Gmail email sends. To avoid errors, don’t archive the Email Plug-in Campaign.
Google and Chrome Extension Compatibility
- If you use other Gmail extensions, minimize them to use the Engage for Gmail side panel.
- The Engage for Gmail side panel isn’t compatible with Gmail Lab features or some other Chrome extensions.
- Engage for Gmail is updated for Google’s Scheduled Release track. If you’re on Google’s Rapid Release track, it’s possible to experience issues until the extension is updated in line with the Standard Release track.
- If you want to use your Gmail signature with Engage email templates, in Chrome, navigate to . Select Preserve Gmail Signature.
Using Variable Tags and Merge Fields
- Engage for Gmail doesn’t support View Online variable tags or merge fields.
- Prospect variable tags and merge fields populate in the email, but account variable tags and merge fields don’t.
- Prospect variable tags and merge fields must be included in the template. You can’t add variable tags or merge fields directly in Gmail.
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