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Send an Email with Engage for Gmail
Send tracked emails from Gmail with the Engage for Gmail extension.
- In Gmail, compose an email.
- Click the cloud icon in the compose menu.
- Select Track clicks and opens.
- (Optional) If you have multiple prospects with the same email address, select use default email selection for this record. This option tracks the email on the record that was previously selected.
- In the To field, enter a lead or contact email address.
- To use an email template, select Use a Template, and select a template.
- When finished, send your email.
After you send a tracked email, you can view information about thread participants in the Engage for Gmail side panel. When you open the email thread, the side panel opens on-screen.
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