Overview

Lead Liaison Send & Track™ for Google Chrome enables salespeople to be ultra-efficient with email communication and follow up. Easily send one-to-one trackable emails, insert templates and trackable marketing content, add people to automated Workflows, and much more. While salespeople drive engagement using Send & Track™, marketing helps sales by converting more visitors, building rich profiles with valuable sales intelligence, and creating trackable assets for to simplify a salesperson's job.  

Installing Send & Track™ for Google Chrome

See instructions here for installing the plugin. 

Learning Your Way Around

There are a number of cool features in Send & Track for Google Chrome.

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• You'll notice two more buttons appear after checking the box on the bottom right. 
• These two buttons allow you to add a Prospect into one or more Workflow or Lists. 
• The traditional blue Send button also turns to an orange button that says "Send & Track". 

Feature Summary

In this section we'll provide an overview of each feature of Send & Track™ for Google Chrome. 

Sending Trackable Email

This feature is useful for sales and marketers that want to connect email to web. Most emails that are sent go into a black hole. Sales never has any insight into what happens after an email is delivered. With Send & Track™, sales people will know when a Prospect opens an email, clicks a link in an email, and more importantly, what they do after your email drives the Prospect to your website. In the example below, we send a trackable email to Susan Smith, see her website activity, and learn more about her from her profile.

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What Happens Next?

• A new Prospect is created in Lead Liaison
• When the recipient clicks a link in your message that sends them to your website they'll show up on visitor tracking and in the daily lead report. 
• This is helpful as sales can now see when the recipient takes action and what they're doing while on your company's website. 

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• As the Prospect engages with your Send & Track™ email their activity is scored, including opening the email and clicking links inside the email.

Sending to Groups

It's important to keep in mind that Send & Track for Google Chrome is meant to be a 1:1 tool. When sending to groups (more than one person at a time) all links in the email will be encoded using information for the first person entered into the To: field. That means any group recipient that clicks a link in the email will be identified and subsequently tracked as the first person listed in the To: field. Opens by any group recipient will be recorded as an open by the first person in the To: field. If there is nobody in the To: field the person in the Cc: field will be used. Similarly, if there is nobody in the Cc: field then the first person in the Bcc: field will be used.

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• Clicking "OK" confirms your understanding of how Send & Track for Google Chrome works with groups. The prompt will appear again next time. 
• Clicking "Don't Remind Me" prevents the prompt from showing when sending to groups in the future. 
• Clicking the "x" to close the prompt aborts the send.

CRM Integration

Lead Liaison's Send & and Track for Google Chrome integrates with most CRMs (Salesforce.com, Pipedrive, Zoho CRM, Base CRM, Insightly, etc.) in two ways:

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To add email to Bcc addresses for use with the Log in CRM setting, navigate to Admin > App Setup > Email > Send & Track > Custom Bcc Email Addresses section. 

Creating New Prospects

When an email is sent a new Prospect is automatically created in Lead Liaison using the contact's name and email address. 

Inserting Email Templates

This feature allows sales and marketers to take advantage of pre-created email templates and choose the best performing templates to accelerate sales. 

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• Content is inserted into the compose window. 
• Replace your mail merge fields with relevant information. 

Inserting Content

Easily insert sales and marketing content into your email messages. Find content by the most popular content (downloads) or content that converts the most number of Prospects (conversions). 

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• To remove content from your message click the X:

Adding Prospects to Lists

To add a Prospect to a List do the following:

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• In table view, it looks like this:

Adding Prospects to Workflow

Easily add Prospects to nurturing or educational Workflow by doing the following:

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• Click the card header or gear/insert from table view to add the Prospect to one or more Workflow.
• When a Prospect is added to a Workflow a yellow check mark will appear, like this:

Statistics

Navigate to your Dashboard and add the Sales Emails widget from the library to see a high-level view of your top performing sales people and sales emails:

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Navigate to Sales > Sales Emails to see stats and a log of all your sales emails. 

Navigation Tips

• In table view, click any column header to sort by that column.

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• If a Prospect is already added to a Workflow, List, etc. a green checkmark will appear. When adding a Prospect to a Workflow or List while creating your email a yellow checkmark will appear. 

Settings

Send & Track™ for Google Chrome has user-level settings and global account settings. Both settings are described in more detail below. 

User Settings

Each user can control their own settings for Send & Track™ for Google Chrome. To get to the settings login to Lead Liaison via the web and do the following:

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• Google Accounts:
  • Enable/disable multiple Google accounts for use with Send & Track.
    
  • Accounts appear once an email is sent with Send & Track from a new account.
• Send & Track for Google Chrome Settings: 
  • Assign sender as Lead Owner:
    • Automatically assigns the lead owner of recipient as the sender. 
    • A lead owner will be assigned only if no leader owner exists. 
    • This setting is enabled by default. 
  • Track first open only: Tracks and logs only the first time the recipient open's the email and not subsequent opens. 
  • Enable PC: Ctrl + Enter and Mac: ? + Enter to track emails: Enable this feature to send trackable email using these keyboard shortcuts. If not enabled, using these shortcuts will bypass tracking and send the email using normal methods. 
  • Enable real-time notification sounds: Unchecking will mute all notification sounds from the real-time browser alert feature.  

Global Account Settings

The settings below apply to all users and settings in your Lead Liaison account. To access these settings go to Settings > App Setup > Email > Send & Track

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• Suppressed Link Domains = Suppressed link domains will not encode links within the email body that contain these domains. Enter domain names in the box, each separated by a new line, in this format: domain.com.
• Suppressed Email Address Domains = Suppressed email address domains will not create a Prospect, record link clicks, record opens, score the Prospect when the recipient's email address contains one of these domains. Enter domain names in the box, each separated by a new line, in this format: domain.com.

Updating

Send & Track™ for Google Chrome will automatically update in your browser for minor releases. For major releases, a manual update may be required. Follow the steps below to manually update the plugin:

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• Click the "Re-enable" button:

Notes

1. Emails sent from Google are classified as "Sales Emails" in Lead Liaison. 
2. Templates:
   1. Sent = When the template is sent. A send will still be recorded even if the template is altered after inserting it into the compose window. 
   2. Opened = When the template has been opened. An open will still be recorded even if the template is altered after inserting it into the compose window. 
   3. Converted = A conversion happens when a Prospect clicks a link in an email template and no previous conversion occurred. A conversion could happen from a web form submission, email link click, etc., anything that tracks a Known Prospect. For example, if the Prospect visited your company's website anonymously, then clicked the Send & Track link, the link click will count as a conversion. 
3. Workflows:
   1. Members = Number of Prospects added to the Workflow. 
   2. Converted = A conversion happens when a Prospect clicks a link in an email send from your Workflow and no previous conversion occurred. A conversion could happen from a web form submission, email link click, etc., anything that tracks a Known Prospect. For example, if the Prospect visited your company's website anonymously, then clicked a link from your Workflow email, the link click will count as a conversion. 
4. Content:
   1. Downloads = Number of times the content has been downloaded.  
   2. Converted = A conversion is when the content initiates the conversion from anonymous/unknown to Known.  More specifically, a conversion is recorded when a Prospect provides their email address in the content conversion window and no previous conversion occurred. A conversion could happen from a web form submission, email link click, etc., anything that tracks a Known Prospect. For example, if the Prospect visited your company's website anonymously, then provided their email in the content gate, this will count as a conversion.  To learn more about using content to convert Prospects see these instructions. 
5. Lists:
   1. Members = Number of Prospects in the List. 
6. Every tracked Prospect sent with Send & Track will be added as a new Prospect in your Lead Liaison instance. 
7. Multiple Google Accounts are supported. Enable/disable your Google Accounts from within your preference center in Lead Liaison. 

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