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.

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.

Make sure your links are hyperlinked. Inserting plain text, like "www.leadliaison.com" or "http://www.leadliaison.com" will not encode the links. Links should look like "www.leadliaison.com" or "http://www.leadliaison.com" (with blue link text).

Even with the Send & Track checkbox checked you can still send an untracked email using the normal send process. To circumvent link encoding and send with the normal send, use the keyboard shortcuts for Google Mail. On a PC the default shortcuts are Ctrl+Enter and on a Mac they are ?+Enter.


What Happens Next?

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.

Here's an example to help illustrate how this works:

When sending to a group you'll see the following browser prompt:

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:

  1. Optionally saves a copy of the email to your CRM using the CRM's email to Bcc address with the Log in CRM setting. 
  2. Optionally creates a new lead in your CRM (if it doesn't already exist) when the Log in CRM setting is enabled.  

Creates a new lead in your CRM account when the Log in CRM setting is enabled. Note, if the prospect already exists in Lead Liaison but not in your CRM the record will not be created.

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. 

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). 

Add more content to be pulled into your Send & Track emails by uploading it into Lead Liaison. Follow these instructions to add content.

As long as you've configured a domain name for your account the link for your content, as well as any other trackable link inside your email, will use your vanity URL as shown in the screenshot below. It's important to note that you'll need to authenticate the plugin after your Vanity URL is setup in Lead Liaison. If your Vanity URL was setup after you installed the plugin make sure to re-authenticate.

Adding Prospects to Lists

To add a Prospect to a List do the following:

Adding Prospects to Workflow

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

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:

Sales Email Report

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

When two sales emails have the same subject line, they are merged into the same record on this page. To view the performance of a sales email to a specific Prospect, check in the Timeline on the Prospect's Profile.


Navigation Tips

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:

Settings are as follows:

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

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:

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.