The Clearslide Outlook Add-in allows users to easily access some of Clearslide’s features straight from their Outlook Toolbar. The following article outlines the steps for using the Clearslide Outlook Add-in.

Before you begin, make sure you have installed the Add-in. Please visit How to Install Clearslide for Outlook for complete instructions. 

Note: The Clearslide Outlook Add-in provides the same experience for users of Outlook on Windows (Microsoft 365 subscription), Outlook on Mac (Microsoft 365 subscription), and Outlook for Web.

Note: The minimum version is Outlook 2016, as specified on this page of our add-in in the store - Find the right app | Microsoft AppSource

Note: Customers who have previously installed the Clearslide Plug-in on the Outlook 2016 desktop version will need to install the Add-in using the directions below.

How to Use the Clearslide Outlook Add-in 

Notification Section

The notification section contains your email message list along with the viewing metrics of each message.

• The Eye icon represents opens.

• The Arrow icon represents clicks.

• Emails with one recipient view will show the email address of the recipient who opened the email.

• Emails with multiple recipients who viewed the email or clicked a link will show ‘Email opened’ or 'Link clicked'.

• When a new notification arrives, the notification icon will change to reflect the number of new notifications.

Template Section

You can search for or filter the template list in order to find the appropriate template.

To search for specific templates, enter your search within the ‘Find template’ search bar. To filter the template list, click on the filter icon next to the search bar.

Note: The default sorting of the template list is by relevance. 

Filters

• Sort By: Relevance, Modified, Title
• Owner
• Content: All, My Content, Bookmarked 
• Tags

Applying Templates

1. Search for the template within the template section.

2. Select the template.

3. Click the ‘Continue with Template’ button. 

4. Adjust the layout and options to personal preferences.

5. Click the ‘Insert Template’ button.

6. Finish the message by updating and editing what is within the message section in Outlook before hitting the ‘Send with Clearslide’ button on the right-hand side.

Content Section  

Upload Content

Clicking the ‘Upload’ link takes you to Clearslide in your browser, where you can upload content.

Filters

• Sort By:  Relevance, Modified, Title
• Owner
• Content: All, My Content, Bookmarked 
• Tags
• Recommended For: Content automatically recommended for the selected customer.
   

Applying Content

With the Clearslide Outlook Add-in, you can add and create Clearslide content within your Outlook email message.

To apply content:

1. Within the Content section, select the content you would like to add to the email.

2. Click the ‘Create Link’ button.

3. Create the name of the link by entering the name into the ‘Display Text’ box.

4. Confirm any additional options by checking off the box next to each option you would like to add.

5. Click the ‘Insert Link’ button.

Tracking

With the ‘Send with Clearslide’ button, emails can be logged against multiple records in CRM, and you can see and record opens. 

Note: for the email to be tracked, you must use the ‘Send with Clearslide’ button.

To track your email:

1. Click the ‘Tracking’ menu next to the ‘Send with Clearslide’ button.

2. Check off if you wish to track Opens, your CRM, or both.

3. Click the ‘Send with Clearslide’ button.

Note: Content added to an email is not registered as ‘shared’ until the email is actually sent. 

Settings Section

The settings section lets you customize options for your emails, links, and templates. 

Note: The options you check off will be saved as the default settings for the next time you open a new message and create content with Clearslide.