Send with Groove in Outlook

This feature works with Groove's Outlook integration and allows users to send emails with Outlook’s native "Send" button, instead of "Send with Groove." This still logs emails to Salesforce and tracks engagement metrics (opens, clicks, and replies).

Note: This feature is new and will be available to all users soon. 

This feature is different from the "Send with Groove" button:

• The “Send with Groove” button won't appear in the Outlook add-in task pane or ribbon shortcuts menu.
• When users click the regular Outlook Send button, as long as the Groove add-in is installed, all users see a message stating that “Groove is working on sending your message.”
• ALL outbound emails will take up to 15 minutes to sync to Salesforce (with Send with Groove, emails could log immediately to Salesforce).

Configuration Pre-Requistites

For users to access this feature, you must:

• Ensure your users are on Microsoft Outlook's "new" inbox (Windows desktop only). Follow the steps here to get started with the new Outlook. If a user is on the "classic" inbox, this feature isn't available.
• Open a support ticket to request access to this feature.

How To Use Send with Groove

Once the feature is enabled, users will just hit the Send button in Outlook instead of "Send with Groove." 

1. Compose an Outlook email as usual.

2. If you tell Groove (manually or in settings), Groove will automatically log the email to Salesforce and track engagement metrics.

3. Click the native "Send" button to send the email.

Troubleshooting FAQs

Why do I get a "Clari Groove is working on your request" message when I send an email?

Outlook checks with the Groove Add-In about whether to track or log your email. You’ll see this message for all Add-In sends. Your email will still be sent as usual. Note that internal emails will not log to Salesforce.

Can I still use "Send with Groove"?

The “Send with Groove” button in the Outlook ribbon will remain for your use until it is sunsetted at a later date.

Why do I get an error when I send an email?

There are a few common reasons for an error: 

Outlook in web or Windows

1. Send takes longer than expected

In the case of a slow connection, you'll see a pop-up in Outlook saying the email is processing (see below). Clari recommends you wait a few seconds for this to complete. Once Groove is done processing, you'll see a pop-up that says "Groove is finished processing." Then, you can send your message.

Note: If Groove has not finished processing, clicking Send anyway will result in the email being sent without tracking and custom logging; clicking Don’t send allows you to retry to send the email with expected tracking and logging. 

2. Groove is disconnected

You'll see the "you're disconnected" message shown below. Sending an email while disconnected from the Groove add-in will result in the email being sent without tracking and logging, but if you have the background sync auto-log all emails setting enabled, the email will be logged within 15 minutes of the send once reconnected. Please reconnect Outlook to Groove.

3. Groove can't track or log your email 

2. Email is done processing.

Click Send Anyway to send with tracking and logging. 

Does Groove work with Outlook’s “Schedule send” feature?

Yes! When you send for a date in the future, your email is tracked and logged per your settings. Note that after scheduling a send, you'll see the email in your Drafts folder with the tag [Scheduled].

Which versions of Outlook will see the new Send with Groove rework?

How can I confirm if an email was sent with the new Send with Groove?