Embed Sendoso in the Outreach Prospect Record

  • Updated

For a quick and easy sending experience for your reps, add a Sendoso tile to your Outreach prospect page!

Completing this process will allow your Outreach users to send directly from Outreach rather than having to rely on the Sendoso Chrome extension.

Start by going to the gear icon in the bottom left corner of your screen (“Administration”)

Once in Settings:

  • Navigate to the left-hand side menu, and select “Apps” under “Integrations”
  • From the Integrations page, navigate to the tab labeled “Your apps
  • Click “Create app
  • Give your app a name, e.g. “Sendoso”
  • Click Create

On the next screen:

  • Navigate to “Prospect Tile” under “Tile Extensions”
  • Toggle the Prospect tab extension On. Configure the settings to adjust the look & feel.
    • It’s recommended to adjust the tile to fit half of the page widthwise, and 3 rows in height.
  • Under Hosting URL, paste in the Sendoso iFrame URL: https://app.sendoso.com/v2/plugin/sends
  • Click Save.

To publish the Sendoso pane:

  • Navigate to the section marked “Review and publish app” on the left-hand side menu, under the “Management” heading.
  • Select “Private to organization” under App access and hit Next.
  • Review & agree to Outreach’s policies and hit Continue.
  • On the next screen, hit Publish app.

Once you’ve published your app:

  • Go back into Apps from your left-hand side Admin menu under the “Integrations” heading
  • Find your new app, click on it
  • Hit “Install app” and confirm the installation on the new page that appears.

Now the Sendoso tile is installed in your Outreach instance! The Sendoso tile will display on your prospect records in Outreach. You can further customize the layout of the page directly from the prospect record.

Your Outreach users don’t need the Chrome extension to send gifts to their prospects, they can simply use the tile!

For additional training on the platform, we recommend checking out Sendoso University courses. These courses are designed to help you be as successful as possible using Sendoso.

For troubleshooting or answers to frequently asked questions, check out our Help Center. And, of course, should you run into any issues or if you have any questions, feel free to contact our Support Team!

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