How to Personalize Track and Send Emails in Outlook 2013
Question details
The user wants to know how to create personalized document tracking for a single recipient when sending files using the Track and Send plug-in in Outlook 2013.
- Product
- Outlook 2013 (with Adobe Document Cloud plug-in)
- Device & OS
- not provided
- Scenario
- Attempting to track an email attachment sent to a single recipient using the Outlook plug-in, but needing the tracking to be uniquely personalized to that recipient's email address.
- Observed behavior
- The Outlook plug-in may not automatically capture the sole recipient's address to create a personalized tracking link, requiring an alternative method to ensure the invitation is tracked individually.
Verify that your Document Cloud or Adobe Send subscription is active and that your account includes access to personalized document tracking features.
Use the Document Cloud Web Interface for Personalized Tracking
If the Outlook 2013 plug-in fails to automatically personalize the tracking link using the recipient's email, you can manually generate a tracked invitation through the web interface.
Personalized tracking is exclusively available when a document is sent via a personalized invitation. When the desktop plug-in defaults to generating a general link, bypassing it and using the web portal guarantees that tracking analytics are tied specifically to the intended recipient.
Open your web browser and navigate to the Adobe Send or Document Cloud web portal. Log in with the account credentials associated with your tracking subscription.
Click on the option to 'Send' or 'Share' a file, and upload the document you originally intended to attach in Outlook.
In the sharing setup screen, manually type the single recipient’s email address into the invitation field to ensure the system links the tracking data to that specific address.
Click 'Send' to dispatch the document. The recipient will receive a unique link that tracks their individual viewing activity.
Switch to WPS Office for Seamless Document Sharing
Looking for a more integrated way to manage documents and sharing? WPS Office provides a lightweight, comprehensive productivity suite. Easily generate document sharing links, manage permissions, and export files as PDFs without relying on heavy external plug-ins.
- 1. Download the Installer: Visit the official WPS Office website and download the free installation package for your operating system.
- 2. Install WPS Office: Run the downloaded file and follow the on-screen prompts to install the suite on your device.
- 3. Share Documents Effortlessly: Open your document in WPS Writer, Spreadsheet, or Presentation. Click the 'Share' button in the top right corner to generate a cloud link or directly attach it to your default email client.
Frequently Asked Questions
Why is the Outlook 2013 Track and Send plug-in tracking my document anonymously?
This happens if the plug-in defaults to generating a public or general link instead of a personalized invitation. To resolve this, generate the link directly from the web interface and input the recipient's email address manually.
Can I get personalized tracking when sending an email to multiple recipients in Outlook?
Personalized tracking typically requires a unique invitation for each viewer. If you include multiple email addresses in a single Outlook message using a general plug-in link, the system cannot distinguish between individual viewers and will log the activity anonymously.
Do I need a paid account to use personalized document tracking?
Yes, personalized document tracking and detailed viewing analytics are premium features that require an active subscription to a supported document cloud or e-signature service.
