In-Depth Guides

This guide explains the core technology behind Outsolvi's email tracking, how tracking pixels detect opens, how link wrapping detects clicks, and how our bot filtering engine separates real engagement from automated scanners.

Tracking Pixels

When you send an email through Outsolvi, an invisible 1×1 pixel image is automatically embedded in the HTML body. When the recipient's email client loads this image, it sends a request to our servers, registering an "open" event with the timestamp, IP address, and device information.

Link Click Tracking

Every link in your email is automatically wrapped with a redirect URL. When the recipient clicks a link, the request passes through our server (recording the click) before redirecting to the original destination. This happens in milliseconds, the recipient never notices.

Bot & Scanner Filtering

Outsolvi's detection engine identifies known email security scanners (Microsoft SafeLinks, Barracuda, Mimecast, etc.) and filters them from your results. Every event gets a plain-English trust badge (Verified, Most-likely human, Possibly human, Apple Mail, Machine preview, Link preview, Scanner, or Your own open), and only Verified and Most-likely human events count toward your totals, so automated activity never inflates your numbers.

Complete guide to installing and using Outsolvi with Outlook Desktop (Windows).

Installation

Classic Outlook for Windows (the version with File, Home and Send / Receive tabs) uses the desktop add-in. Sign in at my.outsolvi.com → Add-ins (left sidebar) → Outlook for Windows to download the installer. Save any drafts first, because the installer closes Outlook. It needs admin rights on the PC and 64-bit Outlook 2016 or later, and Windows may warn that the publisher is unknown because the installer isn't code-signed yet. Run it, reopen Outlook and look for the Outsolvi tab in the ribbon, right after Home.
The new Outlook for Windows (Microsoft 365 work or school accounts) uses the web add-in instead: see the Outlook Web & New Outlook guide. The web add-in file also installs in classic Outlook, but it doesn't track there. Outsolvi isn't in the Office Store, so searching for it won't find it.

The Panel

Click the Outsolvi button to open the side panel. Sign in with your credentials. The panel shows your recent emails, tracking status, and real-time notifications.

Sending Tracked Emails

Just compose and send normally. Tracking is automatic when you're signed in. You'll see a "Tracking Active" indicator in the panel.

Troubleshooting

If the button disappears: Go to File → Options → Add-ins → Check "Disabled Application Add-ins" → Re-enable via COM Add-ins. Outlook sometimes disables add-ins after updates.

Setup and usage guide for Outsolvi on Outlook Web (outlook.office.com) and the New Outlook desktop app.

Installation

Outsolvi isn't in the Office Store, so searching for it won't find it. Add it from its manifest instead:
1. Sign in at my.outsolvi.com → Add-ins (left sidebar), then Outlook Web / New Outlook, to save the manifest (.xml)
2. In Outlook, open an email → "..." (More actions) → Get Add-ins (called Apps in the new Outlook)
3. Go to My add-ins → Custom Add-ins → Add a custom add-in → Add from file
4. Select the .xml → Install
5. Sign in from the Outsolvi button, then send yourself a test email to confirm it shows as tracked

Using the Add-in

When composing an email, click the Outsolvi icon in the toolbar. Sign in with your credentials. The add-in panel opens on the right side showing tracking status and your recent activity.

Real-Time Updates

Outlook Web uses Server-Sent Events (SSE) for near real-time updates, you'll see opens and clicks within about 5 seconds. The connection auto-reconnects if interrupted.

Tips

• Pin the Outsolvi panel for quick access during your session
• If your company blocks custom add-ins, your IT admin can deploy Outsolvi from the Microsoft 365 admin center
• The add-in works identically in New Outlook and Outlook Web

Automate follow-up emails with multi-step sequences that send on a schedule and stop when someone replies.

What is a Sequence?

A sequence is a series of timed follow-up emails. You create templates for each step, set delays between steps (e.g., "wait 3 days"), and enroll contacts. Outsolvi sends the emails automatically.

Creating a Sequence

1. Go to Campaigns → New campaign
2. Name your sequence and add steps
3. Write the template for each step (supports personalization variables like {{firstName}}, {{company}})
4. Set the delay between steps
5. Use {option1|option2} syntax for random variations
6. Save and activate

Auto-Stop on Reply

When a contact replies to any email in the sequence, they're automatically unenrolled, no more follow-ups are sent.

Sequence Score

The editor scores each sequence on subject lines, spam trigger words, links, merge tags, email length, and cadence, and the launch checklist points you to anything that needs fixing before it sends.

Write with AI

When you schedule a follow-up on a tracked email, Write with AI drafts it in the tone you pick, and you edit it before it's scheduled.

How to add, import, organize, and track engagement for your contacts in Outsolvi.

Adding Contacts

Go to Contacts → Add Contact. Enter their email (required), name, company, title, phone, LinkedIn URL, and notes. Contacts are automatically linked to tracked emails you send them.

CSV Import

Go to Contacts → Import → upload a CSV file. Map your columns to Outsolvi fields. You can import up to 1,000 contacts at a time. Duplicates are detected by email address and skipped.

Custom Fields

Add your own columns to the contacts table: text, number, date, dropdown, and more. Click the + button on the table header to create a new field. Edit field values inline directly in the table.

Contact Detail Panel

Click any contact to open the detail panel with tabs for Overview (info + custom fields), Notes (timestamped), Tasks (create/complete), and Activities (full email engagement history).

Bulk Actions

Select multiple contacts to bulk delete, update fields, or export as CSV.

Set up your team, assign roles, and control who sees whose tracking data.

Inviting Members

Go to Team → Invite Member → enter their email and choose a role. They'll receive an invitation email with a link to join your team.

Roles & Permissions

Owner: Full access to everything, billing, members, all team data.
Admin: Can see all team data and manage members, but can't access billing.
Manager: Meant to see their own data plus their direct reports' data, but reports can't be assigned in the app yet, so today a Manager sees their own data.
Member: Can only see their own tracking data.

Data Visibility

Each role has a specific data scope. Members only see their own emails. Managers see their own emails until reports can be assigned. Admins and Owners see everything. This is enforced at the API level.

Managing Members

Change roles, resend invitations, or remove members from the Team page. Pending invitations appear in a separate tab.

Deep dive into your email performance with Outsolvi's analytics and reporting tools.

KPI Cards

The top row shows key metrics with trend arrows: Total Emails Sent, Opens, Clicks, Open Rate. Each card shows the percentage change vs. the previous period.

Charts

Activity Timeline (opens/clicks over time), Device Distribution (desktop vs mobile donut chart), Browser Distribution (Chrome, Safari, Firefox, etc.), and Location Distribution (top countries by engagement).

LinkedIn Analytics

When filtered to LinkedIn: Lead Status Distribution, Action Type Distribution, Campaign Performance with lead and reply counts.

Filters

Filter by date range (7-90 days), channel (All, Email, LinkedIn), team member (for admins), and source. All charts update in real-time as you change filters.

Team Analytics

For Admins and Owners: per-member breakdown showing emails sent, opens, clicks, and open rate for each team member.

How Outsolvi protects your data and your recipients' privacy.

Encryption

All traffic uses HTTPS (TLS 1.2 or 1.3). The database is encrypted at rest with AES-256. Passwords and API keys are hashed with bcrypt, so we can never see them. Mailbox access tokens, tracked subject lines and synced mail are encrypted again at the field level with AES-256-GCM.

Authentication

Outsolvi uses secure session-based authentication with 90-day session tokens that auto-renew to keep you signed in without compromising security. Native two-factor authentication for regular accounts is on the roadmap; today, enabling 2FA on your email account adds a strong extra layer, since account recovery runs through email.

GDPR Compliance

We collect only what the product needs to work, and we never sell your data. You can request data export or deletion at any time by contacting support@outsolvi.com.

Recipient Privacy

When someone opens your email, we record: IP address (for approximate location), device type, browser, and timestamp. We don't build profiles, track browsing, or follow recipients across the web.

Infrastructure

Outsolvi's servers and database are hosted in the US, and the database is encrypted at rest.

Improve email deliverability and maintain professional branding by using your own domain for tracking links.

What is a Custom Tracking Domain?

By default, Outsolvi tracking links use our domain. A custom tracking domain lets you use your own domain (e.g., track.yourcompany.com) instead, which improves deliverability and looks more professional. Custom tracking domains are part of Pro.

Setup

1. Choose a subdomain (e.g., track.yourcompany.com)
2. Go to Settings → Tracking Domains → Add Domain
3. Add the CNAME record shown to your DNS provider
4. Click Verify once DNS propagates (usually 5-30 minutes)
5. Set as your default tracking domain

Benefits

Better Deliverability: Emails with links matching your domain are less likely to be flagged as spam.
Professional Appearance: Recipients see your brand, not a third-party service.
Domain Reputation: Click engagement builds your domain's reputation, improving future deliverability.

Everything you need to know about Outsolvi's pricing, plans, and payment management.

Available Plans

Free Trial: 14 days, up to 250 tracked emails, no credit card.
Individual: $12/month, or $7/month billed yearly ($84/year, 42% savings). Open and click tracking, 250 tracked emails a month, Write with AI follow-ups, Outlook & Gmail add-ins, email support.
Pro: $29/user/month, or $20/user/month billed yearly. Unlimited team members and tracked emails, custom tracking domains, Write with AI follow-ups, reply labels and team analytics.

Monthly vs Yearly Billing

Yearly billing saves 42% on the Individual plan. You can switch between monthly and yearly anytime from Settings → Billing, Outsolvi prorates the change automatically.

Usage Limits

Pro has no monthly cap on tracked emails. The Individual plan includes 250 tracked emails a month, and the free trial 250 in total. View your current usage anytime in Settings → Billing.

Upgrading

Go to Settings → Billing → Manage Subscription. Choose your new plan and complete payment through Dodo Payments. Upgrades take effect immediately.

Managing Payment

All payments are processed securely through Dodo Payments. View invoices, update your card, download receipts, or change billing frequency in the billing portal.

Cancellation

Cancel anytime from Settings → Billing. Access continues until the end of your billing period. Your data is preserved, upgrade again anytime to restore full access.