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How to Send a ContactMonkey Email in Outlook Dashboard

This guide shows you how to send a ContactMonkey email through the Outlook Dashboard. You'll use the ContactMonkey platform to insert your pre-designed email, add recipients, and track engagement.

Step 1: Navigate to the Email Composer

  1. Click Emails at the top of your ContactMonkey dashboard
  2. Select Compose & Send

⚠️ Compose & Send must be enabled in your account backend before it appears in your dashboard. If you don't see this prompt in your ContactMonkey dashboard, your account is configured to send via Outlook 365 or Outlook Non-365 instead. Contact your Customer Success Manager or support@contactmonkey.com if you are interested in this feature.

Step 2: Select the Sender Address

Choose who the email will come from:

  1. Click the dropdown menu beside Send from
  2. Select your desired sender address

Don't see the address you need? Click here.

Step 3: Add Recipients

Choose how to add recipients in the Send to section:

  • Manual entry: Type individual email addresses
  • CSV upload: Import a bulk recipient list from a CSV file
  • Contact list: Select from your ContactMonkey directory (requires List Management)

Step 4: Choose Your Send Time

Select when your email will be sent:

  • Send now: Email goes out immediately after final confirmation
  • Schedule for later: Set a specific date and time
    • Send in recipients' timezones: Deliver at optimal times based on recipient location (more information here)

Step 5: Write Your Subject Line and Preheader Text

Enter your subject line and preheader text in the fields provided. Your subject line is the first thing recipients see—make it count. Use clear, action-oriented language and keep subject lines under 50 characters for optimal mobile display.

Step 6: Select Your Attachment(s)

If applicable, select the file(s) you want to attach to your communication from your device — more information can be found here.

Step 7: Select Your Email Template

  1. Click Choose from library
  2. Select the email draft you want to send
  3. Its content will populate in the preview window for your review

Step 8: Configure Tracking Settings

  1. Click the Additional Settings tab at the top
  2. Select your desired tracking options

These settings determine what engagement data you'll receive after sending.

Step 9: Preview and Test Your Email

Before sending to your full list, send a test to yourself:

  1. Click Send a test email
  2. Enter the email address(es) you would like to send a test to
  3. Click Send test and verify the following:
    • Sender name displays correctly
    • Formatting appears properly on desktop and mobile
    • All links work
    • Interactive elements (surveys, polls) function correctly

Make any necessary edits and test again until everything looks perfect.

Step 10: Send Your Campaign

Once you're satisfied with your test, click Send now/Schedule for later in the top right.

Step 11: Confirm Delivery

You'll receive an email confirmation within a few minutes indicating whether your email was delivered successfully or failed.

The confirmation includes a unique 7-digit campaign ID. Save this ID in case you need to contact ContactMonkey Support for assistance.

What's next? View your campaign analytics in the ContactMonkey dashboard to track opens, clicks, and engagement.

Download our pre-send checklist to ensure you never miss a step when sending ContactMonkey emails.

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