This guide shows you how to send a ContactMonkey email through Outlook Non-365. You'll use the Non-Web Add-in to insert your pre-designed email, add recipients, and track engagement.
Step 1: Create Your Email Campaign
Build your email in the ContactMonkey Email Builder before sending. The Email Builder is a drag-and-drop editor where you create professional email campaigns. Access it through your ContactMonkey dashboard.
Not sure how to create campaigns? Read the Email Builder Overview and How to Create an Email with the Email Builder articles.
Step 2: Open a New Outlook Message
Open Outlook and click the Internal Communications button in your ribbon. This opens a new message window with ContactMonkey features enabled.
Step 3: Log in to the Non-Web Add-in
The Non-Web Add-in appears automatically on the right-hand side of your Outlook. Click Get Started!, Log in with Microsoft, and select the credentials associated with your ContactMonkey account.
Step 4: Select Your Sender
Choose which email address will appear in the From field. This is typically your personal email address, but you can also send from a shared mailbox if you have the proper permissions.
Sending from a shared mailbox? Click here for setup instructions.
Step 5: Add Recipients
Choose one of these methods to add recipients:
- Distribution list - Type or paste your Outlook distribution list into the To field
- CSV file - Upload a CSV file using the Non-Web Add-in (10,000 recipient maximum)
- Individual addresses - Type email addresses directly into the To field
Note: The To field automatically functions as BCC. Recipients won't see each other's addresses.
Step 6: Enter Your Subject Line
This is critical because ContactMonkey uses your subject line to categorize your campaign analytics after you send.
Step 7: Select Your Tracking Method
Choose how ContactMonkey will track engagement:
- Individual tracking - Track each recipient's opens and clicks individually
- Overall tracking - Track total opens and clicks for the entire distribution list (counts the list as one recipient)
Need details on tracking options? Click here.
Step 8: Insert Your Campaign
In the Non-Web Add-in, locate your email campaign and click the arrow icon to the left of its title. Your campaign will be inserted into the Outlook message body.
Note: Your email may look slightly different in Outlook than it did in the Email Builder. This is normal—Outlook interprets HTML differently.
Can't Find Your Campaign?
Change the filter dropdown at the top of the Non-Web Add-in:
- Switch from Created by me to Created by anyone or Not created by me
- Make sure you're looking for a campaign, not a template
What's the difference? A template is the reusable master design. A campaign is the specific email you build and send. Click here for details.
Step 9: Send a Test Email
Before sending to everyone, send yourself a test to verify your email looks correct. Click Preview in the Non-web Add-in.
Test these elements:
- Sender address - Confirm the email comes from the correct address
- Formatting - Check that text, images, and layout appear correctly
- Links - Click all links to verify they work
- Interactive elements - Test emoji reactions, surveys, or eNPS features (if included)
Make any needed corrections and test again until the email is perfect.
Step 10: Send or Schedule Your Email
Decide when to send:
- Send immediately - Click Outlook's send button
- Schedule for later - Click here for step-by-step instructions
Scheduling an email? Click here for complete instructions.
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.