This guide walks you through setting up your ContactMonkey account and installing the Outlook Non-365 Add-in so you can send tracked email campaigns and access analytics. The setup takes approximately 10 minutes to complete.
Note: If you're an Administrator inviting new users to your team, click here.
Prerequisites
Ensure you have:
- Received your invitation email from support@contactmonkey.com
- Access to Outlook
- Permission to install Add-ins (check with your IT team if unsure)
Step 1: Activate Your ContactMonkey Account
You'll receive an email invitation from support@contactmonkey.com with your account credentials.
- Open the invitation email from support@contactmonkey.com
- Click the activation link
- Select Log in with Microsoft on the sign-up page
- Complete the Microsoft authentication process
What you'll see: The dashboard displays options to create templates, surveys, event registrations, and view email analytics. Bookmark this page for quick access.
Didn't receive the email? Check your spam folder or contact your Administrator to resend the invitation.
Step 2: Install the Outlook Add-in
The Add-in allows you to send tracked campaigns directly from Outlook and view real-time engagement data.
- Go to the ContactMonkey Add-in installation page
- Select Non Office 365
- A
ContactMonkey.exefile will download to your device - Open it and follow the on-screen installation instructions
Can't download files* If your device restricts software installations, contact your IT team. They can deploy the Add-in centrally to your account.
Step 3: Connect the Add-in to Your Account
- Open the Outlook desktop app
- The ContactMonkey Add-in should appear on the right-hand side
- Click Get Started!
- Click Log in with Microsoft
- Enter your Microsoft credentials
- Verify that the ContactMonkey logo now appears in your ribbon
Step 4: Send Your First Test Email
Click here for step-by-step instructions
Next Steps
Now that your account is set up, explore these features: