Looking to get your team up and running with Contact Monkey and outlook Non 365? Use this guide to quickly invite teammates, install the plug-in, and get ready to send.
1. Invitation Email
The first step to adding a new user must be completed by an account admin, within the ContactMonkey dashboard.
- Ensure you're logged in as an admin.
- Access the "Settings" option in the ContactMonkey dashboard.
- Choose "User Management" from the menu.
- Select "Invite a User" from the top-right corner.
- Enter the new user's details and send the invitation.
Want to save time?
Reach out to your dedicated account manager! They can handle all the set up for you.
2. Creating Login Credentials
Your new user will then receive an email from email@example.com with the login details. "Click Here" will automatically assign your email to the organization.
3. Create ContactMonkey Account
At the bottom of the sign up page you will see “Sign up here” hyperlinked. Click here and you will then create your ContactMonkey password.
4. ContactMonkey Dashboard
Now you have activated your license and accessed your ContactMonkey account. From here you can create templates, create event registrations and manage all of your internal communication metrics.
We recommend book marking this tab for ease of access in the future. You can bookmark the tab by clicking on the star in the top right hand side of your browser.
5. Install the ContactMonkey Plugin into Outlook
At this point, your new user can create engaging and interactive communication templates. Next, they will want the ability to send and track them so they can understand how your colleagues are engaging with them. To do this, visit this link and click “Outlook Add-in Desktop”:
Follow the download instructions.
6.Connecting with Outlook
Once the plug in is installed into your new user's Outlook account, they will need to log into the sidebar. Open up Outlook and sign into the sidebar using your login credentials:
Once you sign in, the Outlook ribbon across the top should look like this:
7. Test Send
Select "Internal Communications" to open up a new email. All the ContactMonkey options should be available on the left side of your new message window. The final step is to do the first test send. To do this, put the user's own email in the "To" Field. Put “Test” as the subject line. Next, click the Outlook Send button. The message will sit in drafts for about 30 seconds before sending.
Check out this video for more information!