Guide to Sending on Outlook 365 Desktop

Only send your communication after you have tested the template! Learn more here.

  1. Begin: To begin your communication simply Open Outlook and Click New Email.
  2. Open sidebar: Click the ContactMonkey Icon in the Outlook ribbon to open the sending sidebar.
  3. Sender: Decide on the sender of your communication. Sending from a shared mailbox?
  4. To: Decide whether the send is to a CSV file or a Distribution List. The To field will act as an automatic BCC so all recipients go into the To field and not in CC or BCC.
  5. Subject Line: The subject line is important for engaging the readers and is how we categorize your campaign analytics after you send it.
  6. Tracking Preferences: Decide on your tracking preferences- Overall vs Individual. Learn more about Overall vs Individual tracking here
  7. Insert Email: Locate the email that was created with the email builder and insert it into the Outlook message pane.
  8. Send and Track or Send Later: Decide on whether you wish to send the communication out immediately using "Send & Track" or schedule the send for a later time or date.

From there, you should be good to go! If you have any questions, reach out to

Reminder: Do not use the regular Outlook send button to ensure ContactMonkey tracking and formatting.

Have more questions? Submit a request