Quick Start Guide for Gmail

This article is for users who have a Gmail mailbox and are looking to get up and running with a ContactMonkey account.

1. Invitation Email

There are two ways you can do this. Either the Owner of your companies ContactMonkey subscription can invite you via the invite a User option detailed below:

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Or, your account manager can also send you an invitation email to activate your license.

2. Creating your login credentials

You will receive the below invitation email. Click the hyperlink (“Click here”) in the email and that will direct you to the ContactMonkey sign up page.

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Now that you have been redirected to the ContactMonkey sign up page, it’s very important that all Gmail users click “Sign in with Google” in order to create their account.

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3. You’re In!

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.

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4. Install sending sidebar into your Gmail

Now that you can create engaging and interactive communication templates, you’re going to want the ability to send and track them so you can understand how your colleagues are engaging with them.

To do this, visit this link click “Chrome Extension Gmail”:

Click Add to Chrome and follow the download instructions.

5. Setting your timezone

In order to ensure your scheduled emails go out right on time on time when you use the “Send Later” feature, you’ll need to select your timezone. To do this you will need to expand the settings sidebar by clicking on the orange icon in the bottom right hand corner of your Gmail. Lastly, select your timezone from the “Your timezone” dropdown:

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6. Refresh & Test Send

Refresh your Gmail. All the ContactMonkey options should be available on your Gmail. The final step is to do your first test send. To do this, Click the internal Comms button, Put your email in the Recipients field. Put “Test” as your subject line. Next, Click Send Merge. The message will sit in your drafts for about 30 seconds before sending.

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Check out this video for more details!

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