This guide walks you through setting up your ContactMonkey account and installing the Outlook 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.
Before You Begin
Ensure you have:
- Received your invitation email from support@contactmonkey.com
- Access to Microsoft 365 with Outlook
- Permission to install Add-ins (check with your IT team if unsure)
Step 1: Activate Your Account
- 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 Outlook Add-in page
- Click Get it now
- Follow the Microsoft installation prompts
- Sign in with your Microsoft account if requested
IT restrictions: If you cannot access the Microsoft Store or install Add-ins, contact your IT Administrator. They can deploy it to your Outlook in the Microsoft 365 admin center.
Step 3: Connect the Add-in to Your Outlook Account
- Open the Outlook desktop app
- Create a new message
- Click Apps in the ribbon and select Add apps
- Search "ContactMonkey" and select the app
- Click Add
- Return to your Outlook message and click Apps again
- Right-click the ContactMonkey icon and select Pin to keep it visible in the ribbon
- Click the ContactMonkey icon to open the Add-in
- Click Log in with Microsoft
- Complete the Microsoft authentication
Click here for a video walkthrough.
What you'll see: The ContactMonkey Add-in appears on the right side of your email composition window, showing options to track your email, use templates, and access analytics. Learn more here.
Login issues? If you see an authentication error, you may be connecting to the wrong regional server. Click here for troubleshooting steps.
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: