This guide walks you through setting up your ContactMonkey account and installing the Web 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.
Step 1: Activate Your Account
Activate first, then sign in. Signing in at the ContactMonkey website or in the Outlook add-in before you've activated your account may lead to issues.
- Open the invitation email from ContactMonkey Support with the subject "You've been invited to join ContactMonkey"
- Click the activation link to accept your invite
- Select Log in with Microsoft on the sign-up page, unless your organization has instructed you to use a different method.
- 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: Check Whether ContactMonkey Is Already in Your Outlook
Start here. Many users already have the add-in and don't need to install anything.
- Open Outlook and create a new message
- In the ribbon, click All Apps (Outlook Classic) or Apps (new Outlook and Outlook on the web)
- Look for ContactMonkey in the list
ContactMonkey is listed: You're done installing. Skip to Step 4. ContactMonkey is not listed: Continue to Step 3.
If your IT team deploys apps for you: ContactMonkey may have been deployed centrally, in which case it appears in this list automatically and you never need to install it yourself. Newly deployed apps can take up to 12 hours to appear, and sometimes longer. If it isn't there yet, restart Outlook and check again later before contacting IT.
Step 3: Add the ContactMonkey Add-in
Only do this if ContactMonkey was not in the list in Step 2. If it was already there, go straight to Step 4. You do not need to add it twice.
Option 1: Add it from inside Outlook (recommended)
- In a new message, click All Apps (Outlook Classic) or Apps (new Outlook and Outlook on the web)
- Select Add apps
- Search for ContactMonkey and select it
- Click Add
Option 2: Add it from the Microsoft Marketplace
- Go to the ContactMonkey Web Add-in page
- Click Get it now
- Follow the Microsoft installation prompts
- Sign in with your Microsoft account if requested
If you use this option, the add-in is now added to your mailbox. Go to Step 4. Do not repeat Option 1.
Seeing "Installation failed" or "Something went wrong"?
This almost always means your organization has restricted who can add apps from the Microsoft Store.
Contact your IT Administrator and ask them to deploy ContactMonkey to your mailbox from the Microsoft 365 admin center. You can send them the "For IT Administrators" section at the bottom of this article.
Step 4: Open, Pin, and Sign In
- Open Outlook and create a new message
- Click All Apps (Outlook Classic) or Apps (new Outlook and Outlook on the web)
- Right-click the ContactMonkey icon and select Pin to keep it visible in the ribbon
- Click the ContactMonkey icon to open the Web Add-in
- Click Log in with Microsoft, unless your organization has instructed you to use a different method
- Complete the Microsoft authentication
🎥 Video Walkthrough
What you'll see: The Web 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 5: Send Your First Email
Click here for step-by-step instructions.
Next Steps
Now that your account is set up, explore these features:
For IT Administrators
Share this section with your IT team if you cannot add the add-in yourself.
To deploy ContactMonkey to users: Deploy it from the Microsoft 365 admin center under Settings > Integrated apps. Centrally deployed apps appear automatically in the user's ribbon and the user does not need to install anything. Allow up to 12 hours for the app to appear, and have the user restart Outlook.
If a user's install fails with "Installation failed" or "Something went wrong": The user's account most likely lacks permission to acquire apps from the Microsoft store. Either deploy the app centrally, or grant the user the My ReadWriteMailbox Apps role assignment in Exchange Online so they can add it themselves.
If a user previously had the add-in, removed it, and now cannot re-add it: A stale app registration can remain on the mailbox after a manual uninstall and block reinstallation. Check with Get-App in Exchange Online and remove the leftover entry with Remove-App, then have the user re-add the app from Outlook on the web rather than the Microsoft Marketplace page.
Still stuck? Contact support@contactmonkey.com.