1. Invite a New User to ContactMonkey
| Note: An account admin must complete this step. |
From your ContactMonkey dashboard:
a) Click your name at the top righthand corner
b) Click Settings
c) Click User Management
d) Click Invite User
e) Enter the new user's information in the popup window
f) Click Invite
Want to save time?
Reach out to your dedicated account manager! They can handle all the setup for you.
2. Create Login Credentials
| Note: The new user will complete the remaining steps. |
As a new user, you will receive an email from support@contactmonkey.com inviting you to the team. Selecting Click Here will activate your ContactMonkey account:
3. Create a ContactMonkey Profile
You will be redirected to the sign up page - we recommend selecting Sign in with Microsoft so you can log in using single sign-on.
4. Access the ContactMonkey Dashboard
Now that you've activated your license, you will be taken to your dashboard where you create templates, event registrations, surveys, and manage all of your team's internal communication metrics.
We recommend bookmarking the homepage for ease of access moving forward.
5. Install the Add-in
In order to send ContactMonkey email campaigns through Outlook and collect tracking data, you must install our Add-in:
a) Click this link
b) Select Office 365
c) Click Get it now
d) Follow the prompts
6. Connect with Outlook
Once the Add-in is installed, you will be able to access it from your Outlook desktop app:
a) Click New Mail
b) Click Apps to locate the ContactMonkey Add-in
c) Right-click the ContactMonkey icon
d) Click Pin
e) Open the ContactMonkey Add-in
f) Click Log in with Microsoft
7. Send a Test Email
a) Populate the subject line with "Test"
b) Optional: add text in the email body
c) Click Send Test from the Add-in
d) Click My Email Address
The message will sit in your Drafts folder for a few seconds before sending.
