1. Invitation Email
The first step to add a new user must be completed by an admin of the account. Within the ContactMonkey dashboard, you will find a "User" option. Clicking in to that will bring up the full list of emails with a ContactMonkey license. In the righthand corner, select "Invite a User". From there, input their details and send the invite.
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2. Creating Login Credentials
Your new user will then receive an email from email@example.com with the login details. "Click Here" will automatically assign your email with the correct login credentials.
3. Creating your new ContactMonkey profile
Once your new user clicks into the email, they will be redirected to the Sign Up page. We recommend selecting "Sign in with Microsoft" so you can create a new password using SSO.
4. ContactMonkey Dashboard Access
Now your new user has activated your license and accessed your ContactMonkey account. From here your user can create templates, create event registrations and manage all of your team's internal communication metrics.
We recommend book marking this tab for ease of access in the future. This can be done by clicking the "Star" icon in the righthand corner of your chrome address bar.
5. Install the Sidebar into Outlook365
At this point, your new user can create engaging and interactive communication templates. Next, they will want the ability to send and track them so they can understand how your colleagues are engaging with them.
To do this, visit this link and select “Outlook for Office 365”: From there, a new window will open that redirects you to the Microsoft store. Click "Get it Now" and follow the login instructions.
6. Connecting with Outlook
Once the plug in is installed into your Office 365 account, you need to log into the sidebar. You can do this by reopening your Outlook Desktop application, and clicking "New Email" in the top lefthand side.
From there, your user should see the ContactMonkey plug in:
If they connected with Outlook during the sign in, the sidebar should automatically reload with the correct version. If not, you may need to sign in again using your Microsoft credentials.
7. Refresh & Test Send
Refresh your Outlook by re-clicking the ContactMonkey icon. All the ContactMonkey options should be available on your sidebar. The final step is to do the first test send. To do this, put the user's own email in the "To" Field. Put “Test” as the subject line. Next, click Send Test. The message will sit in drafts for about 30 seconds before sending.