1. Invitation Email
An account admin must complete the first step to add a new user. Within the ContactMonkey dashboard, you will find a "User" option. Clicking into 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 receive an email from email@example.com inviting them to the team. "Click Here" will assign your email with the correct login credentials.
3. Creating your new ContactMonkey profile
Once your new user clicks on 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 your team's internal communication metrics.
We recommend bookmarking this tab for ease of access in the future. This can be done by clicking the "Star" icon in the right-hand 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 must log into the sidebar. You can do this by reopening your Outlook Desktop application and clicking "New Email" on the top-left side.
From there, your user should see the ContactMonkey plug-in:
If they connected with Outlook during the sign-in, the sidebar should reload with the correct version. If not, you may need to sign in again using your Microsoft credentials; see how to do so here.
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.