Step 1: Installation for Gmail
This article contains the necessary steps to install ContactMonkey for Gmail.
Open the “ContactMonkey.exe” file that immediately downloads. Follow the prompts to complete the installation.
- Make sure Gmail is closed, and then relaunch Gmail.
You should see the ContactMonkey sidebar on the right hand side of your screen.
If this is not the case, please refer to this troubleshooting article.
- Click on the “Get Started!” or “Connect!” button on the sidebar, and sign in with your ContactMonkey login and password.
We recommend signing in using SSO, i.e. clicking “Sign in with Google”.
Note: the ContactMonkey buttons above the sidebar should appear orange after signing in. If your ContactMonkey “mail merge” icon is still “greyed out”, you will need to close and relaunch Gmail.
5. Check your inbox for an email titled “Let’s Test ContactMonkey!”, and follow the instructions to help you test your email tracking.