ContactMonkey uses EWS (client side) as its expansion method by default. EWS is a great choice for customers sending to less than 25,000 recipients and who are not sending to hidden distribution lists.
Expanding via Graph API is required for customers sending to lists greater than 25,000 or hidden distribution lists. This can be achieved by connecting a Utility account to the ContactMonkey App.
|✔️ COM Add-In
The benefit of using list expansion will vary based on what type of tracking you use:
- Overall: Gives user recipient count in the dashboard (how many people are on the distribution list at send time).
- Individual and anonymous individual: Expands everything in the "To" field and allows us to send individual emails to each person.
To configure a utility account, you will need:
- Admin or Owner permissions within Contactmonkey.
- An IT administrator that can provide consent to ContactMonkey through Microsoft Graph.
Supported List Types
Below are the supported list types:
|Type of List/Group
Static Distribution Lists
Mailbox Contact Group
|Dynamic Exchange Group
|0365 Dynamic Group
|Distribution groups with hidden membership
To be sure your lists are supported, we always suggest that you "test" the count before sending.
Step 1: Configure The Utility Account
Your IT team must create a utility account with access to make the required Microsoft Graph calls.
Once an account has been created, contact your account manager or email firstname.lastname@example.org so we can enable the feature.
Your IT administrator will need to provide consent to the application. This can be granted on behalf of your organization via this URL.
To obtain the technical documentation for your IT team, see the attached PDF at the bottom of this page.
Step 2: Connect The Utility Account In ContactMonkey Settings
Once the utility account is created with the correct permissions, you will need to connect it to your ContactMonkey account by following these steps:
- Sign in to your ContactMonkey dashboard
- Select the down arrow next to your name in the top right to open the main menu
- Select Settings
- Click Integrations in the menu on the far left
- In the Utility Account tile, select Sign In
- Sign in using OAuth2.
Step 3: Select Your Default Expansion Method In The Add-In
The final step is to ensure that your expansion method has been selected from within your ContactMonkey Add-in in Outlook. Note: These steps will vary slightly based on which version of Outlook you are using.
To do so, follow these steps:
- Launch your Outlook account
- Create a New Message
- Click the ContactMonkey icon to open the add-in
- Click the gear icon in the top-right
- Under Default expansion method, select your chosen method.