10 Simple Steps to Send on Outlook 365

This article will show you all of the necessary steps for sending an email from ContactMonkey in Outlook 365. For more detailed instructions or to learn about more advanced sending options, please reach out to your dedicated account manager or support@contactmonkey.com

1. Before You Send

Only send your communication after you have tested the email! Learn more here.

2. Begin

To begin your communication, Open Outlook and Click New Email.

3. Select ContactMonkey

Click the yellow ContactMonkey Icon to open your sending sidebar. 

4. Sender

Decide on the sender of your communication. Sending from a shared mailbox?

5. Recipients

Decide if you are sending to a distribution list or CSV file. The To field will act as a BCC so you can leave the CC and BCC fields empty. 

6. Subject Line

The subject line is critical for your communication as this is how we categorize your campaign analytics after you send. 

7. Tracking Preferences

Decide on your tracking preferences. Learn more here

8. Email Import

Select your email from the sidebar and click the insert symbol to the left of your email title. 

Can't see your email in the sending sidebar?

If it wasn't created by you, select the Search options to find the correct email. If you still can't find it, it may be a template instead of an email. Learn about the difference here.

After your email is inserted, do not be alarmed if it doesn't appear exactly how it did in the ContactMonkey Template Builder. This is exactly how Outlook breaks up the coding of the template. This is one of the main reasons we send with ContactMonkey.

9. Send a Test

Things to Check Before Sending Out:

  • Sender: Checking it is coming from the right sender
  • Format: Check if the email is formatted correctly
  • Links: Check to see if all the links work
  • Emoji & eNPS: emoji reactions are working and are linked to the question

10.  Send & Track or Send Later

Decide on whether you wish to send the communication out immediately or schedule the send for a later time or date. If you want to send right away, click on Send & Track to send it immediately.


From there, you should be good to go! Feel free to contact your dedicated Customer Success Manager if you have any questions.

Have more questions? Submit a request