The ContactMonkey Non-365 Add-in appears on the right side of your Outlook message, giving you access to email templates, tracking options, and personalization tools directly from your inbox. Use this guide to understand each button and feature in the Add-in interface.
Prerequisites
You must have the ContactMonkey Non-365 Add-in installed in Outlook 365. If you need installation help, click here or contact your IT team.
Preview Button
Click Preview to send a test email before sending to your full audience. The test email goes to:
- Your own email address (default)
- Contacts in the To field
- Recipients in your uploaded CSV (if applicable)
Use Preview to also verify that merge fields populate correctly with recipient data.
Adding Recipients
Upload CSV
Click this to add recipients from a spreadsheet instead of typing email addresses into the To field. Your CSV must include specific column headers to work properly.
Tracking Options
ContactMonkey offers two tracking methods. Choose the option that matches your privacy requirements and reporting needs.
Overall Tracking
Use this option to see combined analytics for your entire send. Your dashboard shows one recipient count because ContactMonkey tracks the distribution list as a single entity. This is the fastest sending method.
Best for: Quick sends to distribution lists where individual recipient data isn't needed.
Individual Tracking
Use this option to see which specific recipients opened and clicked your email. This method sends more slowly because ContactMonkey inserts a unique tracking pixel into each email copy.
Best for: Targeted campaigns that may require follow-up with specific individuals based on their engagement.
Recipient limit: 500 recipients maximum for Outlook Non-365.
Personalizing Emails with Merge Fields
Double-click Merge Fields to insert personalized information (like names, job titles, or custom data) into your email. Merge fields only work when you select Individual tracking. Click here for complete instructions.
Finding Saved Campaigns
Email Search Panel
Use the search panel to find campaigns saved in your dashboard email library. Filter results by:
- Created by me - Shows only campaigns you created
- Created by anyone - Shows all campaigns in your organization
- Not created by me - Shows campaigns created by your teammates
Insert Email
Click the arrow next to any campaign in the search panel to insert it into your current Outlook message. ContactMonkey automatically loads the template content, formatting, and any saved settings.
Troubleshooting
Add-in is missing or disabled
Outlook's security settings sometimes disable Add-ins automatically. Re-enable it by following these steps.
Email doesn't look right after inserting
Outlook may display the email differently than it appears in the ContactMonkey Email Builder. This is normal. The email will render correctly when recipients open it in their inbox.
Merge fields aren't working
Verify that Individual tracking is enabled. Merge fields don't work with Overall tracking.