If you belong to more than one ContactMonkey team, you can switch between your team environments directly in the Web Add-in to insert email drafts from each team's library. This article shows you how to change your active team without leaving Outlook.
Switch to a Different Team in the Web Add-in
Each team you belong to has its own email library. To view and insert drafts from a different team, change your active team using the steps below.
- In Outlook, open the ContactMonkey Web Add-in
- Click the gear icon above the Send & Track button
- Click the Team drop-down and select your desired team
- Click Home to return to the main page
- Confirm that the email list now shows the selected team's library
Once the email list refreshes, insert a draft as you normally would: click the arrow next to any campaign to add it to your current Outlook message.
The active team also determines which team you send from. Switch teams before you build or insert your campaign so your analytics are attributed to the correct team.
Troubleshooting
Problem: The Team drop-down does not appear in settings.
Solution: You are likely assigned to only one team. Contact your ContactMonkey Admin to be added to a secondary team.
Problem: The expected emails did not appear after switching teams.
Solution: Close and reopen the Web Add-in to refresh the connection. If the library is still empty, that team may not have any saved campaigns yet.