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== Step-by-Step Instructions == === Installation for Outlook on the Web === 1. Open any email in your Outlook account (this can be in your Sent folder, Inbox, Drafts, or Compose view). 2. In the top right corner of the email, locate and click on '''More Actions'''. 3. A window will pop up; select '''Get Add-Ins'''. 4. Use the search bar to look for '''ActiveCampaign''' and click the install button when it appears in your search results. === Installation for Outlook on Desktop === 1. Open any email in your Outlook app (Sent folder, Inbox, Drafts, or Compose view). 2. In the header of the Outlook application, either locate the '''Get Add-Ins''' option or the '''More Actions''' icon. - If you see '''Get Add-Ins''', click that. - If you see '''More Actions''', click it, then select '''Get Add-Ins'''. 3. A window will pop up; use the search bar to search for '''ActiveCampaign''' and install it. === Logging into Your ActiveCampaign Account from Outlook === 1. Click and open any email in Outlook. 2. Open the task pane sidebar from the tooltip pinned to your email header or from the '''More Actions''' icon in the email header. 3. Click the login button and enter your ActiveCampaign credentials. 4. After logging in, you will have access to the task pane and the features of the add-in. === Pinning the ActiveCampaign Icon to the Email Header === For convenient access, you can pin the ActiveCampaign icon to the email header: 1. Click on the settings gear in the top right corner of your Outlook page. 2. Select '''View All Outlook Settings''' at the bottom of the popover. 3. In the new window, choose '''Customize Actions''' on the left. 4. Scroll to the '''Message Surface''' section, locate the ActiveCampaign icon, select it, and hit save. 5. Exit the window to access the ActiveCampaign icon in the header of any email view.
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