Outlook Add in overview

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Outlook Add-in Overview

The Outlook Add-in for ActiveCampaign is a powerful tool that integrates seamlessly into your Outlook email client, enabling you to manage your ActiveCampaign email communication, deals, and tasks without leaving your inbox. This feature is critical for users who rely heavily on email for their customer interactions and want to streamline their workflow by accessing ActiveCampaign functionalities directly within Outlook.

This add-in is available for various plans including Starter, Plus, Pro, and Enterprise, making it accessible to a wide range of users. Moreover, it is designed to work with specific versions of Outlook, ensuring compatibility and ease of use.

How to Access the Outlook Add-in

To use the Outlook Add-in, it must first be installed within your Outlook email environment. You can install it on both the web and desktop versions of Outlook.

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.

Configuration Options and Settings

The Outlook Add-in provides several functionalities based on the ActiveCampaign plan you subscribe to. Here are key functionalities and their availability:

• Contact Management

 * Add: Yes  
 * View: Limited to Plus, Pro, and Enterprise plans  
 * Update: Limited to Plus, Pro, and Enterprise plans  

• Account Management

 * Add: Not available on Starter plan  
 * View: Available only with CRM add-on for Plus, Pro, and Enterprise plans  
 * Update: Available only with CRM add-on for Plus, Pro, and Enterprise plans  

• Deals Management

 * Add, View, Update functionalities available only with CRM add-on for Plus, Pro, and Enterprise plans  

• Tasks Functionality

 * Add, View, Update functionalities available only with CRM add-on for Plus, Pro, and Enterprise plans  

• Notes Management

 * Add, View, Update functionalities available for both Contacts and Deals & Account based on the plan and CRM add-on status  

• Tags and Lists Management

 * Add, View, Update functionalities available across plans  

• Email Capabilities

  * Add One-Off Emails to ActiveCampaign: Yes for all plans  

• Activity Feed and Automations

 * View and filter activities: Yes for all plans  
 * Add contacts to an automation: Yes for all plans  

Best Practices and Tips

1. **Installation**: Ensure to install the Outlook Add-in only on supported versions of Outlook to prevent functionality issues. 2. **Regular Login**: Log into your ActiveCampaign account regularly through the add-in to ensure that your tasks and communications are synced effectively. 3. **Pinning the Icon**: Pin the ActiveCampaign icon for quick access, especially if you frequently use the add-in. 4. **Utilizing Features**: Make the most of features such as adding tags, managing lists, and syncing emails to streamline your workflow. 5. **CRM Utilization**: Consider using the CRM add-on if you require advanced functionalities like account and deal management.

Troubleshooting

In case you encounter issues while using the Outlook Add-in, refer to the following steps:

1. Ensure that you are using a compatible version of Outlook. 2. Check if your account has Single Sign-On (SSO) configured, as this may disable add-in functionalities. 3. If problems persist, consider reinstalling the add-in by following installation steps provided in the relevant section.

For more detailed guidance, you can check the following resources:

• [Sync one-off emails into ActiveCampaign with the Outlook Add-in](https://help.activecampaign.com/hc/en-us/articles/4965177339804)
• [Troubleshooting Outlook Add-in](https://help.activecampaign.com/hc/en-us/articles/5426565333788)

FAQ

Q1: Which versions of Outlook does the Add-in support?

The Outlook Add-in supports Outlook 2013 or later on Windows, Outlook 2016 or later on Mac, and Outlook on the web for Exchange 2016 or later.

Q2: Can I use the Outlook Add-in with Single Sign-On enabled?

No, if you set up SSO for your account, you will not be able to use the Outlook Add-in.

Q3: What features are limited to certain plans?

The functionalities related to viewing and updating contacts, accounts, and deals are limited to the Plus, Pro, and Enterprise plans, especially if using the CRM add-on.

Q4: How can I ensure easy access to ActiveCampaign while using Outlook Add-in?

You can pin the ActiveCampaign icon to the email header for quick access, ensuring it is visible in your email views.

Q5: What should I do if the add-in isn’t showing up in Outlook?

Check if the installation was completed successfully. If missing, try reinstalling the add-in using provided installation steps.

Q6: Can I track email activities using the Outlook Add-in?

Yes, the add-in allows you to view and filter activities related to contacts.

Q7: What should I do if I encounter issues with the add-in?

Consult the troubleshooting section above or refer to the specific troubleshooting article linked for more detailed assistance. ```