Outlook Add-in overview

This plugin is available on Plus, Professional, and Enterprise plans.

The Outlook Add-in plugin is available inside a user’s Outlook email account. It connects to ActiveCampaign and can perform actions without navigating away from the inbox. 

Take note

These are the versions of Microsoft that will work with our Outlook Add-in:

  • Outlook 2013 or later on Windows
  • Outlook 2016 or later on Mac
  • Outlook on iOS
  • Outlook on Android
  • Outlook on the web for Exchange 2016 or later
  • Outlook on the web for Exchange 2013

How the Outlook Add-in works with your ActiveCampaign account

The Outlook Add-in is available to help you manage your ActiveCampaign email communication, deals, and  tasks without leaving your Outlook inbox.

With the Outlook add-in, users can: 

  • Add contacts to their ActiveCampaign account
  • See a contact profile and edit fields in their inbox 
  • View and edit contact custom fields
  • View, edit, and create deals related to a contact
  • Create, edit, and view Notes (contact and deal views are separate. to view a deal's notes, you'll need to go to the deal overview page)
  • Users on Plus, Professional, and Enterprise plans will be able to create tasks and update tasks. Users with deal permissions will be able to relate task to a deal
  • Add a contact to an account 
  • View a list of tasks, mark tasks complete, and navigate to platform for more info on tasks
  • Required fields support: contacts, accounts, deals
  • Create new accounts (Note - you cannot view an account) 

Steps to install the Outlook Add-in on web and desktop

The Outlook Add-in is simple to install, and you can do this from the web or desktop versions. To add this plugin to your web browser from the Outlook store, follow these steps:

Installation for Outlook on the web
  1. Open any email in your Outlook account. This can be in your Sent folder, Inbox, Drafts, Compose view, or elsewhere.
  2. In the top right hand corner of the email you'll see "More Actions." Click "More Actions," and a window will pop up.
  3. Click on "Get Add-Ins." A window will pop up with a search bar.
  4. Search for ActiveCampaign and click the install button on the app when it appears in your search results.
Installation for Outlook on desktop:
  1. Open any email in your Outlook account. This can be in your Sent folder, Inbox, Drafts, Compose view, or elsewhere.
  2. In the header of your Outlook app, you’ll see several icons and buttons. Within these options, you’ll either see “Get Add-ins” or a "More Actions" icon.
    • If you see “Get Add-ins”, click that option.
    • If you see the "More Actions" icon, click that option and then click “Get Add-ins”.
  3. A window will then pop up with a search bar.
  4. Search for ActiveCampaign in the pop-up window that appears and click the install button on the app when it appears in your search results.

When the Outlook Add-in is installed, you will see it in emails as an option to sync information:

How to log into your ActiveCampaign account from Outlook

  1. Click and open any email.
  2. Open the task pane sidebar from either the tooltip you pinned to your email header, or from the more actions icon in the email header.
  3. Once the task pane loads, you’ll see a login button. Click the login button and log into your account with your credentials.
  4. After you log in, you will see the taskpane and the features in the Office and Sharepoint Add-In working.

Pinning the ActiveCampaign icon to the email header

The add-in should already be automatically pinned by default. If you don't see it pinned in your mail view, follow the steps in this section.

For easy access, you can pin the ActiveCampaign icon to the email header using the following steps:

  1. Select the settings gear in the top right corner of your Outlook page.
  2. At the bottom of that popover, select "View All Outlook Settings."
  3. In the window that appears, select "Customize Actions" on the left side of the modal.
  4. Scroll to the Message Surface section, where you’ll see the ActiveCampaign icon as one of the options. Select that option, hit save, and then you can exit out of the window. 
  5. From there, you’ll be able to see the ActiveCampaign icon in the header of any email view.

Troubleshooting: What if the Outlook App isn't loading?

If you're on a Windows machine and running the Outlook Add-in in the Outlook Desktop app, you might encounter a blank screen when trying to load the Add-in. This is due to a browser issue involving Internet Explorer 11.

ActiveCampaign does not support Internet Explorer 11, and Microsoft will no longer support this browser beginning in August, 2021. To fix this issue, you’ll need to install WebKit2 from Microsoft. This will update your runtime environment to use Edge instead of Internet Explorer 11.  

For more information on this issue, visit Understanding the Office Add-ins runtime. Please reach out to ActiveCampaign Support if you have any further questions.

Taskpane Pinning Troubleshooting

Taskpane Pinning is only supported for Microsoft 365 subscribers using the following: 

  • Outlook 2016 or later on Windows (build 7668.2000 or later for users in the Current or Office Insider Channels, build 7900.xxxx or later for users in Deferred channels)
  • Outlook 2016 or later on Mac (version 16.13.503 or later)
  • Modern Outlook on the web

In order to successfully use the Taskpane Pinning feature, you’ll need to initially select the pin icon in the header of our Outlook Add-in (as seen in the picture below) in each view you’ll be using it in (inbox folder, sent folder, drafts folder, etc.).

Team_Inbox_Outlook_Help_Updates_-_Google_Docs_2021-12-07_at_2.28.12_PM.jpg

If you are having issues pinning ActiveCampaign’s Outlook Add-in in your inbox and sent folders, make sure you are on a supported Outlook plan. If you are on a supported Outlook plan and are still having issues, please contact us for further assistance.

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