The Outlook plugin is available in your Outlook email account. It connects to MailBlue and can perform actions without having to navigate away from the inbox.
How does the Outlook Add-In work with MailBlue?
The Outlook Add-In is available to assist you with your MailBlue email communication, deals, and tasks without having to leave your Outlook inbox.
With the Outlook Add-In, you can:
Add contacts to your MailBlue account
View a contact profile and edit fields in your inbox
View and edit custom fields of contacts
View deals, edit deal stages, and view a list of deals related to a contact
Add a contact to an account
View a list of tasks, mark tasks as complete, and navigate to MailBlue for more information on tasks
Supports mandatory fields: contacts, accounts, deals
Create new accounts (please note: you cannot view an account)
How can I set up the Outlook Add-In?
The Outlook Add-In is easy to install. Follow the steps below to add the plugin to your web browser:
Installation for Outlook on the web
Open an email in your Outlook account. This can be from the Inbox, Drafts, Compose, or elsewhere
In the top right corner of the email, you will see 'More actions'. Click on it, and a window will appear
Click on 'Get Add-Ins'. A window with a search bar will appear
Search for MailBlue and click on the app's installation button when it appears in the search results
Installation for Outlook on desktop
Open an email in your Outlook account. This can be done from your Inbox, Drafts, Compose, or elsewhere
In the header of your Outlook program, you will see various icons and buttons. Within these options, you will see 'Add Add-In' or an icon with 'More actions'
If you see 'Add Add-In', click on this option
If you see the 'More actions' icon, click on this option and then on 'Add Add-In'
A search bar will then appear
Search for MailBlue in the pop-up window that appears and click on the installation button in the program when it appears among the search results
Once the Outlook Add-In is installed, you will see it in emails as an option to synchronise information:
Please note: Microsoft does not make the option to add-ins available in all subscriptions. Therefore, always check what the possibilities are within your own package.
How do I log in to my MailBlue account in Outlook?
Click on an email and open it
Open the task pane sidebar via the tooltip pinned to the header of your email or via the 'More actions' icon in the email header
Once the task pane is loaded, you will see a sign-in button. Click on the sign-in button and log in to your account
After signing in, you will see the task pane and the features in the Office and SharePoint add-in working
How do I pin the MailBlue icon?
Please note: the Add-In should already be pinned by default. If you do not see it pinned in your email view, follow the steps below.
For easy access, you can pin the MailBlue (ActiveCampaign) icon to the header of your email:
Select the settings cogwheel in the top right corner of your Outlook page
At the bottom of the menu, select 'Show all Outlook settings'
In the window that appears, select 'Customise actions' on the left side of the modal window
Scroll to the message section, where you will see the MailBlue (ActiveCampaign) icon as one of the options. Select that option and press save.
You can then close the window. From now on, you will be able to see the MailBlue (ActiveCampaign) icon in the header of every email view