Act-On Anywhere for Outlook (2023 version) User Guide

  • Updated

Act-On Anywhere is a web-based add-in accessed directly from Outlook that brings the power of Act-On messages to your Microsoft Outlook account. The 2023 version has been updated to improve the user experience. With our plugin, you can:

  • Use pre-built email templates and links to other Act-On assets straight from Outlook.
  • Track message opens and clicks for a single recipient as if the message was sent through Act-On. (Message tracking is not available for multiple recipients when using Act-On Anywhere.)
To install, see the Act-On Anywhere for Outlook (2023 version) Installation Guide.

Having problems? See the Act-On Anywhere for Outlook (2023 version) FAQs.

Accessing Act-On Anywhere (2023 version) in Outlook

Act-On Anywhere (2023 version) is available in Windows Outlook desktop, Mac Outlook, and Outlook.com in a Chrome, Edge, Firefox, or Safari browser.

When accessing Act-On Anywhere, you may be prompted in the task pane to sign in using your Act-On details:

Sign-in prompt shown in the Act-On Anywhere task pane, requesting your Act-On account details.

In Windows Outlook desktop:

  • When viewing a message, click in the Home tab toolbar, and in the menu that appears, select Act-On Anywhere > Show Taskpane (inbox view information below):

    Act-On Anywhere menu option under Show Taskpane, accessed from the ellipsis menu in the Home tab toolbar when viewing a message in Windows Outlook desktop.

  • When composing a message in Outlook, click and select Act-On Anywhere > Show Taskpane (compose view information below):

    Act-On Anywhere menu option under Show Taskpane, accessed from the ellipsis menu when composing a message in Windows Outlook desktop.

In Mac Outlook:

  • When viewing or composing a message, at the right of the top toolbar, click and select Act-On Anywhere: (inbox view and compose view information below):

    Act-On Anywhere option in the ellipsis menu at the right of the top toolbar in Mac Outlook.
    Tip: Click Customize Toolbar… and add a shortcut in the Mac Outlook toolbar:

    Clicking Customize Toolbar… and add a shortcut in the Mac Outlook toolbar.

In a browser Outlook.com:

  • When viewing a message, click in the top-right corner of the message window (not the top toolbar), and in the menu that appears, select Act-On Anywhere (inbox view information below):

    Act-On Anywhere option in the message window menu in Outlook.com, used to open the inbox view.

  • When composing a message, click and in the menu that appears, select Act-On Anywhere (compose view information below):

    Act-On Anywhere option in the compose menu in Outlook.com, used to open the compose view.

Using Act-On Anywhere (2023 version)

When accessed, Act-On Anywhere is in a task pane on the right, in the inbox view when viewing emails, or in the compose view when composing an email in Outlook.

Inbox View

Act-On Anywhere Inbox View task pane showing the Email Activity tracking toggle and Act-On User Account details.

  • Set Email Activity to track all outbound emails in Act-On. What is set here becomes the default setting when composing emails (see below). Email activity tracking is available in Act-On's sent message reports.
    If an email has multiple recipients, Act-On Anywhere tracks the first email address in the To box. If the email has tracking enabled, all opens/clicks will be recorded against that email address (Outlook displays a warning about this).
  • See your Act-On User Account details and sign out

Compose View

See your Act-On User Account details and sign out Compose View.

  • Preview and insert the following Act-On marketing Assets right into your Outlook email:
    Email Templates: Insert the selected Act-On email template HTML into Outlook's message composer.
    Add a recipient in the To box before inserting a template. This is because Act-On uses personalization in email templates which allows tracking of the contact’s open and click activities.
    Images: Access the Act-On image library and logos, and insert the image or logo into your email. Click to preview a larger image, along with the image details.
    Forms (Classic Forms only), Landing pages, and Media: Insert a link to the selected asset into your email. You can set the link text, and choose which URL to use if additional ones have been created for the asset:

    Insert asset dialog showing link text and URL options when inserting a Form, Landing Page, or Media link into an email.

    Search is available at the top right to find the asset you want.
    You can control access to email templates and other assets through Sales Enabled Folders in Act-On. (See the 'Control Folder Access for Sales Users' section in the Folders for Email Templates article.)

  • Set Email Activity to turn on/off email tracking for this particular email. The default setting for this is set when viewing email (see above). Email activity tracking is available in Act-On's sent message reports.

  • See your Act-On User Account details and sign out

Removing Act-On Anywhere (2023 version)

To remove the add-in:

  1. Access My add-ins in the add-in store in the version of Outlook you use, as explained in the Act-On Anywhere for Outlook (2023 version) Installation Guide.
  2. Find the Act-On Anywhere add-in, click and select Remove:

    Finding the Act-On Anywhere add-in, click and select Remove.

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