Act-On Anywhere brings the tracking power of Act-On messages to your Outlook account. With our plugin, you can:

• Use pre-built Email Templates and other Act-On assets straight from your inbox.
• 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.)
• Receive real-time notifications when your contact opened or clicked on your message.

To install, visit Act-On Anywhere for Outlook - Installation Guide.

Having problems? See Act-On Anywhere for Outlook - Troubleshooting.

Instructions

Log in to Act-On

1. Open Microsoft Outlook
2. Go to the Act-On Anywhere tab and click on Manage Account
   
3. Click Add Account
4. Enter your Act-On Email and Password, then click Login
   

Delete an Account

1. Click the X under Delete to remove your account
   
2. Click OK to confirm

Set Preferences

Live Notifications

This enables system notifications of opens and clicks for all emails sent using Outlook. You can disable Notifications for individual messages by de-selecting the option in the Message window.

Record All E-mail

This turns on Act-On message tracking for all outbound emails you send from Outlook. You can disable tracking for individual messages by de-selecting the option in the Message window.

Send Emails Using Act-On Anywhere

Act-On Anywhere will appear as a toolbar at the bottom of the Message window:

Message Options 

Record

Checking this box will track the sent email in Act-On. Your message will show in Act-On with a report and the contact's open and click behavior will be recorded.

Notification

Checking this box enables a system notification your computer alerting you that your message was read and/or clicked.

Use a Template

Style your message using a pre-designed email template. Ask your Marketing Team to add templates for you to send professionally styled messages that project your brand's identity.

To use an Email Template, click on Templates. 

Add Act-On Content

Click on the toolbar to add Images, Forms, Landing Pages, and Media links into your message. If you are not finding the content that you need, ask your Marketing Team.

FAQs

How many contacts can I send to using Act-On Anywhere for Outlook?

The plugin is best used when sending to a single contact. Message tracking will malfunction when sending to multiple recipients, including in the CC and BCC fields.

If you do choose multiple recipients, you will receive a warning after you click Send: