Follow these steps to install Act-On Anywhere for Outlook.

Minimum Requirements

Microsoft Windows 10 Operating System
Microsoft Office 2013 (Service Pack 1) or higher, including:
- MSI
- 'Click-to-Run'
If you work behind a firewall, your IT administrator must approve Act-On's servers: Allow Network Traffic from Act-On IPs and Domains

This plugin is not compatible with:

Mac OS
Versions of Outlook from the Microsoft/Windows Store
Unsupported / End-of-Life versions of Windows OS and Microsoft Office

Act-On cannot guarantee compatibility with other Outlook plugins.

Instructions

Download

To download the installation file, you must be logged in to Act-On.

Marketing Users

Navigate to Settings > Connectors > Outlook
Click the download link to download setup.exe

Sales Users

Navigate to Resources > Outlook Plugin
Click the download link to download setup.exe

Install

Find the installation file, setup.exe. Right click and choose Run as Administrator.

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You may see a prompt to approve the app to run. Click Yes.

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This will launch the InstallShield Wizard. When it is ready, click Next.

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Review and accept Act-On's license agreement and click Next.

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Review the install location and click Next.

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You can review the complete installation settings and click Install.

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Click Finish.

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You will also be prompted by Microsoft Office Customization Installer to approve the Act-On Outlook Extension. Click Install.

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Once the installer is finished, click Close. Screen_Shot_2021-01-15_at_2.29.51_PM.png

Once installation is complete, you can begin using the plugin. For instructions, see our User Guide here: Act-On Anywhere for Outlook - User Guide.

Uninstall

Go to Add or remove programs
Uninstall the two Act-On applications in the order below
- Uninstall the plugin first
- Uninstall the installer next

Important: Make sure to uninstall the programs in the correct order.

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FAQs

How do I update my plugin?

Our plugin automatically checks for updates every 24 hours. If you are having problems receiving the latest update, you may be behind a firewall that is blocking the update. Provide this article to your IT team and ask them to ensure your network is approving traffic to/from Act-On: Allow Network Traffic from Act-On IPs and Domains

We also recommend uninstalling the plugin and then downloading and installing the latest version.

Troubleshooting

For help resolving errors, see Act-On Anywhere for Outlook - Troubleshooting.