Act-On Anywhere for Outlook (legacy version) - Installation Guide

  • Updated
This information refers to a previous version of Act-On Anywhere for Outlook that is no longer supported. To upgrade to the latest version, see Act-On Anywhere for Outlook (2023 version) Installation Guide.
You must first uninstall the existing version - see Uninstall below. Then you can proceed with installing the latest version as instructed here.

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.



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

Marketing Users

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

Sales Users

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


  1. Find the installation file setup.exe It's usually in the Downloads folder. Right-click it and choose Run as administrator:


  2. You may see a prompt to approve the app to run. If so, click Yes:


  3. The InstallShield Wizard launches. When it is ready, click Next:


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


  5. Review the install location and click Next:


  6. Review the complete installation settings and click Install:


  7. When the installation completes, click Finish:


  8. Next, you are prompted by Microsoft Office Customization Installer to approve the Act-On Outlook Extension. Click Install:


  9. Once the installer is finished, click Close:


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


  1. In Windows, go to Add or remove programs.
  2. 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.



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.


For help resolving errors, see Act-On Anywhere for Outlook (legacy version) - Troubleshooting.

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