Click here to see a video on how to get OneMob integrated into your Outlook.
Table of Content
How to get the Outlook Plugin for OneMob
- Go to your Outlook (desktop or online)
- Go to the following link and skip to step 6: https://appsource.microsoft.com/en-us/product/office/WA200003179?src=office&tab=Overview
- Click New Email (desktop) or New Message (online) at the top left of either application
- Go to Get Add-ins
- Desktop: Click the Get Add-ins icon at the top right of the application.
- Online: In the same line as where the "Send" and "Discard" buttons are, go to the three dots that are on the right hand side. Click the three dots and in the drop down select the Get Add-ins option.
- In the Add-ins for Outlook window (desktop or online) search for 'OneMob'
- In the search drop-down click on the 'OneMob - Video Messagi...' option, this will direct you to the OneMob add-in description where you will be able to add
- Click the blue Add button below the title of the add-in. The add-in will automatically be loaded into your Outlook but if it is not present at first force quite your Outlook and then open again.
Having trouble adding? Contact OneMob support.
How to open the Outlook Plugin for OneMob
- Go to your Outlook and click New Email (desktop) or New Message (online) at the top left of either application.
- Go to the OneMob plug in
- Desktop: In the top toolbar you will need to click an arrow until you see the OneMob logo appear at the right of the new message window.
- Online: In the same line as where the "Send" and "Discard" buttons are, click the three dots that are on the right hand side.
- Desktop: In the top toolbar you will need to click an arrow until you see the OneMob logo appear at the right of the new message window.
- Click the OneMob icon to open OneMob in Outlook. If you have not logged in you will be directed to Login. Enter your OneMob credentials and click Log in.
How to use the Outlook Plugin for OneMob
- Launch the plugin
- Choose which campaign to insert or create a new campaign from scratch
- Click Next
- If CRM is enabled, you can associate with a related Opportunity
- Click Add Link
You are done! The link will be inserted into the email where the cursor is. If you have email notifications turned on, you will get notified when there's activity.
Or you can go back to your list of Campaigns in OneMob to track engagement. If you have any questions feel free to reach out to OneMob support.