The add-in for Outlook currently supports Outlook 2007, 2010, 2013, 2016, and 2019 on Windows, both 32-bit and 64-bit versions. You are also supported if your Microsoft 365 subscription entitles you to a desktop copy of Outlook (Computer).

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Install the Outlook Classic 3 Add-in

1. In the Employee Email web app, click the account icon with your initials in it.
2. In the dropdown menu that opens, click Resources.
3. Choose Outlook Classic 3 and click Get Add-in.
4. Click Download App.
   An install file is downloaded.
5. Open the install file and follow the prompts to complete the installation.
6. If prompted, sign in with your Outlook credentials to authorize the add-in.
   In your desktop Outlook ribbon, a new Create with Staffbase button appears.

Downloading the add-in for Outlook 365

1. Go to https://app.bananatag.com/resources.
2. If prompted, sign into your Employee Email web app account with your initials.
3. From Resources, choose the add-in for Outlook 365 and follow the prompts.
4. An add-in XML manifest file is downloaded that is required to install the add-in. Store it in a location of your choice and keep track of it.

Installing the add-in for Outlook 365

Outlook Desktop

1. Sign into Outlook 365.

2. Locate the Add-ins section on your Outlook Desktop ribbon and click Get Add-ins.

3. Select My add-ins from the menu on the left-hand side.

4. Click Add a custom add-in and click Add from file.

5. Select the XML file that you downloaded from *bananatag/resources and click Open.

6. In the pop-up, select Install.

7. Sign out of Outlook 365 and sign back in.

The add-in now displays on the Outlook Ribbon.

Outlook 365 Web

1. Sign in to your Outlook 365 Web.
2. Click on any email, and choose More actions.
3. Select Get Add-ins from the drop-down.
4. In Add-Ins for Outlook, select My add-ins from the menu on the left-hand side.
5. Click Add a custom add-in and click Add from file.
6. Select the XML file that you downloaded from *bananatag.com/resources and click Open.
7. In the pop-up, select Install.
8. You may be required to sign-out and sign back in to see the add-in.

The add-in now displays in the ribbon of each email.

Check for an Admin-Managed Outlook 365 Add-in

If Outlook 365 is managed centrally by your organization, add-ins are deployed centrally by your organization’s Microsoft administrators and you are enabled to access them automatically. In this case, you can find your Outlook 365 add-in, labeled Staffbase Email, under Admin-managed in your Outlook Add-ins section.

Depending on how your organization's system is configured, it may take up to 24 hours for your account to gain access to a managed add-in, even after you receive an automated email confirming that your organization has added you.

1. Open your Outlook 365 inbox.
2. Click New mail.
3. Navigate to Insert > Get add-ins > My add-ins.
4. In the Admin Managed section, check for an add-in labeled Staffbase Email.
   • If displayed, you can open the add-in without installing anything.
     Depending on how the add-in is deployed, you may need to click Add to access it.
   • If not displayed, contact the responsible Microsoft administrator of your organization.

Open the Outlook 365 Add-in

1. Open your Outlook 365 inbox.
2. Click New Mail.
3. Click the three dots at the end of the menu and click the Staffbase Email icon. The add-in opens in a sidebar.
4. If prompted, Authenticate Account with your Outlook credentials.
5. Click Allow.

You can now work on Email Designer drafts and send tracked emails from your Outlook 365 client.

Add the Gmail Extension to Chrome

Add the Gmail Extension to Chrome

1. In the Employee Email web app, click the account icon with your initials in it.
2. In the dropdown menu that opens, click Resources.
3. Choose Gmail and click Get Extension.
4. Click Add to Chrome.

Set Up Your Email

1. If prompted, sign in with your Gmail credentials to authorize the extension.
2. Select the account that you want to use with Employee Email.
3. Click Allow.

When the setup is complete, Drafts and Settings options display in the left-hand panel below the Compose button.

Downloading the add-in for Outlook 365

1. Go to https://app.bananatag.com/resources.
2. If prompted, sign into your Employee Email web app account with your initials.
3. From Resources, choose the add-in for Outlook 365 and follow the prompts.
4. An add-in XML manifest file is downloaded that is required to install the add-in. Store it in a location of your choice and keep track of it.

Installing the add-in for Outlook 365

Outlook Desktop

1. Sign into Outlook 365.

2. Locate the Add-ins section on your Outlook Desktop ribbon and click Get Add-ins.

3. Select My add-ins from the menu on the left-hand side.

4. Click Add a custom add-in and click Add from file.

5. Select the XML file that you downloaded from *bananatag/resources and click Open.

6. In the pop-up, select Install.

7. Sign out of Outlook 365 and sign back in.

The add-in now displays on the Outlook Ribbon.

Outlook 365 Web

1. Sign in to your Outlook 365 Web.
2. Click on any email, and choose More actions.
3. Select Get Add-ins from the drop-down.
4. In Add-Ins for Outlook, select My add-ins from the menu on the left-hand side.
5. Click Add a custom add-in and click Add from file.
6. Select the XML file that you downloaded from *bananatag.com/resources and click Open.
7. In the pop-up, select Install.
8. You may be required to sign-out and sign back in to see the add-in.

The add-in now displays in the ribbon of each email.

Check for an Admin-Managed Outlook 365 Add-in

If Outlook 365 is managed centrally by your organization, add-ins are deployed centrally by your organization’s Microsoft administrators and you are enabled to access them automatically. In this case, you can find your Outlook 365 add-in, labeled Staffbase Email, under Admin-managed in your Outlook Add-ins section.

Depending on how your organization's system is configured, it may take up to 24 hours for your account to gain access to a managed add-in, even after you receive an automated email confirming that your organization has added you.

1. Open your Outlook 365 inbox.
2. Click New mail.
3. Navigate to Insert > Get add-ins > My add-ins.
4. In the Admin Managed section, check for an add-in labeled Staffbase Email.
   • If displayed, you can open the add-in without installing anything.
     Depending on how the add-in is deployed, you may need to click Add to access it.
   • If not displayed, contact the responsible Microsoft administrator of your organization.

Open the Outlook 365 Add-in

1. Open your Outlook 365 inbox.
2. Click New Mail.
3. Click the three dots at the end of the menu and click the Staffbase Email icon. The add-in opens in a sidebar.
4. If prompted, Authenticate Account with your Outlook credentials.
5. Click Allow.

You can now work on Email Designer drafts and send tracked emails from your Outlook 365 client.