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Installing the Staffbase Email Add-in or Extension

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Anne Hoffmann
  • Updated

A Staffbase Email add-in or extension is available for the following email clients:

  • Outlook Classic on Desktop for Windows
  • Outlook 365 for Windows, Mac, and Outlook on the web
  • Gmail extension for Chrome browser

Instructions

The add-in for Outlook currently supports Outlook 2007, 2010, 2013, 2016, and 2019 on Windows, both 32-bit and 64-bit versions. If your Microsoft 365 subscription entitles you to a desktop copy of Outlook (PC) that means you are supported as well.

Technical Requirement

Please confirm that your organization has added the following required install files to all antivirus systems' allowlists:

$PROGRAMFILES\Staffbase\StaffbaseEmailClassic\Chromium\32bit\browsercore32.exe
$PROGRAMFILES\Staffbase\StaffbaseEmailClassic\WebBrowser\DNBrowserProcess.exe

Install the Outlook Classic 3 Add-in

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  1. In the Staffbase 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.

Install the Outlook 365 Add-in

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Install the Outlook 365 Add-in

  1. In the Staffbase Email web app, click the account icon with your initials in it.
  2. In the dropdown menu that opens, click Resources.
  3. Choose Outlook 365 and click Get Add-in.
  4. Click Get it now.
  5. If prompted, sign in with your Outlook credentials to authorize the add-in.
  6. Check the box and click Continue to accept Microsoft's terms of use.

Set Up Your Email

  1. Click Open in Outlook Web.
  2. Click New Message.
  3. Click the three dots below the email composer and click the Staffbase Email icon.
    The Staffbase Email sidebar opens.
  4. If prompted, Authenticate Account with your Outlook credentials and click Allow.

The Microsoft Store and any enabled add-ins will only display when a 365-enabled inbox is selected in Outlook. If the Store link is not visible in the settings menu, or if the add-in does not display on the creation of a new email after being added, it's likely that the inbox currently being accessed is not a 365-enabled address.

When setup is complete, you're ready to start tracking emails and creating dynamic drafts. Click the three dots next to the smiley face in Outlook on the web, or click Staffbase on your desktop Outlook ribbon to get started.

Learn more about the newest Outlook 365 release and alias sending (sending on behalf of someone else) here.

Add the Gmail Extension to Chrome

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Add the Gmail Extension to Chrome

  1. In the Staffbase 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 you want to use with Staffbase Email.
  3. Click Allow.

When setup is complete, you should see Drafts and Settings options appear in the left-hand panel below the Compose button.

Install the Outlook 365 Add-in

  1. From the main ribbon of Outlook for Mac, click Get Add-ins and search for Staffbase
  2. Click Add 

Set Up Your Email

  1. Click Open in Outlook Web.
  2. Click New Message.
  3. Click the three dots below the email composer and click the Staffbase Email icon.
    The Staffbase Email sidebar opens.
  4. If prompted, Authenticate Account with your Outlook credentials and click Allow.

The Microsoft Store and any enabled add-ins will only display when a 365-enabled inbox is selected in Outlook. If the Store link is not visible in the settings menu, or if the add-in does not display on the creation of a new email after being added, it's likely that the inbox currently being accessed is not a 365-enabled address.

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