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Integrating Microsoft Outlook with Awardco (Microsoft Outlook Add-In)

Updated

Awardco's Add-In for Microsoft Outlook functions as a quick-recognition tool, allowing users to recognize their peers directly within Outlook while writing or reading emails.

Note: For the most comprehensive in-app experience, we recommend that clients use both the Outlook Add-In and Awardco’s Microsoft Bundle Integration, which provides full access to the Awardco platform directly within Microsoft Teams, Outlook, and Microsoft 365.

 

  1. Integration Setup Instructions
  2. Pinning the Add-In
  3. Using the Add-In to Recognize
  4. FAQ 

 

Integration Setup Instructions

The initial setup of the Awardco for Outlook Add-In requires the following steps:

Admin Setup

  1. Install — Your Microsoft Admin deploys the app from the Microsoft 365 Admin Center
  2. Connect Platforms — Your Microsoft Admin must accept app permissions, enter your Awardco domain, and log in to Awardco to connect your integration
  3. Enable Autofill Recipients — Your Awardco Admin can enable this feature to make recognition even easier for your employees

User Setup

  1. User Login — Individual users must login to the integration using their Awardco credentials upon first use

Admin Setup

Step 1: Install

Your organization’s Microsoft Admin can install and deploy the app to the full organization or a subset of users from the Microsoft 365 Admin Center. Installation can be completed via the following steps:

  1. Go to the Awardco for Outlook listing in Microsoft AppSource
  2. Click “Get it now” to be directed to the 365 Admin Center
  3. Select the users you would like to deploy the integration to
  4. Accept permissions on the permissions consent screen (*see below for more information about permissions being requested)
  5. Finish Deployment (*it may take up to 24 hours for the integration to display for users after being deployed)

Note: This process can also be initiated from the Microsoft Outlook listing in Awardco’s Integrations Library (In Awardco, go to Admin→Platform→Integrations→Integrations Library→Microsoft Outlook)

Step 2: Connect Platforms

You’ll need to connect your Awardco platform with your Microsoft tenant by completing the following steps (this can be done by any user that has the integration installed):

  1. Open Microsoft Outlook
  2. While writing or reading an email, click on the Recognize icon
  3. Enter your organization’s Awardco domain and click “Continue”
  4. Login using your Awardco credentials

*This step only needs to be completed once, and then the app will automatically update this information for all other users within the organization.

Step 3: Enable Autofill Recipients

To make recognition even easier, the Add-In can automatically populate the recognition recipients based on the people that a user is already interacting with.

To enable this functionality, Autofill Recipients must be enabled by your organization. As an Awardco Admin, you can enable this functionality by following these steps:

  1. In Awardco, go to Admin→Platform→Integrations→Integrations Library→Microsoft Outlook
  2. Set the toggle for Autofill Recipients to ON

Now, when users start a recognition while reading an email, the integration will automatically pre-populate the recipients of the recognition based on users in the TO and CC fields of the email (so long as those users have accounts in your Awardco platform and have either logged into the integration or have emails matching between your Awardco and Outlook tenants).

 

 

User Setup

User Login

Users will need to login to the Add-In with their Awardco credentials to gain access to its full functionality. They will be prompted to do so the first time they use the Add-In. Once logged in, they should remain logged in and not need to enter their Awardco credentials again, unless they log out of the integration.

Users may be required to agree to Awardco’s cookie policy or terms and conditions if they have not already done so on the Awardco platform.

 

 

 

Pinning the Add-In

To encourage engagement with the Awardco app, we recommend pinning it to the ribbon in Outlook so your employees can easily find and interact with it. 

As an Admin

The Add-In will usually be pinned to the ribbon automatically for your whole organization. However, your Microsoft Admin can verify this setting from the Microsoft 365 Admin Center:

  1. Go to the Microsoft 365 Admin Center
  2. Navigate to Settings→Integrated Apps→Add-Ins
  3. Select the Awardco for Outlook add-in and verify that the deployment method is set to “Fixed”

As an User

If not already applied, users can pin the add-in for themselves by completing the following steps:

  1. Click on an email. 
  2. Click on the waffle icon in the top right of the email to show installed applications.
    • Note that if the window size is small then the waffle icon will appear in the ellipsis menu that is also located in the top right of the email.
  3. Right click on the “Recognize” application and select pin

 

Using the Add-In to Recognize

  1. To submit a recognition, you’ll either need to be writing or reading an email (Outlook requires that you have an email selected and open for the add-in to be used).
  2. Click the Awardco app (or click the waffle icon to open the apps menu then click Awardco).
  3. Follow the recognition prompt to submit a recognition
    • Note: If you have not yet connected your account, you will be prompted to do so

 

 

 

 

FAQ

  • Q: Where is the Outlook Add-In supported?
    • A: The Outlook Add-In is supported in the following versions of Microsoft Outlook:
      • Outlook for the web (Google Chrome, Firefox, Safari, and Chromium based browsers)
      • Outlook on iOS and Android
      • Outlook on Windows and Mac (Microsoft 365)
  • Q: Where is the Outlook Add-In not supported?
    • A: The Outlook Add-In may not be supported in the following versions of Microsoft Outlook:
      • Outlook 2013 on Windows and Mac ("version 15.x")
      • Outlook 2016 on Windows and Mac ("version 16.x")
      • Outlook 2019 on Windows and Mac ("version 16.x")

                We recommend that clients using these versions upgrade to Microsoft 365.

  • Q: Is the Outlook Add-In available internationally?
    • A: The Outlook Add-In works for users throughout the world, so long as their organization is on a US-based Awardco tenant (may not work for clients on Canadian or UK-based Awardco tenants).


 

If you have any questions, please contact Awardco Admin Support.

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