The GivingData Add-In for Microsoft Outlook allows you to create GivingData interaction records directly from an email in your Outlook inbox.
Refer to Microsoft Outlook Add-In: Integration Checklist for initial setup instructions.
A user needs the Manage Interactions permission to use the Outlook add-in.
Create an Interaction from an Email
The email sender must already be added as a contact in your GivingData site in order to create an interaction from the email. Ensure that there are no typos in their email address in your site, and that a duplicate contact record does not exist with their email address.
- Navigate to the email in your Outlook inbox.
- Click the three dots icon, and then click GivingData.
- Any organizations and requests with which this contact is related in your GivingData site populate.
- If the contact is related with more than one organization and/or request, select the organizations and/or requests to connect to the interaction being created with the email.
- If the contact is related with more than one organization and/or request, select the organizations and/or requests to connect to the interaction being created with the email.
- Optionally add Interaction Notes.
- Click Create Interaction.
Outlook displays a notification that the action was successfully completed. You will also receive a notification in GivingData that the interaction is created. Click the link in the notification to open the interaction directly.
If an email was forwarded, the interaction will be created in GivingData for the individual who forwarded the message.
Interactions cannot be created using an email from another staff member, as staff members do not have contact records in GivingData.
Add Email Replies to an Existing Interaction
If you or the original email sender reply in the Outlook email thread, the additional emails are not automatically added to the GivingData interaction. Follow the steps below to add them.
- Navigate to the email reply in your Outlook inbox.
- Click the three dots icon, and then click GivingData.
- Optionally add or edit the Interaction Notes.
- Click Update Interaction.
All additional emails then appear in the interaction. You will receive a notification in GivingData that the interaction is updated. Click the link in the notification to open the interaction directly.
Replies can also be sent from the interaction in GivingData, but this will start a new email thread with the recipient. Send an Email from a Record contains instructions on replying from an interaction.