Installing and Using the Consensus Outlook Integration

Using the Consensus Outlook add-in allows Users to send DemoBoards directly from Outlook. In this article, we will cover the installation, configuration and how to create DemoBoard links right inside of Outlook

Installing and Configuring the Consensus Outlook Add-in

Start by downloading the Consensus Outlook add-in from here.

 

Once the integration is downloaded, extract the zip file, and navigate to the ConsensusOutlookComAddinSigned directory. Once here, double click setup.exe file.

 

Note*: Windows defender may not recognize the app as it is not coming from the official Microsoft App Store. Simply click on 'More info' then select 'Run Anyway'.

     

 

Once the integration is installed, open Outlook. If Outlook is already open, you will need to close and re-open it. Once opened, you will notice the Consensus plugin at the top left-hand corner.

 

Click the Consensus Send Demo which will prompt you to add your Consensus email address and password. Enter your Consensus Credentials and click Save.

 

You are now connected to Consensus and ready to use the Add-in to send out unique DemoBoard links right from inside of your Outlook!

 

Creating DemoBoard links with the Consensus Outlook Add-in

Now that you have installed and configured the Consensus Outlook Add-in, you can easily create DemoBoard links for the recipients within your emails. Below we will walk you through the process of creating a DemoBoard for your email recipients with some Tips and Tricks along the way!

  1. Start by Creating your Email (whether that is a New Email or a Response [] to an existing email thread)
  2. Add the recipient(s) you want to be invited to the DemoBoard within the 'To' Field
      1. Consensus will automatically add these recipients to the Recipient Invite list when you create the DemoBoard, so you don't have to do it manually.
      2. TIP* Make sure the recipients are known Contacts within your Outlook so we can pull in their First & Last Names automatically for you too!
        1. Learn how to add a recipients to your Contacts list here
    1. Anyone added to the CC or BCC fields will not automatically be included within the DemoBoard invite
      1. TIP* This is a great way to add other Team members on your email without them being added to the DemoBoard invite link.
  3. Now fill out the Subject and Body of your Email
    1. TIP* We recommend using terms like 'Personalized Video Demo For' or other terms denoting the unique experience they will have with your Consensus Demo. This helps drive interest and click-through rates!
  4. Once you have the Subject and Body ready to go, place your Cursor where you want the DemoBoard link to appear
  5. Now select the Consensus Icon to initiate the Consensus Outlook Add-in. This will bring up the modal where you can create the DemoBoard for your recipient(s) 
  6. The Consensus Outlook Add-in will automatically use the first Recipients email domain suffix to generate the Organization Name. If needed, you can easily adjust the Organization name by simply clicking into the field.
    1. TIP* If you have previously sent the demo to this organization before, you may click the Add recipients to a previous invite link. This will allow you to select to add your recipient to an existing DemoBoard instead of creating a new one!
  7. Now select the Demo you want to use to create the DemoBoard.
    1. You can search for your demo within the drop-down and demos will be broken out by Demo Type
    2. Note* Once you select your demo, the Image Link will grab the Thumbnail for that Demo to create a customizable image link.
  8. Next, make sure all of the recipients you want included within the DemoBoard invite are listed.
      1. NOTE* Recipients added within the Modal will not be added to the email.
  9. Now determine which link type you want to include within your email
    1. Image Link - The image link grabs frames from the first video within your demo to create an image thumbnail. You can adjust the text shown within the thumbnail as well as determine if you want the Display icon to show or not
        1. TIP* Click to arrow under the image to select from different frames within your demo video!
        2. TIP* You can upload your own thumbnail by selecting 'Upload Image'
    2. Text Link - This is the straight text URL for the DemoBoard invite.
        1. TIP* Select Shorten to create a bit.ly link that will forward to the DemoBoard link. This allows you to send a more professional shorter link.
    3. Button Link - This allows you to build a button you can include within your email that will by hyperlinked to your DemoBoard.
        1. Adjust the button text, corner radius, along with the fill and text color to personalize the button as needed!
  10. Add Users to Tracking & Notifications
      1. This allows you to add other Users that will receive View and Share email notifications as well be able to see the DemoBoard within their own Track DemoBoards page.
  11. Click Insert! Once you have the link style you want to include in your email all set, simply click Insert and the link will be inserted right where you cursor was placed.

 

Your Email is now set with the unique DemoBoard link for your recipient(s)!

  • TIP* You can adjust the size of the image by selecting it and then dragging one of the circles on the corners.

      Troubleshooting

      Plugin Disabled

      If you see "Plugin was disabled because it was slow to load", please follow these steps. Outlook expects plugins to load under a second. In our testing, the Consensus plugin loads within a second to 1.5 seconds.

      In Outlook, click File, then in Info click Slow and Disabled Add-ins.

      On the next screen, click Always enable this add-in.

       

      API Error Message

      If you run across an API error message, this typically means the token used to remember your User has expired or was somehow removed. To update the token you will simply need to log back in through the Consensus Outlook Add-in

      1. Click on the drop-down underneath the Consensus icon within the Add-in
      2. Select 'Change Account' to go into the Credentials page of the Add-in
      3. Re-enter your credentials and then select 'Save'.

      You have now created a new token and the add-in should work as expected.