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GETTING STARTED

Security And Compliance
Is my data secure?Does ContactMonkey Store My Email Message?Does ContactMonkey
work with Norton?ContactMonkey and GDPRReport a security vulnerabilityHow do I
remove my ContactMonkey Data?How does tracking work?How Does ContactMonkey Store
My Data?Is ContactMonkey ADA Compliant?ContactMonkey and GDPRADA Compliance
ChecklistHow does Geolocation work?Bypassing ContactMonkey IPs In Microsoft 365
DefenderConfiguring ContactMonkey’s Trusted URLs In Group PolicyChanging The
Region Where Your ContactMonkey Data Is Hosted
Getting Started with Com Add-In ( Non Office 365)
Allow Automatic Downloads for Outlook Desktop8 Simple Steps to Send on Outlook
Non365Quick Start Guide with Outlook Non 365Understanding Non Outlook 365
Sidebar
Getting Started with Gmail
Changing the Mailbox Name in GmailCreate Collaborative Inbox within Gmail Allow
Automatic Downloads of Images within Gmail8 Simple Steps to Send with GmailUsing
Gmail and ContactMonkey
Getting Started with Outlook 365
Allow Automatic Download of Images on OutlookUnderstanding the ContactMonkey
sidebar Create a Shared Mailbox in Outlook 10 Simple Steps to Send on Outlook
365Quick Start Guide for Outlook 365
Introduction to ContactMonkey
What is ContactMonkey?What is the difference between Internal Communications and
the Sales Tool?

SETTINGS & ACCOUNT

Custom Branding
Custom Branding for your Communications
Account Management
User Management For ContactMonkey Internal Communications Accounts

CREATING EMAILS

Finalizing Your Template
Export to PDFDownloading Campaign ReportsUpdating Your Emails Preheader
TextFinalize Your Email for GmailFinalize Your Email for Outlook Best Practices:
Printing your EmailDark Mode Preview Explained
Additional Features
Revision Comments in the Email BuilderHow to Insert Anchor LinksUndo Feature
ExplainedPersonalizing Your Communications With Merge FieldsIntroduction to
Email Collaboration and Coediting TemplatesSaved Rows ManagementSharing Emails
via ContactMonkeyLocked Rows ExplainedHow to Import an Event Into Your
EmailOrganizing Your Email Content With TagsAutomatically Generating Email
Content With OpenAI
Mobile Responsiveness
Enable Reverse Stacking on Mobile Mobile View in the Email BuilderHide Content
Blocks on Desktop or Mobile
Content Blocks Explained
How to embed attachmentsUsing IconsUsing the HTML Coding BlockLinking a Video
from your IntranetText EditorUsing TablesInserting Youtube & Vimeo URLsUsing
GIFsAdding Social Media Icons to Your CommunicationUsing ButtonsEmbed a File to
your CommunicationEditing Images In The Email BuilderEdit Default Settings
within the Email BuilderUnderstanding Content and Content PropertiesAdding Rows
in the Email BuilderColumn ManagementUnderstanding the File ManagerDefault
Colors Link Types in Your Text Box Menu Feature: Create a Table of Contents
Navigating the Email Builder
Two Way Communication
Linking Social Media Accounts in your EmailsActivate Comments in your EmailUsing
Pulse Surveys
Email Tab
Accessing the Email BuilderMy Templates Tab ExplainedEmail Tab ExplainedCreating
A Vertical Divider Using Borders In The Email Builder
Email Creation Best Practices
Best Practices: Tables in Template BuilderBest Practices: Email Builder Best
Practices: Image EditorBest Practice: Optimizing for Mobile DevicesGetting
Started with the Email BuilderBest Practices: File ManagerBest Practices: Dark
Mode Best Practices: Desktop and Mobile Formatting
Getting Started Creating Emails
Language Options for your Internal CommunicationsOptimizing Your Email Creation
Workflow
Engaging Employees With Surveys
Best Practices: eNPS

SENDING & TRACKING EMAILS

Sending on Gmail
Uploading A CSV With Gmail
Understanding the Sidebar on Outlook O365
Using the Send Test Button on Office 365
Sending on Outlook 365
Outlook Desktop: Glossary of TermsHow to Format a CSV file for ContactMonkey in
OutlookScheduling An Email With Office 365The importance of clicking Send &
TrackSending Emails With Outlook On The Web (OWA)Insert a Distribution List
Enabling Send As In OutlookSending From A Secondary User Mailbox On Outlook For
Windows DesktopGuide to Sending on Outlook 365 DesktopSet Reply To for a
Different Email AddressOutlook 365 Checklist: Before You SendSend & Track vs.
Send Test How to Create and Send an Email using ContactMonkey's Web add-inEmail
At Scale: ExplainedWhat If I Selected The Wrong Region When Signing In? (Office
365)Sending Emails Through The ContactMonkey Dashboard
Sending on Outlook Non- 365
Export Your Email via HTMLSending Emails with Outlook Non365Connect
ContactMonkey To Your Outlook Account Personalize your Subject Line in Outlook
Non 365 Sending Guide: Outlook Non 365Delayed Sending in Outlook (Non-365)
Sending on OWA
Best Practices on OWA (Outlook 365 via Browser)
Tracking Emails
Selecting Your Email Tracking OptionSubject Line Best Practices Ensure Email
Tracking Accuracy By Safelisting ContactMonkeyMissing Recipients from
Distribution Lists which are Dynamic and/or Hidden (Exchange Servers)

METRICS & REPORTING

Counting Recipients
Recipient Counting for Larger ListsList Expansion Methods: EWS vs Graph Utility
Account
Navigating Sent Emails and Reports
Downloading Sent Email Reports Understanding your eNPS Results Understanding
your Survey results Understanding Read TimeUnderstanding Best Performing
LinksUnique opens v unique device opens Viewing sent templates and email results
Understanding Emails Sent with Overall TrackingUnderstanding Emails Sent with
Individual TrackingExport Your Email Analytics via Download Report How to Find a
list of Recipients Who Haven’t Opened the EmailReporting On Email
PerformancesSuggested Email Performance ReportsViewing Link Performance
Reporting With Click Maps
Navigating the Dashboard
Understanding Device BreakdownThe Engagement Distribution TimelineNavigating the
Dashboard

KEY FEATURES

Customization
Premium Feature: Using Custom FontsPremium Feature: Custom Landing Pages for
eNPS/Surveys and EventsPremium Feature: Custom URLEmbed HTML into
SharePointIntegrating Okta Single Sign On (SSO) & ContactMonkey
Segmented Stats
How to View Segmented Email Stats?How To Set Up Segmented Email Stats
Teams Management
Introduction To Users & Teams In ContactMonkeyTeam File Manager
ExplainedManaging Teams In ContactMonkey
Event Management
How can I download an event into my calendar? Navigating the Events
DashboardEmbed Events Into Your Email Builder Best Practices: Event
ManagementCreating an Event
SMS
SMS Analytics Tab ExplainedSending An SMS MessageSMS Compliance
ChecklistDirectory And Lists For SMS Employee SMS Frequently Asked QuestionsSMS
Messages Were Not Delivered to Some Recipients
List Management
List Management - Setting Up Contact Synchronization with Azure Active Directory
List Management - Setting Up HRIS APIList Management - CSV Upload and Creating
ContactMonkey Send ListsIntroduction To List Management
Microsoft Teams Integration
Integrating ContactMonkey & Microsoft TeamsSending Campaigns To Microsoft Teams

TROUBLESHOOTING / FAQS

Template Builder Troubleshooting
How to download and import a JSON fileHow do I fix lines around my buttons when
I click send?Why is there a horizontal scroll on the mobile preview?Gifs Not
Working? Start Here!Why Is My Hyperlink Not Working?Email Client SupportWhat
fonts are available within ContactMonkey? Why is my Undo Feature Not Working?
How Do I Add Text Over an Image?Sending a Recurring Invite via Outlook 365I
deleted a template by accident, what do I do?How Do I Locate & Save HAR Files or
Console Logs?Ghost Spaces Appear in Recipient EmailsCopying and Pasting Foreign
Languages to Email Templates Creates Formatting Errors
Administration
Are SVG Images supported?How do I enable cookies in Chrome?Does ContactMonkey
support SSO?Resetting Your ContactMonkey Account PasswordHow do I update
Windows?How do I Update Outlook? How to bookmark ContactMonkey in your
browserCan I access ContactMonkey on my mobile device?Image Editor: List of
Fonts AvailableWhy do emails break when forwarded?Access The Dashboard In An
Incognito Browser
Sending and Tracking Troubleshooting
Inserting your HTML File / EmailWhy can't I see a template on my ContactMonkey
sidebar?Can I Send Attachments through ContactMonkey?My Distribution List Sends
Halfway and Then Stops. Why? Copy Pasting in to the "To" FieldHow can I detect
forwards in email campaigns?Can ContactMonkey Be Used Externally?Why Cant I
"View Email" in the Campaign Page?Why do I have such high open rates? I deleted
a campaign by accident, what do I do?My Recipient Count is "1". How can I change
it?How Can I Send to Lists Without IT PermissionsWarning Message to Switch to
Overall Tracking When Sending To Large Lists/GroupsCampaigns Are Showing
Excessive Clicks On Links (Ghost Clicks)Sharing Links to Documents in Office
365, Sharepoint, or Microsoft 365 Security and Length IssuesErrors from Mail
MergeHow to Find the Campaign IDMicrosoft Defender - Suggested Maintenance Best
Practices For PoliciesCampaign Emails Disappearing And Reappearing As New Emails
/ Campaigns Appear To Be Delivered Again Without Warning
Gmail Troubleshooting
Where did ContactMonkey go in my Gmail?I can't sign in to ContactMonkey's
sidebar in GmailWhy is my ContactMonkey sidebar in Gmail blank or down for
maintenance?Email Clipping in Gmail with View Entire Message linkMy Google Group
isn't counting what do I do?How Do I Install a Google Extension Manually?
Outlook Troubleshooting
How do I uninstall ContactMonkey from Outlook Desktop?Why Are There Thin
Horizontal Lines Showing Up In My Emails?Where did it go in Outlook? It
disappeared!Why is my Outlook slowing down?ContactMonkey is Disabled in
OutlookHow to Uninstall ContactMonkey?How do I reset my Outlook token? Why is my
Outlook add-in is failing to load?Images in HTML emails displaying the red X on
OutlookUrl Links Breaking Or Getting Cut Off Within Email (Special
Characters)How to Recall an Email in Outlook What's the difference between
Outlook Non 365 vs. Outlook 365?Whats the difference between a shared mailbox
and a full mailbox?Help! I Accidently Signed Up for the Sales Tool How do I send
an email using another email address in Outlook? Why Do My Individual Emails
Take So Long to Send OutContactMonkey Add In Continually Disabled In
Outlook/Missing From OutlookHow to update Non Office 365 add-in (Com add-in)

TECHNICAL DOCUMENTATION

Email At Scale
Sending Limits With ContactMonkey
List Management
List Management - Workday API Credentials Expired
Environment Administration: Onboarding & Integrations
Getting Accurate Location Data With Google WorkspaceGoogle Group Expansion Setup
Opening Cases with Support
How to Save an Email in Outlook as a .eml / .msg File
Ongoing Issues
SMS-Only Accounts Cannot Access the SMS DashboardPlanned Outage - 2024/03/23 -
Microsoft Teams Email Campaigns to Microsoft Recipients Are Not Being Received /
Disappearing & Reappearing As New Emails

USING THE SALES TOOL

Sales Tool Frequently Asked Questions
Can I Use ContactMonkey on Multiple Computers?I keep seeing the same location /
I think the location is wrong...How Do I Contact ContactMonkey Support?I
downloaded ContactMonkey but it's not showing up in Outlook?
Troubleshooting The Sales Tool
Outlook Send Log FilesThe "Mail Merge" button is grey instead of orange...My
sidebar is cut off...ContactMonkey failed to connect / the sidebar is blank or
down for maintenance...Tracking Not WorkingMy email is showing far too many
opens...ContactMonkey failed to connect, the sidebar is blank or down for
maintenance?Facing Issues? Start here! You're on the Wrong Version of
ContactMonkeyApple iOS 15 Privacy Update and ContactMonkey
Sales Tool Video Academy
Problems with Outlook? Start Here!Getting Started with GmailChecking for Ad
Blockers on GmailUninstall from GmailNavigating the SidebarHow to Send a Mail
Merge on GmailNavigating the Dashboard Creating a CSV File for Sales Tool Mail
MergeWhy do my stats have 0 opens but 1 click?How to Update Gmail Sales ToolHow
to Update Outlook Sales Tool
The Sales Tool: Salesforce Integration
How do I upgrade to Salesforce Edition?Why is my Salesforce within ContactMonkey
blank?Bcc to Salesforce Not WorkingUsing Salesforce Email TemplatesIntegrating
Salesforce with ContactMonkey
The Sales Tool: Profile & Account
How Do I Upgrade to a Paid Subscription From a Free Trial?How Much Does the
ContactMonkey Sales Tool Cost?Can I Use ContactMonkey for Multiple Email
Addresses?How Do I Change My Credit Card?How Do I Cancel ContactMonkey?How to
update the Sales ToolIs ContactMonkey Free?Creating a Team How Can I Change the
Email Address Associated With My Account?How do I get my Invoice or Receipt?
Getting Started With The Sales Tool
Does ContactMonkey work with my Customer Relationship Management software?How to
block picture downloads so I stop triggering my own opens on Outlook DesktopWhat
Browsers / Email Clients / Devices Is ContactMonkey Compatible With?Can I buy
ContactMonkey for my team?Improve your email open rates: best practices Mail
Merge vs Normal Email TrackingFormatting A CSV File Sending a Mail Merge (Mass
Distribution Email)Sending Your First Tracked EmailMail Merge StatsOutlook
Sending PreferencesNavigating the SidebarTrack Overall On vs OffNavigating the
DashboardTrack Attachments How does ContactMonkey Track Opens and Links?View
Team StatsDownloading ReportsGmail Sending PreferencesQuick Start Guide for
Outlook DesktopTurning On/Off Link Tracking (Toggling Tracking)
Powered By Picto

GETTING STARTED

Security And Compliance
Is my data secure?Does ContactMonkey Store My Email Message?Does ContactMonkey
work with Norton?ContactMonkey and GDPRReport a security vulnerabilityHow do I
remove my ContactMonkey Data?How does tracking work?How Does ContactMonkey Store
My Data?Is ContactMonkey ADA Compliant?ContactMonkey and GDPRADA Compliance
ChecklistHow does Geolocation work?Bypassing ContactMonkey IPs In Microsoft 365
DefenderConfiguring ContactMonkey’s Trusted URLs In Group PolicyChanging The
Region Where Your ContactMonkey Data Is Hosted
Getting Started with Com Add-In ( Non Office 365)
Allow Automatic Downloads for Outlook Desktop8 Simple Steps to Send on Outlook
Non365Quick Start Guide with Outlook Non 365Understanding Non Outlook 365
Sidebar
Getting Started with Gmail
Changing the Mailbox Name in GmailCreate Collaborative Inbox within Gmail Allow
Automatic Downloads of Images within Gmail8 Simple Steps to Send with GmailUsing
Gmail and ContactMonkey
Getting Started with Outlook 365
Allow Automatic Download of Images on OutlookUnderstanding the ContactMonkey
sidebar Create a Shared Mailbox in Outlook 10 Simple Steps to Send on Outlook
365Quick Start Guide for Outlook 365
Introduction to ContactMonkey
What is ContactMonkey?What is the difference between Internal Communications and
the Sales Tool?

SETTINGS & ACCOUNT

Custom Branding
Custom Branding for your Communications
Account Management
User Management For ContactMonkey Internal Communications Accounts

CREATING EMAILS

Finalizing Your Template
Export to PDFDownloading Campaign ReportsUpdating Your Emails Preheader
TextFinalize Your Email for GmailFinalize Your Email for Outlook Best Practices:
Printing your EmailDark Mode Preview Explained
Additional Features
Revision Comments in the Email BuilderHow to Insert Anchor LinksUndo Feature
ExplainedPersonalizing Your Communications With Merge FieldsIntroduction to
Email Collaboration and Coediting TemplatesSaved Rows ManagementSharing Emails
via ContactMonkeyLocked Rows ExplainedHow to Import an Event Into Your
EmailOrganizing Your Email Content With TagsAutomatically Generating Email
Content With OpenAI
Mobile Responsiveness
Enable Reverse Stacking on Mobile Mobile View in the Email BuilderHide Content
Blocks on Desktop or Mobile
Content Blocks Explained
How to embed attachmentsUsing IconsUsing the HTML Coding BlockLinking a Video
from your IntranetText EditorUsing TablesInserting Youtube & Vimeo URLsUsing
GIFsAdding Social Media Icons to Your CommunicationUsing ButtonsEmbed a File to
your CommunicationEditing Images In The Email BuilderEdit Default Settings
within the Email BuilderUnderstanding Content and Content PropertiesAdding Rows
in the Email BuilderColumn ManagementUnderstanding the File ManagerDefault
Colors Link Types in Your Text Box Menu Feature: Create a Table of Contents
Navigating the Email Builder
Two Way Communication
Linking Social Media Accounts in your EmailsActivate Comments in your EmailUsing
Pulse Surveys
Email Tab
Accessing the Email BuilderMy Templates Tab ExplainedEmail Tab ExplainedCreating
A Vertical Divider Using Borders In The Email Builder
Email Creation Best Practices
Best Practices: Tables in Template BuilderBest Practices: Email Builder Best
Practices: Image EditorBest Practice: Optimizing for Mobile DevicesGetting
Started with the Email BuilderBest Practices: File ManagerBest Practices: Dark
Mode Best Practices: Desktop and Mobile Formatting
Getting Started Creating Emails
Language Options for your Internal CommunicationsOptimizing Your Email Creation
Workflow
Engaging Employees With Surveys
Best Practices: eNPS

SENDING & TRACKING EMAILS

Sending on Gmail
Uploading A CSV With Gmail
Understanding the Sidebar on Outlook O365
Using the Send Test Button on Office 365
Sending on Outlook 365
Outlook Desktop: Glossary of TermsHow to Format a CSV file for ContactMonkey in
OutlookScheduling An Email With Office 365The importance of clicking Send &
TrackSending Emails With Outlook On The Web (OWA)Insert a Distribution List
Enabling Send As In OutlookSending From A Secondary User Mailbox On Outlook For
Windows DesktopGuide to Sending on Outlook 365 DesktopSet Reply To for a
Different Email AddressOutlook 365 Checklist: Before You SendSend & Track vs.
Send Test How to Create and Send an Email using ContactMonkey's Web add-inEmail
At Scale: ExplainedWhat If I Selected The Wrong Region When Signing In? (Office
365)Sending Emails Through The ContactMonkey Dashboard
Sending on Outlook Non- 365
Export Your Email via HTMLSending Emails with Outlook Non365Connect
ContactMonkey To Your Outlook Account Personalize your Subject Line in Outlook
Non 365 Sending Guide: Outlook Non 365Delayed Sending in Outlook (Non-365)
Sending on OWA
Best Practices on OWA (Outlook 365 via Browser)
Tracking Emails
Selecting Your Email Tracking OptionSubject Line Best Practices Ensure Email
Tracking Accuracy By Safelisting ContactMonkeyMissing Recipients from
Distribution Lists which are Dynamic and/or Hidden (Exchange Servers)

METRICS & REPORTING

Counting Recipients
Recipient Counting for Larger ListsList Expansion Methods: EWS vs Graph Utility
Account
Navigating Sent Emails and Reports
Downloading Sent Email Reports Understanding your eNPS Results Understanding
your Survey results Understanding Read TimeUnderstanding Best Performing
LinksUnique opens v unique device opens Viewing sent templates and email results
Understanding Emails Sent with Overall TrackingUnderstanding Emails Sent with
Individual TrackingExport Your Email Analytics via Download Report How to Find a
list of Recipients Who Haven’t Opened the EmailReporting On Email
PerformancesSuggested Email Performance ReportsViewing Link Performance
Reporting With Click Maps
Navigating the Dashboard
Understanding Device BreakdownThe Engagement Distribution TimelineNavigating the
Dashboard

KEY FEATURES

Customization
Premium Feature: Using Custom FontsPremium Feature: Custom Landing Pages for
eNPS/Surveys and EventsPremium Feature: Custom URLEmbed HTML into
SharePointIntegrating Okta Single Sign On (SSO) & ContactMonkey
Segmented Stats
How to View Segmented Email Stats?How To Set Up Segmented Email Stats
Teams Management
Introduction To Users & Teams In ContactMonkeyTeam File Manager
ExplainedManaging Teams In ContactMonkey
Event Management
How can I download an event into my calendar? Navigating the Events
DashboardEmbed Events Into Your Email Builder Best Practices: Event
ManagementCreating an Event
SMS
SMS Analytics Tab ExplainedSending An SMS MessageSMS Compliance
ChecklistDirectory And Lists For SMS Employee SMS Frequently Asked QuestionsSMS
Messages Were Not Delivered to Some Recipients
List Management
List Management - Setting Up Contact Synchronization with Azure Active Directory
List Management - Setting Up HRIS APIList Management - CSV Upload and Creating
ContactMonkey Send ListsIntroduction To List Management
Microsoft Teams Integration
Integrating ContactMonkey & Microsoft TeamsSending Campaigns To Microsoft Teams

TROUBLESHOOTING / FAQS

Template Builder Troubleshooting
How to download and import a JSON fileHow do I fix lines around my buttons when
I click send?Why is there a horizontal scroll on the mobile preview?Gifs Not
Working? Start Here!Why Is My Hyperlink Not Working?Email Client SupportWhat
fonts are available within ContactMonkey? Why is my Undo Feature Not Working?
How Do I Add Text Over an Image?Sending a Recurring Invite via Outlook 365I
deleted a template by accident, what do I do?How Do I Locate & Save HAR Files or
Console Logs?Ghost Spaces Appear in Recipient EmailsCopying and Pasting Foreign
Languages to Email Templates Creates Formatting Errors
Administration
Are SVG Images supported?How do I enable cookies in Chrome?Does ContactMonkey
support SSO?Resetting Your ContactMonkey Account PasswordHow do I update
Windows?How do I Update Outlook? How to bookmark ContactMonkey in your
browserCan I access ContactMonkey on my mobile device?Image Editor: List of
Fonts AvailableWhy do emails break when forwarded?Access The Dashboard In An
Incognito Browser
Sending and Tracking Troubleshooting
Inserting your HTML File / EmailWhy can't I see a template on my ContactMonkey
sidebar?Can I Send Attachments through ContactMonkey?My Distribution List Sends
Halfway and Then Stops. Why? Copy Pasting in to the "To" FieldHow can I detect
forwards in email campaigns?Can ContactMonkey Be Used Externally?Why Cant I
"View Email" in the Campaign Page?Why do I have such high open rates? I deleted
a campaign by accident, what do I do?My Recipient Count is "1". How can I change
it?How Can I Send to Lists Without IT PermissionsWarning Message to Switch to
Overall Tracking When Sending To Large Lists/GroupsCampaigns Are Showing
Excessive Clicks On Links (Ghost Clicks)Sharing Links to Documents in Office
365, Sharepoint, or Microsoft 365 Security and Length IssuesErrors from Mail
MergeHow to Find the Campaign IDMicrosoft Defender - Suggested Maintenance Best
Practices For PoliciesCampaign Emails Disappearing And Reappearing As New Emails
/ Campaigns Appear To Be Delivered Again Without Warning
Gmail Troubleshooting
Where did ContactMonkey go in my Gmail?I can't sign in to ContactMonkey's
sidebar in GmailWhy is my ContactMonkey sidebar in Gmail blank or down for
maintenance?Email Clipping in Gmail with View Entire Message linkMy Google Group
isn't counting what do I do?How Do I Install a Google Extension Manually?
Outlook Troubleshooting
How do I uninstall ContactMonkey from Outlook Desktop?Why Are There Thin
Horizontal Lines Showing Up In My Emails?Where did it go in Outlook? It
disappeared!Why is my Outlook slowing down?ContactMonkey is Disabled in
OutlookHow to Uninstall ContactMonkey?How do I reset my Outlook token? Why is my
Outlook add-in is failing to load?Images in HTML emails displaying the red X on
OutlookUrl Links Breaking Or Getting Cut Off Within Email (Special
Characters)How to Recall an Email in Outlook What's the difference between
Outlook Non 365 vs. Outlook 365?Whats the difference between a shared mailbox
and a full mailbox?Help! I Accidently Signed Up for the Sales Tool How do I send
an email using another email address in Outlook? Why Do My Individual Emails
Take So Long to Send OutContactMonkey Add In Continually Disabled In
Outlook/Missing From OutlookHow to update Non Office 365 add-in (Com add-in)

TECHNICAL DOCUMENTATION

Email At Scale
Sending Limits With ContactMonkey
List Management
List Management - Workday API Credentials Expired
Environment Administration: Onboarding & Integrations
Getting Accurate Location Data With Google WorkspaceGoogle Group Expansion Setup
Opening Cases with Support
How to Save an Email in Outlook as a .eml / .msg File
Ongoing Issues
SMS-Only Accounts Cannot Access the SMS DashboardPlanned Outage - 2024/03/23 -
Microsoft Teams Email Campaigns to Microsoft Recipients Are Not Being Received /
Disappearing & Reappearing As New Emails

USING THE SALES TOOL

Sales Tool Frequently Asked Questions
Can I Use ContactMonkey on Multiple Computers?I keep seeing the same location /
I think the location is wrong...How Do I Contact ContactMonkey Support?I
downloaded ContactMonkey but it's not showing up in Outlook?
Troubleshooting The Sales Tool
Outlook Send Log FilesThe "Mail Merge" button is grey instead of orange...My
sidebar is cut off...ContactMonkey failed to connect / the sidebar is blank or
down for maintenance...Tracking Not WorkingMy email is showing far too many
opens...ContactMonkey failed to connect, the sidebar is blank or down for
maintenance?Facing Issues? Start here! You're on the Wrong Version of
ContactMonkeyApple iOS 15 Privacy Update and ContactMonkey
Sales Tool Video Academy
Problems with Outlook? Start Here!Getting Started with GmailChecking for Ad
Blockers on GmailUninstall from GmailNavigating the SidebarHow to Send a Mail
Merge on GmailNavigating the Dashboard Creating a CSV File for Sales Tool Mail
MergeWhy do my stats have 0 opens but 1 click?How to Update Gmail Sales ToolHow
to Update Outlook Sales Tool
The Sales Tool: Salesforce Integration
How do I upgrade to Salesforce Edition?Why is my Salesforce within ContactMonkey
blank?Bcc to Salesforce Not WorkingUsing Salesforce Email TemplatesIntegrating
Salesforce with ContactMonkey
The Sales Tool: Profile & Account
How Do I Upgrade to a Paid Subscription From a Free Trial?How Much Does the
ContactMonkey Sales Tool Cost?Can I Use ContactMonkey for Multiple Email
Addresses?How Do I Change My Credit Card?How Do I Cancel ContactMonkey?How to
update the Sales ToolIs ContactMonkey Free?Creating a Team How Can I Change the
Email Address Associated With My Account?How do I get my Invoice or Receipt?
Getting Started With The Sales Tool
Does ContactMonkey work with my Customer Relationship Management software?How to
block picture downloads so I stop triggering my own opens on Outlook DesktopWhat
Browsers / Email Clients / Devices Is ContactMonkey Compatible With?Can I buy
ContactMonkey for my team?Improve your email open rates: best practices Mail
Merge vs Normal Email TrackingFormatting A CSV File Sending a Mail Merge (Mass
Distribution Email)Sending Your First Tracked EmailMail Merge StatsOutlook
Sending PreferencesNavigating the SidebarTrack Overall On vs OffNavigating the
DashboardTrack Attachments How does ContactMonkey Track Opens and Links?View
Team StatsDownloading ReportsGmail Sending PreferencesQuick Start Guide for
Outlook DesktopTurning On/Off Link Tracking (Toggling Tracking)
Powered By Picto
 1. ContactMonkey Help Center
 2. Troubleshooting / FAQs
 3. Sending and Tracking Troubleshooting


MICROSOFT DEFENDER - SUGGESTED MAINTENANCE BEST PRACTICES FOR POLICIES

For Customer Exchange Administrators


SUMMARY

Customers looking for best practices to adjust Microsoft Defender for Office 365
to keep ContactMonkey emails flowing internally can utilize this article to help
their internal Office 365 Administration teams.  Customers should always
consider their security posture and business functionality requirements, as
balancing these two is unique to each company.  There is no one-size-fits-all
solution.

This article intends to provide some starting information for administrators to
investigate further.  If administrators have questions, please get in touch with
Microsoft by opening a ticket in your Microsoft Exchange or Defender portals,
and a Microsoft representative can always assist.

 


DEFENDER POLICIES

Microsoft Defender is Microsoft's security service for their Office/Microsoft
365 environment.  It contains both default services for Exchange Online, such as
the quarantine process, and additional paid services, such as advanced Endpoint
protection.

Customers may have fewer or more options depending on their Microsoft Defender
setup.  Within the console, customers' administrators can find a variety of
policies used to determine if emails may be subjected to quarantine.  Microsoft
explains the preset Security Policies and their function in the following
documentation: Microsoft Preset Security Policies. 

 


CUSTOM POLICY ADJUSTMENTS

Once administrators know their company's security stance and policies, they
should consider several points regarding ContactMonkey and the policy allow
lists.

To ensure emails continue to arrive without interruption, Customer should
consider their existing environment and look towards fine-tuning their policies
around email quarantines.  To ensure emails continue to be delivered and
customers can see information about their campaigns, customers should look to
allow the following. 

For example, Microsoft Exchange administrators can adjust quarantine policies
(requires administrator access) if they find too many emails are being flagged
as phishing or spam.  

Likewise, administrators may need to look to add some of ContactMonkey's
endpoints to their allow lists (requires administrator access) or Safelinks
policy (requires administrator access) if ContactMonkey trackers from internal
emails are being flagged for possible malicious intent.

Microsoft Defender Threat Policies (requires administrator access)

For a list of ContactMonkey endpoints, please do not hesitate to contact Support
or your Customer Success Manager for assistance.

 


ADDITIONAL ADJUSTMENTS

Customers wanting to learn more and discover additional areas that can be
adjusted may also need to review the following documentation: 

 * Microsoft Zero Hour Auto Purge Policies
 * Microsoft Quarantine Settings
 * Microsoft Allow/Block URLs for Tenants [for Email at Scale Customers]
 * Microsoft Threat Hunting

 


POST-ADJUSTMENT TESTING

We advise customers to run tests in their environment after making their
changes.  Customer end users will want to attempt to send a campaign with all
tracking turned on, and administrators may need to make further adjustments to
find the proper adjustments to their security. 
Since the security stance of each company differs depending on their industry,
there is no one-size-fits-all solution. Administrators are encouraged to contact
Microsoft directly through their Exchange Administration portal if they require
further direction on making changes.



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 * Microsoft Defender - Suggested Maintenance Best Practices For Policies
 * Summary
 * Defender Policies
 * Custom Policy Adjustments
 * Additional Adjustments
 * Post-Adjustment Testing