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GivingData Outlook Add-In User Guide

Create a GivingData interaction record directly from an email in your Outlook inbox.

The GivingData Add-In for Microsoft Outlook allows you to create GivingData interaction records directly from an email in your Outlook inbox.

Refer to Installing the GivingData Outlook Add-In for instructions on installation before using the add-in.

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.

  1. Navigate to the email in your Outlook inbox.
  2. Click the three dots icon, and then click GivingData.GivingData option

  3. Any organizations and requests with which this contact is related in your GivingData site populate. 
    1. 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.Organization dropdown

  4. Optionally add Interaction Notes.Interaction Notes

  5. Click Create Interaction.Create Interaction button

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. interaction link

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. 

  1. Navigate to the email reply in your Outlook inbox.
  2. Click the three dots icon, and then click GivingData.GivingData option

  3. Optionally add or edit the Interaction Notes.Interaction Notes

  4. Click Update Interaction.Update Interaction button

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.