Install Email Sidebar in MS Outlook for Mac¶
For users of the Email Sidebar on:
4 min read
Note
All user data and login credentials passed through RG Email Sidebar infrastructure are secured by Revenue Grid Privacy & Security principles
Tip
Supported MS Outlook for Mac versions: 2016, 2019
For an Office 365 account¶
Tip
Alternatively, you can install the Add-In directly via https://outlook.office.com or https://outlook.live.com/owa opened in your web browser. See the steps in this article
RG Email Sidebar installation in MS Outlook for Mac follows the standard MS Outlook addin installation steps:
1. Click the three dots menu in MS Outlook for Mac ribbon
2. Select Get Add-ins
3. MS Outlook Add-In management window will be opened. In the Search add-ins box on the right-hand side, type “Revenue Grid” and select RG Email Sidebar for Salesforce
4. In the next window that appears, click Add
5. Click Continue to accept RG’s Privacy Policy and proceed with the Add-In’s installation
You will see RG Email Sidebar icons added to MS Outlook for Mac ribbon.
If you do not see the RG icon in the ribbon, it may be hidden in the three dots menu. In such case, click the tree dots menu > Customize Toolbar, and move the RG Email Sidebar into the quickly accessible part of the ribbon.
In addition, corresponding controls are now added to your mail account opened in https://outlook.com or https://outlook.live.com/owa/. See this article for more information.
Note
The Add-In will now also be available for your mail account logged in on other compatible devices with MS Outlook running. This way, you won’t need to install it additionally in your MS Outlook Mobile for iOS and Android, Outlook on the Web/Office 365 (https://outlook.com, https://outlook.live.com/owa/), or MS Outlook for Windows
6. Next, you need to log on to RG Email Sidebar
Important note: initial log on¶
Before you log on to RG Email Sidebar in MS Outlook for MacOS, it is necessary to perform an initial log on via Outlook on the Web in your web browser. This is a one-time step required because of certain peculiarities how the browser pop-up window necessary for the initial RGES authentication is handled on MacOS. To do that:
6.1. Open https://outlook.com/ or https://outlook.office.com/owa in your web browser and log in with your Office 365 mail credentials
6.2. Open RG Email Sidebar (see this article to learn how to do that)
6.3. In the Sidebar, select Salesforce Account or another available login option. Note: make sure that your Safari browser does not block pop-up windows
6.4. A standard Salesforce Single Sign-On pop-up window will be opened. Enter your Salesforce login credentials and click Log in to authorize RGES to work with your Salesforce data.
Now you may proceed to logging on to RG Email Sidebar in MS Outlook for MacOS.
For an MS Exchange account¶
1. Click the three dots menu in MS Outlook for Mac ribbon
2. Select Get Add-ins
3. Enter your MS Exchange login credentials in the Exchange login window that opens in your web browser
4. On the Add-In management page that will appear, click on the + (Add) button and then choose the source that you want to install RG Email Sidebar from. For an MS Exchange mailbox, you can install the Add-In only from a manifest file (.xml). The .xml manifest file is provided to the customers by RevenueGrid.com Sales team
5. Select Add from a file. Then Browse your hard drive and select the downloaded .xml file and click Next
6. Click Install to confirm add-in installation, then click OK
Now the RGES Add-In has been added to your MS Outlook add-ins list and to your email account.
You will see RG Email Sidebar icons added to MS Outlook for Mac ribbon:
If you do not see the RG icon in the ribbon, it may be hidden in the three dots menu. In such case, click the tree dots menu > Customize Toolbar, and move the RG Email Sidebar into the quickly accessible part of the ribbon.
In addition, corresponding controls are now added to your mail account opened in Outlook on the Web. See this article for more information.
Note
The Add-In will now also be available for your mail account logged in on other compatible devices with MS Outlook running. This way, you won’t need to install it additionally in your MS Outlook Mobile for iOS and Android, Outlook on the Web (https://outlook.com, https://outlook.live.com/owa/), or MS Outlook for Windows
Sign up with Revenue Grid¶
1. Open RG Email Sidebar by clicking the RG button in MS Outlook ribbon and selecting Open RG Email Sidebar
2. In the Sidebar, select Salesforce Account or another available login option.
Note: make sure that your Safari browser does not block pop-up windows
3. A standard Salesforce Single Sign-On pop-up window will be opened. Enter your Salesforce login credentials and click Log in to authorize RGES to work with your Salesforce data.
4. On the following screen, activate Revenue Grid Sync by entering your MS Exchange login credentials and clicking Connect to Exchange
Important
If you are using several different email boxes for your correspondence (not aliases), make sure to authorize RGES Sync for the same email box as one for which you installed the Add-In, otherwise the Sync engine functions will work incorrectly even though RGES Sync will appear to be running
In some configurations you may also need to enter a valid Exchange Web Services link specific to your company’s Exchange configuration. To do that, click the More v button and paste the EWS link provided by your local admin into the field.
Important
Note that if Sync activation is skipped, a number of key RG Email Sidebar features will be unavailable
