Switching from our traditional desktop add-in to the cloud-based version can be a little tricky, so we've made this guide to help users navigate through some of the biggest changes so that you don't miss a beat! If there's anything you're curious about that isn't covered here, there's a good chance there is information elsewhere in our Help Center that will help and you're just a search away.
Step 1: Getting the add-in
No install needed, just click on the Store icon in Outlook, then search for Bananatag to find our add-in. Or just use this link!
You may run into a permission error during this process - if you do, contact your IT Team/Support Helpdesk and let them know you require Bananatag. They should be able to add it for you.
Step 2: Opening Bananatag
This version will exist in your Desktop Outlook as well as Outlook Web access - the experience is identical, except for how you open it up.
Once you've added the add-in from the store, or had your IT team do this for you, you will see the follow icon appear on your Outlook home screen - in fact this menu only provides you limited options.
If you open a New Email window, you will see the Track and Send button on your toolbar, and accessing Bananatag from this button will provide you with all your options. An important distinction.
Outlook Web Access
From a New Email screen, you will see the Bananatag icon in the bottom right - clicking it will trigger the sidebar.
(Some users may have to click this icon: before they see Bananatag)
Step 3: Authentication
One of the biggest differences to get used to with this version of our add-in is how you authenticate.
- You will always sign in with your personal email address. (email@example.com)
- Please contact support if you run into a problem with this step, and/or if your company uses vanity emails.
- You will use your personal email accounts password. If you use Single Sign-on (SSO), this is almost always that password.
- To use other 'from' addresses or mailboxes, you will use Aliases.
- You will need to re-authenticate every 90 days, and/or every time your email/SSO password changes.
Step 4: Navigating your add-in
Once you're authenticated, you will see this when you open Bananatag. (Though you're probably not Darth Vader.)
- This is your main send tab, when not using a Draft/Template. This is where you can quickly Track & Send an email with Bananatag, from whichever Alias you have setup. You can also choose to Send Later and unlike the Outlook 2.0 add-in, you don't need to have Outlook open for the email to send! Just schedule it, and forget it.
- This is your Drafts tab. From here, you can select any existing Drafts that you've made or been given access to. If you would like to create a new Draft or generate one from a Template, just click the icon near the top-right, to access Bananatag templates, your templates and the Bananatag Designer.
- This is your Settings tab. From here, you can click General to toggle Link Tracking on or off (and more settings to come). As well, this is where you can access your Alias settings and add or remove Aliases.
- This add-in automatically stays up-to-date. No need for downloads or installs with your IT team!
- If you send communications from other email accounts, you need to set those up. For instructions, go here!
- If you require access to Drafts or Templates that aren't under your personal account, you need to have those shared with you, or be part of a Group with Shared Views enabled for your account. More information here.
- Settings you configure in the add-in save to that device only! Your settings from Outlook Web Access are separate and need to be configured as such. Your Aliases, however, will follow you.
- Recipient Counting is the only major feature that isn't yet a part of the Office 365 add-in.
- You always need to sign in with your personal email account - if you are confused about this, please contact support.