Outlook Add-in Summary guide

Platform: UnsubCentral (USC)

Feature: Outlook Add-in

Admin Installation

In most cases, a custom manifest file provided by the UnsubCentral team is required for installation.

Before proceeding, ensure that your system meets the minimum requirements for running Office add-ins. You can find detailed requirements and installation guidelines in the following Microsoft resources:

User Installation

The individual user-level installation process is detailed here. You can also watch our installation video below for a visual walkthrough:

Version Descriptions

The Outlook Add-in will be implemented starting from version 2.2.0. Any updates made to the custom Add-in will require a new version for Outlook to recognize the changes. See the example below:

2: Outlook custom manifest (this would increase on each custom manifest change as required by Microsoft) e.g. 3.2.0, 4.2.0 etc

2:  External email auto check

0:  No email body content check

2: Outlook custom manifest (this would increase on each custom manifest change as required by Microsoft) e.g. 3.2.1, 4.2.1, etc

2:  External email auto check

1:  Email body content check

Sending an Email

The following outlines the default configuration behavior, though the tool can be customized for each client.

1. Sending an email to external recipients

External addresses only within To, Cc or Bcc will be automatically checked when hitting ‘Send.’

2. Address(es) on the do not email list or matches suppressed domain if set up (For example)

A pop-up will indicate the address(es) on the do not email list.
- Accept: Click Send within the add-in pop-up to proceed, excluding the removed address(es) on the DNE list.
- Override: If the email is essential for 1:1 business communication (i.e., non-promotional), check the box(es) next to the necessary address(es), click Restore to, and then Send (refer to the screenshot below and video here).
  - All are logged for audit purposes.
- Custom text can be added here to provide further clarification for the sender.

Outlook Add-in to Database Connectivity

3. Outlook Add-in cannot connect or check times out after a set timeout e.g. 15 seconds.

A pop-up will provide an option to retry or skip by agreeing the email is necessary for 1:1 business communication i.e., non-promotional
- All are logged for audit purposes.

Outlook Add-in DL Group or Contact List

4. Outlook Add-in pop-up for DL Group or Contact List

A pop-up will provide a notice that the group needs to be expanded so the check can be completed before they continue

Additional Troubleshooting

Click to view the full process.

Problem Statement	Outlook Add-in will not load after hitting send
Resolution	If the plugin fails to load, try restarting Outlook. If it does not load for all users, there may be an outage affecting Add-in functionality. Disabling the Add-in will restore outbound mail sending. In rare cases, users may need to close Outlook, clear the Outlook cache (example here), and restart their computer.

Problem Statement	Outlook Add-in Pop Up is not going away
Resolution	Close the UnsubCentral check pop-up and attempt to send the email again. If the issue persists, save the message as a draft and restart Outlook. If the problem continues, create a new message within Outlook. In rare cases, users may need to close Outlook, clear the Outlook cache (example here), and restart their computer.

Problem Statement	Outlook pop-up does not display text when trying to send to a group with an external sender
Resolution	Close the Outlook web client, then clear your browser cache and cookie data. Alternatively, try accessing it in a different browser or a private browsing session, if permitted by your company's internal policy.

Admin UI System Standard Reporting

Outlook Add-in Reporting + Time Frame Settings

Exporting of Outlook Add-in Activity Report

Example Custom Text for Add-in