Integrate Microsoft Outlook with Engagedly

Introduction
Integration
After integration

1. Introduction

Microsoft Outlook (MS Outlook) is an email and calendar application within the Microsoft 365 workspace. It allows users to manage emails, schedule meetings, organize tasks, and keep track of contacts, making it essential for both personal and professional communication and planning.

Integrating MS Outlook with Engagedly allows employees to interact with Actionable Messages (AM) within the MS Outlook interface. These messages include interactive elements, enabling employees to perform actions without leaving MS Outlook.

2. Integration

If your organization uses MS Outlook as an email application and purchases the Engagedly application, employees will automatically start receiving notifications in MS Outlook without needing any integration or configuration settings.

3. After integration

After integrating with Engagedly, employees receive MS Outlook notifications for specific events in the Engagedly modules and can perform the following actions within MS Outlook.

Engagedly		MS Outlook
Module	Event/Action	Dynamic notification (perform action)	Static notification
Social	When others share Status Ideas Help Knowledge	When others create a post Like a post Remove your like from a post Comment on the post Upvote, downvote, and comment on ideas	The post owner receives a notification if anyone Likes the post Like a comment Upvote an idea
Goal	When the admin or manager nudges employees When you are mentioned in a goal When your goal is aligned Check-in reminders When others are added to the goals discussion When the admin, manager, or assigner nudges you When an admin nudges a manager about their direct reports' goals	Mark a goal as contributing Add comments and key results to a goal Check in the goal Manager can add comments about their direct report’s goals Learn more about Notifications in Goals.	When the goal or key result status is edited and updated When the goal or key result status is deleted When the goal or key result is assigned When the goal assigner is changed When the key result owner is changed When the admin or manager nudges the goal owner When you are mentioned in a goal When the key result is converted to a goal When your goal is aligned When the manager unaligned your goal When your goal is followed by someone When the goal is locked and unlocked When the goal is archived and marked active When the manager marked a goal contributing to your goal When the manager removes the contributing goal
Team Pulse	When team pulse is due for employees to submit responses When direct report’s submit responses When managers submit their review for direct report’s	Employees can submit responses Manager can review their direct reports’ responses	When admin launches team pulse
Feedback	When others requested feedback When anyone is praised in the organization	Share feedback Request feedback Comment on the feedback Share praise Comment on praise	When anyone likes your praise
Meetings		Add discussion points Conclude a meeting Submit the feedback Add meeting reflections	When the admin or manager nudges you

MS Outlook and Engagedly integration enhances employee engagement and productivity by streamlining workflows and minimizing the need to switch between applications.

Integrate Microsoft Outlook with Engagedly

Table of contents

1. Introduction

2. Integration

3. After integration