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      Integrate Microsoft Outlook with Engagedly

      Table of contents

      1. Introduction
      2. Integration
      3. 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 Engagedly modules such as Social, Goals, Team Pulse, Feedback, Surveys, and Meetings. They can also take relevant actions directly 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 likes from a post
      • Comment on a post
      • Upvote, downvote, and comment on ideas

      The post owner receives a notification if anyone:

      • Likes a post
      • Likes a comment
      • Upvotes 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 a 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 feedback
      • Share praise
      • Comment on praise
      • When anyone likes your praise

      Surveys
      • When analytics is available
      • When a new assignment is created as per the recurrence set
      • When you are added as a co-author
      • When you are assigned a survey
      • When you are nudged to complete the survey
      • When employees completed the survey
      		 NA
      • Analytics is available for admins
      • A new assignment is created as per the recurrence set
      • You are added as a co-author
      • You are assigned a survey
      • Admin nudges you to complete the survey
      • Employees completed an assigned survey

      Meetings
      • When you have an upcoming meeting and need to review and add discussion points
      • When you are requested to review the meeting
      • When the organizer or other participants nudge you
      		 NA  
      • Review an upcoming meeting and add discussion points
      • Review the meeting
      • The organizer or participants nudge you

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