1. From your MS Outlook Inbox, select Get Add-In from bottom ribbon of any open email.
   
2. From the "Deploy from the Store" option of the Microsoft admin center, search for the Totango: Touchpoint Connect add-on.
   
3. Open a new email and click the newly added Touchpoint Connect icon from the lower ribbon.
   
4. When prompted, log into Totango with your authorized credentials or SSO.
   

   We recommend that you use the same email for Outlook and Totango to ensure that you have full access to the same account set in both applications. Single sign-on authentication is available for extended SSO / SAML and direct Microsoft SSO; however, if your Totango user account is associated with more than one Totango instance, SSO may not be available.

1. From any new email, open the Touchpoint Connect add-in from the lower ribbon.
   
2. Start typing the name of an account to find the one you want. You can also sort account results by account name, health, or account type*.
   

   
   *Sorting by account type is particularly helpful to delineate parent accounts from their opportunities (or other child account types). Sorting is case-sensitive. If something doesn't appear to be sorting the way you expect, check the case of the account type within Totango; the widget shows all account types as upper case, but the sorting mechanism relies on the source case as it is stored in the database.

3. Once you select the account, click on a name from the available contacts. If you do not see the contact in the list, try searching for the contact by name. You can also sort contacts by name, role, and email.

   The touchpoint gets logged under the selected account, regardless of recency rule or Touchpoint Default BCC Email value.

4. The selected contact(s) are added to the Bcc distribution line of your email. You can optionally drag-and-drop to move the addresses to different distribution lines if you want to ensure email replies are threaded (see helpful hints below).
   
5. Expand the Touchpoint Summary section to optionally choose the touchpoint flow and reason(s).
   • Select the appropriate flow for this interaction, if different from the default.
   • Choose one or more reason for the interaction, depending on admin settings. If a touchpoint reason is required, you must choose at least one.
6. Compose your message, and send your email as you normally would. The touchpoint gets logged in Totango on the account timeline.
7. The Touchpoint Connect window will close. Simply click add-in again from to re-open it.

Helpful Hints

• You can manually add recipients to your distribution list that are not listed in Totango as contacts.
• When you select an account, the touchpoint identifier will default to the BCC line in your distribution. Thus, any reply from your email recipients (even if they are authorized Totango users) will not create a reply in your timeline.
• If you want to show the logging of the touchpoint to your email recipients, simply move the address from the BCC field to the CC field. This will also allow your email recipients to reply as part of the thread (provided the person sending the reply is an authorized contact and can post to the account).
• If you want your email replies to be threaded / connected to the original email, please make sure the touchpoint identifier email has been moved from the BCC to CC column and that your Totango admin has configured touchpoint settings to group replies and original touchpoints together (count and display touchpoint replies as one touchpoint).