How to download Affinity's Outlook Add-in

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Brian
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With the new Affinity for Outlook add-in, Microsoft users can now take Affinity-related actions straight from their inbox (on both the Outlook web app and desktop app).

Note: This add-in is only available for Office 365 and Exchange (On-Prem) accounts. Furthermore, it will only be compatible for Outlook versions after Outlook 2016.

 

Downloading

Troubleshooting Common Issues

 

How to download Affinity for Outlook Add-in (Web App)

  1. Make sure to sign in to your Outlook account that has specific access to your Affinity instance. Open any email, then click the ellipsis (3-dotted icon). Click Get Add-ins.
    Outlook_Addin.png

  2. Search for Affinity for Outlook.
    Search_Affinity_for_Outlook.png

  3. Click Add.
    Add_Affinity_for_Outlook.png

  4. While on any email, you'll be able to see the Affinity add-in.
    Screen_Shot_2020-10-30_at_8_52_52_AM.png

How to download Affinity for Outlook Add-in (Desktop App)

  1. Open your Outlook desktop application.
  2. On the Home tab, click Get Add-ins on the top-right section of your screen.
    Get_Add_in.png

  3. Search for Affinity for Outlook, then download the add-in.
    Screen_Shot_2020-10-30_at_8.55.33_AM.png

Troubleshooting

Web App: Checking your cookie settings

  1. On the top-right corner of your web browser, click the ellipsis (3-dotted icon), then click Settings.
    Chrome_Browser_Settings.png

  2. Click Privacy and security, then click Cookies and other site data.
    Privacy_and_security.png

  3. Make sure your cookie settings are either Allow all cookies or Block third-party cookies in Incognito. If they are set to Block third-party cookies or Block all cookies (not recommended), then Affinity's Outlook add-in will not work.
    Cookie_options.png

Desktop App: Missing or Disabled Add-in icon (for Windows/PC)

  1. Click File to open additional options.
    Screen_Shot_2020-10-30_at_10_45_32_AM.png

  2. Select Office Account, and select Manage Settings.
    Screen_Shot_2020-10-30_at_10_58_38_AM.png

  3. Check the box for Enable optional connected experiences, then click OK and restart Outlook.
    Screen_Shot_2020-10-30_at_11_05_22_AM.png

  4. If you still do not see the add-in appear after restarting, open your Office Options menu and go to File > Options.
    Screen_Shot_2020-10-30_at_10_45_56_AM.png

  5. Select Customize Ribbon (1), then select All Commands (2). Then, click Add-ins (3) and click Add>> (4) to add the Add-ins icon to your Ribbon (menu bar).
    Screen_Shot_2020-10-30_at_10_52_32_AM.png

  6. Click OK to save your changes.

Desktop App: Missing or Disabled Add-in icon (for Mac)

  1. Click Outlook on the top left corner, then click Preferences.
    Screen_Shot_2020-10-30_at_11_10_06_AM.png

  2. Click on Privacy.
    Screen_Shot_2020-10-30_at_11_10_20_AM.png

  3. Click Manage Connected Experiences.
    Screen_Shot_2020-10-30_at_11_10_30_AM.png

  4. Ensure all checkboxes are enabled, then click OK. You may need to restart Outlook to apply these changes.
    Screen_Shot_2020-10-30_at_11_47_21_AM.png

Note: Some users may have to ask their IT team for permission in order to use Affinity's Outlook Add-in. See Specify the administrators and users who can install and manage add-ins for Outlook to learn more. 

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