Outlook Connector Tag Archive

Outlook Connector?

Have you integrated Andar/360 with Outlook? Why maintain many lists?

  • Sync Contacts
  • Sync eMails to Comm Logs
    • Phone/Tablet
    • Outlook
  • Automate Tasks

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Integration - Outlook

Andar and Microsoft Outlook work together like no other products. Uploading e-mails from Outlook into Andar Communications can save you a lot of time. Tracking your communications in Andar is the easiest part of a comprehensive CRM strategy but it’s just the tip of the iceberg.

Find out how you can personalize and automatically organize e-mails. Find out how to quickly access accounts in Andar. Find out how easy it is to use e-mail templates to save you time and engage your constituents.

All this is shown in a new series of 10 short videos totaling over 40 minutes.

View the videos in the “Communication” section of our video library.

MS Outlook Connector

The MS Outlook Connector module allows sharing of information between Andar and MS Outlook.

Outlook

The features include:

  • Importing e-mails from the Outlook Mail folders into Andar Communication Logs
  • Exporting accounts from Andar into the Contact folders in Outlook (one way transfer)
  • Integrating Andar Plan Tasks with Outlook Tasks
  • Synchronizing Outlook Calendar Appointments with Communication Logs
  • Synchronizing Outlook Calendar Appointments with Speaker Opportunities

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See it in Action

Outlook, Exchange and Andar

Are you using Microsoft Exchange or Office 365? Do you have Andar’s MSOutlook Connector Module? If yes, you can have your staff easily upload e-mails into Andar from any device. If your resource development staff or executives are out and about communicating with donors, prospects, and other stakeholders, they could easily use their smartphone to upload their e-mails to Andar.

It’s easy, have your administrators create an e-mail account for Andar (Andar’s a person too you know). They setup the account in Andar so that Andar can receive e-mails.

Next, your staff can just forward their e-mail to your Andar e-mail address (example: andar@myorganization.org) or just bcc Andar when sending e-mails.  This is using Andar's "Mail Forwarding Service".

Andar will not only upload the e-mail and link it to all accounts involved, but it will also send you a confirmation containing links to the people’s accounts in i-Access. So if you have i-Access, you can immediately open their account and review their details right on your phone.

Read about MSOutlook Connector...
Read about Setting up an e-mail for Andar...
Read about i-Access...

i-Access

What’s that? It’s the Andar mobile app that lets your staff and campaign volunteers access their Andar dashboards and constituent profiles using their smartphones. Imagine visiting your corporate donors and having all their information at your finger tips! You can also update their account information, access reports (and e-mail them on the spot), and make your meeting notes using your smartphone or tablet. It’s fast, easy, and inexpensive.

New in Service Pack 2017.01: This January, we are improving the cross-functionality of i-Access with MSOutlook Connector. From your smartphone, you can send constituent e-mails to your Andar and they will be automatically uploaded. You will then receive a confirmation e-mail. This e-mail can now include a link to edit the uploaded communication log using i-Access. This is an easy way to link other accounts to your communications.

Read about i-Access...
Read project 102712...

A Simple Plan

What are plans all about? Why you should use them? Most successful organizations have defined processes that have been fine-tuned and optimized over the years. Examples include the tasks required to run an online workplace campaign, the tasks required to hold a day-of-caring at a company, and the tasks involved in holding a successful event. When the same steps need to be followed over and over again for each, that’s where Andar plans can organize your work.

In Andar, using MIG, you can build a plan containing the steps you need to perform and in what order. You can also build complex workflows with dependencies so that, for example, one task cannot be performed until others are completed. Andar also lets you assign tasks to specific people or departments. Each task can include detailed instructions with attachments. Once your plan is defined, you can assign or mass assign that plan to your constituent accounts or events as needed. Your Andar dashboard can list your to-do tasks as they become due and automatically remove them from your list as they are completed. For example, depending on your plan definition, when you complete a task, the next task to-do could appear on someone else’s list. If you have Outlook Connector, your tasks can be synchronized with Outlook tasks.

Andar plans helps you plan your busy day and ensures that nothing falls through the cracks.

Read about plans...

Send e-mails to Andar

Did you know that with Outlook Connector you can setup an e-Mail address for Andar just like any other staff member? Yes, Andar is an important member of your staff! We would recommend an e-mail address such as Andar@myorg.org. Create the e-mail account on your Exchange Server or Office 365 server and your Andar System Preferences under “Outlook Connector”. Enter Andar’s e-mail address where it asks for “Monitor forwarding e-mail address for impact”.

Once done, anyone on staff can bcc Andar@myorg.org and Andar will import your e-mail as a communication log. Similarly, when you receive an e-mail, you can forward it to Andar to have it imported as a communication log. This will work from your mobile devices as well!

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Outlook Connector

What is it? This module of Andar connects your desktop Outlook to Andar. It can also connect directly with your Microsoft Exchange server. Exchange is where your Outlook stores your information. Office/365 is also supported.

Here’s what it does:

  • One-click upload of e-mails from Outlook into Andar Communication logs. Andar can also upload e-mails from your mobile device.
  • One-click synchronization of calendar appointments between Outlook and Andar.
  • Scheduled updates to Outlook contacts from Andar.
  • Automatic synchronization of tasks between Outlook and Andar.

Andar Outlook Connector is the essential tool for building relationships. Just the tracking of communications alone can go a long way in making sure everyone is aware of the conversions that took place so relationships can move forward instead of starting at square-one every time.

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