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Outlook

This document includes requirements for our outlook add-in, installation guides, usage information, known errors and FAQ. If your questions are now answered from this page, please go to https://nps.today/support/ for information on how to reach us.

Introduction

nps.today for Outlook offers customer loyalty insights directly in your inbox. Our Outlook add-in is an extension of your existing nps.today account and customer loyalty program that helps your organization be more aware of what your customers actually think, and how you and your organization performs.

Requirements

  • An active nps.today subscription
  • Azure AD / Office 365 subscription
  • One of the following versions of Outlook
  • Outlook on Windows (Microsoft 365)
  • Outlook 2021 or later on Windows
  • Outlook 2021 or later on Mac
  • Outlook on web application
  • Outlook on Mac (Microsoft 365)

Features

  • See your contacts recent ratings when you open an email.
  • Follow your own performance over time directly from your inbox.

Getting started

Installation

Installation of our Outlook add-in should be performed by an Office 365 admin through the Admin Add-ins portal https://admin.microsoft.com/AdminPortal/Home#/Settings/AddIns by searching for "nps.today". Follow the instructions given by Microsoft to deploy it to your desired users.

Invite Employees for Outlook add-in

Once you have the Outlook module enabled on your account, you can start inviting users for the add-in. You can request the module at [email protected]

To grant access to an employee for viewing data, please follow this guide

When the user is added, the user has access to the add-in in Outlook.

Using the add-in

Opening it from the "read view" allows you to see NPS ratings from the sender of the mail you have currently open, or see your own performance for any NPS ratings that are related to you.

FAQ & Known issues

Bug

Using windows (10 & 11) built in features to resize the outlook window while having the nps.today add-in open will cause the gauge needle to appear as 0 even though the average rating presented is higher. Resizing includes changing screen, using the WIN + UP/DOWN/LEFT/RIGHT keys or dragging the outlook window to the resize snap areas at the edge of the screen Solution: open another email or close the add-in and reopen it.

Warning

The outlook integration does NOT work in shared inboxes. This limitation is unfortunately set by Microsoft which prevent us from developing a solution.