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Outlook 2016 Plugin

Deeper constituent engagement tracking with an integration between Personify360 and Outlook 2016.

Personify360 + Outlook 2016

Personify is pleased to announce the Personify360 Outlook 2016 Plugin will be generally available November 1st, 2016.

The Personify360 Outlook Plugin is a bi-directional integration that helps organizations capture electronic correspondence across the organization into one place to build a strong customer data foundation, and create a unified history of all customer interactions. The Personify360 Outlook Plugin is the most effective way to add communications with individual constituents to their profiles allowing organizations to easily build and access complete member histories.

This plugin is version agnostic and can be used with any version of Personify.

With the Outlook 2016 plugin, you can:

  • Search Personify360 for customers directly from Outlook.
  • Create activities records for email messages sent directly to customers.
  • Schedule a meeting or appointment with one or multiple customers.
  • Create follow-up tasks and assign them to other staff and have them recorded in Personify360.
  • Save Outlook activities as a Personify360 contact tracking record including both incoming and outgoing communications.

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