Implementation/Setup
Step 1
When your company is ready to launch Terminus Email Experiences, you will receive a welcome email with the option to accept the invite. Click on the Accept Invite Button.
Step 2
You will be redirected to our Unified Login homepage. If you are a new user and have not signed in before please select one of the Single Sign-On options (Google/Microsoft 365) to access the platform. If you wish to sign in using an email address and password, please reach out to support through the Terminus Support Portal to have login credentials generated for your user. Refer to this article for more information on Logging into the Terminus Engagement Hub.
Step 3
Once signed in, select the Email Experiences tile to access your account.
Step 4
Select the "Install Terminus Email Experiences" option in the top-right corner to access the Install page.
Step 5
Navigate to Outlook Mac from the install option list. Select the Install Campaign button. That will trigger a .DMG file to be downloaded.
Step 6
From there, users will open Outlook for Mac 2016 and navigate to Outlook Signature Settings, under Preferences Signatures.
Step 7
Once in Outlook Signature Settings, users will open the Mac Outlook Agent DMG.
Step 8
In the window that appears, users will open the Mac Outlook Agent installer app.
Step 9
In the dialog that appears, users will click Open to allow the installer to run.
Step 10
Once the installer completes, the user will be notified.
Step 11
In Outlook Signature Settings, users will see their new Email Experiences signatures. They will need to select it from the Signature Name list on the left. Using the drop-downs, they will be asked to set it as the default for their email accounts on New messages and Replies/forwards.
Step 12
After users have changed the appropriate defaults, new emails, replies, and forwards created in Outlook will automatically show their Email Experiences signatures.
Step 13
After installation, users have the option to remove the installer by right-clicking on the Mac Agent volume and selecting Eject Mac Agent. Users do not need to keep the file in order for their Email Experiences signatures to stay active.
Comments
0 comments
Please sign in to leave a comment.