Follow the steps below to install your Email Experiences signature to the Outlook Desktop client.
Unless your company is executing Email Experiences' Outlook Agent automatically via a Windows batch script, you will be required to go through a one-time installation.
Please note: The steps below pertain to users leveraging the classic desktop version of Outlook for Windows. If using the new Outlook for Windows desktop, please refer to this article.
System Requirements
- Minimum System Requirements – Windows 8, MS Office 2016, 4GB RAM, Internet connectivity
- Optimal System Requirements – Windows 13, MS Office 2019, 8 GB RAM, Internet connectivity
- Employee systems may require installation of the following:
- Microsoft .NET Framework 4 (or newer)
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 Windows from the install option list. Select the Install Terminus Email Experiences Button. That will trigger an .EXE file to be downloaded.
Step 6
Click Next to continue.
Step 7
Confirm the installation folder (recommended setting is pre-populated) and click Next to continue.
Step 8
Click Next to continue installation.
Step 9
Wait until the installation has completed and then click Next to continue.
Step 10
Click Close to finish the installation.
Step 11
If you want to install your email signature to other email clients or mobile email applications, sign back into Email Experiences and select the appropriate tab.
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