Setting Up an Account in Outlook 2013

To set up an Outlook 2013 account that connects to Response Manager, follow these steps:

  1. Click the File tab.

    Outlook 2013 Account Information page
    Outlook 2013 Account Information page
  2. Under Account Information, click Add Account. The Auto Account Setup page appears.

    Outlook 2013 Auto Account Setup page
    Outlook 2013 Auto Account Setup page
  3. Select the Manual setup or additional server types option and click Next. The Choose Service page appears.

    Outlook 2013 Choose Service page
    Outlook 2013 Choose Service page
  4. Ensure that POP or IMAP is selected and click Next. The POP and IMAP Account Settings page appears.

    Outlook 2013 POP and IMAP Account Settings page
    Outlook 2013 POP and IMAP Account Settings page
  5. Enter your name and email address in the fields provided.

    Your email address is your Response Manager username followed by @, followed by your Response Manager server’s host name. For example fred@rm.example.com.

  6. In the Account Type drop-down menu, choose IMAP.

  7. In both the Incoming mail server and Outgoing mail server (SMTP) fields, enter the host name or IP address of the Response Manager Server. For example: rm.example.com.

  8. In the Logon Information section, enter your Response Manager username and password.

    These values may be the same as your Windows account information (if your Response Manager server uses Active Directory for authentication) or account information may be provided to you specifically for use with Response Manager.

    Sample completed Outlook 2013 POP and IMAP Account Settings page
    Sample completed Outlook 2013 POP and IMAP Account Settings page
  9. Click More Settings.

  10. Click on the Outgoing Server tab and select the My outgoing server (SMTP) requires authentication option. Leave the Use same settings as my incoming mail server option selected.

    Outlook 2013 SMTP authentication settings
    Outlook 2013 SMTP authentication settings
  11. Click OK.

  12. Click Next. Outlook tests the account settings. If everything is OK, you will see an “All tests completed successfully” message.

    Outlook 2013 Test Account Settings success dialog box
    Outlook 2013 Test Account Settings success dialog box

    If you get an error instead, check your settings and try again or contact your Response Manager administrator for help.

  13. Click Close and then click Finish. The Response Manager account appears in Outook’s Navigation Pane.

    Response Manager account in the Outlook 2013 Navigation Pane
    Response Manager account in the Outlook 2013 Navigation Pane

→ Next: Setting Up an Account in Outlook 2010

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