Setting Up an Account in Outlook 2007

To set up an Outlook 2007 account that connects to Response Manager, follow these steps:

  1. Choose Account Settings from the Tools menu.

    Outlook 2007 Tools menu
    Outlook 2007 Tools menu

    The Account Settings dialog box appears.

    Outlook 2007 Account Settings dialog box
    Outlook 2007 Account Settings dialog box
  2. With the Email tab selected, click New. The Add New E-mail Account dialog box appears.

    Outlook 2007 Add New E-mail Account dialog box
    Outlook 2007 Add New E-mail Account dialog box
  3. Select Microsoft Exchange, POP3, IMAP, or HTTP and click Next. The Account Auto Account Setup page appears.

    Outlook 2007 New E-mail Account Auto Account Setup page
    Outlook 2007 New E-mail Account Auto Account Setup page
  4. Select the Manually configure server settings or additional server types option and click Next. The Choose E-mail Service page appears.

    Outlook 2007 Choose E-mail Service page
    Outlook 2007 Choose E-mail Service page
  5. Ensure that Internet E-mail is selected and click Next. The Internet E-mail Settings page appears.

    Outlook 2007 Internet E-mail Settings page
    Outlook 2007 Internet E-mail Settings page
  6. 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.

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

  8. 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.

  9. 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 2007 Internet E-mail Settings page
    Sample completed Outlook 2007 Internet E-mail Settings page
  10. Click More Settings.

  11. 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 2007 SMTP authentication settings
    Outlook 2007 SMTP authentication settings
  12. Click OK.

  13. Click Next, and on the final page that appears, click Finish.

    Outlook 2007 New E-mail Account created page
    Outlook 2007 New E-mail Account created page

    The new Response Manager email account appears in the E-mail Accounts list.

    Response Manager account shown in Outlook 2007’s E-Mail Accounts list
    Response Manager account shown in Outlook 2007’s E-Mail Accounts list
  14. Click Close. The Response Manager account appears in Outook’s Navigation Pane.

    Response Manager account in the Outlook 2007 Navigation Pane
    Response Manager account in the Outlook 2007 Navigation Pane

→ Next: Handling Messages

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