Outlook Plugin: Overview + Installation Steps

One of our most popular features within our most popular tool is the ability to track your outgoing emails using the Levitate Outlook Plugin.

The plugin has grown well beyond tracking — see Outlook Plugin v2 — New Features for the newest capabilities.

How does it work?

When you are composing a new email, you can check the "Track with Levitate" checkbox, and the following will happen:

1. Levitate will record a copy of your outgoing email as a note (you can find it in the recipient's profile).
2. Levitate will notify you when the email has been viewed (silently, like a ninja, no read-receipt required). How does this work? We embed an invisible pixel into the email body so when it gets loaded again, we'll count it as read.

In fact, so many of our customers love this feature that you can turn on Always track sent emails with Levitate under Advanced Settings in the plugin's compose pane, so it's on by default!

Note: Tracking is applied while the Levitate pane is open in the compose window. If you compose and send an email without opening the pane, that email is not tracked — including when the always-track setting is on.

Installation Steps for Office 365 Outlook Webmail

Log in to https://outlook.office.com/mail/

Click into the Apps button on the lefthand navigation

Then you'll click Add apps

When you're there, you can search Levitate

You'll choose Levitate and then choose Add

From there, Levitate will be installed as a plug-in to your Outlook webmail app

From an individual email, you can click into the App button and choose Levitate to log emails and see the sender's Levitate contact information

The Levitate Plugin for Outlook allows you to add contacts, add tags, and key facts without ever leaving your email!

Office 365 Users

If you are an Office365 subscriber, you can click on the "Get Add-ins" button on the Home tab, then search for Levitate to add it.

If you have an older version of Outlook, you might see this icon instead.

Either way works. Once you click on the store, search for Levitate in the search bar and add it.

Once you've added the plugin, just open any email and hit the "View in Levitate" button on the ribbon.

If you don't have Office365, you may need to sign up for a free Microsoft AppSource account and download the plugin from the store.

Exchange and IMAP Users

If you do not see either version of the Microsoft Store, don't worry, you can always download the Levitate COM Plugin here (Windows users only). Follow the wizard, and once the download is complete, just restart Outlook and Levitate will be there.

Track Email with Levitate

Having the Levitate Outlook Plugin is also great for when you are composing an email. If an email you are sending is important, check Track with Levitate in the plugin pane and Levitate will notify you when the recipient views the email. Under Advanced Settings you can also ask Levitate to remind you to follow up if there's no reply — 7 days by default, adjustable.

FAQs

Q: Why am I unable to use the COM version of the outlook plugin after I downloaded it?

A: The new version of the Outlook desktop app does not support COM add-ins. Anyone on IMAP or Exchange email servers who are using the new version Outlook Desktop app will not be able to use the plugin.

Q: Who can see notes saved from the Levitate plugin on a contact profile?

A: Notes saved from the plugin use your default note visibility — for most accounts that's All employees. When saving, you can switch a note's visibility to Private instead if the conversation is sensitive.

Q: Why can't I install the Gmail plugin?

A: If you're signed into multiple Gmail accounts at the same time, you may run into issues installing the Gmail add-in. This is a limitation on Google's side. To resolve it, try opening an incognito (private) browser window, sign into just one Gmail account, and then install the plugin.

Q: When the add-in loads I see an error that says "Security error: The security key doesn't match the session." How do I fix this?

A: This error typically means that Office has a stale or mismatched cached copy of the add-in manifest. To resolve it, try the following steps in order:

1. Remove and re-add the add-in. In Outlook, go to your add-in management screen, remove the Levitate add-in, then add it again from the Microsoft AppSource store.
2. Clear the Office add-in cache. Office caches add-in files locally. Closing Outlook completely and restarting your computer clears most cached data. On Windows, you can also delete the contents of the Office add-in cache folder (found under your local AppData directory) while Outlook is closed.
3. Ensure you have the latest version of the add-in. Visit the Microsoft AppSource store and confirm you are running the current version of the Levitate add-in.
4. Contact support. If the error persists after completing the steps above, please reach out to our support team and we will help you resolve it.

Note: This error originates from Office's add-in security verification process and is not related to your Levitate login credentials.