AppsForOps Timeline provides you and your team a timeline of all activity with a contact or company to view and add to, right in your Microsoft Outlook inbox.
Activity could include emails, calls, tasks, notes and data flowing in from any of your existing systems: your sales, marketing, customer support systems and more.
It's never been easier to see everything you may need on a contact or company to make the right decisions and act on as needed.
Easy Add creates a folder in your inbox where you can drag and drop emails to which will then automatically add them to the timeline. When you grant AppsForOps Timeline access this will allow us to create this inbox folder and set this up for you.
Once setup, a folder called AppsForOps Timeline will be created in your inbox. Depending on which Groups you configure Easy Add for there will be a folder created under the AppsForOps Timeline folder that represents the group name.
Under the group name folder will be the following folders:
When adding an email into the add email groupwide or privately the email will be added to the timeline accordingly and the email will be moved to the processed folder.
Head over to Settings > Global Settings > Easy Add. Click on the Grant Access button which will allow us to create the AppsForOps Timeline folder in your inbox for you. Select which groups you would like to configure Easy Add for and click Save.
You will receive a confirmation message once everything has been setup and configured.
Take any email and drag and drop this into the add email groupwide or add email privately folder in the relevant group.
Once added to the timeline the email will automatically be moved to the processed folder.
This could include data from any of your existing systems: your sales, marketing, customer support systems and more.
If you use MailChimp you can automatically feed MailChimp data onto the timeline to see what campaigns a contact has been sent, what emails they have viewed and what links they have clicked on.
To enable the MailChimp Channel head over to Settings > Group Settings > Channels. Switch the MailChimp Channel on and enter your MailChimp API Key. This will now activate MailChimp in your Channels menu.
Extend the timeline even further by automatically feeding in data from thousands of third party apps onto the timeline using Zapier.
To enable additional Channels from Zapier head over to Settings > Group Settings > Channels. Select Create new Channel and give the Channel a name. Switch the newly created Channel on and this will now activate the Channel in your Channels menu.
Next up you will need an AppsForOps Timeline API Key to use in Zapier. To create an API Key head over to Settings > Group Settings > API Key and select Generate new API Key or select an existing API Key.
Please note that an API Key is specific to an AppsForOps Timeline Group so when you generate the API Key, if you do have more than one AppsForOps Timeline Group setup, ensure that you generate the API Key when the correct AppsForOps Timeline Group is selected.
Once generated, copy the API Key.
Finally head over to Zapier and use the AppsForOps Timeline Zapier App to add data from hundreds of third party apps to your AppsForOps Timeline. Use the AppsForOps Timeline API Key that you generated for authentication and this will write the data to the Channel in your AppsForOps Timeline Group. To map the data to the Channel ensure that you use the exact name of your newly created Channel in the Source field of the AppsForOps Timeline Zapier App.
A group can contain one or more members and adding members to your group allows them to add items to the timeline for that contact or company.
Use the MailChimp Quick Action to instantly subscribe the contact to one of your MailChimp lists.
Templates allow you to quickly compose a new email or reply to an existing email using a template. You can access templates on the Home tab by selecting Quick Actions and then Templates.
The list of smart tags that can be used in templates are as follows:
||RECIPIENT-FIRSTNAME|||This tag will be replaced with the first name of the recipient.|
||RECIPIENT-LASTNAME|||This tag will be replaced with the last name of the recipient.|
||RECIPIENT-EMAIL|||This tag will be replaced with the email address of the recipient.|
||SENDER-FIRSTNAME|||This tag will be replaced with the first name of the sender.|
||SENDER-LASTNAME|||This tag will be replaced with the last name of the sender.|
||SENDER-EMAIL|||This tag will be replaced with the email address of the sender.|
Company Metrics allow you to store and capture a number of details about a company. You can decide to use one or more metrics for a company, including:
|Show Contacts for Company||This will show a list of all contacts that are held in AppsForOps Timeline for a company.|
|Show Health According to Company (ATC)||Health According to Company (ATC) can be set to Green, Amber or Red.|
|Show Health According to Us (ATU)||Health According to Us (ATU) can be set to Green, Amber or Red.|
|Show Health Trend||Health Trend can be set to Improving, Same or Deteroriating.|
Show Link allows you to store a specific link for a company which can include the following smart tags:
|CONTACT-EMAIL| will be replaced with the email address of the contact. For example: Sheila.Smith@PlayPlayCompany.com.
|COMPANY-DOMAIN| will be replaced with the domain name of the company. For example: PlayPlayCompany.com.
|Show Priority||Priority can be set to 1, 2 or 3 for a company.|
|Show Renewal Value||Renewal Value is a currency amount that can be set for a company.|
|Show Renewal Date||Renewal Date is a date that can be set for a company.|
|Show Next Touch Date||Next Touch Date is a date that can set for a company.|
To enable Company Metrics head over to Settings > Group Settings > Company Metrics and select which Company Metrics you would like to show.
Links allow you to store a specific link for a company which can include the following smart tags:
||CONTACT-EMAIL|||This tag will be replaced with the email address of the contact. For example: Sheila.Smith@PlayPlayCompany.com.|
||COMPANY-DOMAIN|||This tag will be replaced with the domain name of the company. For example: PlayPlayCompany.com.|
In Outlook desktop client:
File > Manage Add-ins > This will take you to https://outlook.office.com/owa/?path=/options/manageapps Select Timeline and click the - button to uninstall it
In Outlook web access:
Settings > Manage Add-ins > My Add-ins > Remove Or alternatively browse directly to https://outlook.office.com/owa/?path=/options/manageapps Select Timeline and click the - button to uninstall it
Still having issues?
If you are still having issues uninstalling AppsForOps Timeline then please check the below: