User guide

Set up Mailtiv for your company

In short

Setup takes about 30 minutes of work: a Global Admin approves Mailtiv in Microsoft 365, adds the admins, deploys the Outlook add-in from the admin center and publishes the first signature. The add-in can take up to 24 hours to appear in everyone's Outlook.

Setup takes about 30 minutes of work. After that, wait up to 24 hours for Microsoft to show the add-in to everyone.

Before you start

Step 1: Sign in and approve Mailtiv

  1. Go to my.mailtiv.com and select Sign in with Microsoft.
  2. Sign in with your administrator account. Microsoft shows the permissions Mailtiv needs. Read them and select Accept.
  3. You're brought back to the Mailtiv portal.

You can see the permissions any time later under Settings.

Notes:

Step 2: Make yourself the first Mailtiv admin

The first time, Mailtiv opens Initial Setup. Confirm, and you become the Mailtiv administrator.

Then add colleagues under Administration → Users with one of three roles:

Role Can do
Admin Everything, including users and roles, company assets, signature groups, custom attributes, consent, and deleting company data
Contributor Create and edit signatures and campaigns, change the timezone
Reader View signatures, campaigns and the dashboard

People in your company who only send email don't need a role. Roles are only for people who use the portal.

The Users page, where you give people the Admin, Contributor or Reader role
The Users page, where you give people the Admin, Contributor or Reader role

Step 3: Deploy the Outlook add-in

  1. Open the Microsoft 365 admin center and go to Settings → Integrated apps → Get apps.
  2. Search for Mailtiv - Email Signature and select Get it now. You can also start from the Mailtiv page on Microsoft Marketplace.
  3. Assign it to a small pilot group first, and finish the wizard.
  4. When the pilot looks good, change the assignment to Entire organization.

It can take up to 24 hours before the add-in shows up in everyone's Outlook. Users don't have to do anything.

Step 4: Prepare Outlook

To avoid two signatures in one email:

Shared mailboxes aren't supported. Mailtiv signatures are meant for each person's own mailbox.

Step 5: Your first signature in 10 minutes

  1. Company Assets: add your logo, social links, address and disclaimer.

  2. Design Email Signature: pick a template from the Template gallery and adjust it. Preview it with your own details.

  3. Under Signature Settings, set:

    • Title
    • Domain (your email domain)
    • Assign to: leave empty for the whole company
    • Status: Active

    Then save.

  4. In Outlook (a pilot user), start a new email. Your signature appears.

Next: Portal guide.

Questions?

Book a meeting with our team or sign in to the portal.