Cirrus Insight Quick Start Guide

The quick way to get started with us and increase your conversion rate.

Let’s Set Up Cirrus Insight

To begin the setup process, follow the instructions for the appropriate email application.

Outlook & Gmail

Cirrus Insight for Outlook

Downloading the Cirrus Insight for Outlook Add-In

  1. If needed, sign in to your Microsoft Outlook account or Office 365 account.
  2. In a new browser tab, go to home.cirrusinsight.com
  3. Two blue boxes will be in the middle of the screen, select the appropriate option from the left box – Office Add-In or Outlook for Mac.

    2. Cirrus Insight for Outlook
  4. Click the blue “Get It Now” button from the Microsoft add-in page.

Setting up the Sidebar (Outlook)

  1. Proceed through the installation prompts and allow permissions.
  2. Open Outlook, select the Home menu, and click the Cirrus Insight icon in the top-right.
  3. Click the Pin the top-right of the Sidebar to prevent having to relaunch the Sidebar on every new email.

Cirrus Insight for Gmail

Downloading the Cirrus Insight for Gmail Add-In

  1. Sign in to your Google Account
  2. In a new browser, tab go to: home.cirrusinsight.com
  3. Two blue boxes will be in the middle of the screen, select Google Chrome Extension in the left box

    3. Cirrus Insight for Gmail
  4. In the app store window – click on the blue button on the right that says Add to Chrome
  5. A confirmation window will open – In the bottom right click Add Extension

    4. Add Extension

 

Setting up the Sidebar (Gmail)

  1. Return to your Gmail Tab
  2. When you get back to your email on the far right you will see the Cirrus Insight symbol.

    5. Cirrus Insight symbol
  3. Click the Cirrus Insight Symbol – the Sidebar will open
  4. Click “Continue” at the bottom of the Sidebar

    6. Cirrus Insight symbol sidebar
  5. Sign in by entering your email, click the remember email box, then the sign in button
  6. After syncing accounts, the Cirrus Insight Sidebar will open when an email is selected.

    7. Cirrus Insight Sidebar

 

Connecting Gmail to Salesforce

If Cirrus doesn’t recognize your email, you will need to sign in with salesforce

  1. Click on ‘sign in with Salesforce’ to open the login menu.
  2. Go through your login process

    8. Connecting Gmail to Salesforce

 

Meeting Una

After successfully logging in for the first time, you will receive a confirmation from Cirrus Insight and will be introduced to Una the Unicorn – Cirrus Insight’s Executive VP of Goodwill and Customer Education.

9. Meeting Una