Riva Insight: Log in to the Insights Panel for Outlook for Windows

Article ID: 1254
Last updated: 16 Jan, 2018

Audience: End Users and Project Team Lead.

For instructions on how to use the Riva Insight Outlook Mail App for Office 365, Exchange 2016, or Outlook 2016 for Mac, see Use the Riva Insight Mail App.

To log in to the Insights panel for Outlook for Windows:

  1. Log in to a supported email client.

  2. If the Riva Insight panel does not appear automatically, do one of the following:

    • In the Welcome to Riva Insight window, enter your Riva Cloud credentials to log in to Riva Insight; OR

    • If you see Click Here to Login with Salesforce as on the screen shot, select the link. For more information, see Riva Insight via Riva Cloud: Login with Salesforce. OR

    • If you do not know your login, contact your Riva administrator, or select Forgot Password.

    The Insights panel appears and can be expanded or contracted.

  3. To use the Insights panel to access information, see

  4. For more information on using the Insights panel, watch our YouTube videos at Riva Insight for Outlook.

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Article ID: 1254
Last updated: 16 Jan, 2018
Revision: 47
Views: 1333
Comments: 0
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