How to send a mail merge from a shared mailbox
To send a mail merge from a shared mailbox, you'll need to follow these steps:
Prerequisites:
- You have a shared mailbox set up in your organization.
- You have the necessary permissions to send emails from the shared mailbox.
- You have a mail merge template created in Microsoft Word or another compatible application.
- You have the mail merge data in a CSV or Excel file.
Step 1: Open the shared mailbox in Outlook
- Open Outlook and navigate to the shared mailbox you want to use.
- Make sure you're signed in with the correct credentials.
Step 2: Create a new email
- In the shared mailbox, click on the "New Email" button to create a new email.
- In the "To" field, enter the recipient's email address (e.g., [email protected]).
Step 3: Insert the mail merge fields
- In the email body, insert the mail merge fields using the "Insert Merge Field" button or by typing the field name surrounded by double curly braces (e.g., {{First Name}}).
- Make sure to insert the fields in the correct order and format.
Step 4: Attach the mail merge data file
- Attach the CSV or Excel file containing the mail merge data to the email.
- Make sure the file is in a format that can be read by Outlook (e.g., CSV, XLSX).
Step 5: Send the email
- Click the "Send" button to send the email.
- Outlook will merge the data from the attached file with the mail merge fields in the email body.
Tips and Variations:
- To send the email from the shared mailbox, make sure you're signed in with the correct credentials and have the necessary permissions.
- If you're using a CSV file, make sure to separate the fields with commas (,) and enclose text fields in quotes (").
- If you're using an Excel file, make sure to save it in a format that can be read by Outlook (e.g., XLSX).
- You can also use other mail merge tools, such as Microsoft Dynamics or Salesforce, to send mail merges from a shared mailbox.