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:

  1. You have a shared mailbox set up in your organization.
  2. You have the necessary permissions to send emails from the shared mailbox.
  3. You have a mail merge template created in Microsoft Word or another compatible application.
  4. You have the mail merge data in a CSV or Excel file.

Step 1: Open the shared mailbox in Outlook

  1. Open Outlook and navigate to the shared mailbox you want to use.
  2. Make sure you're signed in with the correct credentials.

Step 2: Create a new email

  1. In the shared mailbox, click on the "New Email" button to create a new email.
  2. In the "To" field, enter the recipient's email address (e.g., [email protected]).

Step 3: Insert the mail merge fields

  1. 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}}).
  2. Make sure to insert the fields in the correct order and format.

Step 4: Attach the mail merge data file

  1. Attach the CSV or Excel file containing the mail merge data to the email.
  2. Make sure the file is in a format that can be read by Outlook (e.g., CSV, XLSX).

Step 5: Send the email

  1. Click the "Send" button to send the email.
  2. Outlook will merge the data from the attached file with the mail merge fields in the email body.

Tips and Variations: