How to send mail merge from different mailbox

To send a mail merge from a different mailbox, you'll need to use a combination of tools and techniques. Here's a step-by-step guide to help you achieve this:

Prerequisites:

  1. You have a mail merge template set up in Microsoft Word or another mail merge software.
  2. You have a list of recipients in a CSV or Excel file.
  3. You have access to a mailbox other than your default mailbox.

Tools needed:

  1. Microsoft Power Automate (formerly Microsoft Flow) or Zapier (a workflow automation tool)
  2. A mail merge software (e.g., Microsoft Word, Adobe Acrobat, or a third-party tool like Mail Merge Pro)
  3. A CSV or Excel file with your recipient list

Step-by-Step Process:

Option 1: Using Microsoft Power Automate (formerly Microsoft Flow)

  1. Create a new flow in Power Automate and choose "Mail" as the trigger.
  2. Select "Send an email" as the action and choose the mailbox you want to use as the sender.
  3. Configure the email settings, such as the subject, body, and attachments.
  4. Use the "Get data from a CSV file" or "Get data from an Excel file" action to connect to your recipient list.
  5. Use the "Apply to each" action to loop through each recipient and merge the data into the mail merge template.
  6. Use the "Send an email" action to send the merged email to each recipient.

Option 2: Using Zapier

  1. Create a new Zap in Zapier and choose "Mail" as the trigger.
  2. Select "Send an email" as the action and choose the mailbox you want to use as the sender.
  3. Configure the email settings, such as the subject, body, and attachments.
  4. Use the "Get data from a CSV file" or "Get data from an Excel file" action to connect to your recipient list.
  5. Use the "Mail Merge" action to merge the data into the mail merge template.
  6. Use the "Send an email" action to send the merged email to each recipient.

Additional Tips:

By following these steps, you should be able to send a mail merge from a different mailbox. If you encounter any issues or have further questions, feel free to ask!