Send mail merge from 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.
Step 1: Open the shared mailbox in Outlook
- Open Outlook and navigate to the shared mailbox you want to use.
- Right-click on the shared mailbox and select "Open in new window" or "Open in new Outlook window".
Step 2: Create a new email
- In the shared mailbox window, click on the "New Email" button.
- In the "To" field, enter the email addresses you want to send the mail merge to.
Step 3: Attach the mail merge template
- Click on the "Attach File" button and select the mail merge template you created.
- Make sure the template is attached to the email.
Step 4: Run the mail merge
- In the "Message" field, enter a brief message or subject line.
- Click on the "Insert Merge Field" button to insert the merge fields from your template.
- Click on the "Preview Results" button to preview the merged email.
- If everything looks good, click on the "Send" button to send the mail merge.
Tips and Variations:
- To send the mail merge from a shared mailbox, you may need to use the "From" field to specify the shared mailbox as the sender.
- If you're using a mail merge template created in Microsoft Word, you may need to save it as a.docx file and then attach it to the email.
- You can also use other mail merge tools, such as Mail Merge Toolkit or Advanced Mail Merge, to send mail merges from a shared mailbox.
- If you're experiencing issues with sending mail merges from a shared mailbox, try checking the permissions and settings for the shared mailbox to ensure that it's configured correctly.