Sending mail merge from shared mailbox

Sending a mail merge from a shared mailbox can be a bit more complex than sending one from a personal mailbox, but it's still possible. Here's a step-by-step guide to help you achieve this:

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.

Step 1: Connect to the shared mailbox

To send a mail merge from a shared mailbox, you'll need to connect to it using Microsoft Outlook. Here's how:

1. Open Microsoft Outlook and go to the "File" menu.
2. Click on "Account Settings" and then select "Manage Profiles".
3. Click on "Show Profiles" and select the profile associated with the shared mailbox.
4. Click "OK" to close the "Manage Profiles" window.

Step 2: Create a new email message

1. In Outlook, go to the "Home" tab and click on the "New Email" button.
2. In the "To" field, enter the email address of the recipient (or use the "To" field in your mail merge template).
3. In the "Subject" field, enter the subject line for your email.

Step 3: Insert the mail merge fields

1. Open your mail merge template in Microsoft Word or another compatible application.
2. Insert the mail merge fields into the template using the "Insert Merge Field" button or by typing the field names (e.g., "First Name", "Last Name", etc.).
3. Save the template as a Word document (.docx) or another compatible format.

Step 4: Send the mail merge

1. In Outlook, go back to the new email message you created in Step 2.
2. Click on the "Insert" tab and select "Text" or "Object" to insert the mail merge template into the email body.
3. Right-click on the inserted template and select "Update Field" to update the mail merge fields with the recipient's information.
4. Click "Send" to send the email to the recipient.

Tips and considerations:

• Make sure you have the necessary permissions to send emails from the shared mailbox.
• Be mindful of the shared mailbox's email limits and restrictions.
• Consider using a mail merge add-in, such as Mail Merge Toolkit, to simplify the process and improve performance.
• If you're using a large dataset for your mail merge, consider using a more robust solution, such as Microsoft Dynamics or a third-party mail merge tool.

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