Steps for a Mail Merge Using a Shared Mailbox

These steps are specifically to perform a mail merge in MS Outlook and have the messages be sent from a Shared Mailbox.

There are three tasks that a user will need to perform in order to send a mail merge from Outlook and have the messages send from a Shared Mailbox.

The first step is to add the Shared Mailbox. The shared mailbox may be added multiple ways.

• Open and use a Shared Mailbox

Next, set the Shared Mailbox as the default mail account.

• Change the default account used to send messages

Finally, you perform the mail merge.

• Use mail merge in Word
• Video: Mail merge
• Video: Intermediate mail merge tips
• Video: Advanced mail merge

Once you have completed your mail merge sending from the Shared Mailbox remember to change the default mail account back to the primary account.