Questions:

How do I set up a mail merge with my shared mailbox?

I am not sure how to use mail merge with my shared mailbox. Can you please assist?


Answer:

  1. First, manually add the shared mailbox to Outlook. On a Windows device, open Outlook and click File > Account, then click New to create a new email account.

    Adding a new mailbox in settings

  2. When you see the Welcome to Outlook screen, open the Advanced Options menu, select Let me set up my account manually, then click Connect.

    Welcome to Outlook and enter in your email address

  3. Select Exchange for the account type.

    Choose the Exchage Option

  4. When prompted to enter the password for the shared mailbox, delete the email address for the shared mailbox and enter your WSU email address, your WSU password, and click OK.

    Enter your email address and passwordAccount setup complete

  5. When you return to the Account Settings window, you will see the shared mailbox listed under your accounts.

  6. Next, set up the shared mailbox profile. Close Outlook on your computer, open Control Panel, and select the Mail icon. Click Show Profiles.

    Click the show properties box

  7. In the Profiles menu, select Prompt for a profile to be used and click OK. The next time you restart Outlook, you will be prompted to select which profile to use.

    click prompt for a profile to be used

  8. To start the mail merge, open Outlook and select the profile for the shared mailbox.

    Name your profile

  9. You are now able to set up your mail merge and send it from the shared mailbox. Once you have processed your mail merge, close Outlook and reopen it to select your primary Outlook profile.


Related Articles: 

How to Mail Merge

Mail Merge for Outlook for Mac using a Shared Mailbox