How to Send a Mail Merge for Internal Communications on Office365

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Before you can enjoy the benefits, You'll first need to Connect your ContactMonkey sidebar with your Office 365 account.

Here's how:

 

Step 1: Click the Settings button on your ContactMonkey Ribbon.

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Step 2: Click "Connect With Outlook" and follow the steps to Authenticate Contact monkey and Office 365.


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Step3: Refresh your sidebar and restart Outlook.

Step 4: Once complete, the "Mail Merge with Office 365" option will become available.

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Step 5: Upload your CSV or insert your distribution list and Preview. 

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Step 6: Click send and Continue to use Outlook as your Mail Merge is sent to the cloud.

 

Note: If you are using a CSV your name will be inserted into the "To" field as a place holder. You do not have to remove it or add anything.

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