How to Send a desktop Mail Merge for Internal Communications

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Sending a desktop MailMerge could not be simpler.

Here's how:

 

Step 1: Click "Mail Merge on the Desktop" option.

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Step 2: Upload your CSV or insert your distribution list into the "to" field and Preview. 

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Step 3: Click send and Continue to use Outlook as your Mail Merge is sent. 

 

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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