How to Send a Mail Merge on Outlook on Mac and Windows Office 365 users (Internal Comms Only)

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

Here's how:

Step 1: Click the Settings button on your ContactMonkey Ribbon.   Screen_Shot_2018-05-24_at_11.32.17.png

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 by hitting Mail Merge again.

Step 4: Click "New Email" in the top left 

Step 5: Click the "Mail Merge" button in the ribbon. This will open your sidebar.

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Step 5: Upload your CSV using the sidebar or insert your distribution list into the To field.

Step 6: Insert the template you would like to use from the Email Templates section. 

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Step 7: We recommend doing a Preview, then click "Send Merge" to send your email right away, or "Send Later" if you would like to schedule your email. 

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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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