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

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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.

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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: Click "New Email" in the top left

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

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Step 5: Upload your CSV or insert your distribution list

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Step 6: Preview, then click "Send Merge"

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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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