Send a Mail Merge on Outlook on Mac and Windows Office 365


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.


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.


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. 


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.



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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