How to perform a mail merge in Microsoft Word from a shared mailbox? (2024)

Microsoft Word's mail merge feature only sends emails from Outlook's default email. This article instructs how to add a shared mailbox to Outlook and set it as the default email so the mail merge will send emails from the shared mailbox instead.

Add the Shared Mailbox to Outlook

Via Outlook

  1. Open the Outlook Application
  2. Click File on the top toolbar
  3. Click the Account Settings button, and select Account Settings from the dropdown

How to perform a mail merge in Microsoft Word from a shared mailbox? (1)

Via Control Panel

  1. Open Control Panel (search Control Panel from Start)
  2. If in Category view, select User Accounts and then Mail(Microsoft Outlook), if in icon view select Mail(Microsoft Outlook)
  3. Click the Email Accounts button in the window that appears

For Both

  1. Click the New button above the list of email addresses

How to perform a mail merge in Microsoft Word from a shared mailbox? (2)

  1. Enter the shared email address into the box and click connect.

How to perform a mail merge in Microsoft Word from a shared mailbox? (3)

  1. If you have the password for the shared email address, enter it and click Sign In. If not, click sign-in with another account

How to perform a mail merge in Microsoft Word from a shared mailbox? (4)

  1. Enter the address for your primary email account that has access to the shared account and click Next
  2. Enter the password for your primary email account and click Sign In, then complete the Duo MFA prompt.
  3. Once signed in, click done, exit out of all open Outlook windows, and reopen Outlook. You’ll now see the shared inbox in the left-hand navigation pane. Note that it may take a while to synchronize all emails for the shared inbox.

How to perform a mail merge in Microsoft Word from a shared mailbox? (5)

Set the Shared Email as the Default Email to Send As

  1. Click file on the top toolbar
  2. Click Options in the bottom left corner of Outlook
  3. Select Mail from the options on the left side of the Outlook Options window
  4. Scroll to the Send Messages section and check the box for Always use the default account when composing new messages, then click Ok

How to perform a mail merge in Microsoft Word from a shared mailbox? (6)

  1. Click file on the top toolbar again
  2. Click the Account Settings button and select Account Settings from the dropdown
  3. Select the shared email address from the list, and click Set as Default

How to perform a mail merge in Microsoft Word from a shared mailbox? (7)

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Article ID: 1909

Created

Fri 5/21/21 9:58 AM

Modified

Fri 3/22/24 3:21 PM

How to perform a mail merge in Microsoft Word from a shared mailbox? (2024)

FAQs

Can you do a mail merge from a shared mailbox? ›

In order to perform a mail merge using a shared mailbox, it is necessary to create a separate Outlook profile for the shared mailbox.

How to do mail merge in Word Office 365? ›

Office 365 - Mail Merge
  1. Choose "Mailings" from the menu bar. Choose "Start Mail Merge"
  2. Click "Select Recipients" ...
  3. Click "Insert Merge Field"
  4. Choose the right field on the dropdown.
  5. Click "Preview Results" if you want to see name and information. ...
  6. Click "Finish & Merge" ...
  7. Click "Send As" dropdown. ...
  8. Choose "To" dropdown.

Can you send mail from a shared mailbox? ›

Send mail from the shared mailbox

Click From in the message, and change to the shared email address. If you don't see your shared email address, choose Other email address and then type in the shared email address. Finish typing your message, then choose Send.

How do I send a mail merge with multiple email addresses? ›

Add Multiple Recipients​

There are two ways to send an email to more than one person in mail merge. Use the dynamic CC and BCC option and include the other recipients in the same message but in the CC/BCC fields. Add multiple email addresses in the Email Address column, separated with commas.

How do you do a mail merge in Word? ›

Preview and send
  1. Go to Mailings > Preview Results to see how the email messages look. ...
  2. Select Preview Results again to add or remove merge fields.
  3. When ready, go to Mailings > Finish & Merge > Merge to E-Mail. ...
  4. Choose the To merge field, the subject, and whether to send as text, HTML, or as an attachment.

How to do a mail merge from a shared mailbox in Office 365? ›

Open the document in Microsoft Word, and click on the Mailings tab.
  1. Click Select Recipients and go to “Use Existing List”
  2. Use the dialog box to navigate to and open the data spreadsheet.
  3. Select the appropriate table in the text dialog box. ...
  4. Select Finish and Merge.
  5. Go to Send E-Mail Messages.
Jun 30, 2021

Why is mail merge not working in Word? ›

Mismatched, missing, or erroneous placeholders or merge fields can also result in mail merge not working Office 365. If your placeholders have the wrong data, you will end up with a botched email. Mismatched formatting in the data source and merge field will also lead to unintended results and errors.

What can a member of a shared mailbox do? ›

While logged in, the user can create calendar items; read, view, delete, and change email messages; create tasks and calendar contacts. However, a user with Full Access permission can't send email from the shared mailbox unless they also have Send As or Send on Behalf permission.

What is the difference between a mailbox and a shared mailbox? ›

The main difference between a user mailbox and a shared mailbox is that the shared mailbox is associated with a disabled user. A shared mailbox is mainly used to allow login access for multiple users. It is the same when multiple users use a user mailbox and a shared mailbox at the same time.

What is the difference between a shared mailbox and a distribution list? ›

Storage and Archiving. Both distribution lists and shared mailboxes use the email server's storage. However, while emails sent to a distribution list get stored in individual recipients' inboxes, emails in a shared mailbox reside in one central location, accessible to all, unless you set permissions.

How do I add multiple addresses to a mail merge in Word? ›

On the Mailings tab, choose Select Recipients and select Type a New List. In the New Address List dialog box type recipient information in each column as appropriate. For more info on using the dialog box, see Edit Data Source. For each new record, select Add New.

Can you do a mail merge in Outlook? ›

  1. Performing a mail merge in Microsoft Outlook helps you send personalized mass emails individually to a large mailing list.
  2. A mail merge is an automated process of creating personalized mass emails by using data from a spreadsheet or database file.
  3. Why should you send personalized emails?
Jan 25, 2024

How do I send a letter to multiple recipients in Word? ›

In Microsoft Word, from the Mailings tab, click Start Mail Merge. Select Letters. Click Select Recipients from the Mailings tab. Select Use Existing List.

How do I convert a shared mailbox to a regular mailbox? ›

Convert a shared mailbox back to a user's (private) mailbox
  1. Go to the Exchange admin center.
  2. Select Recipients > Mailboxes.
  3. Select the shared mailbox. On the Others tab, select Convert to regular mailbox.
  4. Select Confirm on the Convert mailbox from shared to regular page.
  5. Go back to the admin center.
Aug 21, 2023

Can a shared mailbox be part of a group? ›

Create the shared mailbox and then add the group as members of the shared mailbox. Users then check the shared mailbox for new messages and how other users may or may not have responded to the shared mailbox emails.

What happens when I convert a mailbox to a shared mailbox? ›

When you convert a user's mailbox to a shared mailbox, all of the existing email and calendar is retained but can be accessible to any users with delegated access to the mailbox. Note: The user mailbox you're converting needs a license assigned to it before you convert it to a shared mailbox.

Can a shared mailbox be in a group? ›

A shared mailbox makes it easy for a group of people to monitor and send email from a public email alias like HelpDesk@stockton.edu. When a person in the group replies to a message sent to the shared mailbox, the email appears to be from the shared address, not from the individual user.

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