![]() Step 3: link your Mailing list to your email message If you want to use your Outlook contacts, make sure Outlook is your default email program and the same version as Word. ![]() For more info see Format mail merge numbers, dates, and other values in Excel. If you're using an Excel spreadsheet, format the ZIP Codes or postal codes column as text to preserve any zeros. ![]() If you don’t have a mailing list, you can create one during mail merge. For more info, see Data sources you can use for a mail merge. Go to Mailings > Start Mail Merge > E-mail Messages. How to create a mail merge Step 1: Prepare your main document When you want to send an email or mail merge using the delegate profile, close Outlook and hold down "Shift" on the keyboard while opening Outlook which will then prompt you to Choose Profile. If you do not use the delegate profile on a regular basis, you can click "Options >" and uncheck the box next to "Prompt for a profile to be used". This will allow you to create a mail merge and send as the account you are a delegate for. Now open Outlook and you should be prompted to Choose Profile Uncheck the box that says "Set up Outlook Mobile on my phone, too" then click "Finish" When you click the blue "Next" button, Outlook should auto-configure On the next screen, the Microsoft Sign-in page will populate with the delegate account email address. Leave the password field blank and click " Next >" Replace your email address with the email address of the account you are a delegate for, then change your name to the name of the delegate account. This is the tricky step: Your name and email address will appear in the next window. Select "Prompt for a profile to be used" and click "Add."Įnter a name for the profile you wish to add (e.g. Quick Links: | Setup Inbox | Create a mail merge | First, set up your Delegate account inbox, if you have not done so alreadyįollow these steps to enable sending from an account to which you have full delegate access: ![]()
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