Mail Merge using a Shared Mailbox


A Shared Mailbox can be used to perform a Mail Merge. To do this, a new Outlook Profile will need to be created that contains only the Shared Mailbox. The instructions below show how to create an Outlook Profile containing only a Shared Mailbox. Please note that these instructions only work with Classic Outlook.

 

  1. With the Outlook application closed, search for "Control Panel" in the Windows search bar. Once you are in Control Panel, search for "Mail"



  2. Within Control Panel, search for "Mail"



  3. Click "Show Profiles..."



  4. Click "Add..."



  5. Enter a name for the Mail Merge profile and click "Ok"



  6. Select Manual setup or additional server type, then click next
  7. Enter the email address for the Shared Mailbox, and click next




  8. The account should then be setup up successfully using your nid@ucf.edu that is already signed into Outlook/Windows



  9. When you need to do a Mail Merge with the Shared Mailbox, hold down the shift key when starting Outlook. This will give you the option to choose a profile.



  10. Now you are ready to do a Mail Merge as you normally would.