Mail Merge in Outlook - Change the Sender's Email Address

Mail merges will always use the default account in your profile. You can create a second identity (profile) in Outlook on Mac and use that for the mail merge - but you need the correct permissions on the mailbox. 

Manage profiles or identities in Outlook for Mac

  1. Add the email account you wish to send from to your Outlook account.
  2. From Finder, open the Applications folder.
  3. Ctrl+click or right-click Microsoft Outlook, and then select Show Package Contents.
  4. Open Contents > Shared Support, and then launch Outlook Profile Manager.
  5. Create a new profile. Select the Create a new profile button Add
    Then enter a name for the new profile.
  6. Change the default profile. Highlight the profile that you want, access Set the default profile  Action pop-up menu
    Then choose Set as Default. Restart Outlook for this change to take effect. 
  7. Continue with mail merge process. Outlook will now use whatever is marked as the default email as the sending email address on a mail merge.
  8. Remember to change back to your original default email account in Outlook.

​​​​​​PC Specific Instructions:

To send emails to a large number of recipients, senders can use mail merge functionality with content from Microsoft Word. Below are the steps that must be completed.

Step 1 - Create a new profile for the shared mailbox in Outlook

Typically, the shared mailbox for your department appears as a second mailbox in your Outlook when you log in as yourself. However, to use mail merge for your department, you will need to create a second profile specifically for your department's shared mailbox so that this shared mailbox is the default sender for the message.

  1. Close Outlook (if open)
  2. Open Control Panel (Press Windows key, type "control panel")
  3. Select "Mail" > then click on "Show Profiles" > click on Add.

  1. Enter the department shared mailbox name (ex. Office of the -----)  and click OK.
  2. Click Manual setup or additional server types and click Next.
  3. Click Office 365 and enter the email address for the department shared mailbox, then click Next. ***If this does not appear, you may see a screen where Your Name and Your Email address is blank. Enter the name of the department and the email address for the department shared mailbox (ex. Officeofthe-----@cofc.edu). Leave both password fields blank and click Next.
  4. A Windows security pop-up box will appear. Enter your CofC email address and password. Click OK.
  5. Open Control Panel > click Mail > click Show Profiles and select Prompt for a profile to be used. Click OK.
  6. Open Outlook and select the newly-configured profile (this will now pop up whenever Outlook is opened so that you can choose between your CofC mailbox and the department shared mailbox.)

 

Step 2 - Prepare Microsoft Word

The merged file is a combination of the Word document with your message, and the mailing list.

  1. 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
    1. If necessary, select Edit Recipient List and de-select all unwanted data
  4. Select Finish and Merge
  5. Go to Send E-Mail Messages
  6. In the “Merge to E-mail” dialog box that comes up, verify that the “To:” field and the “Subject line” field show the correct fields. Then verify that the mail format is HTML.
  7. Click OK and now messages will start to be sent.

              

 

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